I pick A $ASML Holding NV(ASML)$ after sell-off. Both beat earnings but fell with market ytd. $MS reported $3.03 vs $2.91 est, trading $5.79B beat by $900M but down 2.8% on hot inflation. $ASML Holding NV(ASML)$ also beat EPS, raised 2026 forecast 3rd time, CEO said AI demand will outstrip equipment supply in 2027/28 and clients ordering for 2029/30, but down 3.9% as SOX down 6 days.

I like ASML more - monopoly EUV, no AI chips without it. MS P/E 14x cheap but if Fed hikes, trading slows. ASML rich at 58x but growth visibility till 2028 is real and they plan 30% capacity expansion. I'd buy dip around 1650 with small size.

Not financial advice.

# Earning Season

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