Sell ASML by Jul 29, 2026.

Due to recent developments I'm no longer convinced ASML has alpha as benchmarked against other high quality semi conductor names. 1. DeepSeek's performance Writers for the MIT Technological Review recently discussed DeepSeek's performance and were incredibly impressed, putting it only marginally behind U.S. models. While I think this is bullish for AI due to Jevons Paradox, it's bearish for ASML. DeepSeek was largely trained and ran on Chinese chips that were made using only DUV. 2. The Match Act The …