Motley Fool Money ASML’s Earnings & How to Follow Earnings Season
25 snips
Oct 15, 2025 
Lou Whiteman, an experienced analyst specializing in tech and semiconductors, shares his insights on ASML, a leader in advanced chipmaking. He discusses ASML's pivotal role in the AI boom and the implications of its recent earnings report. The conversation dives into the Federal Reserve's influence on the market and the delicate balance between tackling inflation and supporting employment. Tips on navigating earnings season, including how to interpret reports and focus on future expectations, provide valuable guidance for investors.
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ASML's Near-Monopoly On EUV Equipment
- ASML dominates advanced EUV lithography and is effectively the sole supplier for high-end AI chip production.
- Its equipment is so complex and costly that one order can swing a quarter, making quarter-to-quarter momentum misleading.
Buy ASML For The Long Term, Not Quarters
- Treat ASML as a long-term, buy-and-hold industrial monopoly rather than a momentum trade.
- Consider adding on dips since demand lurches quarter-to-quarter but the long-term thesis remains intact.
AI Demand Extends Beyond Hyperscalers
- ASML's results signal a sustained AI infrastructure cycle beyond hyperscalers into advanced logic and DRAM.
- Partnerships like the one with Mistral AI show ASML is embedding AI to improve its own production processes.