ASML

Hihaho80

Ngl ASML down 1.5% again so we might be cooked

chloe858

Today, I’ve seen many friends in the secondary market sharing their account statements—drawdowns of tens of thousands of dollars in a single day are everywhere. The chart for SOXX (a semiconductor ETF), which has fallen 16.06% over the past month, serves as a perfect microcosm of the current "risk-off" storm hitting tech stocks. From my perspective—working in the primary market on pre-investment due diligence (DD) for private equity and industrial funds—I’d like to offer a reality check: don’t let the panic-driven stampede force you to surrender your core holdings. 1️⃣ Look-through Audit: The 16% decline represents an unwinding of the "liquidity premium" in the secondary market, not a collapse of the underlying core assets. The global monopolistic pricing power of companies like ASML, TSMC, and Nvidia—along with the long-term capital expenditure (Capex) trends in the AI ​​industry—remains fundamentally intact. 2️⃣ Valuation Anchoring: Market panic often signals the moment for long-term industrial capital to begin "buying into the dip" (contrarian positioning). This correction in SOXX is bringing the semiconductor sector’s forward P/E ratio closer to a more attractive historical mean. A "margin of safety" is created by price declines, not by rallies. 3️⃣ Risk Management: Should you liquidate a position that’s down $30,000? That depends on your concentration risk. If you are deploying unleveraged "dry powder" to build positions incrementally during a downturn, this "downcycle" is actually an ideal window to accumulate high-quality assets. For those of you engaged in high-frequency trading or managing long/short funds: are you currently executing stop-loss orders, or have you begun accumulating long-dated, high-delta call options—or perhaps the underlying stocks themselves? At this juncture, do you think the "other shoe has dropped," or is there more to come?

MidirTheGreatest

ASML and TSMC also signal strength going forward, but stocks down anyways

NevilleTheGreat

Thought LCRX would be a great long here but in fact ASML looks even more attractive and that one I wouldn't even rush into. Time to take it easy with chips and memory. Slowly long yes

Livid_Engineering_30

They can make the chips, the only issues they have is buying the machine from ASML to make the chips

Livid_Engineering_30

They can make the chips. the only problem they have is is not being able to buy the machine that makes the chips, which is ASML’s machine.

OptionsHuduga

if u waited till LRCX reported to know that the AI trade is dead then u r certified retardium. did you not see what happened with ASML and TSM? they reported great weeks back and the market didn't give a f.

Inside-Example-7010

Why doesnt anyone try to compete with ASML

CUbuffGuy

Sorry bears. Bull market time. SPCX 220 DRAM 80 GOOGL 440 ASML 2400 These are your safety picks boys

OptionsHuduga

look at ASML - it will never hold though - never does.

Individual-Round2767

I think meta will increase their AI spending and given TSMC and ASML had spectacular earnings it is highly likely that rest of the chip stocks will also be doing exceptional. Because of this i am all in chip stocks

Hihaho80

Wish I cpuld same the same about ASML

ergzay

They do have ASML lithography machine orders. That question was answered during the call.

wayfarer8888

The one without the ASML lithography machine orders? Me neither.

Hihaho80

ASML down 3% on Amsterdam market. Beware bulls.

alap_92

Nem csipeket gyárt a gép.Szilikonba vág layereket. Minél kisebb a "penge" amivel vág, annál kisebb a hely, és annál több tranzisztor etc. fér a szilikonba amiből aztán ugye csip lesz a végén. De az ASML gépei önmagában nem csinálnak meg egy csipet. Itt dolgozom, tudom.

Alarmed_Guarantee140

Did China break ASML’s EUV monopoly or are you talking out your ass? Because only one of those can be true.

IRunFast24

ABBV and ASML. Each about 25% of my port.

Character-Mix-9592

good writeup. one thing id add since you say a lot is priced in: valuation vs its own history. at \~€1,477 ASML is worth roughly €570B. on the €44-45B FY26 guide thats \~12.7x sales, vs an average of \~9x over the last 10 years. annualize the Q4 guide (€14.2-15.2B) though and its more like \~9.6x. so the price basically assumes Q4 is the new run rate and not a one quarter pull forward. quality wise its hard to fault, no loss year in 10 years, more cash than debt, return on capital way above 100%. do you see Q4 as the new base or more of a peak quarter?

