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ASML Holding N.V. (ASML): A Bull Case Theory

We came across a bullish thesis on ASML Holding N.V. on Value investing subreddit by West-Chard-1474. In this article, we will summarize the bulls’ thesis on ASML. ASML Holding N.V.'s share was trading at $1,002.30 as of October 7th. ASML’s trailing and forward P/E were 36.49 and 34.01 respectively according to Yahoo Finance.

ASML has made a strategic €1.3 billion investment in Mistral AI, becoming its largest shareholder, signaling a move far beyond a passive stake. This positions ASML not only as a leading lithography company but also as a central player in Europe’s...