How Much More Can ASML Really Run?
How Much More Can ASML Really Run?
I’m starting to wonder if ASML is getting a little too close to perfection. ASML is one of the most important companies in the AI chip supply chain because it makes the advanced lithography machines chipmakers rely on. The problem is that the stock is already pricing in a lot of future growth, while questions around valuation, China and semiconductor spending are still hanging around. What really catches my attention is the timing. ASML has been one of the biggest winners of the AI boom, but when expectations get this high, even a small disappointment can hit hard. I’m watching , and closely because what happens with ASML could say a lot about where the broader AI chip cycle is headed. I’m bullish on the long-term story, but I’m definitely not ignoring the risks. Do you think ASML can keep climbing, or is the market already expecting too much?
ASML’s long-term position in the chip industry is hard to ignore, but the valuation leaves little room for disappointment. I’m curious whether strong AI demand can keep supporting ASML at these levels.
I have been holding ASML for a while and keep debating if I should take some profits here. The AI growth is real but the expectations are starting to feel a bit too high.
