ASML Earnings: Margins, Tariffs, And The Long Game In EUV

It's been a while since I last wrote about ASML. Back then, I rated the company a Hold — not because I questioned its leadership in lithography, but because I felt the market was leaning too heavily on optimistic assumptions around DUV shipments, especially to China. OnI'm a full-time analyst and portfolio manager of a technology fund with 5 years of experience. I graduated in Mechanical Engineering from the Federal University of Rio de Janeiro (Brazil) and École Centrale de Lyon (France). I'm currently lic ...