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In this episode, weâre taking a deep dive into the uncertainties ASML faces and how the semiconductor industryâs cyclical nature impacts its future. We break down the key risks ASML encounters, the role of cyclicality and what it means for investors.
Join us to understand why investing in top companies isnât just about the upside, but about smartly managing risks. Whether youâre curious about ASMLâs technology or want a clearer perspective on the role of cycles in markets, this episode will help you.Send us a message
You can also find us on:
X â @DutchInvestorsâ Substack â @The Dutch Investorsâ Instagram â @The Dutch InvestorsâOr â become a premium member! â With a brand new fundamental analysis released every single week!
Disclaimer:
Nothing in this podcast can be considered financial advice. This is for educational purposes only. We may hold positions in the businesses discussed. Do your own research. -
Welcome to the first episode of Cracking the ASML Code.
In this episode, we delve into the world of ASML, a company so critical to modern technology that major tech giants, and possibly the global economy itself, would feel the impact if it ceased to exist. ASML is the backbone of the semiconductor industry, powering devices we rely on daily with its world-leading lithography machines.
We'll explore why ASML's stock recently took a hit, discuss the industryâs cyclic nature, and tell you what this means for long-term investors.Send us a message
You can also find us on:
X â @DutchInvestorsâ Substack â @The Dutch Investorsâ Instagram â @The Dutch InvestorsâOr â become a premium member! â With a brand new fundamental analysis released every single week!
Disclaimer:
Nothing in this podcast can be considered financial advice. This is for educational purposes only. We may hold positions in the businesses discussed. Do your own research. -
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