ASML

ThatFreakImHim

ASML for one

YsDivers

like they're not trying to replicate EUV, the current most advanced cutting tech that only ASML has. They're going for a different approach that in theory would yield better results Forgot what the process revolves around though

YsDivers

I Think they're skipping ASML's EUV process and going straight to something more advanced

bzl33

It's a sentiment thing at this point. Everyone was bullish on the infra costs until the last month. Remember $ORCL was worth $1T briefly with their outlandish forecast, now they're nearly down 40% in a few months. The energy bottleneck is the grid itself. > China pulling ahead because they have all the industry, metals and renewable energy infrastructure light years ahead. No, China has old ASML machines (at best) and no means of getting the latest NVDA chips. China is bottlenecked themselves but they have decided to do with what they can.

emynmuill

ASML anyway, how did that end?

tired_ani

I am planning to sell 20% of my ASML and plug it into one of BN, CSU or V/MA or MELI if they drop to 1900

Sea_Pear5265

That might be true in the long term, but players like AMZN, META, and GOOG can afford to make that gamble. These are AA rated companies who can borrow at cheaper rates that the US Treasury can. We won't know for a while if their debt fueled CAPEX bet pays off or not. In the short to medium term, huge continued demand from those companies for the products made by NVDA, TSM, ASML, and WDC figures to only get stronger on the back of these bond offerings.

elgrandorado

Sold 70% of my ASML stake. With all the talk of the AI trade, I figured it was time to take profits and rotate to other opportunities after years of tumultuous holding.

elgrandorado

I sold 70% of my ASML stake today. Been holding for a few years now. I thought it was time to take some well earned profits on the AI trade.

Sea_Pear5265

Maybe I'm stupid, but I don't understand why the consensus seems to be that META, Oracle, and Amazon issuing massive amounts of bonds to fund data center CAPEX is bearish for AI writ large. Won't that money be just be used to purchase more TSM and NVDA chips? It should be bullish for chip makers and ASML and data storage companies like STX and WDC.

Saeonic

!Banbet ASML 985 5D

Neppingten

I get the ethical reasoning and ASML is one of the top companies of the world. But If you want to make money with the stock you should buy low and sell high, not the other way around. And I think there is definitely not enough upside. Not much downside either, but you want to make money, not try to break even

adamsmith93

30 is virtually a guarantee. They are powering the AI revolution. EVERYONE needs them. They only need TSM and ASML

youbenchbro

I'm buying INTC next time it really dips. Maybe ASML too.

Neppingten

What made you invest in ASML in the first place? Is your thesis still intact?

TestingLifeThrow1z

28M, I have my 401k matched, roth ira the boring VOO, VT portfolios but I wanted advice on my brokerage stock portfolio. Holdings: Please advice any holdings I should add. I added companies that I believe can't be replaced in the long term for what they do and are diversified around the world. Cash: 27% QQQ: 18% GOOGL: 13% META: 9% MSFT: 9% BRK-B: 8% TSM: 6% ASML: 5% MELI: 5%

Terakahn

Whoever can replace ASML and do it well. Also, rare earth refinement. Sorely needed and it's never been more obvious. I'm very much not a pure play guy because I don't think that exists. Everything is interconnected.

WilsonKh

margin compression vs continual improvements - depends on which one moves faster. Nvdia got to where they are today because they out-improved the competition in the last cycle. ASML yes - but pretty much a China risk exposure thing.

Orange_Bananaa

Hmm that's interesting but wouldn't that result in permanent margin compressions? But also seems like ASML will come out as the winner in this

homiesexual_69

probably a no no for Tesla and Oklo. ASML has great moat but growth potential seems to be limited from here. Consider diversifying to Finance/healthcare as you're too much into tech stocks. ELV/UNH for healthcare and consider PayPal/sofi for finance.

