ASML/long
ASML will raise its low-NA EUV target from 85 to 90 next quarter, proving management sandbagged and resetting semicap sentiment higher.
Well, ASML will raise its target to 90 by the next quarter
Peak-
zephyr_z9 counters the bearish ASML semicap read by predicting management will raise its low-NA EUV capacity target from 85 to 90 next quarter — a sandbagging-reversal long on ASML via HL perp.
originalWell, ASML will raise its target to 90 by the next quarter