Reddit Posts
ASML Raises 2026 Sales Outlook to €43-45 Billion on AI-Driven Demand
ASML hikes sales forecast for second time this year on strong AI chip demand
IBM dropped 24% today on a green day. Could this be AI infra capex eating into IT spending or just an IBM-specific stumble.
ASML earnings July 15, put/call ratio above 1.3, should I be worried about my calls?
SK Hynix opened 14% above IPO price Friday, Micron is up 200% this year,seems like memory trade still has legs.
The next memory trade is still the memory trade (receipts from one year ago included)
Are semiconductor shares still a good investment, or too much growth is already priced in?
Geopolitics vs. Cyclical Demand: How much did global tensions actually impact ASML and NXP's profits?
How much did the Russia-Ukraine war and global tension actually impact ASML and NXP's profits?
South Korea dropping 800T won on chip fabs, who actually wins this capex cycle?
AMAT is making me rethink who the real winners of the AI boom are
ICHOR Holdings DD: I bought this random semi stock, made 5k€, and now I’m reverse-engineering the thesis before earnings
After Micron earnings, July is a complete minefield. $31 EPS guidance by Micron and now 10 upcoming earnings reports = R.I.P. traders
Micron’s Earnings Were Incredible But Are AI/Semiconductor Expectations Becoming Dangerous?
Micron’s Earnings Were Incredible - But Are AI/Semiconductor Expectations Becoming Dangerous?
Micron crushed earnings and dragged the whole chip sector green, but is this enough to save the broader tape?
Net incomes for mega cap AI companies, including Micron, Samsung, and SK Hynix
The whole world is red, and now is time to think about physical side of buildout
Tech sell-off on AI spending jitters drags stock markets lower
AMAT is making me rethink who the real winners of the AI boom are
Top stocks hitting 52-Week Highs/Lows - June 17, 2026 📈 📉
UBS sees generational semiconductor boom, highlights stock winners
ASML is an underpriced AI bottleneck
Top stocks hitting 52-Week Highs/Lows - June 10, 2026 📈 📉
Top stocks hitting 52-Week Highs/Lows - June 9, 2026 📈 📉
Top stocks hitting 52-Week Highs/Lows - June 8, 2026 📈 📉
I accidentally bought a Japanese printer company
Which AI stocks will be a winner for coming years?
Top stocks hitting 52-Week Highs/Lows - June 4, 2026 📈 📉
LAM research, the next AI slop stock that will reach 1T USD.
TRUMP + CONGRESSIONAL TRADERS SIGNAL MONITOR | DATE: JUNE 3, 2026 | SECTION 1: TRUMP’S RECENT TRADES (Past 30 days
Top stocks hitting 52-Week Highs/Lows - June 2, 2026 📈 📉
SK Hynix to double wafer capacity amid AI memory shortage
Top stocks hitting 52-Week Highs/Lows - May 29, 2026 📈 📉
What’s the wide moat stock you’d still be comfortable holding if the market went nowhere for 10 years?
Up 60% on “safe” ETFs… do I cash out before I get humbled?
Top stocks hitting 52-Week Highs/Lows - May 25, 2026 📈 📉
Top stocks hitting 52-Week Highs/Lows - May 22, 2026 📈 📉
Assuming you have $1 million, which of the following stocks do you think would maximize your returns over the next 10 years?
Why is the market so bad for ai right now? Is it normal for it to fluctuate like this
Leopold Aschenbrenner's 13F just dropped Check this out, this is absolutely INSANE. Every major name. All brand new this quarter: SMH VanEck Semi ETF – $2.04B NVDA – $1.57B ORCL – $1.07B AVGO – $1.01B AMD – $969M MU – $584M TSM – $535M ASML – $494M INTC – $159M
Top stocks hitting 52-Week Highs/Lows - May 14, 2026 📈 📉
Why I haven't taken profit on $EUV yet
Is $EUV the right way to play ASML without single-stock risk?
The machine that makes chips possible now has its own ETF
Checking in on $EUV - the setup still looks good
The machine that makes chips possible now has its own ETF
$EUV has been quietly moving up - does anyone follow this one?
$EUV keeps quietly moving up - does anyone follow this one?
EUV ETF - Corgi Lithography & Semiconductor Photonics ETF
$PLAB DD: easy to understand TSMC supplier chip tools trade - expecting 3x by the end of the year
the massive LLM CapEx burn is starting to feel like a trap
How does ASML consistently underperform the entire industry
Should investors be concerned about ASML?
