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Trade Tracker: Amy Raskin trims ASML
CNBC Television· 2025-07-21 17:02
We're going to move on to mag seven real quick, but but I want to talk Amy about your trimming ASML. We did we did trim ASML going into the quarter. Um the stock I should have trimmed more.The stock had a very bad reaction. They pulled 2026 guidance. Um just saying uncertainty and they don't know.And again, it was the stock had run a lot as did all the other semis um since April and we just thought it got a little ahead of itself. And so um I did a lot of trims before the quarter. That one worked out, other ...