LesterTan
03-10
$ASML Holding NV(ASML)$  Near monopoly as far as asml is concerned. Buy!
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Comments

  • SiliconTracker
    03-12
    SiliconTracker
    Are you planning to add more positions?
    • Steven88
      Heard China has a breakthrough in euv stepper and their own euv stepper coming to the market end of 2025 …. Mass production might happen in 2026…. Deepseek has been a heartache to openai…. Now China euv stepper if really come to the market how might it affected asml??
    • LesterTan
      My position in asml is quite full. But will add a bit more to achieve full allocation
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