Time to review the ASML Q1 results and update my investment thesis - this might just become a so-called generational opportunity.
Impressive write up Daan! And couldn’t agree more with your conclusion! Also wrote a deep dive last month and concluded that this is a very very attractive opportunity right now!
Very cool, Daan! congrats on the write-up.
Thanks, Jimmy!
Impressive write up Daan! And couldn’t agree more with your conclusion! Also wrote a deep dive last month and concluded that this is a very very attractive opportunity right now!
Very cool, Daan! congrats on the write-up.
Thanks, Jimmy!