Semi market cap 24h increase took over the top #15 places
AMD Market Cap surpasses Micron, ASML and Oracle!🚀
AMD now worth more than Micron, ASML and Oracle!🚀
338% in one year No leverage No options Just sat there.
37yrs old. Medium to long-term investing horizon. I'd love advice on if/how I should rebalance my portfolio.
DD: Semiconductors & Shoes and Their Downstream Effects on $AAPL
AI capex is insane but the debt is what actually scares me
Chip giant ASML raises 2026 guidance as AI semiconductor demand stays strong
Trump: Market Manipulator Supreme. A Volatility Study on Trump's Effect on the Stock Market while in Office
Elon Musk’s "TeraFab" 2nm Chip Plant: An Impossible Dream or the Ultimate Bull Case for Semi Stocks?
The U.S. just drafted global AI chip export controls, here's the actual portfolio implication most people are getting wrong
ASML unveils EUV light source advance that could yield 50% more chips by 2030
Mentions
Semis are red but ASML is green? Oh another V is coming. Strap in bois
MU is facing pressure after ASML Holding said its lithography machines can produce memory chips more efficiently. 🤔🤨
It gave me false hope yesterday when it skyrockets after ASML earnings, until of course it freefalls into the negatives by 15 minutes into market open
I'm personally in Intel exclusively. It's heavily beaten down right now and I expect their earnings next week to be very strong. That said I'll admit I have less conviction in the thesis I expressed in OP since posting. ASML and TSMC both posted excellent results however the market continues to sell off. Both stocks were red despite their results. Ofc, as I mentioned in OP, it is the hyperscaler earnings that are most important, but nonetheless I find it concerning how relentless the selling is in semis. I'm more agnostic at this point, unsure how this plays out from here. Holding my Intel for the time being and plan to hold for at least a couple weeks
SPOOKY THOUGHT FOR THE DAY: I want you to close your eyes and imagine if TSM and ASML had missed earnings bigly. I'll wait for your reaction....
One fab is like 10 billion, one ASML high NA EUV is like 330 million plus, and factor in all the other vendor tools, personal, contracts, ect. 100 billion can get it done, and has been done considering I got friends up at that site currently and they still expanding and adding more fabs.
Guess you haven’t seen TSM and ASML earnings.
It's a normal healthy correction. It happens when valuations tend to get way ahead of themselves. We saw the same thing with covid plays in 2020-2022 - very promising companies in the age of remote work and stuff, until they suddenly weren't. Narratives tend to shift with time, and there's no such thing as an endless shortage. That's kinda the purpose of the market economy - to fix supply and demand mismatches. This is a period when the world suddenly needs more semis than are being produced, a couple of years will go by, this will rapidly normalize as the new supply enters the market. Which is the reason semis are cyclical, this happens over and over and over in history, you just have to zoom out to 10+ year period. If you were expecting parabolic rise until the end of times, that wasn't gonna happen anyway, that's not how it works with trends and shortages. By the way, I wouldn't expect the correction to finish right away, the valuations for many of these semi plays still have a lot of room to cool down - LRCX forward PE is 43, AMAT's is 37, ASML's is 49, AMD's 75, ARM's ridiculous 126 and price to sales of 60.
ASML AMAT green tho .
All signs point to AI acceleration, TSM and ASML reported stellar earnings, same with micron. Mag 7 about to report wild capex. Semis were definitely up a lot but I don’t know why this is such an aggressive sell off in beta names. This feels coordinated to reset some of the runners for next leg up and it just happened to pull down basically everything tech in its wake.
Demand from companies like KLA and ASML are still rampant up until the next half decade. Just noise
If ASML could just go up 20% in the next two days thatd be sick
That’s where your brain comes in. It consumes information, analyzes it, and decides what to do with it. There is no single source of information out there, that I believe is “good info”, that I will just accept without critical thinking. Using Reddit I have been able to find out early on about: - Tesla - Bitcoin, Ethereum, etc - Rocketlab - AMD - ASML And many others. I was closely monitoring wsb before the Gamestop fiasco and chose not to risk it. Literally a day before the short squeeze I told my colleague “watch out for Gamestop’s price tomorrow”. Next say he came not believing asking me how I knew and how much money I made. I told him I knew from Reddit and decided not to invest in something I do not understand enough about.
Yet ASML, AMAT, and other upstream companies are either unmoved or down. And everyone downstream is also down. If the market were rational, there would, at worst, simply be a rotation equivalent to the difference in expected capex, which itself is actually rather small. Instead, semis have dumped a few hundred billion overnight. This is a buying opportunity in a lot of places.
