ASML: Our Best AI Investment Idea For H2 2025

Millennial Dividends
7.95K Followers

Summary

  • ASML delivered strong Q2 2025 results, beating expectations on revenue and profit, with gross margins above 53%.
  • Stock weakness is driven by management's warning of potential 'no growth' in 2026, due to tariff uncertainty and delayed CAPEX spending.
  • Despite political risks and cyclical volatility, ASML's fundamentals remain robust, with clear long-term growth guidance and a strong AI-driven outlook.
  • At current valuations, ASML is a compelling buy for long-term investors, offering attractive upside once trade fears subside.
Broken supply chain

J Studios

ASML (NASDAQ:ASML) (OTCPK:ASMLF), one of my portfolio's largest individual holdings, reported Q2 2025 earnings a few days ago. As we have gotten accustomed to over the past few quarters, the stock's reaction once again, wasn't positive.

Following the earnings report, the

This article was written by

7.95K Followers
I’m a Financial Analyst at a Fortune 500 company, investing with a long runway—30 years to retirement and plenty of compounding ahead. I write about building a thoughtful portfolio that balances strong growth potential with solid fundamentals. My focus is on high-quality businesses, mostly in the U.S. and Europe—companies with staying power, industry-leading profitability, low leverage, and room to grow. I’m especially interested in portfolio strategy, capital allocation, and what makes a business truly worth holding for the long haul. Investing, for me, is about more than just returns—it’s a way to challenge my thinking, stay curious, and move steadily toward financial independence.

Analyst’s Disclosure:I/we have a beneficial long position in the shares of ASML, NVDA, AMZN, MSFT either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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