Stock Detail
$ASML
Technology · 38 tracked mentions in the last 90 days across 18 creators.
Valuation and creator stance reflect the last 90 days. The mention feed below shows the latest tracked mentions across all history.
2 creators lean undervalued while 1 lean overvalued, so the live read stays mixed instead of forcing a one-sided call on ASML.
Creator Evidence
Why creators say this
Implied claim • strong conviction • basis: growth vs multiple
Meaning that the 30% capacity growth plus like say, I don't know, 20% price increase, you might be looking at like a 40-50% revenue growth business.
Explicit claim • strong conviction • basis: multiple relative
I would not buy the stock, not because it's a bad company, but because the chip cycle is way up, and all of the chip stocks are basically trading at a higher valuation in such an upcycle, and I want to buy the stocks when they are down in the cycle.
Implied claim • strong conviction • basis: growth vs multiple
ASML has been one of the most impressive compounders over the past couple of years. The stock has raised up well in excess of 150%.
Explicit claim • strong conviction • basis: multiple relative
My only hesitancy is the valuation. I would look for a better price to enter in ASML stock.
Mention History
Latest mentions across all history
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