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Posted by
Two Blokes Jun 4 -
Filed in
Stock
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ASML's unrivaled EUV monopoly is a technological marvel, secured by deep innovation and impossible-to-replicate precision—setting it apart as the GOAT of semiconductor manufacturing equipment. Geopolitical tensions validate ASML's strategic necessity, placing it centrally in Western industrial strategy and safeguarding long-term investor returns despite short-term volatility. A temporary 30% pullback from cyclical and macro fears presents investors with a sophisticated opportunity to buy a company poised for continued dominance and disciplined growth.
