ASML
opensemisASML Holding NV
conviction over time
convictionbuysellcloseholds at the last score until you record another
timeline · 2 entries
- 2025-05-09thesis9/10Conviction 9 out of 10
A monopoly on the machines nobody else can build. If the whole industry expands, this expands with it and cannot be routed around.
would prove me wrong
Export restrictions cut a major market, or an order book that stops growing for two quarters running.
- 2025-05-13bought12 @ $2135.3782
- 2026-01-24update8/10Conviction 8 out of 10
Export rules tightened. That is half of my stated falsifier and I am writing it down rather than explaining it away, which is what I would have done a year ago.
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$1,629.67
on 2026-09-17
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close on 2026-01-23, the last before your entry on 2026-01-24