ASML earnings will make or break the market? They beat - it broke the market. TSM earnings will make or break the market? They beat - it broke the market. Which profitable company is next to report stellar earnings and send us to earths core?
MU - good earnings and guidance Samsung - good earnings and guidance ASML - good earnings and guidance TSM - good earnings and guidance Share price of memory companies drop 
That TSMC capex hike makes sense with ASML raising their full-year revenue outlook to $43-45B on AI demand, tbh. They're even planning a 30% capacity boost for EUV/DUV in 2027, https://wiseek.ai/ticker/asml/asml-q2-sales-hit-9-3b-raises-2026-revenue-target-to-43-45b-on-ai-driven-demand-000162828026048235/
TSM with a giant double beat following great ASML earnings, AI bubble has popped sell everything on the way down to QQQ at covid low levels
Market selling off high beta and momentum stocks like Warsh is about to do 600 bps rate hikes even as TSM and ASML have blowout earnings
It’s really hard to tell. TSMC and ASML showed demand is very strong, but the market has stopped paying for the good news. It’s going to be a slower and uglier climb than before, but if earnings keep coming, money will keep going in. A month: could be anything Six months: more likely than not to be up, but will be interesting to see how much of a topic AI is for midterms, what happens in Iran, next sets of earnings etc A year: largely depends on AI capabilities. If companies start profiting, capex is rewarded and goes up. Could also be rotation from semis in to the Anthropic/OpenAI IPOs. Probably up and possibly up big, but if models lag behind expectations then it’ll be pretty brutal.
But like for today, say u bought a call for ASML 7/17/26, which is totally believable considering it went up high last night, then it tanked at open. If u were to sell to close the call at 9:31, would u still be able to get out w/ a minor loss or a huge one? I want to do scalping but I wanna know or at least quantify the expected loss.
TSMC earnings were nice, but they could have been better. Same with ASML. It looks like beginning of a deaccelaration. Great is not good enough. If youre promising "muh ai revolution" you need to show mind boggling growth or it's goodnight.
You're chasing speculative gain, so get out w/ a small loss or you will end up losing everything. If you see a win, take it, or stay a little longer and u may make even more or lose it all. Everything has a 50/50 chance. Just like today, when I thought Intel would go to the sky but then the semi sector went downhill, although ASML reported stellar earnings.
So TSM beats earnings, but pushes back against ASML price hike: TSM drops ASML: *also drops* Rest of the market: *also drops" *Confused Pikachu* 👁️
Finance news nowadays be like: 15th July Micron shares jump 15% because of ASML beating expectations 16th July Micron shares plunge 23% because of ASML beating expectations
TSMC Q2 2026 Earnings Net income NT$706.6B, est. NT$623.73B Gross margin 67.7%, est. 67.1% TSMC has begun to push back on ASML's pricing plan -The Information
First it was MU earnings. Then it was the SKHYX listing. Then the ASML earnings. Each time Memory bol has been put deeper and deeper in the grave. SNDK earning gonna finish the job
Yes and no. TSM is different. They put off the latest ASML machines to perfect the current machines. In that way intel is sort of the guinea pig to see how well they can do on ASML's latest gear. When theyre ready, TSM will order from ASML their latest equipment and I would wager gets different pricing to those other companies you mentioned.
This was the case in the past, especially involving heavy cap ex. ASML, TSM are good examples. But times have changed, and venture funding is willing to take risk. The government did not help spacex with seed capital or early funding. The business was built knowing the government would be a customer, that is a major difference. Google was a very early investor of spacex. But then look at the frontier model companies, billions raised in venture funding. Now look at the federal government, what research has it brought to market in the last 20 years, nothing.
ASML was the best stock i bought last year
ASML wrecked memory in so scared for TSM earnings
ASML primarily makes DUV, not EUV machines, ~75% of ASMLs sales are DUV. DUV makes up about 90% of wafer production globally, EUV only makes up about 10%
As far as I know, there are a few support companies, but ASML is the ONLY supplier of EUV. Name another, otherwise they own 100% as the manufacturer of complete EUV machines
Hindsight is 20/20, but the feeling of being locked in with those CC's into a pre-market earnings was a little too much for me. I need to be able to sell if I have to, like if TSM spikes pre-market and then crashes at market open like ASML did today.
Well I for one am so glad that ASML saved this market today. Now let's look for more saving with TSM tonight. Don't you love all this ~~saving? winning?~~ WHINING??
> China rarely innovates That's completely wrong. Which countries produces the most scientific papers? https://www.nature.com/nature-index/institution-outputs/generate/all/global/all And corresponding, which country generates the most patents? https://www.wipo.int/en/ipfactsandfigures/patents In this particular case. The EUV machine discussed in that article is novel. It uses a method no on else has. It's simpler than ASML's technology and thus cheaper to build and run.
