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![gordocap18 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1941511868.png) dg [@gordocap18](/creator/twitter/gordocap18) on x XXX followers
Created: 2025-07-21 17:19:17 UTC

$ASML $LRCX $AMAT Peak litho is peak priced in. ASML’s semi cap premium has almost entirely disappeared. Shares are de-risked on ‘26 numbers and now trade at 20x ‘27 EPS. A bargain IMO. 2030 EPS of $XX at 25x PE is a XX% IRR from here.

![](https://pbs.twimg.com/media/GwZcjAxWoAEXwoh.jpg)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947345648107274654/c:line.svg)

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[$asml](/topic/$asml)
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[$lrcx](/topic/$lrcx)

[Post Link](https://x.com/gordocap18/status/1947345648107274654)

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gordocap18 Avatar dg @gordocap18 on x XXX followers Created: 2025-07-21 17:19:17 UTC

$ASML $LRCX $AMAT Peak litho is peak priced in. ASML’s semi cap premium has almost entirely disappeared. Shares are de-risked on ‘26 numbers and now trade at 20x ‘27 EPS. A bargain IMO. 2030 EPS of $XX at 25x PE is a XX% IRR from here.

XXXXX engagements

Engagements Line Chart

Related Topics asml iranian rial imo eps stocks $asml dg $lrcx

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