I have been watching ASML as well, then I listened to a Podcast with Doomberg this weekend (10/25/24). While I recommend the whole interview (hour and half) of particular interest would be starting at the 43 minute mark, the specific detail on ASML is more around the 55 minute mark, but the the prior portion gives more context. ASML seems to have some big headwinds in 2025 that certainly require caution
Very nice piece, Chris. Zero fluff/ bs , all KPI’s & potential 👍.
Shame the summer meetup w/ you two never happened. Maybe this spring in a dive bar with some baseball on the screens
I have been watching ASML as well, then I listened to a Podcast with Doomberg this weekend (10/25/24). While I recommend the whole interview (hour and half) of particular interest would be starting at the 43 minute mark, the specific detail on ASML is more around the 55 minute mark, but the the prior portion gives more context. ASML seems to have some big headwinds in 2025 that certainly require caution
https://youtu.be/VTVTwBLsmw8?si=kFbHC65cRkMb5Ze3
Then I read a recent analysis at Seeking Alpha (10/24/24)
https://seekingalpha.com/article/4728906-reassessing-asml-holdings-why-i-am-lowering-the-stock-to-a-hold-rating
Caveat Emptor
Great article, love to see this stuff.
Interestingly, seems like the political pieces attract a lot more comments including “stick to finance”.
Keep doing the QTR mission!
Loved “If all these conditions align, ASML could present a significant upside opportunity…”