ASML

2 statements across 2 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Nov 27, 2024 by Bill Gurley · said 4 times in 3 episodes since 2024 · across every show →

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brought up most by Bill Gurley (4)

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2025 3 mentions in 2 episodes 2 per episode

Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Apr 24, 2025 · 2 mentions · from 32:22
China, AI Immigration, Rare Earths & Chips, Tariffs, Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Jun 6, 2025 · 1 mention · from 43:37
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2024 1 mention in 1 episode

BG2 Thanksgiving Roundtable: DOGE, EV Tax Credit, Tariffs, Conspiracy Theories, Invest America · Bg2 Pod Nov 27, 2024 · 1 mention · from 4:19
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Everything said about ASML, oldest first

Nov 27, 2024 bearish

Opinion

Gurley: Blocking ASML and AI tech to China is not working

“I don't think blocking ASML or blocking AI technology or blocking anything is working. It's just not working”

Bill Gurley Nov 27, 2024 ▶ 4:19 BG2 Thanksgiving Roundtable: DOGE, EV Tax Credit, Tariffs, Conspiracy Theories, Invest America · Bg2 Pod

Mar 21, 2025 neutral

Prediction Not checkable as stated

Gurley: US Pressure Could Provoke ASML to Defy China Export Bans

“I could easily see us provoking Europe to the point where the ASML team just says, well, screw it. We don't care what you say. We're selling to China.”

Bill Gurley Mar 21, 2025 ▶ 1:02:52 NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2 · Bg2 Pod

ASML

Mentions by year

Everything said about ASML, oldest first

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