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ASML: Investors Have Been Served A Proof Point Of Feeble Demand
ASMLASML Holding(ASML) Seeking Alpha·2024-10-22 03:14

I took a risk in late 2023 arguing that it is "not the time to be bullish" on ASML (NASDAQ: ASML ) stock, defying a strong and evident boom in selected AI-related verticals within the semiconductor industry. I wrote: Experience as an investment analyst for a major BB-Bank, as well as private equity consultant for MBB. Currently working towards the CFA charter, having completed I&II. Passion for risk-assets (Growth, Contrarian, Emerging Market) ex-colleague and close friend of Investor Express Analyst's Disc ...