ASML (AMS/NASDAQ: ASML) powers the world’s most advanced chips. In this episode of the Intelligent Wealth Podcast, Tony Byrne (Fund Manager), Carl Roberts (Fellow Director) and Awet Ghirmay (Head of Research) break down ASML’s EUV monopoly, why TSMC/Intel/Samsung depend on it, the 70/30 revenue mix (systems vs services), backlog, buybacks, valuation, and the big risks (customer concentration, supply chain, geopolitics, and “what’s next” tech shifts). Why it matters for serious investors: ASM...
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ASML (AMS/NASDAQ: ASML) powers the world’s most advanced chips. In this episode of the Intelligent Wealth Podcast, Tony Byrne (Fund Manager), Carl Roberts (Fellow Director) and Awet Ghirmay (Head of Research) break down ASML’s EUV monopoly, why TSMC/Intel/Samsung depend on it, the 70/30 revenue mix (systems vs services), backlog, buybacks, valuation, and the big risks (customer concentration, supply chain, geopolitics, and “what’s next” tech shifts). Why it matters for serious investors: ASM...
Is Nvidia’s dominance sustainable? What every investor should know
Intelligent Wealth Podcast
38 minutes
5 months ago
Is Nvidia’s dominance sustainable? What every investor should know
In this episode of the Intelligent Wealth podcast, the hosts discuss Nvidia's remarkable rise to become the world's largest company by market cap, driven by the visionary leadership of Jensen Huang. They explore Nvidia's unique business model, its competitive advantages in the AI space, and the valuation concerns that come with its rapid growth. The conversation also delves into the risks associated with Nvidia's market position, including customer concentration and geopolitical factors. Fina...
Intelligent Wealth Podcast
ASML (AMS/NASDAQ: ASML) powers the world’s most advanced chips. In this episode of the Intelligent Wealth Podcast, Tony Byrne (Fund Manager), Carl Roberts (Fellow Director) and Awet Ghirmay (Head of Research) break down ASML’s EUV monopoly, why TSMC/Intel/Samsung depend on it, the 70/30 revenue mix (systems vs services), backlog, buybacks, valuation, and the big risks (customer concentration, supply chain, geopolitics, and “what’s next” tech shifts). Why it matters for serious investors: ASM...
