ASML Holding N.V. (ASML): A Bull Case Theory

We came across a bullish thesis on ASML Holding N.V. (ASML) on Substack by Daan Rijnberk. In this article, we will summarize the bulls’ thesis on ASML. ASML Holding N.V. (ASML)'s share was trading at $727.70 as of Feb 7^th. ASML’s trailing and forward P/E were 36.42 and 28.90 respectively according to Yahoo Finance.

[caption id="attachment_1208579" align="aligncenter" width="768"] An aerial view of a semiconductor factory, with its intricate machinery and equipment.[/caption]

ASML remains one of the most dominant and well-positioned businesses in the semiconductor industry,...