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A fund manager at the Sohn Hearts & Minds conference sees ASML as a buying opportunity after its shares fell 10% during the technology sell-off, Sharecafe reports.
Why it mattersASML makes equipment used to manufacture advanced chips, putting it in the AI supply chain. The article says it has a 90% market share in its field; that figure and the investment case are reported claims, not a guarantee of returns. It is one manager’s view, not a verdict on the wider AI trade.
Discuss: Would you buy an essential chip supplier during a sell-off, or wait for clearer evidence that AI demand will justify the optimism?
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