Capital Ideas, Conversations with Mike Gitlin from Capital Group,

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Just as a reminder, you know, an EV machine, you've got a thin droplets at the top of the chamber.

It drops about 40 to 50,000 droplets per second.

And then the CO2 laser at the bottom needs to hit those droplets twice.

40,000 droplets per second.

You can't miss a single one, right?

In 24-7, 365 days a week. Yeah.

Hello and welcome to the Barron Streetwise podcast. I'm Jack Howe, and the voice you just heard is Didier Simima.

He's a French-born, UK-based analyst for an American firm, B of A Securities, and he covers a Dutch company called

ASML. And without its machines, Nvidia and other AI firms would not be pushing the value of

the U.S. stock market to new highs. Only ASML stock itself has started slumping and we want to figure out why,

which is why we'll be talking about firing lasers into tiny drops of molten tin.

My favorite part of that clip is when DDA says, so just as a reminder, as though I knew this

sort of thing all along. I did not. But he does, and soon you will too.

Listening in is our audio producer, Jackson. Hi, Jackson. Hi, Jack. We have mentioned in the

past that you live in Los Angeles. You're spending this week in New York. Los Angeles is in the news for wildfires.

There are wildfires surrounding the city. You are not here in New York because you're fleeing

wildfires, although they're pretty close to your home, correct? Yeah, they're about a couple miles away

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