Markets are wobbling, semiconductors are under pressure, and shipping stocks are sailing ahead. Join us as we unpack ETF holdings, ASML’s edge, and why keeping some cash can help you stay calm when stocks get rocky.
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0:05 - Market Decline, Inflation, and Risk Aversion
3:15 - Shipping Stocks Benefit From Global Risks
4:43 - Semiconductor Stocks Face Selling Pressure
6:13 - ETF Holdings, Retirement, and Theme Purity
9:56 - Cash, Patience, and Long-Term Stock Picking
17:43 - ASML’s History, Technology, and Valuation
22:11 - ASML Margins, EUV Bottlenecks, and Equipment Demand
28:20 - AI Volatility and the Semiconductor Equipment Landscape
