Rate Of Return
Traded Value$ASML(ASML.US) What's the logic behind this? Doesn't it have over 90% market share? The earnings forecast for 2025 falling short of expectations suggests a global market downturn until next year? But the projected 35 billion euros in 2025 is a 27% increase from 27.6 billion euros in 2023. The 2023 earnings were released in mid-February when the stock price was 950+. Shouldn't the fair price be 950*1.27=1206.5?
Is there an oversupply of AI chips? Why did $NVIDIA(NVDA.US)$Taiwan Semiconductor(TSM.US) also drop today?
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