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Last week's market performance and economic news review

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Low risk Semis

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Low risk Semi - conductor/s

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What do y’all think about using ChatGPT for stock researching?

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How do you guys research or find growth stocks?

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Investing in usd stocks/taxation canada

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ASML mon amour

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ASML Prediction

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ASML Q4 2023 earnings release

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ASML Sympathy Play/ ER Gambol

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It’s 2024, how are you guys planning on taking advantage the “AI Craze”?

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What are some good long-term high-growth stocks?

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TSM - I was right, kind of, and i think there's still more value here.

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Wide Moat Technology Stocks

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Wide Moat Tech

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My portfolio idea - Going into 2023 betting on supply chains

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Taiwan Semi (TSMC) will be 'back to strong growth in 2024' - JPMorgan (holding small position)

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Thinking about a higher growth portfolio for the new year.

r/wallstreetbetsSee Post

$KO outperforms half of the Mag 7 in 2024 because of $NVO and $LLY

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$INTC Israels : 3.2Billion for a Western Worlds TSM. And that ASML NM Machine. 5nm, 3nm, 2nm coming. No More Taiwan TSM China Fear.

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How can normalized-diluted-EPS be increasing while total common equity decreases?

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ASML and MICROSOFT via a weekly savings plan?

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Please Roast My Portfolio

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RIO dividends and foreign taxes

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Canon, known for its cameras, launches ASML challenge with machine to make the most advanced chips

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Is ASML a buy?

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$NVDA Daily News Summary

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$NVDA Daily News Summary

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ASML Misses Earning Huge. EPS 4.81 vs 4.99 est, Rev 6.67B vs 7.31B est

r/stocksSee Post

Does Motley fool advisor ever tell you when to sell?

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If China invades Taiwan would ASML explode or crash?

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Buy ASML

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SMH or Individual Equipment chip stocks?

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24 Y/O : This is my portfolio. Opinions please.

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ASML is almost 16% down since May - why?

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Pfizer, simple argument for value.

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Why does ASML do so poorly with Nvidea news?

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Unique assets fund for my retirement

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Unique asset stocks for my retirement fund

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ASML - Fair value based on DCF

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Time for the AI bubble to Pop out.

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What allocation approach is implied by Toby Nangle's new FT article on narrow markets driving equity returns?

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Intel - not overvalued amid this euphoric market

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Tesla CEO Elon Musk: 'We're using a lot of Nvidia hardware'

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Good time to buy ASML?

r/wallstreetbetsSee Post

So with both ASML and TSM(C) earnings/calls complete how do we feel for the future of AI/semi-conductor chips sentiment?

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Asml Q2 2023 results

r/optionsSee Post

ASML- reporting on 7-19. I bought 740 strike call, Aug 18 expiry.

r/wallstreetbetsSee Post

NVIDIA partner ASML: To the Moon

r/stocksSee Post

How to decide from which exchange to buy a stock from in a dual listing NASDAQ: ASML vs AMS: ASML?

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Tech companies to invest on European market?

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Samsung Electronics makes 17-fold gains from investment in ASML

r/stocksSee Post

The future picks and shovels of AI may not be GPUs but ASICs, following the crypto trajectory. GOOGL and the dreaded Samsung appear to be the leaders in this space. What is the highest-weighted Samsung ETF and what are other industry-leading AI FPGA/ASICs tickers?

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The Giant Behind AI Technology: ASML Holdings N.V.

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Not all "tech" companies deserve to have tech valuations

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Intel Thesis

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Taiwan Semiconductor is a screaming buy

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Idea Generation for High Quality International Stocks

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ASML sales and gross margin beat guidance, but continues to see mixed demand signals

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EU Chips act passed - who will win?

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ASML results are out

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Investment Strategy China Invasion of Taiwan + interefence USA

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List of public companies that are integral to AI?

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Nvidia released a new "nuclear bomb", Google chatbot is also coming, computing power stocks again on the tide of halt

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Daily U.S. Stock Market News Flash (Thursday, March 9)

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Why did ASML stock drop 5% between 13:30 and 14:40 CET (Amsterdam time)?

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ETF Portfolio + quality stocks?

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Ride the AI Roller Coaster to Strike Gold: Invest in NVIDIA, ASML, and TSMC and step into the future.

