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...
The cybersecurity stock you can’t ignore in 2025 | Fortinet deep dive
Intelligent Wealth Podcast
31 minutes
4 months ago
The cybersecurity stock you can’t ignore in 2025 | Fortinet deep dive
Is Fortinet the future of cybersecurity investing? In this episode of the Intelligent Wealth Podcast, we deep dive into Fortinet (NASDAQ: FTNT) — one of the world’s fastest-growing cybersecurity companies with 31% annual returns since IPO! **Takeaways** 1. Why Fortinet ticks all the boxes for quality investing 2. The massive $14 trillion cybersecurity opportunity 3. Key differences between Fortinet and CrowdStrike 4. Risks and red flags: Can Fortinet keep its moat? 5. The growing impact of A...
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...
