ASML (ASML) reported strong earnings, raised guidance for the third time this year, and said demand for its advanced lithography tools will outpace supply through 2028. Scott Bauer joined Schwab Network to explain why he sees the flat post-earnings reaction as a buying opportunity and walk through the call spread he is putting on right now.
Scott covers:
- Why flatline on earnings day is actually bullish right now
- The basic economics case Scott is making on ASML in one sentence
- His exact call spread strikes and what he’s paying out to October 30th
- Why he thinks the AI demand story behind this name has nowhere to go but up



