The hoo-ha in Semi’s

At the time of writing (mid-morning during Thursday’s trading session on Jan 30, ’25), ASML shares are only up 1.6% for the week, even after rising 10% in the past 2 days.

ASML won’t be of interest to me until the stock trades down to EUR 415.

And says alot of what I think is ahead for the semiconductor darlings.

January 30, 2025

rob@karriasset.com.au