Today's Stock of the Day (From The Early Bird)
ASML Has Entered Buy Territory, But Only For Patient Investors 
Key Points - A new valuation gap in ASML stock gives investors reason to tap into the company's upside potential.
- Driven by fear—not fundamentals—ASML's shares are mispriced, creating a compelling upside opportunity.
- With a near-monopoly in EUV lithography, ASML is essential to any AI-focused portfolio.
Some technology-sector players hold near-monopolies—a dynamic you can exploit for outsized portfolio returns. Investors who connect the dots now may land on the right side of history in this artificial intelligence gold rush. That's where shares of ASML Holding (NASDAQ: ASML) fit into today's setup. Beyond discounted valuations, ASML's industry-leading moat makes it a must-have for portfolios in the months ahead. It's worth taking a closer look at this stock. Currently, market movements are driven by popularity and sky-high EPS growth, leaving fundamentally strong names under the radar—and mispriced. For patient investors, that's where opportunities appear. Eric Fry just released a brand-new broadcast — and he's giving away 7 free trade ideas to the public for the first time. These aren't your typical "hot stocks." In fact, some of them are direct contrarian calls against household names like Amazon, Tesla, and Bank of America.
Instead of the usual Wall Street favorites, Eric's pointing to lesser-known companies he believes could be the next wave of winners — including a robotics startup and an e-commerce play that looks a lot like "Amazon in 2005." Every recommendation comes with the ticker and Eric's full analysis, at no cost. Watch now to see all 7 of Eric's free trade ideas Why ASML Should Be Part of an AI Portfolio ASML holds a near monopoly on extreme ultraviolet (EUV) lithography equipment, essential for producing chips at the five-nanometer node and below—technology that powers today's biggest semiconductor names. This nanometer-scale lithography is the backbone for giants like NVIDIA Co. (NASDAQ: NVIDIA) and Intel Corp. (NASDAQ: INTC). Without ASML's tools, these industry leaders wouldn't be where they are today. Yet despite this critical role, ASML remains overlooked. It's rare for a stock to trade on fear and obscurity rather than fundamentals. Aside from limited attention, ASML's exposure to China adds to investor apprehension. Fear Has Driven ASML Into a Historical Discount Trading at just 76% of its 52-week high, ASML's drop stems from its European headquarters and ties to China—a region the market currently shuns. This emotionally driven sell-off has created a significant valuation gap for disciplined investors. At a forward price-to-earnings (P/E) of 27.8x, ASML trades well below its historical 40.0x multiple, signaling potential for a rebound. Crucially, the trigger won't be new company data but a shift in investor sentiment. We saw a similar pattern in Chinese stocks during 2022, when once-avoided names recovered as major U.S. institutions stepped in. ASML appears poised to follow this playbook: minimal coverage today but a pivotal industry role that can't be ignored indefinitely. Another telltale sign? ASML's 14.6x price-to-book (P/B) multiple, a premium to the computer sector's 9.1x average. Smart investors checking this often-overlooked metric are already paying up for exposure—an early indicator of confidence. Those willing to weather volatility and criticism over China exposure may be rewarded with outsized gains by holding ASML patiently. Written by Gabriel Osorio-Mazilli Read this article online › Featured Stories: 
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