"ASML is treated as a durable monopoly supplier of semiconductor manufacturing lithography machines, making it an essential picks-and-shovels AI infrastructure holding."
@ ~$144.07
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$ASML
ASML HOLDING NV
12 analysts · 0 active debates
SENTIMENT
92% BULL
STANCE FLIPS · 7d
0
LAST VERDICT
EXTREME BULL
NEXT EARNINGS
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Tom NashBULLASML is treated as a durable monopoly supplier of semiconductor manufacturing lithography machines, making it an essential picks-and-shovels AI infrastructure holding.9d ago
Ticker Symbol: YOUBULLASML should keep compounding through supply shocks because with no real scale substitute for EUV lithography, chipmakers still must keep buying its machines (and ASML’s sales/earnings/guidance have increased even during ongoing supply-chain disruption).10d ago
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"ASML should keep compounding through supply shocks because with no real scale substitute for EUV lithography, chipmakers still must keep buying its machines (and ASML’s sales/earnings/guidance have increased even during ongoing supply-chain disruption)."
@ ~$517.16
"I'm Buying Every Share I Can."
"ASML is treated as a monopoly-like picks-and-shovels play because it manufactures the lithography machines that are the only practical path to building advanced semiconductors, making it structurally exposed to ongoing chip demand."
@ ~$143.09→ $200.006mo
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