ASML, Microsoft, Meta, ServiceNow, Dell, Nvidia, Besi, Tencent, Alphabet | Tech Talk afl. 12

from Beurs en beleggen podcast De Aandeelhouder · host De AandeelHouder - Nico Inberg, Albert Jellema in gesprek met beleggingsexperts

Elke maand verzorgen beursanalisten Jordy Beuving en Jean-Paul van Oudheusden een uitgebreide update over technologie aandelen. In deze aflevering is Marc Langeveld te gast en komen onder andere ASML, Microsoft, Meta, ServiceNow, Dell, Nvidia, Besi, Tencent, Alphabet aan bod. Meer weten over het Antaurus AI Tech Fund? Ga dan naar: http://antaurus.nl/Benieuwd naar de portefeuilles van zowel Jordy als Jean-Paul? Ga naar: https://www.probeleggen.nl/aanmelden/registreren/Tijdslijn:00:00 - 03:00 Opening03:20 - 04:10 Technologiesector - Runners Up04:10 - 05:35 Technologiesector - Magnificent 1005:35 - 18:32 Agentic AI18:32 - 33:00 Software opleving33:00 - 47:00 Hardware / AI-Infrastructure47:00 - ChipaandelenOntvang al onze exclusieve analyses, video's en beurscontent: https://www.deaandeelhouder.nl/premium/

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This episode was published on June 9, 2026.

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