[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  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 $XX at 25x PE is a XX% IRR from here.  XXXXX engagements  **Related Topics** [asml](/topic/asml) [iranian rial](/topic/iranian-rial) [imo](/topic/imo) [eps](/topic/eps) [stocks](/topic/stocks) [$asml](/topic/$asml) [dg](/topic/dg) [$lrcx](/topic/$lrcx) [Post Link](https://x.com/gordocap18/status/1947345648107274654)
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
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
Related Topics asml iranian rial imo eps stocks $asml dg $lrcx
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