ASML
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Oct 7, 2025 by Jordan Fisher · said 2 times in 1 episodes since 2025 · across every show →
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2025 2 mentions in 1 episode
Everything said about ASML, oldest first
Oct 7, 2025 positive
Fisher: Hard physical and semiconductor problems provide durable moats post-AGI
“And I think a lot of things actually, like TSMC, like ASML, those are hard problems that eventually will get easy with robotics, et cetera, but robotics are lagging behind. So I think there's these hard problems that will exist even in two years, and if you're…”