ASML is flat. AI/semi/data centers are bloated whales and need to be harpooned. SaaS is looking good.
How tf you gon sell tech when ASML fkn killed it? TSM next.
Maybe ASML said "double it and give it to the next day" to todays earnings gains and we see +15% tomorrow
Two things, First is take for profit after the massive run yesterday, despite the ASML earnings also beat expectation. Second, The Semi stocks have already fallen 20 or more percent since June peak, investors are now split between doubt toward sustainability of the ai trade. Which means, partially mechanical, partially sentiment crack underway, Reuters reported recently that investors are split between two camps; and tbh, historically Reuters has always been a great confirming signal the market consensus. Yet it also means, massive retails sticky belief over AI trades "values" when everything we have been dealing with is algros and retails while instituions are retreating, hedge funds lose a tons of money since June.
Maybe ill get lucky and ASML will go up 542$ by Friday
I don't trade ASML, but is this normal?
ASML GONNA MAKE O BREAK US. BUH BUH BUH WAY A MINITT, TSM GONNA MAKE O BREAK US TONIGHT. Shit's already broken cuckbox
It’s tanking, not sure if it was ASML’s fault
All the good news and awesome beating from ASML, MM and Hedge funds: damp it, make no sense
TSM ER tmrw not looking good after ASML had a great ER but still going down
ASML Plans Price Increases for Chipmaking Equipment, Despite TSMC Resistance
this is so fucking disgusting the way ASML is moving right now gaining momentum just to wipe it out in 2 candles fuck this shit
Semis tanking on good ASML report is concerning
ASML what a cock tease wtf Lmao
Interesting. But what if I told you it has actually been the weaker performer from industry peers? The longer-term market-cap comparison is interesting. Indexed to **100 from June 2021**: * **ASML:** 263.4, \~ **+163%** * **AMAT:** 428.5, \~ **+328%** * **LRCX:** 533.3, \~ **+431%** * **KLAC:** 531.4 \~ +$430% (Error showing on platform so approx) ASML is still the largest company of the group at around **$685B**, versus approximately **$409B for LRCX, $396B for AMAT and $280B for KLAC**. But since June 2021, its market cap has grown much more slowly. I am not saying that this makes the results weak.... i.e Revenue, margins, installed-base sales and guidance all exceeded expectations. But, it does seem, however, that a substantial amount of ASML’s technological dominance was already reflected in its valuation several years ago. The real question is therefore not whether ASML is an exceptional company. we already know it clearly is. The question is whether today’s valuation offers better forward returns than the broader semiconductor-equipment companies that have already compounded at two to three times ASML’s rate over the same period.
ASML had a crazy pump just now
And that my friend is how exactly it works. So always do invesrse of what u r thinking. Like me , I thought ASML and TSMC will rip the semi sector and its FUCKINGGGG going down. Like WTFFF
TSM will save us the same way ASML did (yeah were fukked)
why would ASML's blowout earnings do this??
i thought ASML earnings were good why is my MU SKHY calls gettting destroyed??
ASML earnings crashed the whole sector, can't make this shit up. Glad I sold at least that
* I think this will be driven by earnings We literally had historic earnings with samsung growing 1900% YOY and Micron making more in 1 quarter than Nvidia does in 1 year. The fact that all hardware sold off 35% from ATH is a signal of what Wall St expects to happen (growth deceleration, supply coming online). Stock prices are forwards looking by 18-24 months * I think emphasis will be on hyperscaler capex guidance and commentary moreso than semi numbers themselves. They have been doing this for the past 3 years with questionable ROI and now they're diluting stock and issuing debt for more capex. Wall Street isn't going to reward this forever and it seems like they already started punishing it * This sell off to me is primarily driven by wavering conviction in the AI trade. I don't really want to go into a bubble vs not bubble discussion. It can be a bubble and semis can rebound. Im not suggesting it's up and to the right forever for AI or semis. Wall street doesn't operate with conviction they operate on probability and numbers. The price of stocks is a signal, that's why we call it "priced in" * To do otherwise would be to unwind the trade which would be catastrophic for markets. Whether the hyperscalers privately have conviction in the tech is another question, but I think they are stuck in a vicious cycle where they will double down until there is some more significant development that forces them to change course. Thinking they actually care about this is incredibly naive. Insiders are cashing out their stock, wall street are cashing out the stock, everyone left are forced buyers (401ks) and dumber smart money (pension funds and endowments) The companies will be fine, the stock prices, not necessarily * Asml and tsmc report this week and I expect both to give a strong result which should give us an early indication of what to expect in the following weeks. All hardware is down 5-6% on ASML report because ASML having a strong report implies hardware companies have to spend more on capex to get the machines and spend more on opex to maintain the machines. And the machines themselves increase the supply of the thing they sell. * The only thing that could potentially derail this rally is significant escalation in Iran, which admittedly is possible, but I think trying to predict which direction things will go there is borderline impossible. The market did not care about Iran during the parabolic meltup in March/May, it does not care about Iran now. At best it's using Iran as a cover story to unload the AI trade. Before you invest in stocks it's good to have some financial education first
How is AI shitting after this ASML call?!?
