$ASML Holding NV(ASML)$ I'm not surprised one bit by the reiterated guidance. The stock got ahead of itself. I wonder how many were jumping on it based on the hype rather than the fundamentals. This was a great buy at $600, but once it breached $800 that valuation was very hard to swallow.
It's likely that fabs are holding off orders until 2025 as predicted. 2025 will be the real test.
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