ASML
2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Apr 23, 2026 by Dylan Patel · said 10 times in 6 episodes since 2025 · across every show →
Mentions by year
brought up most by Dylan Patel (3), Patrick O'Shaughnessy (2), Alex Sacerdote (2), Neil Mehta (1), Gavin Baker (1), Dan Loeb (1)
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2026 9 mentions in 5 episodes 2 per episode
- The Supply and Demand of AI Tokens | Dylan Patel Interview · Invest Like The Best
- Why the Markets Are Pricing AI Wrong | Gavin Baker · Invest Like The Best
- Why the AI Boom Is Just Getting Started · Invest Like The Best
- Legendary Investor Dan Loeb on AI, Credit, & Third Point’s $25B Strategy · Invest Like The Best
- Watts, Wafers, and the Future of AI Infra | Gavin Baker · Invest Like The Best
- every mention in 2026, scene by scene →
Everything said about ASML, oldest first
Apr 23, 2026 neutral
Aug 4, 2026 bullish
Baker: China's lithography progress will take five years to impact ASML orders
“If this ever hits ASML's orders, maybe it hits it in five years, and like, the market has forgotten about it, gotten worried about it, forgotten about it, gotten worried about it, forgotten about it, multiple times along the way.
so I do think that was prob…”