ASML: OpenAI O1 Will Accelerate Demand

ASML (NASDAQ: ASML ) shares have fallen by 20.68% since the summer (when I last wrote on them) due to concerns about new export restrictions , specifically ones to China where the company earns a substantial portion of their revenue. This account is managed by Noah's Arc Capital Management. Our goal is provide Wall Street level insights to main street investors. Our research focus is mainly on 20th century stocks (old economy) undergoing a 21st century transformation, but occasionally we'll write on compani ...