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I don't understand the reasoning at all. Isn't most of ASML's products manufactured in Europe and the share is already very well valued and could fall significantly over the course of the year. After all, Carl Zeiss has been doing badly for a long time, so it's understandable
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@topicswithhead No, not everything is manufactured in Europe.
And I see no reason why the USA could impose tariffs on ASML without cutting its own leg.
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@Der_Dividenden_Monteur I've said most of it, but it will be true that there is a differentiated approach