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...
All content for Intelligent Wealth Podcast is the property of Tony Byrne, Awet Ghirmay, and Carl Roberts and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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...
Miss this hidden UK stock and you might regret it | Ashtead Technology Stock Analysis (2025)
Intelligent Wealth Podcast
29 minutes
3 months ago
Miss this hidden UK stock and you might regret it | Ashtead Technology Stock Analysis (2025)
Welcome back to the Intelligent Wealth Podcast, where we deep-dive into high-quality investment opportunities. In this episode, we analyse Ashtead Technology, a little-known UK-listed company that's quietly dominating the subsea equipment rental market. Ashtead Technology provides specialised equipment and services for offshore energy projects – from oil and gas to renewables. With over 30,000 rental assets, a 50% market share in the survey and robotics and operations in 80+ countries, the c...
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...
