From Seekingalpha · Wilson Research · · 50s
EUV ETF Buy Thesis Strong Despite Pullback
EUV ETF stays buy despite 17% drop, strong fundamentals.
In brief
EUV ETF stays buy despite 17% drop, strong fundamentals. Corgi Lithography & Semiconductor Photonics ETF remains a buy with strong fundamentals after 17% share price decline since May 2026. Originally reported by Seekingalpha.
EUV ETF Buy Thesis
Corgi Lithography & Semiconductor Photonics ETF remains a Buy due to robust demand for 2-nanometer technology, advanced lithography, and automation in chip fabrication.
Top Holdings
EUV's top holdings, TSMC, ASML, and Lam Research, are positioned to capitalize on AI infrastructure, high-performance memory, and efficiency-focused fabrication trends.
Share Price Decline
Despite a 17% share price decline since May 2026, EUV's fundamentals remain strong, with a forward P/E of 26.13x and a lower expense ratio than peers.
Attractive Entry Point
The recent pullback presents an attractive entry point, but investors must accept concentration and volatility risks inherent to semiconductor and AI exposure.
What to remember
Corgi Lithography & Semiconductor Photonics ETF remains a buy with strong fundamentals after 17% share price decline since May 2026.
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