ASML과 3분기 실적 기대감 - 이미 반영된 것은 무엇인가?

It's a valid concern. While ASML is undoubtedly a linchpin in the AI supply chain, the question of whether the current valuation fully accounts for every potential growth driver, especially with the recent run-up, is critical. We've seen this kind of anticipatory pricing before in other tech sectors.

ผมก็ว่าอย่างนั้นครับ ASML ขึ้นมาเยอะมากจนแอบหวั่นใจว่าถ้าไตรมาสนี้ไม่ได้ออกมาดีแบบที่ตลาดคาดไว้ ราคาจะไปทางไหนต่อนะ

ASML's valuation already reflects a good chunk of future AI upside. The question isn't just AI demand, but how much that translates into actual, sustained margin growth given their monopolistic position. That's the real driver.

It does feel like a lot is priced in for ASML. I'm wondering if the recent dip is just noise or if some are starting to take profits, anticipating a potential post-earnings retrace.