ASML: It’s No Longer Dead In The Water

Summary
  • ASML has held on to its November lows firmly, as things have started to settle down.
  • The AI compute debate has gone into overdrive as investors assess whether China-based DeepSeek’s progress could unhinge America’s AI compute leadership.
  • TSMC’s confident CapEx outlook and AI revenue projections suggest such fears seem overstated.
  • President Trump’s $500B public-private partnership with Stargate is a step in the right direction to dramatically increase America’s AI compute leadership.
  • I argue why the time has come for ASML investors to capitalize on the nascent recovery before it goes into beast mode.
  • I am JR research, an opportunistic investor who identifies attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. I run the investing group Ultimate Growth Investing.

A difficult 2024 seems to be behind ASML Holding (NASDAQ:ASML) investors, as the stock managed to hold on to the “defense lines” established in November, without dropping further (which could have undoubtedly caused even more panic!). The constructive developments took place amid.

JR Research is an opportunistic investor who identifies attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. He tends to avoid overhyped and overvalued stocks while capitalizing on battered stocks with significant upside recovery possibilities. He runs the investing group Ultimate Growth Investing, which specializes in identifying high-potential opportunities across various sectors. The group is designed for aggressive investors seeking to capitalize on high-growth opportunities, and investors looking for growth opportunities at a reasonable price. Learn more. Take advantage of my expertise and join the Ultimate Growth Investing community today. Benefit from my market insights, investment recommendations, and in-depth analyses to enhance your portfolio and navigate the investing landscape with confidence. Learn more about how Ultimate Growth Investing can help you today.

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