This week, we have two fascinating investment stories that have caught our attention. First, we examine the dramatic 42% plunge in ASML's stock as Chinese tech giant Huawei reportedly develops competing technology that could end ASML's long-standing monopoly in advanced chip manufacturing equipment. Then, we shift focus to an intriguing investment puzzle: why Warren Buffett maintains his massive stake in American Express while other super investors head for the exits. Both stories highlight how rapidly market narratives can shift and remind us that even the most dominant companies and celebrated investors face questions about their strategies.

Is ASML’s Dominance Coming to an End?

ASML, the company with a monopoly on machines essential for advanced chip production, has seen its stock plummet by 42%. Behind this dramatic fall is a potentially game-changing development: Huawei is reportedly testing its own competing technology.

For years, ASML's extreme ultraviolet lithography machines have been irreplaceable for companies like TSMC and Intel. Without alternatives, ASML has enjoyed extraordinary growth and profits.

But is Huawei's progress a true threat to ASML's dominance? Or is the market overreacting, creating a rare opportunity to buy shares of this critical tech company at a discount?

Is Warren Buffett Wrong About American Express?

Warren Buffett's Berkshire Hathaway owns a staggering 21.6% of American Express, yet many super investors are selling their positions. What does Buffett see that others don't?

Our latest video explores this investment mystery. With modest 7% revenue growth and below-average profit margins for the financial sector, AmEx doesn't immediately stand out as exceptional.

Is Buffett's loyalty justified by AmEx's impressive share buyback program, its dividend growth rate, or its unique "closed-loop" business model?

Watch our full analysis to discover if Buffett's massive bet is brilliant foresight or perhaps an emotional attachment to a long-held position.

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