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@gordocap18 "Me looking at the Bloomberg Terminal seeing the most moated undisruptable monopoly in the world $ASML trading at 20x 2027 EPS with a decade of secular tailwinds from cash rich tech companies spending trillions competing to be the first one to create digital god"
@gordocap18 on X 2025-07-29 17:35:50 UTC XXX followers, 5734 engagements

"$ASML $LRCX $AMAT Peak litho is peak priced in. ASMLs semi cap premium has almost entirely disappeared. Shares are de-risked on XX numbers and now trade at 20x XX EPS. A bargain IMO. 2030 EPS of $XX at 25x PE is a XX% IRR from here"
@gordocap18 on X 2025-07-21 17:19:17 UTC XXX followers, 8447 engagements

"@SouthernValue95 What matters is 2025-2030 EPS growth. If you back into the current valuation the market is pricing in the worst case outcome based on $ASML 2030 outlook"
@gordocap18 on X 2025-07-29 20:13:45 UTC XXX followers, XXX engagements

"@JourneyToIthaka Thoughts on ASML at these levels"
@gordocap18 on X 2025-07-28 17:35:27 UTC XXX followers, XXX engagements

"@SouthernValue95 Keeping non-AI demand flat at $471B through 2030 would translate into global chip demand $1.2T in 2030. even with litho intensity declining to XXXX% (on XX% WFE intensity) $ASML would be able to meet the mid-point of its 2030 guide"
@gordocap18 on X 2025-07-29 20:29:56 UTC XXX followers, XXX engagements