ASML
2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Mar 20, 2025 by Chamath Palihapitiya · said 29 times in 12 episodes since 2024 · across every show →
Mentions by year
brought up most by David Friedberg (16), Jason Calacanis (6), Chamath Palihapitiya (4), Peter Thiel (1), David Sacks (1), Arthur Mensch (1)
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2026 4 mentions in 3 episodes 1 per episode
- Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores
- Trump-Xi Summit, Benioff: "Not My First SaaSpocalypse," OpenAI vs Apple, Multi-Sensory AI, El Niño
- Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN
- every mention in 2026, scene by scene →
2025 24 mentions in 8 episodes 3 per episode
- Bernie Sanders Says Stop All AI, China's Breakthrough, Inflation Down, Golden Age in 2026?
- DOGE updates + Liberation Day Tariff Reactions with Ben Shapiro and Antonio Gracias
- DeepSeek Panic, US vs China, OpenAI $40B?, and Doge Delivers with Travis Kalanick and David Sacks
- Arm CEO Rene Haas on AI: Nvidia Lessons, Intel’s Decline and the US-China Chip War
- Winning the AI Race Part 3: Jensen Huang, Lisa Su, James Litinsky, Chase Lochmiller
- Trump vs Harvard, Nvidia export controls, how DEI killed Hollywood with Tim Dillon
- Howard Lutnick | All-In DC
- Tariffs, Trump's Economic Endgame, Market Chaos, Bitcoin Reserve, CoreWeave IPO
- every mention in 2025, scene by scene →
2024 1 mention in 1 episode
Everything said about ASML, oldest first
Mar 20, 2025
Jul 30, 2026 bearish
Calacanis: ASML stock falls 17% as Chinese competitor CXMT surges 500%
“Well, ASML stock is down 17% on news that China is getting into that business and Chinese memory maker CX MT went public surging almost 500% on its debut market cap over four 50. And so that hurt Micron Samsung, et cetera, who were all down.”