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

We came across a bullish thesis on ASML Holding N.V. (ASML) on Substack by The Wolf of Harcourt Street. In this article, we will summarize the bulls’ thesis on ASML. ASML Holding N.V. (ASML)'s share was trading at $709.16 as of Feb 28^th. ASML’s trailing and forward P/E were 35.14 and 27.86 respectively according to Yahoo Finance.

[caption id="attachment_1208077" align="aligncenter" width="768"] A worker operating a robotic arm in a semiconductor manufacturing facility.[/caption]

ASML stands as the undisputed leader in semiconductor lithography, holding a monopoly on extreme...