Reddit Posts
Last week's market performance and economic news review
What do y’all think about using ChatGPT for stock researching?
It’s 2024, how are you guys planning on taking advantage the “AI Craze”?
TSM - I was right, kind of, and i think there's still more value here.
My portfolio idea - Going into 2023 betting on supply chains
Taiwan Semi (TSMC) will be 'back to strong growth in 2024' - JPMorgan (holding small position)
Thinking about a higher growth portfolio for the new year.
$KO outperforms half of the Mag 7 in 2024 because of $NVO and $LLY
$INTC Israels : 3.2Billion for a Western Worlds TSM. And that ASML NM Machine. 5nm, 3nm, 2nm coming. No More Taiwan TSM China Fear.
How can normalized-diluted-EPS be increasing while total common equity decreases?
Canon, known for its cameras, launches ASML challenge with machine to make the most advanced chips
ASML Misses Earning Huge. EPS 4.81 vs 4.99 est, Rev 6.67B vs 7.31B est
If China invades Taiwan would ASML explode or crash?
Time for the AI bubble to Pop out.
What allocation approach is implied by Toby Nangle's new FT article on narrow markets driving equity returns?
Tesla CEO Elon Musk: 'We're using a lot of Nvidia hardware'
So with both ASML and TSM(C) earnings/calls complete how do we feel for the future of AI/semi-conductor chips sentiment?
ASML- reporting on 7-19. I bought 740 strike call, Aug 18 expiry.
How to decide from which exchange to buy a stock from in a dual listing NASDAQ: ASML vs AMS: ASML?
Samsung Electronics makes 17-fold gains from investment in ASML
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?
The Giant Behind AI Technology: ASML Holdings N.V.
ASML sales and gross margin beat guidance, but continues to see mixed demand signals
Investment Strategy China Invasion of Taiwan + interefence USA
List of public companies that are integral to AI?
Nvidia released a new "nuclear bomb", Google chatbot is also coming, computing power stocks again on the tide of halt
Daily U.S. Stock Market News Flash (Thursday, March 9)
Why did ASML stock drop 5% between 13:30 and 14:40 CET (Amsterdam time)?
Ride the AI Roller Coaster to Strike Gold: Invest in NVIDIA, ASML, and TSMC and step into the future.
AMD, Nvidia lead chips lower as results from Texas Instruments, ASML spurs caution
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.
Semiconductor. how did other countries become #1 and not USA?
What are some good semiconductor stocks to hold long-term?
Are these tech stocks all worthy of long term investment?
A globally critical chip firm (ASML) is driving a wedge between the U.S. and Netherlands over China tech policy
What is holding the US back from global semiconductor dominance?
Market Weekly Recap: FAAMG, Chip, Software Sectors jumped heavily, coin market tumbled
must read book to under stand the semi conductor industry - Chip wars, chip shortages - etc
Is ASML a less risky semi conductor play because it is not based in China/Taiwan?
Powell did exactly as i thought yesterday which makes me even more bullish now
Market Weekly Recap: Streaming, Chips, Airline Stocks Led the Gain, Tesla Earnings Alarmed the Tech
ASML shrugs off slowdown, U.S. China sanctions, reports strong Q3 earnings
ASML, a major global chip company, jumps 6% after earnings; do you think semiconductor stocks are about to start rising sharply?
Semiconductor route wipes out $240 Billion from chipmakers - TSMC drops 8.3% and Samsung and Tokyo Electron also declined.
Signs are piling up that the tech downturn may be deeper and longer-lasting than feared.
Mentions
I know there are restrictions on selling ASML to China, but what would happen to the dollar if the ban was lifted (new trade deals/new alliances) and the chinese got down to 3-2nm?
Yes and no. Progress of current gen chip manufacturing depends on both ASML and ZEISS, but it's not like if anything happens to them all machines immediately explode, all chips disappear from the world, etc. It would make it very difficult to keep increasing production capacity of certain chips though. The Chinese have been reverse engineering ASML for a while and failing at it, but some think maybe by... 2030 to 2040, they'll achieve... something. Lol.
