Sell ASML by Oct 24, 2026.

ASML reports Wednesday before the US open and TSMC follows Thursday, which gives us the equipment maker and its most important customer within about 24 hours. Most of the conversation I’m seeing is about whether AI demand holds up and capex to continue, I think the most important point this week is ASML’s back half delivering what management already promised. Here is what the company itself guided in July, Q3 sales of €11.0-12.0B, up from €9.3B in Q2, and a …