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Am I too concentrated?

r/WallStreetbetsELITESee Post

AMD, Nvidia lead chips lower as results from Texas Instruments, ASML spurs caution

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ASML results are out

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ASML earning preview 25.01.23

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There‘s a massive earnings week coming up. All Betards looking for Tesla. I‘m more interested in Blackstone, ASML, Microsoft, Credit card companies, 3M and Intel.

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Semiconductor. how did other countries become #1 and not USA?

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Shorting ASML

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What are some good semiconductor stocks to hold long-term?

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Are these tech stocks all worthy of long term investment?

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Long term investing advice

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A globally critical chip firm (ASML) is driving a wedge between the U.S. and Netherlands over China tech policy

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What is holding the US back from global semiconductor dominance?

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Market Weekly Recap: FAAMG, Chip, Software Sectors jumped heavily, coin market tumbled

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(AMD) Advanced Micro Devices

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ASML investor day

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must read book to under stand the semi conductor industry - Chip wars, chip shortages - etc

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Is ASML a less risky semi conductor play because it is not based in China/Taiwan?

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Powell did exactly as i thought yesterday which makes me even more bullish now

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ASML - bullish or bearish?

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Market Weekly Recap: Streaming, Chips, Airline Stocks Led the Gain, Tesla Earnings Alarmed the Tech

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Drukenmiller sees sp500 flat for next decade!

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Semiconductor Stocks

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AMD DD (a story in charts)

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I loaded up on china and semis - AMA

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ASML shrugs off slowdown, U.S. China sanctions, reports strong Q3 earnings

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Were we all lied to ?

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ASML, a major global chip company, jumps 6% after earnings; do you think semiconductor stocks are about to start rising sharply?

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ASML an underrated gem?

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Currency effects on stock prices

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ASML & BE Semiconductor Industries N.V.

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Semiconductor route wipes out $240 Billion from chipmakers - TSMC drops 8.3% and Samsung and Tokyo Electron also declined.

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Signs are piling up that the tech downturn may be deeper and longer-lasting than feared.

Mentions

That's ok if you're like TSMC just running fabs, but not if you're full stack like Intel. Litography machines and training people to use them is something you buy from ASML and a lot of companies can do that, but those machines print only what you instruct them to print on the wafers. You still need strong R&D to produce the chip designs and that's Intel's problem, they either drove away or sidelined all the talent and are drowning in mediocrity by accounts of people I know in the industry.

Mentions:#ASML

Current LEAPS, and their strikes, all January 2026 expiration. ARM $160 ASML $1000 AVGO $1520/$2500 spread NVDA $86 SMCI $850

They’re dumping tens of billions into becoming a major semiconductor manufacturer and gave ASML 600M so they could be the first to get the latest lithography machines.

Mentions:#ASML

Well pretty sure there are alternative suppliers for just about any other part of the production. Carl Zeiss has an exclusive deal with ASML for the ultraviolet laser assembly and no-one else on earth makes them. But then again if your team is more important then ASML just post your employer here :) I am sure ASML is happy to cancel or postpone their order to free up some space in the queue. No point in wasting capacity on companies that don't need it ;)

Mentions:#ASML

Unlike ASML they will be subject to competition

Mentions:#ASML

You forgot to add that ASML is basically a monopoly. On the other hand, their supply chain / logistics is a nightmare. Not sure how much they can scale and that concerns me to some extent. Nonetheless, this is an incredible company with no hype. Good call!

Mentions:#ASML

My 2 cents: - Nvidia will have increased competition from AMD and specially from Google, Amazon, Meta, Microsoft, OpenAI, designing their own AI GPUs. In which machines will they all be made? ASML EUV machines, because there is no other competitor

Mentions:#AMD#ASML

"2 nanometer process" is marketing slang. The process itself doesn't even depend on ASML more than it does on any other big fab-equipment company. The main reason to buy from so many is time, you need a lot of new equipment and there's waiting time for every tool maker. If ASML rises prices to a level where it makes sense to wait extra month for somebody else, they can fuck right off.

