Aug. 1 at 8:04 AM
$ASML This is my largest long-term position.
Honestly? I didn’t expect to see the ~
$690 range again. But here we are.
While the crowd is furious at the CEO, frustrated with the “sideways forever” action, and market makers are blamed for every tick…
I bought some more shares today and will add more if we revisit ~
$650 range.
Because this isn’t hype. This is infrastructure.
You don’t have to “believe the CEO.”
Just believe in EUV, 2nm, AI demand and physics.
Will it moon tomorrow? Probably not.
Will it outperform over 5–10 years?
I like those odds.
ASML: underestimated today, overdelivering tomorrow.
Staying long. Averaging down. Building conviction.