Group 1 - The article raises concerns about ASML Holding N.V.'s peaked earnings growth, particularly following the transition from DUV to EUV technology [1] - There is an increasing reliance on DUV bookings, which may pose risks to future earnings [1] - The author emphasizes a focus on investing in companies within oligopolistic sectors that have high barriers to entry, indicating a preference for stability and growth potential [1] Group 2 - The author has a background in mechanical engineering and has transitioned from the oil and gas sector to focus on global equities, particularly in the semiconductor industry [1] - The investment approach highlighted is growth at a reasonable price, with a mid- to long-term investment horizon [1] - The article aims to provide small investors with valuable investment ideas in the technology sector, specifically in semiconductors, robotics, and energy [1]
ASML: A Solid Quarter, But 2026 Looks Cloudy