{"id":18198,"date":"2026-06-02T13:04:35","date_gmt":"2026-06-02T13:04:35","guid":{"rendered":"https:\/\/www.europesays.com\/netherlands\/18198\/"},"modified":"2026-06-02T13:04:35","modified_gmt":"2026-06-02T13:04:35","slug":"asml-holding-n-v-asml-billionaire-steve-cohen-is-buying-this-chip-stock","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/netherlands\/18198\/","title":{"rendered":"ASML Holding N.V. (ASML): Billionaire Steve Cohen Is Buying This Chip Stock"},"content":{"rendered":"\n

ASML Holding N.V. (NASDAQ:ASML) is one of the 10 Best Stocks to Invest In According to Billionaire Steve Cohen<\/a>.<\/p>\n

Steve Cohen has long admired ASML Holding N.V. (NASDAQ:ASML) stock. His fund first disclosed a position in the company back in the second quarter of 2014. This stake comprised nearly 500,000 shares but was sold off within months. A new position was then opened in the fourth quarter of 2017 but was sold off quickly as well. Since the second quarter of 2019, however, barring a few minor exceptions, the stock has consistently featured in the 13F portfolio of Point72 Asset Management. Latest filings, submitted at the end of the fourth quarter of 2025, show that the fund owned more than 590,000 shares in the company, up 33% compared to filings for the previous quarter.<\/p>\n

READ NEXT: 10 Best Stocks to Buy According to Billionaire Paul Tudor Jones<\/a>.<\/p>\n

\"Mobix Mobix Labs Deepens AI Infrastructure Bet with Minority Stake in TalkingHeads Wireless <\/p>\n

ASML Holding N.V. (NASDAQ:ASML) is moving away from standard EUV to High-NA (High Numerical Aperture) EUV machines. Hedge funds view this as a major long-term catalyst for the stock. These machines have had early adoption success. In early 2026, Intel successfully integrated its first High-NA tool into high-volume manufacturing. This has significantly reduced execution risk for other major players like TSMC and Samsung. As chipmakers move toward 2-nanometer and Angstrom-era nodes, the number of critical lithography layers increases. This litho-intensity is a massive tailwind for ASML\u2019s revenue per wafer. Institutional investors are pleased with ASML\u2019s financial outlook for the current year. Management has guided for 2026 total net sales between \u20ac34 billion and \u20ac39 billion, with gross margins hitting 51%\u201353%.<\/p>\n

While we acknowledge the potential of ASML as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the\u00a0best short-term AI stock<\/a>.<\/p>\n

READ NEXT: 12 Best Stocks to Buy According to Billionaire David Abrams<\/a> and 15 Best Stocks to Buy According to Billionaire Seth Klarman<\/a>.<\/p>\n

Disclosure: None.\u00a0Follow Insider Monkey on Google News<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"ASML Holding N.V. (NASDAQ:ASML) is one of the 10 Best Stocks to Invest In According to Billionaire Steve…\n","protected":false},"author":2,"featured_media":18199,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[59],"tags":[65,301,14300,14299,14301],"class_list":["post-18198","post","type-post","status-publish","format-standard","has-post-thumbnail","category-asml","tag-asml","tag-asml-holding","tag-billionaire","tag-point72-asset-management","tag-steve-cohen"],"_links":{"self":[{"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/posts\/18198","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/comments?post=18198"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/posts\/18198\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/media\/18199"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/media?parent=18198"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/categories?post=18198"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/tags?post=18198"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}