Calls
1
Charlotte Hughes-Morgan
Bloomberg Reporter
Win Rate
0.0%
return
-1.6%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 15
$1775.64
-1.6%
ASML raised its full-year guidance significantly, driven by unrelenting demand for AI semiconductors. As the sole supplier of the most advanced lithography machines, ASML benefits from chipmakers' CapEx ramp. It reassured markets with a 30% capacity increase plan for EUV machines by 2027 and investigation into a further 30% increase for 2028. Intel's adoption of ASML's high-end EUV machines for mass production validates the technology, supporting future growth.
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Charlotte Hughes-Morgan has 1 trade ideas tracked on Buzzberg across 1 tickers since July 2026. Most covered: ASML.
