ASML: The AI Inference Opportunity And Short-Term China Revenue Uncertainty

Core Viewpoint - The article introduces LB Investment Research as a new contributor to Seeking Alpha, emphasizing the opportunity for individuals to share investment ideas and gain exposure in the investment community [1]. Group 1: Analyst Background - The analyst specializes in European and U.S. equities, focusing primarily on the Technology and Financial sectors, particularly mid to large cap stocks [2]. - The analyst employs fundamental analysis over technical analysis, selecting growth and value stocks based on the GARP (Growth-At-Reasonable-Price) principle [2]. - The analyst has a background in Mechanical Engineering and is currently a Bachelor student at the Eindhoven University of Technology in the Netherlands, highlighting a strong educational foundation in the field [2]. Group 2: Investment Position - The analyst holds a beneficial long position in ASML shares, indicating confidence in the company's future performance [3]. - The position is specifically in shares listed on the Euronext Amsterdam exchange, suggesting a focus on European markets [3].