The chip industry is having a really difficult time but what i think asml's benefiting from is that these are long lead items and they're the heart of the competitiveness of their customers. In q3 uh net sales went nicely up again um but what was even more impressive for me is that their backlog just continues to increase. I'm still considering whether i should not buy it this one share just as a token of appreciation to ASML.
In this episode, we discuss a head of lettuce outlasting Liz Truss, Elon Musks' plans for his Twitter employees, and the Earnings of the following companies:
- Johnson & Johnson (JNJ)
- ASML Holding (ASML)
- ABB (SWX: ABBN)
- Castellum (STO:CAST)
- Roche (SWX: ROG)
- Snap-On (SNA)
- L’Oreal (EPA:OR)
- Philip Morris (PM)
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