AccomplishedTry9114

Can't argue with raw numbers like that. The prepayment jump is what got my attention, €3.57B to €9.30B means customers are literally fighting for slots in the queue Gross margin climbing while they're ramping this hard is rare, usually you see it compress when the push volume Still think the stock reacting flat is more about macro jitters than anything ASML did wrong - 36% growth guidance and the market barely blinks

ReserveDrunkDriver

Not OP, but thought I would chime in some color commentary on what I believe is more relevant today regarding "nationality" and governance, because ASML EUV is already governed by the USA, which is restricting the sales of EUV to China, etc. Another risk to growth today for ASML is the MATCH Act proposed by the USA, which would potentially lead to further restriction of maintenance and tooling sales to China, etc. The spike in (DUV tooling) sales in Q3 to China is a signal that China is preparing for the MATCH Act to pass as a real possibility (however low % of a chance). The progression of the MATCH Act is very important as an ASML investor or potential investor.

Severe_Command_914

Way too much ASML. It's been pretty good to me though.

wayfarer8888

The puck and ahovels did, TSMC, ASML. The actual infrastructure and financing will be in trouble, that's Oracle or Coreweave. Someone will scoop up the distressed data centers at acbig discount. I see Nvidia with the rhe circular financing more on the losing side, and it's not like no one else can make AI chips.

fire_alarmist

The leveraged stocks are too many layers removed from the real action(people buying and selling the underlying with conviction, causing big swings in sentiment and challenging price) to get a real gamma move, but they can be useful for high % change exposure with deeper ITM contracts that are more affordable than buying real puts on ASML for example. I would highly advise against OTM contracts on these though. Just like how physical natural gas futures go crazy some times but the micro cash settled natural gas futures dont have the same movement because there is no real physical asset being traded under the micro contract. A lot of the times you get very very diluted gamma/vega moves due to being multiple layers away from the real action. These leveraged etfs almost always come to being at the height of volatility too, and are created in pairs. They will issue a 3x short etf and a 3x long etf almost like creating a massive straddle for the marketmaker and it gives them the ability to manipulate the underlying through the leveraged funds.

WhatMattersHere

Small but important distinction in the semiconductor flows section: the leveraged fund in your Bloomberg chart is SOXL, not SOXX.SOXX is the unleveraged iShares Semiconductor ETF. SOXL is Direxion's daily 3x leveraged semiconductor ETF, so large inflows into SOXL can reflect fairly aggressive short-term positioning rather than necessarily a durable increase in long-term institutional exposure to semiconductors.That matters alongside your observation that hedge funds have substantially reduced their net AI exposure. Those two things aren't contradictory; different types of investors can be moving in opposite directions over different horizons.I agree the ASML and TSMC commentary provides real evidence that underlying AI related demand remains strong. The harder question is how much of that demand eventually converts into sustainable returns for the companies financing the infrastructure.The positioning reset makes the market setup interesting, but I wouldn't treat leveraged ETF inflows or OPEX positioning alone as confirmation that the next move has to be higher.

TootCannon

It's like ASML but for anal sex toys

colemusic1

I get what you’re trying to say, but I wasn’t trying to talk specifically about one company but rather an example. I’m referring to the fears about memory manufacturing in china which would directly correlate to a threat towards SKHY, MU, SNDK, etc. the point i was making is that we’ve seen 9 straight days of sector wide selling off in semiconductor stocks / ETF’s, which hasn’t happened for 2 decades. so it isn’t so much about the gains they’ve made, but the question of what is happening to the overall market and whether or not this repricing is being massively overshot or if it’s genuinely what the market is considering it as the new fair valuation. MU alone produced one of the best reported quarterly earnings recently but it goes to show that ASML, which is a completely different type of semi company, is also struggling despite also excellent recent quarterly earnings

Spac55

$SPY $QQQ $MU $SMH $NVDA $TSM $ASML Nothing burger, AI not going away

ITS_WANDY

As someone in the semi industry, the most volatile portion of the business is the tool. They are the most expensive part in running a fab and it's the first thing the business cuts down on buying whenever there are stormy waters ahead. The other thing that needs to be looked at is TSMC has said it doesn't need the latest and greatest EUV tool from ASML for their next process nodes. Additionally, Nikon and Canon are making real progress on nano imprint lithography tools would could become legit competitors to the EUV platform in 5-10 years.

SellingTheta

MU and ASML triple beat and guided up. MU beat as well. What part of this do you not understand?

