Dan Kent

speaker

601 appearances 44 recordings 2 series first heard Apr 2026 last heard 7 Sep

Dan Kent’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 44 in all, peaking in Aug 2026 with 14.

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The Canadian Investor · TCI Podcast Stock Index Unveiled: 21 Hidden AI Winners · 15 Jun 2026 podcast

Who's to say if they're able to pull it off, what they do is actually bend physics itself to make it happen.

They sell to TSMC, Samsung, Intel.

sk inix micron for example so all of these uh fabs to give them extreme ultraviolet lithography so you can potentially go to two nanometers uh with these latest prints so they cost about 380 called 400 million dollars each they have

over 100,000 suppliers in each one of them.

This is a massive company.

The market cap's over 600 billion now today.

It's just been on such a tear too.

And I'm assuming all three of us have rode the wave of the last couple of years in terms of the stock.

Yeah, the installed base maintenance service revenue is high margin, recurring in nature, required from customers.

They have 100% market share at the leading edge, Blackwell, TPU, Tranium, all custom accelerators pass through some sort of ASML tool via lithography.

And all of their customers are increasing demand for more machines when it comes to fabs.

Yeah.

You're printing the actual wafer.

Yeah.

How about I'll do that one.

You guys go around because then it'll be even.

I got two at the end here.

I was just looking.

It's unrelated.

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