Company
ASML
- Episodes
- 5
- Share
- 0.5%
- Shows
- 5
- Net sentiment
- +1.00
Bullish 3Mixed 0Neutral 2Bearish 0
The episodes that named it
Why each one was bullish, bearish or in between on ASML. Longest episodes first.
Bullish 3
- Guest calls it a favorite pick given its unmatched precision lithography technology.Joel Litman: We Are NOT in an AI Bubble · Stansberry Investor Hour · Sep 22
- Monopoly in extreme ultraviolet lithography with exposure to both logic and memory chips.Don’t Wait For Cheaper Stocks — Rebecca Walser On Stocks To Buy Now · Street Talk · Sep 24
- Its high-NA EUV tool gains a major customer path via TSMC's 12-inch mask commitment.TSMC, ASML, and High NA EUV · Supply Chained · Sep 21
Neutral 2
- Cited as an example of machine output limited by supply chain and metal cutting.Reindustrializing the West - with Alexander Fitzgerald (Isembard) · The Defense Brief · Sep 23
- Named as a source for high NA EUV lithography, described factually.The Silicon Frontier: Five Human Skills Powering America’s Next Industrial Horizon · Semiconductor Engineering Daily A Workforce Development B2B podcast · Sep 24
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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