TestingLifeThrow1z

28M, I have my 401k matched, roth ira the boring VOO, VT portfolios but I wanted advice on my brokerage stock portfolio. Holdings: Please advice any holdings I should add. I added companies that I believe can't be replaced in the long term for what they do. Cash: 27% QQQ: 18% GOOGL: 13% META: 9% MSFT: 9% BRK-B: 8% TSM: 6% ASML: 5% MELI: 5%

no_simpsons

AMAT, MDB, NFLX, GS, ASML. short LULU puts need a rally.

PaperHands_BKbd

To be more concrete and less cheeky... I'd say "things that worked before, with a new cast, and lower expectations" \- INTC fits here, but has already run, they still sell large amounts of things people pay for, and got overlooked because they weren't selling the new thing. New cast with Lip-Bu working all the angles and getting noticed. \- Going forward, I think UBER fits. They're not a growth darling anymore, but still the #1 company in a couple different fields that aren't going anywhere. The new management isn't new anymore, but feels like they still don't get full credit for how many things they do. It's not cheap, but might see a couple trends converge to help them out. \- SLB (or really any "oil" stock) - I like SLB because they're on the service end, and have everything needed to transfer to geothermal if that ever becomes favored. Any pop in either sector helps them out and they're trying to rebrand. Low expectations, no reason they can't exceed. \- NVO - worked before and still has core assets that will print for a long time, refocusing, new leadership, and the drama has them just too cheap right now... think ASML 6 months ago On the smaller side FUBO - teamed up with Disney, maybe you've heard of them. Low expectations because they have the less cool side of the streaming bundles, but sports are a thing people like ;) Right now priced like they're going to slowly evaporate. If they post even "mid" quarters, they should change multiples and start seeing effects of Disney selling ads and possibly bundles with ESPN/Disney+/etc... any subscriber growth plus any ARPU lift from ads or innovation and they get the share price out of "penny stock" land under $5, they could be in business. ACHV - gets labeled a biotech, but really licenses a known drug and are walking it through approvals to help people stop smoking. That's "worked before" with Chantix and other entries. Less people smoke, and that ship has sailed, but more people vape (new cast) and ACHV will be in line for early approval on that indication. Valued like speculative biotech, but with a $100M value voucher for accelerated approval that they can sell rather than dilute if needed.

MrObviouslyRight

which part exactly?.. Him rubbing his nose constantly?... The 2 times he mentions "*welders, plumbers & truck drivers*", pretending to care for the working class? When he tells the interviewer he should be asked a different question? When he brags about our military, without ever serving? Palantir's **AWESOME** support to deal with the Houthis? (that destroyed 3 F/A-18s and 7 MQ-9 reapers) When he makes up the story about PLTR Tesla drivers next to Bank Execs with broken down cars? When he forgets we rely on ASML (Dutch) and TSMC (Taiwan) for our AI chips? When he said bankers owe people money for saying not to buy Palatin at $6 or $12? When he says we shouldn't tolerate discrimination against white males? It was a cringe fest, sponsored by etoro, with softball questions provided in advance... and he fumbled. Whomever he looked at when repeating "I love it, I love it" was probably asking him to stop. Time stamp: [https://youtu.be/-6LakOrqDL4?t=937](https://youtu.be/-6LakOrqDL4?t=937)

Saeonic

Robinhood is so f-cked, It is gatekeeping trades for instant deposit by saying some are too volatile and some are not, I can buy PUTS in RUN, RBLX, and buy UVIX Calls, but if I want to buy an NFLX or ASML put it said no, I don't know if there is a monetary cap where I need to leave some left in or what but the odd rules are rubbing me the wrong way.

gopoohgo

Dunno. I think it will rescue some of the direct AI plays (TSMC, SanDisk/SKHynix/Samsung for memory, maybe ASML, maaaybe AMD and Broadcom). But the underlying questions about the return on all this massive capex will still remain.

gopoohgo

So the AI apocalypse continues huh.   Probably going to derisk the port and ditch CEG and ASML.    One thing the FOMC may not be considering as much, is what will happen to consumer spending if the market corrects to enters bear territory.   The K shaped economy will flatline as the top10% households start pulling back as well.