No_Current3675

u bought ASML after earnings dip, right son?

weecheeky

Well, if you were to look back at the big trades over the past two years, you've got Defence, AI, Commodities, and Energy. You didn't need to quant your way through that. A combination of your human judgement and deep analysis, combined with good risk management would have been enough to drive alpha. The push for war with Russia and all the pressure for governments to increase spending has fed directly to defence stocks. The gigantic money flow into AI infrastructure spend presented glorious opportunities at the choke points - ASML, Micron, SanDisk, etc. The Iran attack was telegraphed well in advance, so looking at what would be affected by that made certain products easy to build asymmetric trades. If you are smart, I would say you would do well to try to understand how well you understand what is happening. Not just listening to news, but going way deeper. You can do that with access to decent information rather than fancy data feeds, use your head, try to get a feel for how certain types of fundamental data have influenced markets and over what timeline, and build a way of running research in Claude. Not saying it is easy, but it is simple. If it is built around your personal insights, then you'll develop an edge and will be training yourself over time instead of an algorithm

sentientshadeofgreen

Nvidia has a strong balance sheet and has a financial interest to grow the AI industry. Companies like Anthropic generate a lot of revenue, the question is how much does each token cost them? That is dependent on a lot of things, but hardware and GPUs are major factors in that question, energy being another. Nvidia is a pick and shovel move, and will keep favorable business terms with Anthropic for as long as Anthropic remains a rational company moving the industry in the right direction that makes all of them money. The round tripping is spooky and not without risk, but all growth requires borrowing, and I'm looking at it more as instead of banks determining risk and capital access for how the industry should allocate capital, it's the money of companies who already made their money in the industry guiding how the industry grows on their own terms, not the banks'. Companies like Nvidia, Google, Microsoft are the "bank" and are growing the larger industry on terms that they believe will make them more money, and are doing so with financial and tech capital. If Nvidia's balance sheets started to degrade, along with Micron, ASML, AMD, or TMSC, I'd start to be worried about the AI trade. That's not currently the case, all companies are very strong, not leveraged to the tits. If the suppliers are good, costs can be low for the distributors. If costs are low for the distributors, profits are returned, the industry matures and diversifies and the debt eventually dwindles as growth outpaces it. The rest of the economy's health certainly impacts the pace at which the profit is generated and the industry matures, but there's nothing really to suggest the companies who already won won't weather storms to come. My biggest concern would be a black swan event like China attempting to cross the strait and invade Taiwan. That would fuck everything up, I don't think it'll happen, but if it does, weather and military indicators will give some warning for invasion windows up through late October (and there are no real clear indicators from my couch that there is a massive amphibious assault planned) or April/May. Weather is everything in military planning and there would be signs. I also can't help but think that with other parts of the world attempting to diversify away from TSMC who remains a persistent chokehold, China would probably wait until Taiwan loses that leverage.

