The claim
“ASML is a fairly priced AI capex stock worth owning as part of the AI infrastructure buildout.”
Why he says it — point by point
FAVORABLE & AGAINST · BOTH KEPTWhy
I only own the ones that are not in a crazy bubble. I own the ones that are fairly priced, maybe slightly overpriced or even undervalued, I've been adding. So stocks like Nvidia, like ASML, uh like Meta, like Amazon, like Microsoft, yeah, I own these ones.
The structured call
Direction
Bullish
Catalyst
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Target
—
The receipt
Publish-day price $$1,550.69 · the claim is anchored to the moment it was said.