Iunatic

What even are european stocks? Nebius, ASML, Bank of Africa? LMAO

M6Df4

This is exactly it I think. Everyone focuses on a handful of companies like NVIDIA, ASML, traditional big tech, which have paths to long-term profitability thanks to AI. They forget the current demand for these products is largely driven by a long-tail of “AI” companies which will all go under once the money faucet is turned off and investors realize they’re just objectively shit products with zero chance of ever turning a profit. I think when the bubble pops that long-tail will struggle to survive. The infra providers will take a big hit, but over time the surviving companies with practical use cases (so not some bullshit with “AI” slapped on the end for no reason) will thrive and infra providers will recover. I’ll personally be buying us as much possible at that point. I’d even go as far as to say the bubble bursting needs to happen at this point to clean out the bullshit, grifting, and incompetence.

elgrandorado

Some people are getting killed. I'm beating the market nicely and one of my holdings is CSU, which I'm down on 30%. Three of my holdings (Nintendo, ASML, Google) make up the vast majority of my alpha.

Cantthinkofacoolnam

!BanBet ASML -10% 2w

corndog_messiah

I know ASML is up 50% in the last 3 months but is it too much to ask for another 30%?

MagnesiumOvercast

The top holdings in the Vanguard EX-US ETF are TSMC, Tencent, Alibaba, ASML & Samsung Electronics. Not exactly lowering your exposure to tech.

Glock7enteen

I’m bullish on semis and AI, just bearish on AMD. Nvidia, ASML and TSMC are the only stocks that can justify their valuations

Kantmzk

Why choose Dutch bonds over the long term instead of ASML if we are looking at the Netherlands? It is a better short term defensive move, but in the long term, equities will very likely outperform. I would probably just buy bonds if I could predict the future very accurately.

Fine-Drummer2604

NBIS is a Dutch company like ASML. They won’t pump the stock the stock like American companies do. So outlooks are always modest

Sandyrandy54

Yes ASML lithographinator and Nvidia Cuda software engineer here 🥱

SampleIndependent919

My port is 60% in asts but I gotta agree with you. It's short term neutral or slightly bearish. But long term, they will become ASML in communication space

AffectionateAge5184

So me and two buddies have been day trading options like responsible degenerates — solid data, deep analysis, backtesting the hell out of everything. We built a strategy that printed for weeks… and then the last two weeks came along and absolutely wrecked it. We broke the AI ecosystem into layers — NVDA obviously sits on the throne, but we actually ranked ASML higher because it’s basically the only company on Earth that can do what it does. Everything made sense… until the market decided logic was optional. Here’s the thing — day trading options is straight-up dangerous unless you have discipline. Hard stop losses. Strict entries and exits. No “I’ll just hold a bit longer.” That’s the quickest route from +80% to -100% before your coffee cools. Our core strategy: buy cheap short-dated calls (2-week expirations) on names our data flagged, hedge with puts for downside, roll and repeat. Simple — on paper. And honestly, if we’d just followed our damn plan, we’d be bathing in profit right now. Perfect example: IBM. We spotted that pop a week early. Our data was screaming at us. We even talked about how we’d play it… and then nobody pulled the trigger until it was already ripping on our screens. Moral of the story: the market doesn’t care how smart your model is if your discipline sucks. Don’t day trade options with money you can’t afford to lose. You’ll think it’s a cliche until it hits you in the face.

TestingLifeThrow1z

I've picked many winners in the past when it comes to individual holdings but failed to hold them. I decided to have a stock trading account that I'll "forget" about and wanted to hear opinions on my possible long term holds. This represents 5% of my portfolio and I have a VOO/VXUS portfolio and emergency funds already. Stock Trading Account Holdings (5%): Large cap: META, MSFT, AMZN, GOOG, BRK-B, Hardware/Software Application: DELL, ANET, CRM, NOW, RDDT, Semiconductors: ASML. Are these okay holds?

