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...
Novo Nordisk stock CRASHED: Buying opportunity or trouble ahead?
Intelligent Wealth Podcast
28 minutes
2 months ago
Novo Nordisk stock CRASHED: Buying opportunity or trouble ahead?
🚨 Novo Nordisk Stock Down 66% - Is This a Golden Buying Opportunity or a Red Flag? In this episode of the Intelligent Wealth Podcast, our expert panel dives deep into the recent plunge in Novo Nordisk’s stock price - one of the most dominant pharmaceutical companies globally in the obesity and diabetes drug market. With insights from Awet, Head of Research, directors Carl Roberts and Tony Byrne at Minerva Money Management, we unpack: * Why Novo Nordisk's share price crashed * How competition ...
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...