ASML couldnt lift itself. Its barely up.
ngl, about to panic sell these EOW 740 QQQs. I thought ASML would have more of an effect than this.
How long can ASML maintain their lead? Their tech was invented by regular human beings. Do you think that only the dutch has the brain power?
Yeah it'll do amazing like ASML, beat expectations and dip like all stocks today.
ASML definitely pissing me off right now. Bought in yesterday and it ain't doing shit
All i want is for ASML to go up 25% more by friday
Headline: “ASML pops on strong orders…” \* up 0.5%”
MMS with the fakeout. Lmao ASML beats and dumps, PPI great, and for some reason we fucking dump
I wanted to scalp ASML for earnings play, bought yesterday, fucking thing shit the bed already. Now to hold for more shitting or just break even is the question
ASML always sell off after earning . classic
See $ASML demand so high $ORCL can’t build faster more data centers, demand so high, ORCL revenue triples in few years
ASML optios barely drops at open!
How do you think memory is made? >SK hynix places record $8 billion order for ASML EUV lithography machines — should pay for up to 30 EUV machines over two years, serving HBM and advanced DRAM production
CPI and PPI were bullish af, ASML (euro poor memory company) beat tf out of earnings. Memory rally is back on
Inflation cooling ? Priced in, world war restarting? Priced in, ASML smashing earnings expectations? priced in, ai bubble bursting end of 2028? Believe it or not, priced in
Whoever said ASML is the next MU you owe me 300$
I don’t think you realize how difficult it is to scale up production of EUV lithography machines. 3percent is modest, yes, but ASML is sold out. You have to production ramp of ASML machines as a bellwether. A 30 percent increase in production is massive and good news for the AI build-out thesis. ASML always been conservative with respect to production.
ASML isn’t trivial to copy, like some of the other things you mentioned.
Intel, TSMC, Samsung, Nvidia, SK Hynix, Terafab: *"Please ASML , may I have another EUV machine?"*
ASML just bleeding away, calls can't even pump before IV crush gets em
I went and actually checked on the test you proposed, ASML's guidance came in at E43-45B citing AI demand and TSMC's June revenue was up around 68% year over year, so the infrastructure side already has real confirmation behind it. That leaves the question exactly where you framed it, whether Workday, Salesforce, and Autodesk actually echo Krishna's language when they report, or this ends up being an IBM specific story. I'd rather sit on that answer before trading a move that already looks like it's pricing the AI capex thesis in twice.
ASML crushes expectations and is marginally green? Might have to get some puts for TSM
ASML beats on everything and is hardly up? Not good for semis
It all depends on how well ASML can guard their secrets. China rarely innovates, they prefer to copy and sell for cheaper.
ASML reported blowout earnings with greatly increased demand outlook. send memory stocks to the shadow realm.
ASML posted insanely bullish news. The market: meh.
"We have a CNBC Investing Club meeting tomorrow where i will reaffirm that Intel is my favorite stock. Intel is the third biggest customer of ASML"
i wonder is ASML is treated like a sort of "God Company" in netherlands like samsung is in SK, and novo norsdisk in denmark
Bought ASML in Nov 24 for $705 . Never been on the good side of 5x or 10x share ..never been smart enough or lucky enough to pick a Micron, NVDA or San Disk but this one has finally bought me some good returns and given their near monopoly ; their size and most importantly their track record I see them being a solid safe performer for the foreseeable future
It’s insane to think ASML had a great earnings and expected revenue for the year is what NVDA does in one quarter, just crazy.
The capacity numbers are the more durable signal here. A 30% low-NA EUV and DUV immersion capacity add for 2027, with another 30% under evaluation for 2028, is a lead-time commitment, not a forecast. ASML has to place those equipment and staffing orders years ahead of the demand actually showing up, so that capex plan is really management's read on where logic and memory investment is in 2028, not 2026.