$ASML Holding NV(ASML)$ $Appli

What makes no sense is where these companies are an absolute basis. $LRCX, $AMAT are trading around a 15 PE, even though can't come close to meeting demand. $ASML is a bit higher PE since they are a quasi monopoly. But still not that high given the entire chip business is gated by ASML shipments. And they can't ramp up as fast as they'd like because .... supply chain.

Applied, Lam, KLA stocks should be 25-30 forward PE because they are so essential and this demand >> supply is almost certain to continue for at least 2 more years (ASML said that'd be about the minimum before it sees balance returning).

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