Chip Outlook Gets Cloudier

In this podcast episode, we explore the surprising stock decline of ASML and analyze its Q2 earnings in the context of ongoing geopolitical issues. We also compare this situation to the dramatic downturn of 23andMe, which plummeted from a $6 billion valuation to a penny stock. Throughout the discussion, we highlight key lessons in investment caution, the importance of cash flow, and the need to evaluate long-term risks in the biotech industry.