The creator advises against buying ASML stock now due to its high valuation in the current chip cycle, despite strong earnings and guidance.
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ASML Crushed Earnings — Should You Buy Now? - ASML Stock Analysis
smartCompass Value InvestingApr 15, 2026
The creator analyzes ASML's recent earnings report and guidance, noting strong performance and future outlook driven by AI semiconductor demand. However, they advise against buying the stock due to its current high valuation within a peak chip cycle, suggesting a better entry point when the cycle is down. Key risks include cyclicality, China exposure, and geopolitical tensions.
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