Semiconductors Dutch Community
Our community narratives are driven by numbers and valuation.
Semiconductors Dutch Investing Ideas
ASML Holding
36.5% overvalued intrinsic discount
ASML is Perhaps Europe’s Best Business, But Not at Any Price.
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Published 9 Sep
ASML Holding
26.3% undervalued intrinsic discount
ASML Will Reign as the Kingpin of the Semiconductor Supply Chain
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Updated 24 Jul
ASML Holding
49.9% overvalued intrinsic discount
ASML at €725: Geopolitical Risk Priced In, Moat Still Intact
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Updated 12 Apr
ASML Holding
22.5% undervalued intrinsic discount
ASML’s China Sell-Off Looks Overdone, Yet The Shares Are Not Cheap
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Published 2 Aug
ASML Holding
14.4% undervalued intrinsic discount
ASML: Durable Advantage, Limited Margin for Error
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Published 26 Feb
ASML Holding
31.8% undervalued intrinsic discount
ASML — The Monopoly Bottleneck of the AI Era
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Published 3 Sep
ASML Holding
9.2% undervalued intrinsic discount
ASML: The Hidden Backbone of the Global AI and Semiconductor Revolution.
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Published 12 Mar
ASML Holding
11.8% undervalued intrinsic discount
The Company That Powers the World’s Most Advanced Chips
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Published 24 Feb
ASML Holding
5.4% overvalued intrinsic discount
EU#3 - From Philips Management Buyout to Europe’s Biggest Company
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Published 16 Jan
