On 24 June 2021, I recorded an episode for The Financial Coconut’s podcast series, TFC Stock Geekout. I appeared in the episode together with The Financial Coconut’s founder, Reggie Koh, and we talked about ASML (NASDAQ: ASML) for nearly an hour. We discussed many aspects about the company, including its revenue streams, growth prospects, risks, and more. ASML is based in the Netherlands and is a company that’s in the portfolio of the investment fund that Jeremy and I run together. It’s a fascinating company to me because it is currently the only company in the world that can build an extreme ultraviolet (EUV) lithography machine. Lithography is the process of using light to create tiny, tiny structures (called transistors) on a silicon wafer to produce chips. EUV lithography is currently the most advanced lithography process and it uses ultraviolet light of an extremely short wavelength of 13.5 nm. In a world that is...