Mentions:#ASML

ASML earnings, but roulette is probably better odds

Mentions:#ASML

as I keep seeing, ASML marketing is really reeling you fuckers in. 90% of the machines in the fabs, including Hsinchu 13B, are **not** ASML. in fact they're a majority mix of AMAT, LAM, and much smaller companies. 2nm is not enabled by ASML. it's enabled by teams like mine, at every step of the process, for every new node. my whole job is 2nm right now. educate yourselves on the actual information instead of blindly following TikTok trends.

Mentions:#ASML#AMAT

ASML has a literal monopoly on the chip etching tech. Their machines are comprised of hundreds of parts made be subcontractors around the world. They do the assembly. Each one is insanely expensive. They have no competition because the barrier to entry is literally find like 200 subcontractors to make 300 parts and then convince TSMC that yours is better. Ain’t gonna happen. Unless someone invents better chip etching tech then ASML has this market locked up.

Mentions:#ASML

war in South China Sea is gonna fucking crater all tech too so it’s not a very good argument for TSMC alternatives tech crash from $16120 to $10088 — -37.4% — from just the Russian troop build up on its borders at then end of 2021 to fall 2022 (SP500 crash 27.4% too) so if that caused tech to crater 1/3rd, a China-Taiwan war is gonna absolutely anal blast the Nasdaq Intel gets just over a quarter revenue from China; ASML it’s over a third and was something like 43% IIRC in Q3 last year moreover, in general tech is far more reliant on China than Russia — both its exports such as rare minerals and components but also for its imports as a customer consider all the trade sanctions that will follow then add in that we are in a huge bull market/bubble that is just edging for a massive sell off into safety TSMC will be fucked but INTC, AMSL aren’t safe either, the entire Nasdaq will get reamed >40% and the SP will even likely crash >30% it’s a bit like hedging for nuclear war — if it happens you’re fucked anyways only real hedge is likely cash or gold which you can then use to buy shit up at a huge discount ![img](emote|t5_2th52|4271)

Mentions:#ASML#INTC

and get 1/3rd of their revenue from China also, China-Taiwan is a global risk Nasdaq crash 37.42% from Russia-Ukraine — what you think gonna happen to China-reliant chip firms when China starts a world war your entire tech portfolio is gonna get a visit from ![img](emote|t5_2th52|4276) the hedge against TW risk aint ASML or INTC, it’s gold or USD, which you use to buy ASML or INTC at a 40-60% discount ![img](emote|t5_2th52|29637)

Mentions:#TW#ASML#INTC

ASML, AMAT, LRCX et al will be printing money for some time but know that this equipment is VERY hard to build and the factory capacity to build them is low. Very high end machine intensive. Further fabs that these expensive solutions are destined for are hugely capital intensive and require very expensive buildings and infrastructure. What is more likely to happen is their book to build will elevate and the backlog will take years to catch up to. Be aware that not every market needs or benefits from bleeding edge 4nm or Angstrom capability that ASML provides. Just the CPU's, GPU, TPU, Flash, DRAM and networking markets. Huge markets but not 100% of the game.

It's a safe bet and good play for AI or any chip derivative. But a company like ASML WILL NEVER have the scaling and unit economy as a chip designer like NVIDIA, or end user provider like MSFT.

Mentions:#ASML#MSFT

Anyone know what the chip-makers (i.e. NVDA, AMD, AVGO, ASML, TSM, etc.) percentage is in the S&P and Nasdaq?

It’s only an unsung hero if you’re been sleeping under a rock Anyone with any knowledge of the space knows the bottlenecks of production - ASML and ASML alone makes one of the key tools, TSM makes the chips This shit is well known

Mentions:#ASML#TSM

Could be, because extrem right party does not allow ASML to build plants outside of netherlands and now they have big trouble to find qualified workers in the country.

Mentions:#ASML

ASML following suit nicely

Mentions:#ASML

Interestingly ASML is one of the few ways to invest in Zeiss' semiconductor arm. Zeiss SMT is not publicly traded (other Zeiss tickers are for their medical arm) but Zeiss has held a strategic partnership with ASML since the 90s and in 2016 ASML bought about a quarter stake in Zeiss SMT: [https://www.asml.com/en/news/press-releases/2016/zeiss-and-asml-strengthen-partnership-for-next-generation-of-euv-lithography](https://www.asml.com/en/news/press-releases/2016/zeiss-and-asml-strengthen-partnership-for-next-generation-of-euv-lithography)

Mentions:#ASML

ASML is the only one driving transistor technology. TSMC hasn’t taken their latest machines. But Intel has. Someone is about to cook.