ToshikoWong

Wouldn’t have been better to buy TSM shares? At least you get dividends and AI driven company’s need their chips or: AMD, ASML, ARM, AVGO?

Nianque

So. Personally, I got out of AMD and NVDA and chose the etf SMH instead. Decent expense ratio and it gives me exposure to the entire semiconductor industry in all stages. When ASML or TSM do well? I profit. If NVDA somehow looses the ball? I haven't lost everything.

SpiritOfOptimality

NVIDIA, GOOGL, MSFT main 3, then TSMC ASML and some semiconductor ETF so if the circular ourobourous takes off which it very well might you can take off with it. Put in as much as you can stomach, rest the rest in vangaurd ftse all world or SPY and/or gold and cash depending on your personal risk tolerance. Fuck bonds. Leave it and don't rebalance. Also do this in 2023 like I did.

SpiritOfOptimality

NVIDIA, GOOGL, MSFT Then TSMC ASML and some semiconductor ETF 30% of your portfolio, put the rest in vangaurd ftse all world and/or gold and cash depending on your personal risk tolerance. Leave it and don't rebalance

spalkin2

"It doesn't even build its own chips" - so what? thats like downplaying ASML importance and only giving credit to TSM. What is there to build without ARMs designs?

darmokpicard

I’m upset that ASML isn’t there

repo_code

Is TSMC not a tech giant? Samsung? ASML? SAP? HItachi, Panasonic, Sony...? The only way the tech giants are all in the US is if you define "tech giant" as a large US tech company.

milkplantation

There is a lot of misunderstanding to address in your post. **First**, VXUS is hardly comprised of shitty companies. In fact, it's the opposite. [You can see for yourself](https://www.marketwatch.com/investing/fund/vxus/holdings): TSMC, Alibaba, ASML, Samsung, HSBC, Shell, Toyota, Novo, Sony, Mistubishi, Shopify, Siemens, Unilever, LMVH **Second**, innovation has been a recipe for success for the United States market but make no mistake, it's hardly the only recipe for success for a business or investor. Many of the most successful American companies are stable compound earners who just do a couple of things very well: Berkshire Hathaway, Amex, Coca Cola, etc. If you look deeper, China is actually incredibly innovative and will lead the green energy transition. So you have exposure to that market, and you have exposure to a market like Japan that isn't as innovative, but is renowned for quality and craftsmanship. **Third** that Buffet quote is one of the most misunderstood quotes on Reddit. We’re different than his wife. Buffett's advice to his wife to use an S&P 500 fund is a risk-mitigation strategy, not a vote against VXUS (or even Berkshire). He prioritizes her security and simplicity over maximizing returns because she will not be able to actively monitor the company's new management after his death and she lives in the United States so a home country tilt makes a lot of sense. His own actions of keeping his entire fortune in Berkshire stock [and Berkshire investing heavily in Japan ](https://www.cnbc.com/2025/10/11/berkshires-japanese-stock-positions-top-30-billion.html)should make it clear that they expect other markets to outperform the US in the near term. **Fourth**, US equities vs International [are cyclical](https://www.hartfordfunds.com/practice-management/client-conversations/investing-for-growth/us-and-international-markets-have-moved-in-cycles.html). It's been a historic run for the US but many analysts from renowned firms like [JP Morgan](https://am.jpmorgan.com/us/en/asset-management/adv/insights/market-insights/guide-to-the-markets/portfolio-discussions-international-equities/), Morgan Stanley, and [Goldman Sachs](https://www.goldmansachs.com/insights/articles/emerging-markets-stocks-and-currencies-are-forecast-to-rally) suggest International markets will outperform the US over the next decade. It's fine if Americans want to believe in American exceptionalism lasting forever, but there's a reason so many international markets are drastically outperforming the US this year and it's because smart money is hedging on the next decade.

