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ASML

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jul 6, 2026 by Pat Dorsey · said 7 times in 4 episodes since 2021 · across every show →

Mentions by year

brought up most by Pat Dorsey (4), Jonathan Tepper (1), Daniel Graña (1), Alex Sacerdote (1)

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2026 4 mentions in 1 episode
2025 1 mention in 1 episode
2024 1 mention in 1 episode
2021 1 mention in 1 episode

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Everything said about ASML, oldest first

Jul 6, 2026 bullish
Disclosure
Dorsey: ASML Is Dorsey Asset Management's Largest Portfolio Position
“Our largest position right now is ASML, a monopoly in a key part of the semiconductor value chain.”
Pat Dorsey Jul 6, 2026 ▶ 46:21 Moat Investing Nuances – Pat Dorsey (EP.509)
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