$ASML IS THE KEY SUPPLIER IN THE AI SEMICONDUCTOR BOOM ๐ฅ
Target: 2,623 ๐
Wall Street just reaffirmed its confidence after ASML's strong earnings and raised guidance. Bernstein keeps an Outperform with a $2,623 target, citing robust demand for EUV and advanced lithography from AI accelerators, HBM logic, and high-end fabs. Jefferies, UBS, and Citigroup see further upside if TSMC, Samsung, and Intel lock in capacity for 2027-2028.
The marketโs shifted from โIs there AI demand?โ to โCan the capacity keep up?โ โ and ASML is the bottleneck. Do you think the guidance is still too conservative?
Not financial advice. Always manage your risk.
#ASML #AI #Semiconductor #Breakout #LongSetup
๐ฅ
Target: 2,623 ๐
Wall Street just reaffirmed its confidence after ASML's strong earnings and raised guidance. Bernstein keeps an Outperform with a $2,623 target, citing robust demand for EUV and advanced lithography from AI accelerators, HBM logic, and high-end fabs. Jefferies, UBS, and Citigroup see further upside if TSMC, Samsung, and Intel lock in capacity for 2027-2028.
The marketโs shifted from โIs there AI demand?โ to โCan the capacity keep up?โ โ and ASML is the bottleneck. Do you think the guidance is still too conservative?
Not financial advice. Always manage your risk.
#ASML #AI #Semiconductor #Breakout #LongSetup
๐ฅ