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ASML, every mention

1 scene (2026) · ← back to ASML

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every year 2026 anyone Pat Dorsey 4Jonathan Tepper 1Daniel Graña 1Alex Sacerdote 1

Verbatim, from the transcripts: the passages where ASML comes up

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Moat Investing Nuances – Pat Dorsey (EP.509) Jul 6, 2026 · 4 mentions

  • ▶ 46:21 Pat Dorsey Our largest position right now is ASML, a monopoly in a key part of the semiconductor value chain. 4 times in the scene
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