“The Start of the AI Boom (Or Depression) [How Cooked are We?!?!]”
AI summary · ASML is core to the chipmaking business; its January order backlog announcement should be extremely strong as more and more buyers want its chip-making machines, and the speaker is very excited about the growth ASML will report in January.
And of course, you have ASML, which is the core of your business, and their backlog of orders will be insane when they announce it in January because more and more people want these chip-making machines.
I'm very excited about the growth they will end up announcing in January.