Discussion on the results of Taiwan Semiconductor and ASML, including their outlook and expectations. The importance of building a backlog of orders for expensive machines like EUV machines is also emphasized.
We’ve got some different takes on the state of semiconductors, and continued signs that Netflix is the king of streaming.
(00:21) Tim Beyers and Dylan Lewis discuss:
- ASML’’s surging revenue, and why the key semiconductor company has a different outlook for 2024 than its main customer Taiwan Semi.
- Huge subscriber gains for Netflix, and the metric that shows the company’s streaming supremacy.
- Chipotle’s preparations for “peak burrito.”
(15:00) The trend of stay-at-home is hitting some “eatertainment” companies. Motley Fool Money’s Ricky Mulvey caught up with Fool contributor Rick Munnariz to talk about one arcade company that’s trying to reverse a sales decline.
Companies discussed: ASML, NFLX, CMG, PLAY, BOWL, MODG
Host: Dylan Lewis
Guests: Tim Beyers, Ricky Mulvey, RIck Munarriz
Engineers:Dan Boyd
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