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Which podcasts are discussing ASML?
54 ATTRIBUTED IDEAS · 34 EPISODES · 21 SHOWS
The shows
Business Breakdowns
Monetary Matters with Jack Farley
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Motley Fool Money
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The Business Brew
The Pomp Podcast
WSJ What's News
a16z Podcast
All-In with Chamath, Jason, Sacks & Friedberg
Bloomberg Surveillance
Capital Allocators
CNBC Fast Money
Empire
Eurodollar University
Goldman Sachs Exchanges
The Compound and Friends
The Long View
The Meb Faber Show
The Twenty Minute VC
Top Traders Unplugged
Where the discussion went deepest
14 JUL14 JULMONETARY MATTERS WITH JACK FARLEY · 19:20
AI Frontier model demand drives semiconductor supply supercycle
“The structural lag from twenty years of hardware underinvestment, combined with extreme compute requirements for frontier AI models, creates a multi-year supply bottleneck across the semiconductor supply chain.”
The Semiconductor Earnings Boom Is Just Getting Started
Core thesis · 5/5Verify in source →
22 JUN22 JUNANIMAL SPIRITS · 02:40
AI supply chain constraints create multi-year duration
“The portfolio manager argued that the AI build-out faces severe multi-year supply chain bottlenecks across semiconductors, power, and equipment, preventing a bubble and extending the duration of high earnings growth.”
Talk Your Book: AI Is Not a Bubble
Core thesis · 5/5Verify in source →
20 JUN20 JUNMONETARY MATTERS WITH JACK FARLEY
Memory stocks overly discounted despite structural supply constraints
“The speaker argued that memory stocks trade at depressed multiples because the market incorrectly anticipates an imminent cyclical downturn, ignoring physical supply bottlenecks.”
Jim Chanos & Val Zlatev: Long and Short Alpha in AI, Semiconductors, Neoclouds, and Data Centers
Core thesis · 5/5Verify in source →
31 MAR31 MARTHE LONG VIEW · 12:45
Behavioral edge over informational edge in mega-caps
“The guest argued that for widely followed mega-caps like Meta and ASML, a behavioral edge (long-term horizon) is more viable than an informational edge, especially with the rise of short-term 'pod shops' and non-price-seeking passive capital.”
Pat Dorsey: Economic Moats and More
Core thesis · 5/5Verify in source →
6 MAR6 MARBUSINESS BREAKDOWNS · 3:30
ASML's EUV monopoly is insurmountable
“The guest argued that ASML's extreme ultraviolet (EUV) lithography technology represents the most significant competitive advantage they have ever seen, with barriers to entry so high that catching up is practically impossible.”
ASML: Competing with Moore’s Law - [Business Breakdowns, REPLAY] · with Moore
Core thesis · 5/5Verify in source →
6 MAR6 MARBUSINESS BREAKDOWNS · 10:30
ASML's EUV dominance from unlikely beginnings
“The guest argued that ASML's journey from a 'problem child' spin-out with no revenue to a 100% monopoly in extreme ultraviolet lithography (EUV) is a story of tenacious engineering and seizing a key technology transition.”
ASML: Competing with Moore’s Law - [Business Breakdowns, REPLAY] · with Moore
Core thesis · 5/5Verify in source →
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