Mentions:#ASML

Seems like this "shit" from ASML is one of the most difficult and most necessary machines in all of our daily lives, everyone with a phone just relays on it.

Mentions:#ASML

Buy the houses around the factory and sell later to ASML. You ll be super rich

Mentions:#ASML

AMAT and Lam Research are equally good options but they’re diversified across the wager equipment value chain whereas ASML is highly concentrated in one part but has little competition right now.

Mentions:#AMAT#ASML

Yeah a lot of people found out about ASML years ago. The question is whether retail will suddenly ape hard and send it higher.

Mentions:#ASML

I'm long on ASML, mainly cause my broker doesn't have NYSE options. 0.83 correlation to NVDA, I'll take it. Earnings soon which historically is a huge mover, so I might close positions before then.

Mentions:#ASML#NVDA

ASML is limited when it comes to building by their lithograph machines. I think they can only make 20 per year. So demand can by sky high but if their factories can only produce 20 of these HUGE lithograph machines (transporting them is also a logistical issue), then revenue won’t 🚀🚀🚀 unless they increase their manufacturing capacity.

Mentions:#ASML

Suggesting ASML and TSMC because they’re nvidia’s supply chain is like thinking apple is gonna trade upwards in q4 because of iphone sales.

Mentions:#ASML

Any advanced semiconductor on earth no matter if its Nvidia, AMD, Intel or ARM is made on ASML production lines. Only company on earth that has the tech for 2nm semiconductors so fairly safe bet..

Mentions:#AMD#ARM#ASML

I feel like ASML will explode again once they have expanded.

Mentions:#ASML

ASML is already at 1k+

Mentions:#ASML

The day I realized ASML still programs shit in Java is the day I decided to stay away from anything ASML related. Fuck that.

Mentions:#ASML

ASML? Were you asleep? Look at their fundamentals they are similarly high valued to NVDA. Maybe look at wafer producers?

Mentions:#ASML#NVDA

In Europe I only trust ASML and NOVO. The rest of my Europoor money is in USA.

Mentions:#ASML

Does ASML stand for Autistically Screwing My Life?

Mentions:#ASML

I did this in 21-22. When stocks go up their recommendations are high fliers, but 22 was a rough year. Lucky I held some of their picks from my short time with them, NVDA, ASML, CRWD, and I only invested with 5% of my portfolio (my “play money”) and the rest is in VOO, VTI, and VXUS. good luck to you!

I have a lot of faith in Gelsinger. He seems to be very ambitious given his willingness to essentially give ASML a blank check

Mentions:#ASML

Depends on your risk tolerance and holdings. I've got ASML at nearly 25% of my holdings. Difference is I wouldn't be putting money into any of the semis right now. OP above seems to have gone in full FOMO.

Mentions:#ASML

Yup the only reason I didn't include ASML because its really the only company that I know of thats globally recognized (maybe SAP also) in terms of tech.

Mentions:#ASML#SAP

So you both only consider consumer electronics but they’re all me-too products and a company like ASML doesn’t count because reasons. Ok.

Mentions:#ASML

Bleep bloop obligatory ASML mention. I do agree that EU is comparatively bad at monetizing its innovative capacity. The potential is so underutilized here, it just hurts. Couple of economies excepted - which are also pulling this cart.

Mentions:#ASML#EU

Well they are going to hit the buffers at some point because they don't have infinite production capacity and most companies wouldn't buy semiconductors on a backlog of more then 3 years due to newer tech releases in the meantime. Any advanced semiconductor foundries by it Nvidia, AMD or Intel use ASML production lines which is the only company on earth that makes that type of equipment. ASML on the other hand very much works with backlog order books that are filled until well into next decade. With other words Nvidia cant grow their production capacity at the speed they would need to keep going like this..

Mentions:#AMD#ASML

ASML bet paying off so far. Will sell when it hits 1050.