Currently holding puts on GLD & ASML and calls on AMZN & MSFT 💪 The selling on gold and silver is gonna be wild tmrw at this level the door is tight!
I thought ASML only go up? I'm pretty sure MSFT only go down though
WDC joined ASML and AVGO
One way to de-risk a falling USD is to buy stocks of great European businesses in EUR or CHF. Nestlé, SAP, ASML, Roche, LVMH. Global revenues. Strong balance sheets. Boring in the best possible way.
WDC is joining ASML and AVGO
Can’t believe ASML, Samsung, SK Hynix all faded hard and state side just ponzi machine
Buy the dip, ASML, KLAC WDC
https://privatebank.jpmorgan.com/eur/en/insights/markets-and-investing/ideas-and-insights/are-you-ready-to-embrace-the-potential-of-global-equities > Focusing on the S&P 500’s outperformance during that period (June 30, 2008–December 31, 2024), we note three specific tailwinds: > Earnings growth: The S&P 500 grew earnings 4x faster than MSCI EAFE, delivering annualized earnings growth of 6.3% versus 1.6%. And it's not even sector dependant: > Nearly all U.S. industry sectors have outpaced EAFE in earnings growth and valuation expansion since the GFC The developed world has massively trailed the US the last 2 decades, specially Japan which still is by far the biggest market in VXUS, and even higher in VEA. Their big dependence in the financial sector, which still is the biggest sector in these ETFs has been a disaster for the developed world performance as they never really recovered from 08. The European Market has to thank god for ASML, and that's like half their meager 8% tech sector.
$ASML… I should have bought more last summer
I forgot to reply to this yesterday. ASML's biggest competition isn't from other firms, it's from "Moore's Law". When ASML struggled to develop EUV, the memory manufacturers in the mid-2010s had to figure out other ways to progress. They did so by designing vertically, which led to 3D stacking tech.... this is what we call High Bandwidth Memory. Up until this AI supercycle leading to extraordinary consumption, the memory manufacturers could hold off on procuring ASML EUV machines, because they basically patched up 5-10 years of efficiency which they could not get from ASML DUV machines. If ASML cannot continue to innovate while creating productivity gains for their fab clients, they WILL find other ways to innovate.
Before i just thought META's capex spending was burning money (i.e. the metaverse roblox thingy), but it seems that AI optimization is having a dramatic impact on its NOI. Also, the significant increase makes me think that the hardware (ram, hard drive) companies are going to benefit significantly 2027 and beyond. Seems like capex spending is going to increaae exponentially and in addition to META, gave me more confidence to increase my holdings in STX and Micron. Also got some ASML to get access indirectly to SK Hynix and Samsung. The best business is low supply high demand and pricing power and the capex spending increase is only fueling demand
I have called out several times several market rallies, such as the one that took place in ASML, or First Solar: I am now telling you: BUY Bitcoin. 90%+ return from current levels. You have been warned. 🌽🦉🤙🏼
Who cares, H200 is 4 year old tech. Hopper H200 (2022)-> Blackwell B200 current gen (2024) -> Vera Rubin upcoming (2026). For those saying China is on ASML's heals I suggest you go watch the veritasium video on EUV on YouTube. They don't have to just copy ASML's tech but also the tech of several other companies like the zeiss lenses from Germany, the trumpf laser tech, Hermes, Brion, etc. On top of that they have to make it work in high volume and high yield which is something samsung and intel can't seem to do despite having the latest asml machines.
Yikes I bought ASML calls for KLAC ER and it indeed went tits up
SNDK going to pull an ASML
Interesting, another one is MKS Instruments, they own the old Newport / Corion optic company but their main focus is suppling to ASML and other big name AI providers.
MU, ASML, NEM, TSM were my discount purchases.
its ridiculous how they keep this thing down. next earnings should see it rocket back up judging by how ASML, TSM and co. are performing.
