$ASML Holding NV(ASML)$ A 23.16x forward PE, puts EPS estimates around $30/share which based on a revenue of $32.5B ( guidance midpoint) implicit a 36% margin. Seems high to me, but even a 27~30 forward pe is fair to me given the very very strong secular trend and their competitive position. Thus, I’m slowly building my position here.

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