Mentions:#ASML

It’s late so I won’t go in depth on why I’m bullish on them but in short, I feel that Gelsinger has the right vision for going all in on fabs and taking big risk by getting the latest tech from ASML. I’m familiar with their chips and their roadmap and the technology is exciting but I’m primarily interested in the future that their fabs currently in construction provide

Mentions:#ASML

TSM, ASML dickriders are forgetting that America #1

Mentions:#TSM#ASML

>unique contributions to the world, the difference is that everything they do to the highest level, America matches America benefits from being a large economy that acts as a single unit – the EU is fragmented so large companies struggle to grow there. So what happens is we see specialisation in other countries where, only on occasion, certain companies thrive including ASML, TSM, NVO...and that's about it.

they are not ASML.....competitors out there.

Mentions:#ASML

Also gotta load up on ASML.

Mentions:#ASML

Quick side note because I haven't heard it mentioned much at all. Last fall Nvidia, TSMC, ASML revealed their new math libraries to hardware accelerate the calculation of reticule masks by 40X. It used to take over a month to calculate the mask for a new chip, now it can be done in a DAY.

Mentions:#ASML#DAY

KLAC, LCRX, ASML they're all 800+. Why is AMAT the only one at 200? This is unfair. AMAT to 1k now.

we design and produce the tools TSMC, MICRON, SAMSUNG, INTEL, etc. use to produce the wafers. despite what ASML marketing would lead you to believe, 90% of the hardware in the clean rooms on new nodes is a combination of AMAT and LAM. there are many many steps involved in making a chip, and we have total monopoly on new nodes.

Mentions:#ASML#AMAT

Guys, do you think AMAT will produce whatever machine ASML is producing and that it would go to 1000 just like ASML? Next week maybe?

Mentions:#AMAT#ASML

Such as... ? I only know ASML, but that's B2B. In consumer products, I'm having hard time thinking of a European tech product that I'd personally buy and call it "innovative". Yes, some home appliances, like my washing machine, are Bosch / made in Germany etc. But as for smart TVs, smart fridge or even robo vacuum cleaner etc. there're just me-too products from European companies 

Mentions:#ASML

Or is TSM the shovel seller? or ASML?

Mentions:#TSM#ASML

High-NA is widely considered to be way to expensive at the moment. Intel is the only company that invested in the scanners from ASML so far.

Mentions:#NA#ASML

Decades? Behind who? AMD and Intel are both neck and neck, and TSMC has admitted that they're worried that Intel's new fabs will pull future business away. The manufacturing node is better than TSMCs best node, and much better than Samsung. Not only that, Intel is already working with ASML on the future High NV, something no other chipmaker has done. The only company they're behind is Nvidia on Ai, but even Nvidia says it's a 4 year difference that can be closed very fast with a lot of resources, and FAANG is teaming up with Intel on open source tools for Ai. The only 2 chipmakers that have higher revenue(Not counting Samsung because they make a lot of revenue from other sources) is TSMC and Nvidia, and this is with Intel being in one of the largest sales slumps due to an industry wide chip slump. They aren't even close to behind. Just look at their computex presentation. They made multiple massive announcements that are sure to continue making them a strong company.

Mentions:#AMD#ASML

> burning cash is not exactly what investors are looking for in semis today The US Gov is literally subsidizing their future. The biggest victory they can shove on the field is the US gov jobs are bringing US jobs back to the US public. Intel will be force fed cash until it does what its told. Cash will burn in investment years. People said the same thing about Meta's reality labs because of how gross of a misunderstanding they had about Reality labs. People said "its cash burn for the Metaverse". People ignored that Metaverse was one of many underlying products, services or developing technologies ongoing. They also tried to break into direct payment through crypto (Libra), ate people's lunch with the Oculus hardware (which they have key marketshare in software and could turn into a marketplace admin on that), and has one of the largest open source LLM's for AI. But if you took your stance (they're burning cash, thats bad), you would see most of the market follow that sense (which they did in 2022) only for people to recognize that investing in future top line generating technology, hardware, or SaaS may be a good thing (it is, literally every successful company does it). Cash burn is literally what Intel needs to do right now to push their Foundry as quickly as possible. And people are right, if they get that in line with their next gen products and the new ASML tech inducted into their work, they will be a force. But they need to invest VERY heavily yesterday to get to there.

