ASML's Moat Makes It A Must-Have AI Play - Even If The Entry Point Isn't Perfect (ASML)

ASML Holding ( ASML ) ( ASMLF ) ( ASML:CA ) is a must-have position within any AI portfolio. The question revolves around how many fresh entries there are now. At over $1100, ASML looks slightly expensive. But whenI am a stock analyst with over 20 years of experience in quantitative research, financial modeling, and risk management. My focus is on equity valuation, market trends, and portfolio optimization to uncover high-growth investment opportunities. As a former Vice President at Barclays, I led teams i ...