ASML Holding N.V. (NASDAQ: ASML ) has risen since my July note; shares are up ~33%, reflecting AI-led EUV momentum and a risk-on tape. The thesis remains the same: near-term prints look strong, but order visibility into 2026 isI'm a full-time analyst and portfolio manager of a technology fund with 5 years of experience. I graduated in Mechanical Engineering from the Federal University of Rio de Janeiro (Brazil) and École Centrale de Lyon (France). I'm currently licensed by the Brazilian Securities Commissio ...