[PODCAST] An Update On ASML With Best Anchor Stocks
The lithography leader is in a 30% drawdown
YouTube
Spotify
Apple Podcasts
Greetings to all Chit Chat Stocks listeners for the first time in 2025! Today, we released a podcast interview with Leandro from Best Anchor Stocks. We spent an hour discussing ASML.
Best Anchor Stocks has been covering ASML for a long time. In fact, we did an episode with him over two years ago on the same company, and it has been our most listened-to podcast since.
With the AI boom (bubble?) in full swing, China-U.S. tensions rising, reshoring capital investments, and the stock in a 30% drawdown, we thought it was a perfect time to bring back on Leandro for an update on this fascinating technological marvel.
Here are the timestamps for the episode:
(05:47) Impact of AI on ASML
(11:40) Geopolitical Tensions and ASML's Market Position
(15:38) China's Role in ASML's Business
(21:29) Reshoring and Its Implications for ASML
(27:22) Cyclical Nature of the Semiconductor Industry
(31:43) Understanding ASML's Order Fluctuations
(36:12) The Future of ASML's Technology
(41:25) Evaluating Lithography's Role in Semiconductor Spending
(46:50) Revenue Growth Projections for ASML
(49:50) Insights from ASML's Investor Day
(52:42) Assessing Risks to ASML's Future Growth
(57:48) Leadership Transition and Company Culture at ASML
I hope you enjoy the episode as we kickoff some great investing content for 2025.
-Brett
P.S. Make sure to check out Leandro’s newsletter Best Anchor Stocks:
Chit Chat stocks is presented by:
Public.com has just launched its BOND ACCOUNT. Lock-in interest rates of 6% or higher (as of 9/30/24) by signing up today!
With as little as $1,000, the bond account allows you to buy a diversified portfolio of bonds and lock in your yield even if the Federal Reserve cuts rates.
It only takes a couple of minutes, get started today at Public.com/chitchatstocks and open up a bond fund today!
A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more.