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Technology Stocks : ASML Holding NV
ASML 1,017-1.1%Nov 7 9:30 AM EST
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To: Sam who wrote (41820)10/5/2025 7:44:10 AM
From: BeenRetired1 Recommendation

Recommended By
Sam

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"ASML and Applied Materials struggling with major backlogs"

AI data centers are swallowing the world's memory and storage supply, setting the stage for a pricing apocalypse that could last a decade | Tom's Hardware

This seems to confirm my WAG as to cause of buyback cessation 7/15.
Knowing how productive EXE/NXE/NXTi fleet is?
~3000-beam eScan 2200, IMNSHO, is yuge for EUV sales.

All push and pull tailwinds all the time.
Village all in.

My story?
I eagerly await 4Q25 on.
Sticking with it.
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