In today’s post:

  • πŸ‘€ The Stock Everyone Assumes They Missed

πŸ‘€ The Stock Everyone Assumes They Missed

When we first covered $ASML ( β–² 3.59% ), we said the semiconductor boom would carry it, but geopolitics would be the thing keeping investors awake.

So far this year, $ASML ( β–² 3.59% ) is up nearly 62%.

Any time a stock does that, you should pause. Gains like these have a habit of running ahead of reality.

So the question is simple: is ASML still a buy at this price, or is the story now fully priced?

Then Q2 landed. And I got more interested, not less. Let’s take a look.

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