1acedude

This is why I’ve been investing in Lam Research since it was $99. They manufacture equipment for foundry’s and other semiconductor producing equipment. But they’re not really exposed to AI because only ASML is. It still allows investors to product from the increasingly semiconductor economy we are moving towards but avoids any potential bubble

TollTroll

The exact same thing happened a little over a year ago. Nvidia crashed, ASML crashed, all that chip stuff crashed. It happened when Biden said he was going to restrict ASML exporting lithography equipment to China. And then it went right back up a month or so later. Big whoop.

Dutchy_3000

GOOGL ASML NBIS MSfT UNH AMZN

SirGlass

Its just because foreign has not performed well or as well as USA companies, its recency bias . Back in 2007 when foreign was outperforming USA people were asking the same questions "Why invest in USA at all when foreign out performs" Is TSMC a shitty company ? ASML, Samsung, Sony , Toyota ? The average PE of VXUS is something 16.91 where as VTI is nearing 30 Does that mean anything , well not in a box alone it does not but its is interesting to look at the disparity between the two.

Affectionate-Panic-1

Even internationally shitty companies tend to have lower valuations. Your top companies in VXUS like TSMC, ASML, Samsung, HSBC etc are not "shitty companies". Now you're correct during the past 30 years the US has produced more "unicorn" companies that have caused the US to outperform, companies like Nvidia, Amazon, Google etc. It's not guaranteed that will continue though. The US in recent history has generally had a better risk taking culture and the corporations here have been more willing to make changes, on the other hand places like Japan and Europe have gotten the reputation as having less innovation and risk taking. As a result PE, or price to earnings, are higher in the US indices than internationally. However there's no guarantee that'll continue, and there are periods like the 2000s and the 1970s where international outperformed during poor US markets.

Philip3197

Top Holdings: [](https://finance.yahoo.com/quote/2330.TW/) Taiwan Semiconductor Manufacturing Company Limited**2.77%**[](https://finance.yahoo.com/quote/0700.HK/)TENCENT**1.38%**[](https://finance.yahoo.com/quote/9988.HK/)Alibaba Group Holding Limited**1.05%**[](https://finance.yahoo.com/quote/ASML.AS/)ASML Holding N.V.**1.01%**[](https://finance.yahoo.com/quote/005930.KS/)Samsung Electronics Co., Ltd.**0.74%**[](https://finance.yahoo.com/quote/SAP.DE/)SAP SE**0.72%**[](https://finance.yahoo.com/quote/HSBA.L/)HSBC Holdings plc**0.64%**[](https://finance.yahoo.com/quote/NOVN.SW/)Novartis AG**0.63%**[](https://finance.yahoo.com/quote/ROG.SW/)Roche Holding AG**0.62%**[](https://finance.yahoo.com/quote/NESN.SW/)Nestlé S.A.**0.61%**

bleebolgoop

It’s a circular flow of money…and every company involved is vulnerable to the same single points of failure: TMSC and ASML. China touches Taiwan and its game over.

mtmzd2

I would not say MU is a bad investment, it depends on the investor’s perspective and willingness to invest into such cyclical business. I think Nvidia or ASML for example have some lucrative opportunities of growth, however they are expensive (or at least at fair valuation) but in the long term, these businesses will grow much faster than Micron. Outside of the semiconductor industry, Google, Microsoft, or Amazon are great businesses, but you can’t expect them to 10X in valuation. They have moats and enough cash to survive any downturns. Honestly as a retail investor, I wouldn’t leave any of the above companies and invest in MU.

bzl33

I'm being realistic here. We're lucky that we can rely on TSMC (Taiwanese) and ASML (Dutch) companies to handle parts of the chip pipeline. China needs to do all of this from scratch and/or have the same advances with older ASML EUV machines and worse fab technology. This is hundreds of billions in investment. and FWIW this sub clearly has China bots, anytime I say something that is remotely negative about China I get downvoted.

OrangeForeva

They literally can't. They don't have access to TSMC or the leading-edge nodes. ASML can't sell them the machines, etc.

bzl33

China can't though. They don't have Fabs at the level of TSMC and they don't have EUV machines at the level of ASML. The fear-mongering never made sense to me.

