ASM
1 tracked call · 1 long · 0 short · last 90d: 1L/0S
first called by Convequity 2mo ago
LONG2mo ago
“We re continuing to hold because the complexity tailwinds that justify premium multiples are not one-quarter phenomena they re multi-year structural shifts in how chips are built.”Convequity
The company is a bottleneck supplier benefiting from structural shifts like GAA, backside power delivery, 2nm/1.4nm nodes, and advanced packaging, all of which increase ALD intensity per wafer, ensuring continued compounding even with high valuation.
ASMLONG@ $6.45
$5.40-16.23%
since call May 18