$ASMLBull claim
Jose Najarro StocksANALYSTJul 16, 2026The claim
“ASML is a long-term AI beneficiary with a structural bottleneck — sold-out capacity through 2027 and raised guidance point to sustained demand.”
Why he says it — point by point
FAVORABLE & AGAINST · BOTH KEPTWhy
they increased their 4-year guidance which was bullish they expect capacity for EUV and DUV equipments to increase by 30% next year and 30% the year after that For 2027 they pretty much have everything sold out already
ASML can only build certain amount of lithography machines per year that at the end of the day becomes a bottleneck and I like bottlenecks in a cycle because a bottleneck in a cycle helps the cycle last longer
The structured call
Direction
Bullish
Catalyst
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Target
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The receipt
Publish-day price $$1,815.27 · the claim is anchored to the moment it was said.