So this is a stock I’ve been meaning to get into for quite some time, as I develop this portfolio I can only invest so much with the challenge I’m attempting. But $ASML has been on my radar for quite a while, just been looking at when to jump in, and thankfully I finally did. When I was talking to Beevis he brought up that only around 750 Blossomers 🌸 are in $ASML as well. I’m wondering, am I in too late with the 50+ P/E ratio? Should I be worried about the potential upside/downside? When it swings am I gonna feel it? Here’s my reasoning for eyeing it in the first place: it’s the only company on Earth that makes the machines every advanced chip depends on. That’s different from being dominant. $NVDA leads AI chips but $AMD exists; TSMC leads foundry but Samsung and $INTC compete. In EUV lithography ASML has 100% share no rival, no second source, nothing close. Every leading-edge chip made since ~2019 every Nvidia GPU, iPhone processor, HBM stack, passed through an ASML machine. Whats your take on it?
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14 Comments
Leo @l3onel · 4h
Im in on asml
yield @yield · 21m
Monopoly
Spencer @rdlocal · 2h
got in asml at 750 a share. This is a forever hold for me. also still buying little bits more as time goes on because in 20 years i will be kicking myself for not buying at this price. Add to the winners!
Collin @wallstreetwannabe · 3h
Love the company, but dumped it about a month ago due to the high valuation. 
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