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

247wallst.com Jun 2, 2026

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

Curated by Shubham · TechCapsules · Jun 2, 2026

AI-summarised brief · reviewed before publication

Jordi Visser, a top analyst at Weiss Multi-Strategy Advisers, believes the AI revolution is still in its early stages, likening it to the first or second inning of a baseball game. Visser has invested in 15 to 20 international semiconductor and chemical companies, including ASML Holding, Soitec, Ajinomoto, and Siemens Energy. ASML, a dominant supplier of EUV lithography machines, reported $10.3 billion in Q1 2026 revenue and a 53.0% gross margin. The company's CEO linked the outlook to AI demand, citing accelerated capacity expansion plans among customers. ASML's shares have risen 51.28% year-to-date and 117.59% over one year. Visser's portfolio is positioned to benefit from the growing demand for AI-related infrastructure.

💡 Why It Matters

· ASML's dominance in EUV lithography gives it a critical role in producing advanced chips for AI systems, making its performance a key indicator of the AI revolution's progress.
· The company's strong financials and growing demand for its equipment underscore the rapid expansion of the AI industry.

AI Capsules

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