Earnings season has started and two of the most important companies related to AI have already reported. In this video we break down what’s in their earnings reports and talk about what it tells us about the nuances of their business like why their revenue growth rates are so different.

00:00 ASML’s earnings report

04:28 TSM’s earnings report

07:45 What these numbers mean

12:13 AI Demand vs Revenues

✅ Sign up for my free newsletter for weekly analysis that doesn't make it to a video! https://stockbytes.io/edge