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Posted by
Two Blokes Jul 16 -
Filed in
Stock
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ASML Holding N.V. had a great quarter looking backward, but looking forward, it's signaling big trouble, unable to confirm growth for 2026. Tariff uncertainty and U.S.-China trade tensions are the main overhangs, not fundamentals. EUV demand, particularly from AI-driven memory transitions, remains the primary growth catalyst, with ASML uniquely positioned as the sole supplier of EUV.
