Stock Detail
$ASML
Technology · 50 tracked mentions in the last 90 days across 24 creators.
Valuation and creator stance reflect the last 90 days. The mention feed below shows the latest tracked mentions across all history.
8 creators lean undervalued while 6 lean overvalued, so the live read stays mixed instead of forcing a one-sided call on ASML.
Creator Evidence
Why creators say this
Explicit claim • strong conviction • basis: multiple relative
ASML has the strongest competitive moat, the highest forecast growth, and the only forward multiple below its own 5-year average. And that is why we get a slight undervaluation signal sitting right at the bottom end.
Explicit claim • strong conviction • basis: explicit term
TSMC says ASML is "too expensive"
Explicit claim • strong conviction • basis: multiple relative
It's currently trading at a 29.24 24p multiple, which is actually below its 5-year average. It's actually still below its three-year average.
Explicit claim • strong conviction • basis: explicit term
Even though ASML is doing really well and it's at a very high valuation, he chose to keep it in the portfolio.
Mention History
Latest mentions across all history
Feed