Speaker does not prefer ASML.
Bearish
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Schwab NetworkPublished Sep 17 · 1 passage
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I do not prefer the " ASML" company. We know , we love what you said?
What this channel has said about $ASML
Schwab Network has 2 calls on this stock; only the adjacent ones are shown.
2026-09-18Bullish
So, we're not talking about super-large companies; we think they'll do well . But enterprise software that is not tied to hardware or has no network effects, I see as being at risk in the long run, unless it is like "Surface Now," one of our software hubs, where they have software that manages and secures other agents, which I expect will be in high demand. Otherwise, we prefer semiconductor equipment for many reasons, and I believe that the continuation of Moore's Law, with companies like ASML and LAM, will be the primary beneficiary.
Quote at 00:47 ›2026-09-17BearishThis one
I do not prefer the " ASML" company. We know , we love what you said?