Ravaha

This isn't a speculative market entirely run by Wallstreet. These are behemoth engineering companies with all the smartest engineers from around the globe and these companies are all working together to advance the silicon hardware and the AI software. These are also the types of people who chose their professions based on passion and not the money. This is something that is improving every single day, this is technology that has road maps for development 10 years in advance. And this is technology where we have actually seen how fast it has progressed with no signs of ever encountering any roadblocks. It quickly mastered art while having its hands tied behind its back and limited. At the leading companies. And these companies are hiring legitimately the smartest people in the world. Google, Microsoft, Amazon, NVIDIA, AMD, TSMC, And ASML, all know the tech they are working on for the next 10 years already. They know not all of it will make it to production in that time span, but they know what is the minimum possibility. And these companies are not only not cooling the jets they are calling for building nuclear power plants and putting money into nuclear power plants. If they were at all worried about an Ai bubble they would not be investing in nuclear power plants. I think they are very confident in the tech they have coming out in the next decade.

clingbat

Nvidia is literally investing in their customers, which their customers then use to buy more Nvidia product, *as if they weren't going to buy more Nvidia cards anyway...* It's bullshit. And none of this is going to make ASML make more lithography machines faster or TSMC to make their latest node outside of Taiwan (which is a legal issue for them), that's just bullshit thinking because the true bottlenecks aren't functionally changing at all with these circular investments. Nvidia doesn't MAKE anything physical. Never forget that.

EducationCultural736

There are a few exceptions like TSM and ASML because they're so tied into the US big tech. Most of the top companies still reside in the US.

WickedSensitiveCrew

Yea probably depends on company. OP example is NVO falling to the 20s which is about 75-80B market cap. Some companies never come back but to me NVO feels closer to an ASML situation where good news could flip the stock. Hopefully it works out for the NVO holders. I went with LLY for my exposure to that sector.

Decent-Photograph391

They may not be able to compete with ASML, yet. But they sure can choke off ASML’s manufacturing of lithography equipment by restricting rare earth material exports.

typeIIcivilization

They have been unable to produce advanced lithography equipment to compete with ASML. It is not a guaranteed that just because another country has done it that Chine will be able to compete at the same level. They will have some competing products but by no means guaranteed to achieve product superiority or anywhere near it

re-thc

There are lots of issues e.g. the Nexperia issue is ongoing. There claims to be a resolution but factories could have stopped and people out of work. This impacts auto and related industries. China has had their US tariffs reduced without doing anything (compared to a lot of "deals"). Bank of Japan spooked investors just like the fed in the US about JPY being too low. This sparked a bit of a selling frenzy that likely spilled to EU / US. As to why - see the yen carry trade. Lots of investors borrow in Japan to trade. Investors are risk off AI (e.g. from NVDA hitting 5 trillion and clouds borrowing lots of $$$), so removing assets. EU isn't free of these e.g. ASML and ARM so those are getting hit hard until they decide to put their risk hat back on and mass buy again.

