《The Start of the AI Boom (Or Depression) [How Cooked are We?!?!]》
AI 摘要 · ASML是芯片制造业务的核心；其1月订单积压公告应会极其强劲，因为越来越多的买家想要它的芯片制造设备，说话者对ASML将在1月报告的增长非常兴奋。
当然，还有ASML，这是你业务的核心，当他们一月份公布时，订单积压会非常惊人，因为越来越多的人想要这些芯片制造机器。我对他们一月份最终将公布的增长率感到非常兴奋。
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.