ASML: AI Tailwinds, Memory Upside - But The Stock Looks Fully Priced
Source: SeekingAlpha
2026-01-07 11:04:51 ET
ASML: Fab Equipment Makers On A Rampage
Who could have thought that the stock of ASML Holding N.V. ( ASML , ASMLF , ASML:CA ) could have gone on a ramping run to outperform its semiconductor peers since August. While the AI world was fixated on the "other" AI picks and shovels plays like Nvidia ( NVDA ) or Broadcom ( AVGO ), ASML buyers helped the stock break into new highs decisively to start 2026, which it got tantalizingly close to during the final weeks of 2025, but never quite advanced with such conviction across the finishing line....
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ASML: AI Tailwinds, Memory Upside - But The Stock Looks Fully Priced
Canon Inc.
NASDAQ: CAJFF
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