mbreaddit

**Disclaimer upfront**: Invested since two years, just to early, DCA my way down to \~27-ish. I reflected Intel closely because it had a turbolent history as a company that failed a lot because of mismanagement, sometimes because of the board **(which should be fired),** sometimes because of the CEO who slept on trends or had bad decisions. **Some points on the downfall of Intel:** * Foundry sucked a long time because they set on outdated technology, * Ironically even when they supported ASML developing the EUV-Technology, they switched way to late (half a decade) * No competition in Server & Client with AMD being busy rising for years and NVIDIA being the GPU-Gaming company, they had a comfortable place, so innovations were not so much in it * AMD came back with good products on TSMC, then Data-Center too * Nvidia started with Crypto, but AI was the turning point that Jensen followed a long time before it broke out * Bad Foundry and lazyness came to bad products * Even when they tried to compete, Foundry was just not capable of doing so **Flash forward to today:** Revising the Foundry, learning what they forgot and doing the jump into smaller nodes might actually pay of in the Future, when they are capable of aquiring the knowledge they need for the next road and are capable in identifying and solving the problems on hand. The CEO, Lip-bu-tan is a beast. He left the Board shortly before Pad Gelsinger as former CEO, because the changes and restructions Pat planned were not enough in his opinion. Pat left, LBT came back and started rebuilding and changing the mindset of the company. He´s well connected, well founded and has a good history in business, being chairman in a lot of companies, helped investing in many, especially in the Semiconductor space. He also helped in the earlier days of **SMIC** (Chinese Semiconductor) to get track and now as they so on their own with all the constraints they´re in, they still to pretty impressive. US-Government came in for the Chip-Act with a Stake, which, under the assumption that Semiconductor and China is critical infrastructure, makes sense to a certain extend. **Intels increase, IMHO, comes down to:** * Good forward strategy with foundry * Restructuring the company actually were its necessary, even the layoffs required * Changing the mindset and focus of the company * Getting customers first, for consumer-products, business-products and for Foundry-Customers * **A CEO that knows what to do and how to solve issues, that brings in what is needed!** Feedback in my due diligence is very welcome.

Char-was-right

If you think they can win for sure. It could be bad for em though if their hardware doesn’t perform. TSM / ASML / NVIDIA short is safer as they’re completely fucking fucked in this scenario

NotStompy

Physics remain physics, but it isn't a case here of them being backlogged because demand is so high they can't make more, in fact it's more of a case of companies wanting them later, the machines, i.e tsmc, which is why people say there's a ceiling to demand, which is true. ASML is a great company but when there's a ceiling to demand in this way you have to be even more sensitive to valuation IMO and I'm glad I bought at 630 just a few months ago, I wouldn't buy ASML at 930 nor 830... If there's some indication of oversupply with GPUs or hyperscalers pulling back their capex, expect ASML to get hit HARD.

VancityRenaults

ASML?

Ok-Candle-5909

MRVL, GOOGL, ASML and PANW are what I hold (since Jun 2025) as a novice investor.

AnxiousYesterday511

3 weeks is not long. Anything will be a gamble. My gamble would be: RGTI APLD NVIDIA CRWV PLTR ASML GOOG

RepresentativeFan894

If they even rule the Dutch ASML, even more so in an American Company.

MasterKilua

Solid companies, but I wouldn't do that much on Nvidia, too risky, their marker cap is like 5 trillion... Very risky. 25k google, 25k Amazon, 25k S&P or something like VIGAX that hast like 70% IT, or QQQ for semiconductors in general. ASML is also a good option for the last 25k, it has a monopoly in the semiconductor production chain.

betadonkey

Because NVIDIA is an American company subject to American export laws. Beyond that, the US government was also the primary financier behind ASML EUV development and I believe still holds significant IP in the venture. So even the chips made in Taiwan are still under multiple umbrellas.

socialbatteringram

I read a while ago that a Chinese company called ASML because their machine was broken and ASML had to send engineers to fix it. Turns out it wasn’t really broken, the Chinese had taken it apart to figure out how it works and then put it back together wrong

OpenThePlugBag

ASML is the tech miracle the workers on ASML machines cannot surpass 1 machine takes multiple people to run, and those people don’t know how the other parts of the same machine work If anyone wants their mind blown, watch a documentary on ASML, its fucking Harry Potter level magic shit,

FieryXJoe

ASML is the tech miracle China cannot surpass, but they took over rare earths, Personally I think the western world figuring out rare earths in the next 5 years is a lot mpre likely than China making EUV fabs on their own.

fn_gpsguy

You might want to look into AVGO. I own individual stock in it, AMD, NVDA, ASML, TSM, and KLAC.

