Good evening investors,
I’d like to ask what you think about the recent investment by $ASML in Mistral AI, where after investing €1.3 billion it became the largest shareholder with an 11% stake? And what impact do you think this will have on the company?

Although CEO $ASML Christophe Fouquet emphasized that the main purpose is to use AI within the company itself and that they want to gradually embed AI throughout the company, he also denied that this investment is intended to build a European player.

Honestly, I’m not entirely thrilled by this news, as ASML is not exactly a small position in my portfolio.