Andrew Gardiner

Head of European Technology Equity Research at Citi; featured guest providing analysis on ASML's earnings, bookings, and implications for the semiconductor and AI supply chain.

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Oct 16, 2025 • 33min

Inside ASML’s Earnings Beat, Netflix’s Podcasting Move & the Largest Data Center Acquisition Ever

In this fascinating discussion, Andrew Gardiner, Citi's Head of European Technology Equity Research, delves into ASML's earnings and its pivotal role in the semiconductor and AI supply chains. He sheds light on ASML's cautious outlook amidst AI hype and China revenue uncertainties. Meanwhile, Scott Galloway, entrepreneur and media commentator, explores Netflix's strategic pivot into podcasting and its potential to challenge YouTube, speculating how podcasts might soon resemble premium TV content.

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