Should I lay off my SNDK winnings into ASML?
ASML call holders, give it time baby, it will go back to 1.5k
From what I saw ASML recently released their new High Na EUV machines which is 60% more efficient than the previous model for “2nm” (which were actually 2nm) chips. But [this article](https://www.trendforce.com/news/2025/12/16/news-intel-completes-first-2nd-gen-high-na-euv-acceptance-testing-asml-eyes-2027-28-mass-production/#:~:text=The%20path%20to%20mass%20production,%2C%20Bloomberg%20notes%2C%20citing%20Fouquet) and a couple others I’ve seen say ASML is already researching and looking at a new model within the next decade for a “Hyper NA” EUV machine. Size wise I think we’re at or near the limit, but theres some newer research on stacking more efficiently on the same size chip. My friend does some of this research at MIT, he published research last year on a way to bond some materials they use in cheap using more conductive materials which before wasn’t possible at the size of model chips. Ofc he’s doing like individual chips so companies like ASML have to find a way to scale it if that’s even possible.
What do you mean another generation on EUV? Unless i'm mistaken, EUV is done. it has reached it's full potential. Sure, you can "push" it a little further, like China has done with pushing DUV down to 5nm with very very poor yields. In 10 years (maybe even 5?), China will be on somewhat equal footing with ASML. They won't be "behind on EUV" anymore. There needs to be a tech change to shrink transistor count to the next level. It will not be EUV (again, please let me know if I'm mistaken). And every parties, west and China, are exploring this next tech change at this moment. Therefore I say that they are somewhat on equal grounds. However, given past history, ASML and the west will likely break through this technology first with China being about 5 years behind, unlike the 10+ years with EUV.
What I meant previously is that even tho China made a prototype that is still a generation behind current ASML machines and by the time it’s fully functional ASML will be up another generation on EUV. Wasn’t saying they’ll be behind the next big thing just still behind on euv
Okay that still ignores the point that ASML and other US/european companies are also exploring the next big thing.
...because you don't actually know what you're talking about. ASML's EUV tech was designed with the US DOE. What's telling is that the other guy told you this an hour before you repeated this ignorant comment. It's very obvious that you're just here to peddle a false political narrative.
I know. But what you're saying is, China is behind on EUV. So by the time China masters EUV, they'll just be behind whatever the next big thing from ASML is. But China is exploring the next big thing as well as building EUV. So, by the time microwave printing comes around, China may not be significantly behind ASML.
With the US breaking up with the EU is their ban on ASML selling machinery to China still valid? Seems like China could make efficient chips soon as well.
Meta dumps at open and to red like ASML
I'm talking about the fab they're building in Kaohsiung for 2 nm. I work for ASML. Who do you mean with 'the director'?
> Cant give you a date, Given this, it's gambling to try timing ASML with a 2 week put then. Someone also [pointed out](https://www.reddit.com/r/stocks/comments/1qmgdli/asml_earnings/o278jm5/) that your thesis predicted ASML would have weak guidance, but their guidance was incredible. Your reply was: "Look at it now from 1600 to 1415, it’s going to bleed for the week." ASML could indeed bleed out, but your own thesis and your comment on unclear timing suggests it's a poor risk-reward play.
Yeah and there are smaller euv companies in the US that are more niche. The guy isn’t right in saying the US hasn’t made *any* euvs. But it wasn’t my point to say USA number 1 or anything, just wanted to point out how far ahead ASML is and that they aren’t sitting still while people play catch up
ASML, KO, and MSFT have perhaps the biggest moats of any companies on the planet.
Worth noting that Asml licenses a lot of the essential EUV IP from then US DOE, ASML was the chosen partner to co-develop EUV tech with the US government. It’s a big part of why we can export control it
Asml licenses a lot of the essential EUV IP from then US DOE, ASML was the chosen partner to co-develop EUV tech with the US government. It’s a big part of why we can export control it
i would like to reaffirm my top three “if i were stranded on a remote island” spank bank materials from yesterday: 1. january ‘26 chart of MU 2. january ‘26 chart of ASML 3. a video of lauren mayberry going pp
Ok, who said they did? I said ASML like 15 times lol.
