ASML Slips Despite Earnings Beat, Long-Term AI Thesis Stays Intact

Stephen Sopko and Brendan Burke break down ASML Holding’s (ASML) strong earnings beat and why the stock slipped as the company changed its reporting approach. They explain how a wafer‑fab equipment super cycle is taking shape, led by surging memory demand and massive orders from SK Hynix, Micron (MU) and Samsung. Despite near‑term noise and export concerns, the long‑term outlook remains tied to the essential role of EUV machines in the next phase of AI infrastructure buildout.

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