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Capitalize On ASML's 2025 Growth Path
ASML HoldingASML Holding(US:ASML) Seeking Alphaยท2025-02-06 14:35

Group 1 - ASML experienced a 10% drop in stock price to $683 due to the DeepSeek disruption, presenting a long-term buying opportunity [1] - The market is currently focused on short-term cycles, which can lead to faddish behavior among investors [1] - The investment strategy emphasizes GARP/Value stocks, focusing on high-quality, reasonably priced businesses with strong growth potential [1] Group 2 - The investment approach prioritizes fundamentals and seeks stocks trading at a discount to intrinsic value, ensuring a clear margin of safety [1] - The long-term investment horizon is set at 5-7 years, aiming for wealth accumulation through compounding while emphasizing downside protection [1]