In this video, we analyze ASML Holdings (ASML), the global leader in EUV lithography and a key player in the semiconductor industry. With a market cap of €254 billion, ASML has outperformed the S&P 500 over the last 5 years, but recent challenges have caused a 20% drop. Is this a buying opportunity? ⏱️ TIMESTAMPS: 0:00 - Introduction & Recent Performance 0:35 - Company Background & History 1:54 - How ASML Makes Money 4:04 - Global Semiconductor Circuit Position 4:23 - Key Clients & Market Share 6:02 - Market Growth & Competitors 7:19 - Management Team & Ownership 7:44 - Financial Analysis 10:25 - Product Quality Assessment 14:33 - Competitive Position & Moat 17:01 - Key Strengths 18:08 - Main Weaknesses 20:13 - Growth Opportunities 21:07 - Market Threats 21:52 - Competitive Moat Analysis 22:43 - Key Investment Questions 25:53 - Valuation Analysis 28:28 - Final Verdict 💡 Key Points: - Market Cap: €254 billion - Forward P/E: 27 - Revenue Growth: 18% (5-year average) - Market Share: 80% in semiconductor patterning - Only company capable of EUV lithography for sub-5nm chips 🔑 Major Clients: - TSMC - Intel - Samsung - SK Hynix - Micron Technology #ASML #StockAnalysis #Semiconductors #TechStocks #InvestingTips #AIStocks #StockMarket #Investing2025 DISCLAIMER: This video is for educational purposes only. Always do your own research before making investment decisions. Find me on LinkedIn : https://www.linkedin.com/in/guillaume-fournier-63a40a177/