ASML: Our Best AI Investment Idea For H2 2025

Group 1 - ASML reported Q2 2025 earnings, and the stock's reaction was negative, consistent with trends observed in previous quarters [1] - The company is a significant holding in the portfolio of the analyst, indicating its importance in investment strategies [1] Group 2 - The focus of the analyst is on high-quality businesses in the U.S. and Europe, emphasizing strong growth potential and solid fundamentals [2] - Key investment criteria include industry-leading profitability, low leverage, and growth opportunities, which are essential for long-term holding [2]