$ASML Holding NV(ASML)$ Not sure why everyone thinks they may miss the boat on ASML. As if it’s about to return to its loftier heights of a few days ago. The US and European governments are limiting sales to China by chipmakers like ASML. This situation isn’t going away for several years. And it’s the exact reason why ASML issued very low growth estimates for the future. They may have a monopoly on certain chip making machines, but if you can’t sell them to probably your biggest client your business is stuck. Personally I’d move on from these chipmakers for the next couple of years and then see if anything changes. There is no reason whatsoever for ASML to move substantially higher from here.
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