Still optimistic on ASML: it just reported earnings saying its chip-manufacturing customers expect supply to remain below demand until at least 2028.
BullishHe framed it in years
“CoreWeave, Nebius & IREN Are Crashing...The Market Is Wrong”
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The second reason that makes me excited or still optimistic is ASML. ASML has just announced its earnings. ASML says its chip-manufacturing customers expect supply to remain below demand until at least 2028.