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2024-10-21

$ASML Holding NV(ASML)$ ASML - bought at $723. If you like company, why would you wait to add? The sell off has been large - from $1100 to $680. Something that seems to not have received much attention is that year over year Q3 bookings were flat. Last year also Q3 bookings were about Euro 2.5 billion. Perhaps there is some seasonality. In any case, I am in for the long term.

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