Analyzing ASML and the Telecom Landscape

This chapter examines ASML's strong performance in the chip equipment sector and the implications of U.S. restrictions on sales to China, highlighting strategic messaging from its CEO. Additionally, it discusses T-Mobile's growth, partnerships, and future potential in the satellite internet space, alongside the challenges faced by phone manufacturers. The chapter also touches on controversies surrounding DeepSeek, including privacy concerns and the potential misuse of data in the AI sector.