https://www.tiktok.com/t/ZP8GQnGfD/ a good visual explainer on ASML. This creator explains the new/complex products you cover from financial pov.
2026-07-09 13:41:17
2
Ricky Ricky :
“Nutlick”. I spit out my drink 😂
2026-07-07 21:26:00
12
hypernormalization666 :
big fan for a long time, can you do a video of USA quartz as a bottle neck? there are other strategic deposits globally but nothing is as pure as American.
2026-07-07 18:22:45
4
icon :
This is the stupidest strategy. It makes no sense and will surely prove to be the nail in our collective coffin
2026-07-08 08:46:18
4
CompletelyLawless :
How does China produce compute and tokens so much more cheaply than the US? I imagine their chips are inferior and if they are buying NVDA or AMD, it must be at an increased cost. Is it all energy cost?
2026-07-07 18:49:15
2
no worries :
Protection of domestic businesses from foreign competition is why domestic companies are taking the easy way out of.
2026-07-08 01:45:45
0
tayoobkhan1 :
What happens if in somewhere globally consequential, A decision is made to say "No" and it gains traction, doesn't have to be 100 percent but lets say 10% of other concerns also say "no" - how might the US respond? We've seen the extraterritorial response to imposing crackdown on freedom of expression however there has been significant push back and it's really not possible to maintain the crackdown without even more repressive policies or codes, will supply chains respond similarly given that their markets opportunities are moving away from US/West?
2026-07-07 21:26:02
2
latenightsscrolling :
These decisions now days are based the emperor has no clothes syndrome. Everyone is afraid they maybe the person or company who bursts the bubble of our past achievements
2026-07-07 20:49:37
1
Buck lawless :
🧐
2026-07-07 17:52:10
3
Epic :
I think the cat is out of the back. China is not going to take Japan’s approach to where earth minerals. They are going to go full steam ahead until they have something better than lithography.
2026-07-12 00:01:34
1
theshow2020 :
Are you discounting the risks the China presents to US? you may be saying the protective rhetoric is too strong, but the risks cannot be ignored.
2026-07-07 23:21:21
2
johnwhyte🇨🇦 :
China has DUV for high volume manufacturing. The have a prototype EUV but so far can't produce volume. My guess is 6 months, they will be there and, are developing leapfrog technology to surpass ASML. It is being developed by former ASML scientists. Navarro is and idiot.
2026-07-07 19:02:04
5
IDUMEANS (House-OF-DU’MEAN) :
This is a global supply chain tightly interwoven and any one including the US who tries to strong arm any of the players will get hurt. France have got Mistral and Hermes agents, so Europe have some models albeit French
2026-07-07 21:06:34
3
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