On this episode of Chit Chat Stocks, Brett and Ryan speak with Leandro from Best Anchor Stocks about ASML. They discuss:
(05:47) Impact of AI on ASML
(11:40) Geopolitical Tensions and ASML's Market Position
(15:38) China's Role in ASML's Business
(21:29) Reshoring and Its Implications for ASML
(27:22) Cyclical Nature of the Semiconductor Industry
(31:43) Understanding ASML's Order Fluctuations
(36:12) The Future of ASML's Technology
(41:25) Evaluating Lithography's Role in Semiconductor Spending
(46:50) Revenue Growth Projections for ASML
(49:50) Insights from ASML's Investor Day
(52:42) Assessing Risks to ASML's Future Growth
(57:48) Leadership Transition and Company Culture at ASML
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Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
