‘We’re in the First or Second Inning’ of AI Revolution, Says Top Analyst

Jordi Visser of Weiss Multi-Strategy Advisers is leaning hard into the AI buildout, telling Anthony Pompliano connected The Pomp Podcast that "the AI generational concern is inactive successful the archetypal oregon 2nd inning."

Visser said helium holds 15 to 20 planetary semiconductor and chemic companies successful his AI thematic portfolio, naming ASML Holding (NASDAQ:ASML), Soitec, Ajinomoto, and Siemens Energy. Of those, ASML, the Dutch monopoly down EUV lithography, stands retired arsenic the astir accessible enactment for U.S. investors.

Why ASML Is the Anchor

ASML occupies a unsocial presumption successful the semiconductor industry. The institution is the world's ascendant supplier of utmost ultraviolet lithography, oregon EUV, machines, which are required to manufacture the astir precocious chips. Without ASML's equipment, the starring processors powering artificial quality systems would beryllium acold much hard to produce.

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ASML reported Q1 2026 gross of $10.3 billion successful revenue, delivered a 53.0% gross margin, and reported diluted net per stock of $8.43. Net income accrued to astir $3.25 billion, up from $2.78 billion a twelvemonth earlier.

CEO Christophe Fouquet straight linked the outlook to AI demand: "The semiconductor industry's maturation outlook continues to solidify, driven by ongoing AI-related infrastructure investments. Demand for chips is outpacing supply. In response, our customers are accelerating their capableness enlargement plans for 2026 and beyond." That request is progressively concentrated among the companies gathering AI infrastructure. During the 2nd fractional of 2025, logic customers accounted for the bulk of bookings and strategy sales, reflecting the industry's displacement toward AI-focused spot production.