🟢 [E597] Hearing chatter about people wanting to short ASML. Thesis: sold out production to 2090 so any pulled orders or datacenter buildout slowdown would see price fall. Perfection priced in, vol drained. Business itself good but pricing one-sided with left tail risk only.

💬 [E310] Hearing chatter about people wanting to short ASML - thesis is production sold out to 2090 but any datacenter buildout slowdown would see price fall. Perfection priced in, vol drained. Business good but pricing one-sided with left tail risk.