Quick breakdown of why I'm still in $EUV.
Lithography is the actual chokepoint in semiconductor manufacturing. ASML dominates it. The AI buildout is driving massive fab expansion. Intel, TSMC, Samsung all need EUV equipment. There is a multi-year backlog.
The structural demand is real and durable. Not a trade – this is a hold.
Is $EUV the right way to play ASML without single-stock risk?
byu/homifide ininvesting
Posted by homifide
2 Comments
Are you going to spam all subs?!?
Honestly the bigger risk probably isn’t ASML losing dominance, it’s semi capex cooling off harder than people expect. These cycles always feel permanent near peaks lol