ASML, every mention
8 scenes · ← back to ASML
tap a year for its mentions
every year anyone Dylan Patel 3Patrick O'Shaughnessy 2Alex Sacerdote 2Neil Mehta 1Gavin Baker 1Dan Loeb 1
Verbatim, from the transcripts: the passages where ASML comes up
Why the Markets Are Pricing AI Wrong | Gavin Baker · Invest Like The Best
- ▶ 52:08 Patrick O'Shaughnessy What do you make of the DUV news out of China where I've seen reactions really along a spectrum of like, this is the equivalent of like what ASML had in 2001 or something, um, or like, no, this is actually the first bit of news in a, a new… 2 times in the scene
Why the AI Boom Is Just Getting Started · Invest Like The Best
- ▶ 34:21 Alex Sacerdote Or ASML as critical intellectual property.
- ▶ 1:14:48 Alex Sacerdote Lever to it, and Hynex is extremely levered to it, and ASML is levered to it.
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
- ▶ 28:27 Gavin Baker Like one big reason Taiwan Semi caught up is ASML and KLA TenCore and LAM Research and Applied Materials.
The Supply and Demand of AI Tokens | Dylan Patel Interview · Invest Like The Best
- ▶ 32:01 Dylan Patel You see ASML, 2 times in the scene
- ▶ 36:45 Dylan Patel Um, you know, companies like LAM Research, or Applied Materials, or ASML, or their further downstream supply chains, like MKSI, and, and all these other companies.
Finding the Next Figma, Wiz, & Stripe Before It's Obvious | Neil Mehta Interview · Invest Like The Best
- ▶ 21:48 Neil Mehta Um, you could go to the eighties where you had Dell, um, uh, you know, and ASML.