ASML (NASDAQ:ASML) is not just another semiconductor stock. Its machines help produce the world’s most advanced chips, making the company a critical bottleneck in AI, cloud infrastructure, defense technology, and high-performance computing. The big question is whether investors are paying too much for that monopoly, or whether the moat is powerful enough to justify the premium.
Stock prices used were the market prices of June 25, 2026. The video was published on July 2, 2026. On the date of publication, Rick Orford did not have (either directly or indirectly) positions in any of the securities mentioned in this video.