KFConversation

Thinking about buying ASML. But kinda wish it would dip a bit first

happywell

Airbus 5Y return is higher than ASML though

Wrong_Phase_5581

ASML sells lithography machines which is a much more limited growth niche. Their High NA lineup will likely generate 4-6B in the next few years. They aren’t able to hyper scale enough to be like Nvidia TXN produces micro controllers primarily which can be used for basic AI tasks like recognizing sound or sensing. Aside from that they aren’t a focal point for AI hyper growth. Not sure about the third company

dhfgtr67366376d

\> manages to make it work wins it all The current AI tech doesn't really work that way. E.g. techniques pioneered by people at Google are what underlies OpenAI's products. E.g. techniques proven at OpenAI were taken by Deekseek who added some basic performance optimization. I see no "moat" in AI at present. It's not like the movies where there's some special material that makes everything possible and only one company (or evil genius) has access to it. The only real moat-ish things I see are: 1. leading edge semiconductor tech, so ASML, perhaps TSMC (note: not NVidia) and 2. training data, so Reddit, Google, Microsoft (note: not OpenAI).

highmemelord67

Im not saying Airbus is uninvestable, or not an okay company. But when going through 500 companies, I have to filter out the ones that are not the best. I would invite you to look at ASMLs eps growth and invite you to reflect on why there is a big difference, and do the same for revenue. After this, you should see the comparison between the stocks: [https://www.google.com/finance/quote/AIR:EPA?window=MAX&comparison=AMS%3AASML](https://www.google.com/finance/quote/AIR:EPA?window=MAX&comparison=AMS%3AASML) I would say that Airbus is no where near the quality of ASML, and I think most people would agree

slimkay

ASML relies on suppliers from all over the world and EUV tech originated in the US, FYI.

drz02

Lol, never heard of ASML?

Vegetable-Bug-9779

I would also add TSMC. After all they will have to produce most of the chips. And the other players on the chain, AMAT, ASML.

Kitano-san

ASML what a surprise

highmemelord67

Yes. Already own novo and bought Terna - already have a position that is up big in ASML

ya-reddit-acct

After having read Chris Miller's excellent "Chip War" book, most certainly ASML.

captain_casino

I'd like for ASML to do the same.

Average_TechSpec

Buying more AVGO, TSM, ASML

UnscrupulousObserver

ASML getting more recognition now. The only critical AI enabler without Taiwan risk. They project NO DECLINE in 2026 after accounting for losing MOST of its business in China. 1200 soon and 2000 once high NA adoption accelerates.

BackroomsAI

Substrate (SUIAF) just announced they made a new chip capable of rivaling ASML. https://finance.yahoo.com/news/us-startup-substrate-announces-chipmaking-135326932.html

Eye-Fast

Does the company create services or products that help others earn money? Check,. Good balance sheet and rising earnings? Check. Sensible valuation compared to peers? Check. Have products that I myself use daily? Even better. Depressed stockprice even though earnings are still good? Check. I bought Googlat 150 still holding, ASML at 592 euro still holding, UNH at 292 dollars and still holding. Tesla at 150 dollars and holding until 5x. Teslas energy business will dwarf its car earnings next year just see. ASTS at 30 dollars and holding until 500 this is 50% of my portfolio, rest is in indexfunds. Every year i rebalance and ive had to trim my single stocks portfolio into my indexfund every year. Currently eyeing Novo nordisk.

wright_on_

GOOG NVDA LLY ASML don’t overthink it

UnscrupulousObserver

ASML gonna rip to 1200. I am feeling it

UnscrupulousObserver

ASML will rip soon. US tech will be fucked without Taiwan.

dont_downvote_SPECIL

Nvidia is larger than the GDP of every country except for the U.S. and China. It’s also larger than the combined market caps of Broadcom, Taiwan Semi, AMD, ASML, Micron, Lam Research, Qualcomm, Intel, and Arm Holding

elgrandorado

Market breadth is non-existent. I can see where money is being pooled from. Some of my quality holdings like FICO, SPGI, CSU, etc. are down by high amounts, while GOOG & ASML continue to rocket up.