Mentions:#ASML

You make money on moves. Pick stocks that move. This past week was almost too easy … AVGO CRWD SMCI ARM ASML TSLA FSLR NVDA … for someone that watches AAPL like the above comment he recognized the unusual surge and activity which he was able to profit on. It takes time to learn this stuff.

I agree. To provide more DD, according to Mercury Research, Intel actually reclaimed a modest amount of CPU market share in Q1 from AMD, about 3% of iirc. A portion of that was due to inventory distortion/supply availability. But it’s also indicative of the fact that AMD’s ability to claw CPU market share from Intel has slowed if not stopped altogether. AMD is still eating Intel’s lunch on server CPUs with their Epyc series chips, but given the future prospects of Intel’s upcoming improvements to the Xeon series, we could see Intel stabilize that revenue segment as well, though it isn’t Intel’s main strategy nor should it be given the potential revenue from the server GPU/AI accelerator market, where Gaudi 3 is projected to bring in 500M of revenue. Thats miniscule of course, especially compared to NVDA’s share of the market, but if you look at Intel’s recent pricing announcement, there’s clear potential for Intel to get firm footing in that key AI revenue stream. That doesn’t even mention the potential for Intel to leapfrog TSMC technologically when Intel implements its 18A manufacturing process, using NA High-EUV Tech from ASML, and the new backside power distribution network tech Intel’s developed, which would secure more foundry contracts to improve profitability for Intel foundry, while also improving margins for Intel’s chip/design business. And on top of all of that, there is still the major risk that China invades Taiwan before the end of the decade, which would completely upend the supply-chains of ALL major chip makers, but most especially AMD and NVDA, and other foundries that partially outsource to TSMC. Xi is already 71, and facing a declining population and a stagnant Chinese economy, while the US stockpiles are depleted from the Ukraine War, and US war manufacturing hasn’t ramped yet, and US Isolationism is on the rise in one of the major parties. The risks are there and Intel would be the primary beneficiary, and none of that is priced in. IMO intel currently is worth $40, without pricing in a comeback and if it just maintained course and kept its market-share stable; if they can successfully turnaround both the foundry business and CPU business, while securing a growing footprint in the server GPU/AI accelerator market, Intel could be worth $120 in 3-5 years; if China takes Taiwan and destroy’s TSMC’s assets, or secures them but China or the US fully closes their trade of chips, then Intel could be worth $700-900B 1.5-3 years after that event. In all three cases, Intel has upside that isn’t being adequately priced by the market. Disclosure: I will be homeless if Intel goes tits up.

But they were late to buy ASML latest machines...

Mentions:#ASML

ASML 4x over 5y

Mentions:#ASML

Yup I’m still a student lol. I just have 1500 in SWPPX and 2 shares each of nvidia and amd. I work in chip design so regardless of if I’m missed the boat or not I’ll still throw money in those companies since it’s what I know. I still have hope in AMD. ASML probably still has a lot of money left on the table right now as well.

Oh absolutely, one of my best friends has been at one of the integrated businesses, KLAC, he started in 2016, net worth way over a million now and he just started a regular job in maintenance. Like the teams of guys that keep those machines up for the wafer control. I'm sure it's even more insane at Nvidia since it has been the best performer but that entire sector, ASML, KLAC, Nvidia, then TSM would be the slow one but all these guys are linked and everyone who's working there that has had the ability to purchase stock, especially in a discount, just do the math, I'm honestly surprised they retain the talent they do. When you're 30 years old and you have over a million dollars. You start wondering why you're working so much I would think

SOXX is a solid ETF. Broadcom, TSMC, AMD, NVDA, ASML, AMAT. Potentially also AMKR

I personally sold my NVDA when I saw a post about someone’s grandma wanting to buy it….I think they are an amazing company with great margins but it’s too overhyped for me to have high conviction. I think the companies that support the chip manufacturing are well positioned for growth tho. LRCX, AMAT, ASML are all in my Roth. If I was an average person and wanted some exposure to the AI arms race wo the risk of concentration i’d just dollar cost average in SOXQ and QQQM.

My portfolio: GOOG GRND NVDA MSFT ASML

ASML whispering me “fuck you’re calls” rn

Mentions:#ASML

What is ASML then?

