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Episode 82: ASML Stock Is Too Expensive Right Now -- but For How Much Longer?
ASML stock has been off to the races again, and is homing back in on all-time highs last reached in 2021. It’s been an endurance race for shareholders, but the critical semiconductor manufacturing equipment provider is putting up great growth numbers and setting new financial records. And yet, 2024 looks like it could be a dud, a “transition year” as ASML and its customers – including Intel (INTC), Taiwan Semiconductor (TSM), Samsung, SK Hynix, and Micron (MU) – get ready for the next bull market that is only just now getting started. Is it too late to buy ASML stock after the recent rally?…
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