Oct. 23 at 10:03 PM
IMHO
$ASML price has been largely suppressed over the last three quarters due mostly to general uncertainty surrounding semiconductor supply chains and potential US tariff impacts, despite consecutive ER beats, analyst upgrades and an effective monopoly on lithography machines for advanced semiconductor manufacturing (used by companies such as
$TSM) all during a historical rush to develop, deploy and scale large-scale AI/ML/LLM platforms.
I've remained extremely bullish on
$ASML while keeping a close eye for good entries over the past year or so, and right now seems likely to be a good opportunity. This is currently my largest position, and it shouldn't take much catalyst to send price to
$1100 and beyond.
My current target is
$1300 by end of year.