Legitimate_Risk_1079

POLR | Polar Capital Holdings - Current Price: 752p (£7.52) - Market Cap: ~£748M - Bull Target (12–18m): 900–1,000p - Bear Target: 625–675p - Upside: +20% to +33% - Downside: -10% to -17% - Reward-to-Risk: ~2.0:1 🟢 - Success Probability: 60% - Forward P/E: ~12–13 - Debt-to-Equity: Very low 🟢 - Cash: ~£151M 🟢 - Dividend: 46p annually - AUM: £43.7B as of Sept. 30 🟢 - Six-Month Net Inflows: £3.6B 🟢 - Profitability: Strong 🟢 - Shareholder Returns: Dividends + buybacks 🟢 - Price Trend: Recent improvement, but weak five-year chart 🔴 - Bull-Case Market Cap: ~£895M–£995M - Risk: Moderate - Conviction: 7/10 - Grade: B+ Polar Capital is a profitable specialist asset manager with excellent recent AUM growth, strong inflows, substantial cash and an attractive dividend. I like the fundamentals at 752p, but the negative five-year price chart prevents me from giving it an A-range grade until long-term shareholder performance improves. --- SMGB | VanEck Semiconductor UCITS ETF - Current Price: £76.91 - Fund Size: ~£7.1B - Bull Target (12–18m): £100–£110 - Bear Target: £62–£66 - Upside: +30% to +43% - Downside: -14% to -19% - Reward-to-Risk: ~2.1:1 🟢 - Success Probability: 65% - Debt-to-Equity: N/A, ETF - Expense Ratio: 0.35% - Holdings: 25 - Top-10 Concentration: ~83% 🔴 - Major Holdings: AMD, Broadcom, NVIDIA, TSMC, ASML, Micron - Semiconductor Exposure: 100% - Price Trend: Strong long-term trend with high volatility 🟢 - Risk: Moderate-High - Conviction: 7/10 - Grade: B+ SMGB provides concentrated exposure to the world's major semiconductor companies. I like the underlying businesses and approximately 2:1 reward-to-risk at £76.91, but the extreme sector and top-10 concentration keep this below my A-range. --- LGND | Ligand Pharmaceuticals - Current Price: $298 - Market Cap: ~$5.9B - Bull Target (12–18m): $400–$440 - Bear Target: $235–$250 - Upside: +34% to +48% - Downside: -16% to -21% - Reward-to-Risk: ~2.1:1 🟢 - Success Probability: 65% - Forward P/E: ~43 🔴 - Debt-to-Equity: Elevated after convertible financing 🟡 - Cash & Short-Term Investments: $1.36B 🟢 - 2026 Revenue Guidance: $270M–$310M - 2026 Adjusted EPS Guidance: $9.00–$9.50 - Royalty Growth: +32% YoY in Q2 🟢 - Profitability: Strong 🟢 - Price Trend: Strong long-term trend 🟢 - Bull-Case Market Cap: ~$7.9B–$8.7B - Risk: Moderate - Conviction: 7/10 - Grade: B+ Ligand operates a capital-light pharmaceutical royalty business and recently expanded substantially through XOMA Royalty. I like the profitability, royalty growth and balance-sheet liquidity, but the premium valuation prevents me from pushing it into A-range at $298. --- GROW | U.S. Global Investors - Current Price: $2.72 - Market Cap: ~$34M - Bull Target (12–18m): $3.50–$4.00 - Bear Target: $2.00–$2.20 - Upside: +29% to +47% - Downside: -19% to -26% - Reward-to-Risk: ~1.7:1 🟡 - Success Probability: 45% - Debt-to-Equity: Extremely low 🟢 - Cash: $24.3M 🟢 - Net Working Capital: $35.7M 🟢 - FY2026 Revenue: $10.3M, +21% 🟢 - FY2026 Net Income: $3.1M 🟢 - Operating Income: -$603K 🔴 - Average AUM: $1.5B - Share Buybacks: 734K shares repurchased 🟢 - Price Trend: Severe long-term underperformance / water-slide 🔴 - Bull-Case Market Cap: ~$44M–$50M - Risk: High - Conviction: 4/10 - Grade: C+ U.S. Global Investors is a tiny specialist asset manager with exposure to thematic funds including JETS. The balance sheet, buybacks and return to profitability are encouraging, but a roughly 54% five-year decline, weak underlying operating profitability and mediocre reward-to-risk deserve a major penalty. I need to see a sustained reversal before considering this a B-grade investment.

davidbigham

ASML TSMC amazing earning and guidance , Bond yield going down. Yet u regards still buying put today

theJimmybob

3 2 1 crash https://www.youtube.com/watch?v=Dp0RPUctTfU$ASML

Junior_Reference_594

Intc will tank like FUCK on earnings like TSM ASML did You knew that already ofc

No_Current3675

fucktards. MU ASML TSM all posting face-ripping profits. wtf else do u want.

believe1182

Out of the companies I listed: $NVDA, $TSMC, $TER, $META, $ASML, $MU, $SNDK, $MSFT Name one that is currently "making less money than it is spending" ? Or "not making money".

More-Curious816

ASML is a collection of things from around the world joined together in a duck tape. it's not a Dutch machine.

theromingnome

TSMC is making the chips designed by an American company (Nividia) on machines designed and built by a Dutch company (ASML). Its not really that straightforward.

Nervous-Present-6890

US is destroying ASML

CFDsForFun

So where do you sit with ASML? Will China catch them or are they too far ahead?

lkashfoiwiu093285021

Just gonna keep on buying ASML/TSM and not looking at the market till the end of the year.

zuckzuckonit

Why is ASML and the whole semiconductor market down so much?

Previous_Song_298

Why is nobody talking about ASML?

shaun5pais

ASML down 6.6% at the open wow

believe1182

$NVDA, $TSMC, $TER, $META, $ASML, $MU, $SNDK, $MSFT, the fuck? The list goes on and on. This is also during the scale-out period when the companies need to spend insane Cap-ex. Imagine if that cap-ex pays off and translate to scaled revenue?