ASML up 3% premarket. The eff???
Except the auto industry stopped innovating in the US and Europe decades ago. The chip industry hasn’t stopped and already made significant progress towards the next gen. China may catch up sure, but even with the best estimates they’re 10+ years behind. Those estimates also seem to ignore any innovation from ASML. China also might come up with some game changing innovation. It’s not like they’re dumber than other countries they’re just behind. But even in this case would it put them ahead or just catch them up until the other companies figure out the same innovation and leapfrog back to the lead?
I currently have some ASML puts and some covered calls on European ETF’s. Other than that VOO How much premium is on your ASML calls? Good luck with your positions :)
The prototype is still 4 years (at best, that estimate is from the company) out from being able to run at scale. Then they have to scale production of the machine and build new factories around it. Also keep in mind it took them like 10 years to make this prototype, using poached ASML engineers a back engineering an actual ASML machine. Not really a great look for innovation and skill. How will they catch up to ASML? Even their prototype is behind ASML current machines and ASML is already working on the next generation. So in 4 years when the prototype is ready they’ll still be 10+ years behinds.
I do as well. Ill show you mine, if you show me yours. Psst theres a reason the director of ASML sits in Chandler and his entire US chain is ex Intel..... Phoenix plant is stalled for TSMC. Large infrastructure gaps and crippled gas deliveries. Although I believe they finally fixed the 2nd one.
Appreciate your input!! What’s your moves for the day. I got 270$ Apple Call, 13 5$ RR calls exp 1/30. I got 2 1560$ ASML calls exp 1/30.
China has been hiring engineers away from TSMC and ASML by offering them ludicrous amounts of money and have a working prototype for a 3nm EUV lithography machine to make this kind of chip in China. The yeilds are bad and its huge compared to the ones at TSMC, but it is ten years ahead of the schedule the chip ban was supposed to ensure. The US may have banned the technology, but they didn't ban the know how.
Puts are risky but I don't see how ASML is going to hit 1560 in the short term. Earnings and forecast were 'okay', order intake was large but I feel like everybody expected it
Why does ASML sound like it stands for some nasty kinky sex shit?
ASML puts were very profitable yesterday, lets do it again!
i noticed that as well. i have been trying to make few money on many other space and AI stocks..but they are super volatile. not saying they are bad, but i wanted the cash quickly.. went for ASML,,, the green is there and achieving the small cash i want. fingers crossed for few more days
By solid I meant while holding 50 shares I get some dividends too. Ofcourse I dont count ASML as a dividend stock, but its nice while holding some stock, to get something in return too(beside growth). :)
Recover that earnings jump ASML. 🫡
ASML pumped then dumped on earnings, LRCX pumped today but we will see what happens tomorrow. Thoughts on KLAC after hours Thursday?
Market already told us what it plans to do for earnings when it dumped ASML from +10% to -3% on stellar earnings.
Meta was up 10.5% at some point and is now at 6.5%. Hopefully it can go all the way ASML style
There go my puts. I bought for end of next week so hopefully it tanks back down ASML style before then
META is going to dump these gains like ASML tmrw
Sold ASML and sold META. Both mooned I fear I will send V/MA in half tomorrow as they're huge positions...
ASML popped 10% and then sunk to red at 10AM. Let's see it happen with META
how are you getting "solid dividends" from ASML? I have some stocks there and even if I (stupidly) calculate the dividend yield from my buy price at 650 the dividend yield is a mediocre 1%. Looking at todays price it has an utterly mediocre yield of about 0.55%
What’s the thought on ASML stock today? I thought they blew the earnings and expectations out of the water today, but is still in a slow decline.
