Jensen’s claim of hiring 100M AI assistants contradicts B2B model… ASML from another angle, really not looking good
Things CEOs say before the bubble breaks.
— Financelot (@FinanceLancelot) October 15, 2024
ASML from another angle, really not looking good… t.co/zKN7qzcsV2 pic.twitter.com/1BCEr1zzk3
— Longview Economics (@Lvieweconomics) October 15, 2024
ASML is indeed a key player in the semiconductor industry. They are known for providing lithography systems that are essential for manufacturing semiconductor microchips. ASML is the only company that manufactures extreme ultraviolet (EUV) lithography machines, which are crucial for producing the most advanced microchips.
Microchips, especially the advanced ones, are the backbone of AI technology. They process the massive amounts of data that AI algorithms need to function. Companies like NVIDIA and Intel are constantly innovating in the microchip space to enhance AI capabilities.
This is very concerning maybe the banks are wrong? $ASML is down -17%
Concerning pic.twitter.com/16YTz6fHkV
— Golden Coast (Cassandra) (@GregCrennan) October 15, 2024