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Posted by
Two Blokes Jul 12 -
Filed in
Stock
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6 views
ASML is an incredible company, but you shouldn't expect a rapidly expanding empire from a fortress with an already established moat. Invest in ASML for moderate-alpha defensiveness along cyclical dynamics. Elite growth investors should look elsewhere. Q2 results are coming up and will likely show continued resilience, but there are points of constraint to monitor in the earnings call, including China and high-NA EUV adoption progress.
