ASML HOLDING WKN: A1J4U4 ISIN: NL0010273215 Forum: Aktien Thema: Hauptdiskussion

Dachte ernsthaft das ich da am Freitag in was solides investiert haben. 2026/2027 Sold Out ... Die Maschinen immer teurer. EK solide. Hab mich wohl vertan

Jetzt knallt es nach oben

Und trotzdem noch über 50% im plus seit nem jahr

Fast 30p vom Hoch wieder abgegeben....uiui. Bin gespannt wo sich der Boden bildet

What excites me most about ASML is that demand is already pushing production capacity to its limits! EUV capacity for 2027 is nearly fully booked, and planned capacity for 2028 may still fall short of expected demand. Customers are discussing deliveries for 2029 and 2030! Even more remarkable: ASML has said Tesla and SpaceX's Terafab ambitions are factored into its capacity planning, although that does not mean a firm order is confirmed. Meanwhile, next-generation High-NA EUV systems, estimated at around $400 million each, are already being delivered. To me, this is an extraordinary competitive position: no commercial EUV rival, high barriers and pricing power and customers planning years ahead. I see the next growth phase as more than just higher machine volumes. ASML can also benefit from increasingly advanced systems, upgrades and services as chipmakers race to build the next generation of AI hardware. The runway is enormous! 🚀

Das ist eigentlich ein Trio … mindestens … die „Aktien etwas Aufmerksamkeit“ zukommen lassen.