
$ASML delivered on everything I was watching for: Revenue: €11.7B, upper half of the guide Gross margin: 57.5%, above the guide Q4 guide: €14.2-15.2B Profits more than doubled, and management says demand is outrunning supply into 2027 and 2028. Yet the stock is down 1% today and about 15% off its highs, is this a buying opportunity?