Buy ASML on a Semicyclical Downturn

about 1 month ago

"Let's start with the top of the European stock index. We have discussed ASML already a few times here on the channel. better to buy it at a semis cyclical downturn when the market is not exuberant which gives you a better risk and reward situation because the fundamentals are likely there that ISML will hit its revenue and growth targets."

The speaker recommends buying ASML during a semicyclical downturn, arguing that lower market exuberance provides a favorable risk-reward balance. He emphasizes that the company's fundamentals support its revenue and growth target achievement, making it an attractive trade call.

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