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ASML

ASMLCommentary

Manufactures photolithography systems, including extreme ultraviolet machines, used to produce semiconductor chips.Yahoo Finance ↗asml.com ↗

1 take · first discussed Dec 19, 2025

Where they land
Commentary
Who's weighed in
Sacks
Takes
1
First discussed
Dec 19, 2025

Commentary only — they've discussed this name but haven't made a call on it, so we don't attribute any call return to it. The stock's price chart and the takes are below.

How the stock has moved

The price since they started discussing it. Click a mention to see where it stood — these are comments, not calls.

prices through Jul 13, 2026
0%$1,930$1,056Sacks on ASML · commentary Dec 19, 2025+70.2%Dec 19, 2025Jul 10, 2026
click a chip for the quote + move since comment

Where they stand now

SacksSacks
Commentary

Sacks views ASML's EUV monopoly as the West's single biggest advantage in the AI race, but acknowledges China's progress in reverse engineering and DUV workarounds is speeding up the timeline for closing the chip gap, making ASML's moat less durable than previously assumed.

E255 · Dec 19, 20251 call ↓

The discussion

The sole host thesis on ASML comes from Sacks, who takes a neutral, medium-conviction stance. He recognizes ASML's EUV lithography monopoly as the West's most significant structural advantage in the AI race, but tempers that view with concern that China's accelerating progress in reverse engineering EUV and developing DUV workarounds is eroding the durability of that moat faster than previously expected. No other hosts provided views, so there is no cross-host agreement or disagreement to note.

How they got there

SacksSacks1 mention since Dec 19, 2025
NeutralE255Dec 19, 2025⚑

Sacks views ASML's EUV monopoly as the West's single biggest advantage in the AI race, but acknowledges China's progress in reverse engineering and DUV workarounds is speeding up the timeline for closing the chip gap, making ASML's moat less durable than previously assumed.

EUV lithography, these machines that are made by ASML, is probably our single biggest advantage in the AI race... But if they figured out how to reverse EUV, that would be, I'd say, a blow because it is a real advantage for us.”1:06:33
iAbout these quotes
Quotes are machine-transcribed from the episode audio — use the Listen links to verify any take against the source, or the ⚑ link to report a problem. Takes marked unverified, low-conviction, or commentary-only never move stances, the index, or the funds.