ASML 全部观点

Now it's memory. Now it's the EUV ASML tools to build chips.

remember and the other thing the other big thing that's hard to nail as well as is there a way of them overcoming the ASML lithography tooling with a different approach? Cuz that seems to me like the biggest and hardest thing that like if there's a monopoly on the planet them and Zeiss are it.

Yeah, and I don't know you know Zeiss is going to be a really hard one. So, ASML their core you know technology is the way that they're able to produce this EUV light which is just extremely extremely short wavelengths of light that are extremely precise

Next one, ASML. Much less risk there from a business perspective. However, risk from a price perspective because we discussed ISML a year and something ago. Good risk and reward here. It was on this part of the quadrant where we'll discuss other buys. But then what happened? The stock price went from 560 to almost 1,500. The business is still the same. The P ratio was in the 30s 20s. Now it is in the 50s. That changes the risk and reward for a long-term investor.

I know a lot on the industry but not on the specifics for ASML and TSMC. Two vitally important input makers to the semiconductor chain.

And this week's match up winner was ASML versus TSMC. But we're going to take both these companies through the simplifier seven framework and we're going to ask ourselves which of these two stocks is the better buy today.

So let us know in the chat. Are we talking to shareholders? Do you own either, both, neither, on your watch list? Let us know your interest level in these stocks.

Let's take a look at ASML. Uh, I talked I made a video about this company a while ago,