$ASML's stock is down 🔻26% over the past year and trading near a 1-year low. Meanwhile:
🔹 Revenue is up 28%
🔹 Free cash flow is up 238%
🔹 Holds $9 billion in cash
🔹 Maintains a monopoly position in the industry
After being a $MSFT shareholder for years, I recently decided to close my position. I shared my reasoning behind this with the X-subscriber group.
Still think it’s a great company, just not my top pick right now. I'd still prefer $MSFT over $GOOGL or $AMZN though👇
2025 is shaping up to be the defining year for AI.
A breakdown of 7 companies that are indispensable in the AI era 🧵👇
#1 - ASML $ASML: Every cutting-edge AI chip whether from $NVDA, $AMD, or $TSM relies on $ASML tech. It’s the backbone of AI hardware innovation
$ARGX #JPM25 slides
2025-26 catalysts
10 ph3, ensiprubart (C2i) now in ph3 (not a single-product company anymore soon) & more coming
https://t.co/9ZfmwMggLB
Disruptive in our innovation mission, we are committed to pioneering transformative #immunology treatments. Vision 2030 embodies this commitment: reaching 50,000 patients across 10 indications by 2030.
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