ASML: Not Cheap, But The 2027-28 Setup Looks Real (Upgrade) (NASDAQ:ASML)

I’ve been a long-term skeptic about ASML Holding N.V.’s ( ASML) prospects, with the arguments being presented on that first coverage . That skepticism has been consistent across my Seeking Alpha coverage .I'm a full-time analyst and portfolio manager of a technology fund with 5 years of experience. I graduated in Mechanical Engineering from the Federal University of Rio de Janeiro (Brazil) and École Centrale de Lyon (France). I'm currently licensed by the Brazilian Securities Commission (CVM) as both a port ...