Made my earnings bets on ASML & MSFT. How do you think I'm feeling
If you bought calls for tech earnings after what they did to ASML and tanked the most important company in the world without who AI would not be possible on terrific earnings from +10% to -3% then idk what to tell you
[ASML fourth-quarter and full-year results.](https://www.asml.com/en/news/press-releases/2026/q4-2025-financial-results)
ASML has 39B in backlog orders they aren't increasing capacity they doing 12B share buyback They know those orders are faker than your gfs orgasms
Hi everyone I personally like to take high risk concentrated bets rate my portfolio. I would call myself a swing trader looking to hold for at least a month. Current picks GME UEC DGXX ASML And a small amount of MSTR
Jpow: Frankly, I can’t believe they sold off ASML.
ASML being red after those earnings is actually retarded
How do I apply for ASML community membership?
ASML is just dumping because it’s up 40% in a month, and earnings were good but not good enough to justify not taking any profit. Nothing more complicated than that.
So INTC earnings were really good underneath the surface, they literally couldn't keep up with server CPU demand and their new CPUs are shattering expectations. They reversed decline in server CPUs for first time and are back to increasing their marketshare against AMD. MMs or whoever managed to twist the narrative last week allowed them to escape $10s of billions of potential losses. They're pulling the same shit with ASML today. Will do the same to AMD if I was a betting man. Moral of the story, leave the earnings play to the big boys or you may get trampled on unless you're extremely lucky.
ASML y/y feels too close for comfort. These days it might go up only 5 percent or less. I like Lam and Klac better. Less cyclical. Lam riding on HMB/NAND and Klac inspection is non negotiable.
How the fuck did ASML go from almost +10% pre-market to -2%… I’m pissed i didn’t sell
ASML overpriced though, P/E is like 50
The most important company in the world, ASML, had stellar earnings and dumped from +10% to -3%. Feels like big tech is going to do the same.
ASML nosediving (yes I am exaggerating horribly) after tickling $1600 is confusing lol
Happened to my ASML calls today. Was up 150% on my contracts yesterday close, took a dump today exited down 20%. I did profit take half of the contracts at 100% gain so didn't lose, but feels disappointed because based on pre-market I thought I was going to win big.
Likewise with ASML. Crush coupled with that 10% dump. Wiped out my gains from the last couple weeks
ASML to zero or something?
ASML could demonstrate zero value on anything. Why? Because they are a monopoly. Who else you gonna buy EUV Scanners from?
ASML pumping all day and then dumping 10% at market open, plus IV crush, to ensure I never saw any profits on my calls. Why am I not surprised
ASML price action last 6 months looks pretty similar as SNDK/MU, and they probably share similar narrative. What do you think of the odds that SNDK replicates this ASML drop after Thursday ER?
How did ASML go from +8% in premarket to -2% on an amazing earnings report.
Based on the ER today ASML gonna rip if they can prove they can keep up with demand. AI mania is starting to hit manufacturing bottlenecks across the industry.
I mean it's already been an absurdly big cycle for companies like NVDA. A lot of investors in that stock have forgotten that it's highly cyclical. ASML by contrast really wasn't enjoying a boom cycle last year when it was trading at half of what it is today.
Such as TSMC, their margins are much better and i expect will improve further. TSMC is undervalued compared to ASML in terms of PE, or maybe, ASML is currently overvalued.
ASML does NOT have 100% market share in DUV, in the lowest segment Canon has 80% and in the high end DUV ASML has 80%.
ASML PE is double that of TSMC, there is a lot of room for the stock to drop back to the old levels of 600 - 800€.
ASML has >100 DUV customers with strong competition fron Canon, Nikon and even new upcoming chinese players. When talking about ASML's "monopoly" be aware that Canon has 80% market share in the i-line segment and ASML only 10%.
Idk man when ASML was 600, every ber was saying they only had a few customers e.g., NVDA, Samsung, TSMC etc. I just searched up their share price and its 1420. Fucking bers, robbed me off a 2 bagger.
Why doesn't ASML just 10x the price of their shit? Why do the chip makers get the market cap when they rely on them? What am i missing