Mentions:#ASML

These questions are always a little rough to get into because I typically don't like talking about stocks. I don't really want other people's viewpoints without a performance record. I try to keep a really clear mind but I have also been outperforming the s&p 500 for over 10 years. It's not about calls, it's not about predictions, it's not about any of that. It's mostly statistics. That's one way you can go about it. The other one that I have seen work for people that has kind of a mixed record over the long run but if you get your timing even close to right it's extremely effective. So you have the majority of your portfolio in the s&p 500 right. You keep a really clear mind about you about the direction things are going. So lots of money moving into AI. Long-term trend. Goldman has earnings increases across the sectors slated out as far as we can see. Which stocks you pick are up to you but we know that sector is going to be hot so the people who have been holding nvidia since 2015. They made a lot of money. We know ASML and KLAC are 100% needed for what's coming. You've already seen them go multiples. Will it keep going? Who knows but it's one of those bets that I would let swim around in your head. Look for sectors of outperformance, have some of your money there, the other way that you can juice the s&p 500 is to use some degree of a leverage so that means we're going over to spy, voo can kick rocks. We look at our put deltas and figure out what ratio we want to run the s&p 500. Professionals do this all the time so it's not really a hidden science. You look at your account size. You look at the maximum drawdown the market has experienced, calculate out from there. So for example if you run 100 shares of spy. You can run a 20 Delta put short that is multiple months out. This is effectively trading 1.2 x so long as you manage your deltas. I try to keep my s&p between 15 and 30 Delta correlated to the shares. This lets someone quickly do the math and you can run your top and bottom brackets, figure out your risk metrics, figure out your roll points and set up a pretty mechanical strategy to ride the market at whatever leverage you feel comfortable with but the really brilliant part about it is unlike being on futures or being on calls or being on things that are going to cost you with either premium or a contango, continuously writing puts is continuously adding premium to your account You just have to like I said manage the deltas. This strategy works best on larger accounts, over 100K at least. If you start running your numbers you're going to notice the amount of money that you're going to have to keep all this floating if there is a 50% drawdown even if you are continuously rolling, you have to be able to maintain that liquidity so you can continuously roll the options if you get trapped. It's happened to me. March 2020, that was not fun but manageable, you just have to, like I said know your risk points and not over leverage your account

Mentions:#ASML#KLAC

ASML or tsmc

Mentions:#ASML

I have a separate acc I can throw into some stock. A non options acc, I like ASML. Been holding VRT a few months!

Mentions:#ASML#VRT

Me in ASML rn

Mentions:#ASML

No use posting anything about Intel on Redditas it’s arguably the most hated on stock for whatever reason, you never get any type of actual feedback other than it sucks. I’ve got 2k shares for the following reasons: 18A- Gelsinger is quoted as saying, “I’ve bet the company on 18A.” 18A will be the first node to utilize backside power and give a 6% increase in processing speeds. That’s in addition to the gains moving from 20A to the more advanced 18A node. These efficiencies are obviously incredibly important when it comes to the advancement of chip technology. Samsung and TSMC won’t have the ability utilize backside power until 2026. EUV lithography Machines- Intel bought all 5 of ASML’s 2024 machines, leaving its competitors with nothing until late 2025 at the earliest. These machines are the key to producing the most advanced chips in the world in the most efficient way possible with Intel planning on utilizing them for their 14A nodes. They will have, at minimum, a year head start on their rivals with how to best use this technology at a mass scale. Chips act/subsidies: currently the largest beneficiary. Us government is heavily subsidizing their commercial fabs as well as one specific for national defense. Germany, Ireland and Israel are all giving massive subsidies to build their fabs. IFS: Intel's initiative to provide manufacturing services to other semiconductor companies. It leverages Intel's advanced manufacturing processes and technologies to produce custom chips for clients. This move marks Intel's expansion beyond designing and producing its own chips to offering its manufacturing capabilities to external customers, competing with other foundries like TSMC and Samsung Foundry. Intel aims to capitalize on its cutting-edge fabrication facilities and expertise to serve a broad range of customers in various industries. TSMC Geopolitics: TSMC's operations in Taiwan make it vulnerable to geopolitical tensions with China. Any disruption in the region could impact TSMC's supply chain and operations. Mobileye- is an Israeli technology company specializing in the development of vision-based advanced driver-assistance systems and autonomous driving technology. Mobileye's technology includes features like lane departure warning, adaptive cruise control, and collision avoidance systems. Intel sold of 1.5 billion worth and still own 88% of the company. The stock is up big this year. Healthcare: Intel has been involved in the healthcare sector for quite some time. Intel's technology is used in various healthcare applications, including medical devices, data analytics, and telehealth solutions Financials: Intel's financials remain strong, with a solid balance sheet, consistent revenue growth, and healthy cash flow generation when not spending tens of billions on the most important fabrication plants in the world. Long history of returning value to shareholders. But Reddit will tell you it’s traded sideways for 20 years and sucks not seeing where they’re headed.

