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![BourbonCap Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::251912158.png) Bourbon Capital [@BourbonCap](/creator/twitter/BourbonCap) on x 50.2K followers
Created: 2025-07-26 13:17:19 UTC

$ASML and $TSMC are two of the most essential players in the global semiconductor ecosystem.

ASML recently reported robust demand for its EUV lithography tools, driven by increased lithography intensity in AI-related semiconductors and stronger-than-expected Logic orders.

Despite revenue growing over XX% in the past three quarters, ASML stock is down XX% YoY, and its NTM P/E has reverted to 2016 levels (even though revenue has grown more than XXX% since then). This disconnect may present a long-term opportunity.

![](https://pbs.twimg.com/media/GwyVHVbXAAA3KJp.jpg)

XXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1949096696589291769/c:line.svg)

**Related Topics**
[asml](/topic/asml)
[$0981hk](/topic/$0981hk)
[$tsmc](/topic/$tsmc)
[$asml](/topic/$asml)

[Post Link](https://x.com/BourbonCap/status/1949096696589291769)