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![longoption Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1577787296408928257.png) Contrarian Capital [@longoption](/creator/twitter/longoption) on x 4546 followers
Created: 2025-07-23 16:56:40 UTC

@elneneloco813 @YodaStockInvest Why would share price matter here? 

$ASML is better protected in a downturn because they’re less of a growth business- their bull case is that they’re essentially a monopoly that can charge whatever it wants to allow fabs like $TSM $MU and others to make next gen chips.


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**Related Topics**
[asml](/topic/asml)
[$tsm](/topic/$tsm)
[monopoly](/topic/monopoly)
[$asml](/topic/$asml)
[taiwan semiconductor](/topic/taiwan-semiconductor)
[stocks technology](/topic/stocks-technology)
[$mu](/topic/$mu)

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