Ok_Cry7572

The fear of the market: and the results of Samsung, ASML and TSMC….🤔

DudebroMcCool

ASML just opened over 5% down, nice

Anonn39

Hey look it's the same story as last time, every semi company beat and raise guidance with demand projection going up, ASML, Samsung, TSMC, MU, etc. but their stocks continue to drop 5-10% a day. You know what to do.

BadaBingSil

TSMC earnings in an hour lol cheers to you, Taiwan even though ASML earnings couldn't save us maybe you can

Majestic_Mention171

ASML didnt and neither did Claude lol

prana_fish

So retarded. We've had multiple past seasons where semis companies absolutely smash earnings and guide only to drop immediately post earnings. People still never learn. Look at how $ASML was treated just yesterday.

Acrobatic-Ostrich168

I added some NVDA ASML and GOOGL today. I’m not leaving

Acrobatic-Ostrich168

Sheesh the macroeconomic environment is so bad rn.. I’m gonna dump a lot of my high beta stocks. Photonics are sold out for like 7 years though and I don’t wake to let them go even though they’re being so beaten down. ASML earnings were great tbh but this macroeconomic situation just overshadows any semblance of strength or optimism about the future.

Key_Lifeguard_8659

At this moment... ASML. It's getting beat up but will come back with a vengeance in the next day or two.

Designer_Respect4285

AI hype is down since June, hardly off the charts. The major players are also trading at pretty modest valuations, look at hyperscalers, NVDA, TSM, ASML, memory etc.

Designer_Respect4285

TSM is sold out of advanced nodes until 2030, ASML just announced they are sold out until 2029, and are massively increasing production while simultaneously raising prices and your plan is to short AI? I mean there's a non zero chance it will work, but I doubt the entire premise of your argument, especially when rich people on TV say opposite things.

SellingTheta

Yep just the regular jitters until hyperscalers blow earnings. ASML beat so the rest ar food

JollyGreenVampire

in theory at least because in practice people still confuse ASML with companies like Frito-Lay who make fucking deep fryers for potato chips.. in all seriousness was listing to investor news radio channel in my country and they confused 3d hybrid bonding with wafer stichting and gave the opposite advises then they intended to.

BadaBingSil

10/14/26 10:47:00: Why the Chip Stocks Slump Is Deepening After ASML's Strong Earnings -- [Barrons.com](http://Barrons.com) YEAH ITS CPI WE KNOW FUCKO

Infamous_Thought_189

Fun fact, their nett profit margin last year was the same as ASML's. About 27%

GuwopGOAT

I just spoke with 🥭. We are getting a ceasefire, nationalizing Micron, and the US government is acquiring ASML. Your SOXL calls are saved

SellingTheta

Didn’t ASML beat the fuck out of eanribfsb

BubblyZone3752

Semis go off a cliff at ASML earnings, neutral, or recovery begins? Based off what I'm seeing, I'm assuming ASML earnings will make everything dump even more, hard to say though since the last trading week has basically all been downward

pm_me_yo_creditscore

Treating ASML’s long‑lead equipment orders as some kind of real‑time demand signal, but those orders are literally multi‑year capex commitments that fabs make regardless of short‑term market conditions. Saying “customers are expressing interest for 2029–2030 orders” is not proof of an AI supercycle, it’s just how the semiconductor supply chain works. That’s basic industry structure, not a bullish omen. Pivot to CPI and pretend a 0.23% MoM core print is some magical threshold that will unleash a Treasury squeeze. But never explain why that specific number matters and ignore the fact that headline inflation is still being pushed around by energy volatility, which doesn’t tell you anything about underlying disinflation. Cherry‑pick John Williams’ comments to imply tightening is basically over, while completely skipping the part where he explicitly says another hike may still be appropriate. That’s not dovish; that’s conditional. And the “Treasury squeeze” argument assumes everyone is positioned bearishly, but cite options pricing as if that’s a full picture of positioning. It isn’t. It’s one slice of sentiment, not a macro thesis. Finally, the Anthropic bit is pure hopium. This will leak 100% and Broadcom says a $2T IPO isn’t overvalued is not analysis. It’s vibes.

akishore

I think the gross margin jump from 54% to 57.5% is the more interesting line than the sales beat, because it says ASML has pricing power even while adding capacity. The risk I'd watch is customers' AI capex outrunning their own AI revenue, since ASML orders are one of the first places that would show up. Getting nervous about the shovel seller while everyone is still queuing for shovels is a fun trade, but I could easily be wrong.