Mentions:#ASML#IFS

no you didn't you have to go in. ASML is a good one for the back half of year. SMCI is going to be good for back half of year (i.e. now) VRT - Cisco, Oracle, AVGO. They just are getting started. you're good.

same players it's just broadening. ASML and ANET got hit last quarters now they are up. Dell (until last earnings is up a lot) HP VRT Cisco Oracle - everybody is getting some action

Semis have had an extremely fantastic run and there are great companies (both here and overseas, although nobody really talks about the latter aside from ASML), but at this point I've trimmed some and would look to trim more. What semiconductor name (well, aside from INTC lol) hasn't had an incredible last 12-15 months? I think there's probably mildly/moderately more upside (not in a straight line) but there's also a point where a lot of the easy money has been made imo. You're also dealing with a situation where eventually the spending will slow and "can't build them fast enough" can turn into a glut, as it has at times in the past for NVDA. When that is people can only guess. 12 months? 18? In any case, people will try to anticipate it. So, I definitely like semiconductors and will probably be a part of my portfolio to some degree for the foreseeable future, but at this point I'd probably continue to very, very gradually dial back into further upside and it would take a pretty decent correction for me to revisit some of what I've trimmed lately.

With how NVidia is run, I do see potential for it to really grow even more. Hell it’s basically got Tesla, Amazon, Meta, and major players sinking their teeth into the 30k GPUs like they are candy. Plus that company is run very well culturally and sustains the desire for people to want to innovate and stick around. This is unlike Amazon that sheds talented people due to the toxic culture that is very real and very well known…don’t ask how I know :) I would say that Arm will follow Nvidia whichever direction they end up going. The other ones tied in are TSM and ASML. I am pretty confident that NVidia likely has one more major run left in it before it “matures” from a behavioral standpoint.

Mentions:#TSM#ASML

This is it young man. Your time has come. You wake up. You log in to your brokerage account and buy some semi stocks. It does not fucking matter which one as long as its not INTC. Buy AVGO today. TSM tomorrow. Then monday go crazy and buy KLAC. Then tuesday buy ARM then the day after get some NVDA. Go a little over the border the next day and buy some ASML. Now, go check your portfolio. What?! You’re already up 20% in a week? Welcome to the exciting world of semis my friend. All your troubles will be gone soon. The only mistake you can make is that you don’t buy enough

They have first dibs on ASML's latest equipment, and both the USG and US businesses have a deep interest in having Intel succeed as an alternative foundry. The big Q is whether that's going to be enough for their foundry business to be competitive vs TSMC/Samsung .

Mentions:#ASML#USG

They thought AMD was their only competitor, totally disregarding SE Asia. They notoriously refused to fab for other companies and built and refined their own lithography machines and processes. When they got stuck at 10 nm and TSMC plowed ahead with ASML's technology, that pretty much sealed their fate. If you look at their guidance, they're essentially trying to clone TSMC's entire business model but with higher labor costs and better packaging. Source: bag holder since 2008

Mentions:#AMD#SE#ASML

90% of the machines in a fab are not ASML. certainly not on new nodes, that's mostly AMAT.

Mentions:#ASML#AMAT

ASML too. Would be nice to have a list, even if it’s not a huge list

Mentions:#ASML

The AI tailwinds have been crazy for ASML. I never expected the valuation reach these heights at this stage. I also didn't expect TSMC to be pressured into buying High NA machines before 2026.

Mentions:#ASML#NA

I'd bet there are a lot of ASML tools going into that building.

Mentions:#ASML
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