- Entry
- $27.41
- Final
- $25.33 -7.6%
- Target
- —
- Score
- -0.76
The export control angle on $EUV doesn't get talked about enough. ASML was already restricted from selling advanced EUV machines to China. That makes their technology even more strategically valuable for western-aligned fabs. US, European, and Japanese fab expansions all run through ASML. Structural tailwind that isn't going away. Long $EUV.
— ORIGINAL POST ·
The machine that makes chips possible now has its own ETF
· r/investing
· May 12, 2026