ASML: Why I'm Bearish Heading Into Earnings

Investment Strategy - The investment approach is generalist, exploring and analyzing any sector with perceived alpha potential compared to the S&P500 [1] - Typical holding periods range from a few quarters to multiple years [1] - The author's performance is a key metric for evaluating the effectiveness of their investment ideas [1] Author Background - The author is an independent investor managing a family portfolio primarily through a Self Managed Super Fund [1] - Articles are structured and evidence-based, aiming to deliver alpha-generating investment ideas [1] - The author is associated with Seeking Alpha under the account VishValue Research [1] Disclosure - The author has no stock, option, or derivative positions in the mentioned companies and no plans to initiate such positions within the next 72 hours [2] - The article expresses the author's own opinions and is not influenced by compensation or business relationships with mentioned companies [2]