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Posted by
Two Blokes Jul 14 -
Filed in
Stock
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Upgraded ASML Holding N.V. to Buy ahead of Q2 2025. I expect further upside ahead from semiconductor recovery and strong AI chip demand. China still remains a key risk due to export controls and revenue concentration. Furthermore, China's Big Fund III may lead to a decline in sales in the long term. Additionally, long-term growth is uncertain due to slow adoption of high EUV machines and limited conviction from major fabs like TSMC.