InquisitorCOC

Unlike Samsung and SK Hynix, ASML is very restrained in raising prices

Thisispaartaaa

ASML just stated they can't keep up with chip demand......and you all think the AI trade is slowing down...hahahaha, first inning fuckers

Ok_Valuable6244

ASML earnings were dogshit who the fuck is buying

supdfresh

Sounds like ASML’s running full speed into the future. It’s rare to see a company that can barely keep up with demand, proof there’s real hunger behind the AI hype. Makes you wonder how many others will get left behind trying to catch up.

fire_alarmist

ASML earnings almost broke the VIX containment strat overnight, they got it squared away I guess. No market shock too big for the hedgies these days I guess. Lets add a perfectly cooked CPI number here in a few mins at 8:30 and we got a crime pump brewing. Time for more short dated calls.

Qweasdy

Because the news you are expecting the market to react to was already priced in. ASML doing well in the middle of a semiconductor boom surprised maybe 4 people and 3 of them are r/wallstreetbets regulars and the other just came out of a 10 year coma

moatandmargin

The order interest through 2030 is what stands out to me. Chipmakers don't talk to ASML about machines four years out unless they're fairly confident in their own building plans, so this says as much about what the big chip factories expect as it does about ASML. I hold ASML, and the thing I watch most is export rules around China. To me that's the biggest risk for the stock, and one strong quarter does not really change it.

Ill-Ad1603

So CPI is holding back the markets? Anthropic Q3 revenue reveal will also be a bit catalyst imo. ASML crushed earnings already.

Rare_Steak_

Lol you must be the worst trader ever then, I bought ASML around a year ago and its up over 80% since then.

Ok_Valuable6244

So what is the consensus on ASML earnings? Looks overvalued at 28x forward PE but please change my mind

Jazzlike-Maize8537

ASML with post nut clarity

itmightgetloud_

ASML has just reported crazy earnings and admitting they cannot meet all the demand, even after all the improvements to their production output.. but some regard on wsb says the bubble is about to burst, so I guess I should buy puts 

FartSniffer66642069

Wtf why did ASML reverse for no reason?

davidbigham

ASML Guidance is beautiful . Semi continues the run .

CD274

ASML last reported net bookings numbers last time it had earnings (trailing revenue was down, bookings looked like they were slowing, crashed market). They got rid of reporting net bookings and now only report long term liabilities, which beat expectations a lot. Hmm 🤔 at changing what's reported

AtheIstan

ASML is seeing longer term demand now with the order book filling up all the way up to 2030. This is completely new, where in the past these semi/memory companies were very reluctant with orders because the market is so cyclical.

Ill-Dragonfly-8372

Throwing a hundred grand into a single ticker for ten yearsis basically financial Russian roulette unless you pick someone with a monopoly moat like ASML holding the keys to every chip fab on earth.

Necessary-Web8743

ASML Biggus Dikkus Long

WendyDumpsterFire

ASML recovered rip 🐻

WendyDumpsterFire

ASML recovered rip 🐻

TalVal_Research

reddit broke and ASML said it can't build enough machines through 2028. only one of those is a problem for chip bears

Ceyenne18

Dude, ASML is a monopoly. The only thing that can damage it is reduced demand (unlikely) or mango trying to prevent it from selling to a larger market.

Ceyenne18

Time lag. ASML/Nasdaq is tracking ASML/Amsterdam live market while rest of stocks are still behind due to low liquidity.

tnguyen5057

ASML and CPI will save us all!

Chaoticc_Huskyy

ASML recovering, but that's impossible because I was assured it was a dead company by everyone here?

sirgattaca

So ASML is recovering but semis are not. Makes sense.

sirgattaca

So ASML is recovering but semis are not. Makes sense.

Zealousideal_Book_40

Why ASML not included here?

goldenlamp

ASML selling only 65 of their products in a year is somehow funny

sirzoop

People said the same thing last year and ASML is +75% since then

semper-gourmanda

Couldn't catch a break ASML Raises Sales Forecast For A Third Time, But Q3 Revenue Miss Sends Stock Lower: Earnings Selloff Spreads To MU, SNDK, INTC https://finance.yahoo.com/markets/stocks/articles/asml-raises-sales-forecast-third-061145434.html

Ceyenne18

you can trace the price movement for last couple of hours directly from ASML -> NQ -> SOXX -> Rest of semi stocks. Down to the last minute.