2026-01-28
If I'd be a short-seller, $ASML would be my biggest position by far. Trading at a 57 forward P/E, while struggling to grow revenue in the midst of an “AI revolution”. They're laying off large amounts of people because there is no use for them. They don't know what to do with [image]
CNBC
ASML reports Q4 net sales of €9.7B, vs. €9.6B est., and €2.84B net profit, vs. €3.01B est., and says it expects China to account for 20% of its total 2026 sales
ASML reported on Wednesday orders that smashed past expectations while 2026 sales guidance was also ahead …
If I'd be a short-seller, $ASML would be my biggest position by far. Trading at a 57 forward P/E, while struggling to grow revenue in the midst of an “AI revolution”. They're laying off large amounts of people because there is no use for them. They don't know what to do with [image]
Bloomberg
ASML CEO Christophe Fouquet says the company plans to cut 1,700 jobs, or 4% of its workforce, mainly in its Tech and IT organizations; ASML jumps 5%+ pre-market
Sarah Jacob /Bloomberg:NEW