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

Group 1 - The article discusses ASML's market position and previous rating of Hold due to concerns over optimistic assumptions regarding DUV shipments, particularly to China [1] - The author emphasizes a focus on investing in companies within oligopolistic sectors that have high barriers to entry, indicating a preference for established firms over smaller companies [1] - The investment approach highlighted is growth at a reasonable price, with a mid- to long-term investment horizon [1] Group 2 - The author has a background in mechanical engineering and experience in the semiconductor sector, which informs their investment strategies [1] - The article aims to provide small investors with valuable investment ideas, particularly in semiconductors, robotics, and energy [1] - The author expresses a commitment to sharing insights and encourages engagement from readers through comments or direct messages [1]