Company
ASML
- Episodes
- 6
- Share
- 0.6%
- Shows
- 6
- Net sentiment
- +0.33
Up from 0.5% of episodes in the weeks before; net sentiment was +1.00.
Bullish 2Mixed 0Neutral 3Bearish 1
2 weeks
Share of each week's episodes naming it, and net sentiment.
0%2%4%
Sep 21Sep 28
Net sentiment
−10+1
Sep 21Sep 28
The episodes that named it
Why each one was bullish, bearish or in between on ASML. Longest episodes first.
Bullish 2
Neutral 3
- Holds effectively all EUV lithography share, which China cannot access.#50 - How the Memory Market Shapes AI, the US-China Chip Race, and the Memory Cycle with Vis Valluri of SK hynix · Passion Play Profit · Sep 30
- Its EUV lithography is central to export controls and the global chip race.How Taiwan Built the World’s Chip Powerhouse · Taiwan Frontlines: Taiwan in the Global Arena · Oct 1
- Makes the lithography machines that the chip supply chain depends on.Friday Wrap-Up: The Humanoid Robotics Race and What You Should Be Reading · In Good Company with Nicolai Tangen · Oct 2
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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