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

We came across a bullish thesis on ASML Holding N.V. on Arya’s Substack by  Arya. In this article, we will summarize the bulls’ thesis on ASML. ASML Holding N.V.'s share was trading at $1,454.59  as of January 27th. ASML’s trailing and forward P/E were 50.55 and 45.66  respectively according to Yahoo Finance.

ASML Holding N.V. (ASML) remains the centerpiece of advanced semiconductor manufacturing, commanding a near-monopoly in EUV lithography and benefiting from structural tailwinds driven by AI, logic/foundry demand, and emerging High-NA adoption....