We try to check in on stocks that we think might have a home in the Nanalyze Tech portfolio every year or so. This is to see if the company has made the necessary adjustments to satisfy our investment criteria or if the investment thesis has changed based on things like technology disruption or market fit. Our evaluations try to tune out the short-term noise while investigating the long-term prospects. Of course, certain trends tend to dominate at any given point in time. A recent comment by ASML (ASML) CEO Christophe Fouquet during the company’s Q1-2025 call captures the current zeitgeist for any company that develops technologies that support AI. “Our conversations so far with customers support our expectation that 2025 and 2026 will be growth years. However, the recent tariff announcements have increased uncertainty in the macro environment and the situation will remain dynamic for a while. As previously shared, artificial intelligence continues to be the primary growth driver in our industry. It has created a shift in the market dynamics that benefits some customers more than others, contributing to both upside potential and downside risks as reflected in our 2025 revenue range.” – CEO Christophe Fouqet In other
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Too Big to Fail, But Is ASML Too Big to Grow Revenue? – Nanalyze
Too Big to Fail, But Is ASML Too Big to Grow Revenue? – Nanalyze