- Entry
- $27.41
- Now
- $23.21 -15.3%
- Target
- —
- Score
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Quick breakdown of why I'm still in $EUV. Lithography is the actual chokepoint in semiconductor manufacturing. ASML dominates it. The AI buildout is driving massive fab expansion. Intel, TSMC, Samsung all need EUV equipment. There is a multi-year backlog. The structural demand is real and durable. Not a trade - this is a hold
— ORIGINAL POST ·
Why I haven't taken profit on $EUV yet
· r/investing
· May 12, 2026