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
ASML. They're still the ones that provide the sub 1nm capabilities with their machines.
Made a fucking killing on ASML, bought like 700-900 sold 1400-1500. Buying back now. Bought at 1412, likely will pick up more on dips.
ASML seems kinda like a sure thing.
TSM red ASML red NFLX red Buy puts and make money 🤑 Low volume pumps so easy to see
ASML is exactly what I’m talking about.
For starters we exit opex and we will be above the options Poitier should naturally trend down. This week we trended up. Retail data drops Tuesday, along with ceasefire and wti contracts expiring. More earnings from companies with head winds. ASML and TSM both beat and guided higher, both dropped, Netflix beat and guided soft it dropped. Very reasonable we dip next week before that date
Netflix is the start of dump in tech. This will be a BAD quarter for tech. Mark my words. TSM red Netflix red ASML red LOAD PUTS on all tech.
I agree although I may to trim about before earnings. Market doesn’t seem to be impressed by these recent semis earnings at least from what I’ve seen with Nvidi, TSMC, ASML
Netflix missed guidance, think he's talking about ASML or TSM tbh.
I said YOLO and bought more Micron and ASML. I’m gonna sit back and become a bazillionaire while you sit there and stay poor like a chode. Cheers
So the only UVL manufacturer, ASML, revises forecasts lower - DUMPS. TSM, poorer than expected outlook DUMPS. NFLX (immune to oil shocks) lower growth expectations - DUMPS. But the whole market is rallying on strong Bank earnings?...
ASML dump, TSM dump, NFLX dump. But market rallied on \*bank\* stocks? 😂 Good luck with your rally bols.
Fuck it bro, I'm back into gold miners and ASML. Made a tidy profit on those earlier this year. Let's go.
Need a better dip on ASML
This does appear to be a tanky earnings. TSM and ASML beat large, guided higher then proceeded to tank. Reasonable chance Netflix does given it was dropping before the Iran war started.
I own stock in NVIDIA and ASML. I own puts on MSFT and Oracle. I am very interested in the quarterly reports of the Hyperscalers next week. I expect a downward revision on the planned AI spend for the year. Not just because of the war, but because we are running out of water chillers, fiber optics, etc. If AI takes a few extra years to become profitable, it's the Hyperscalers with massive debt that will go down. The same thing happened during the dot com crash. I might be wrong, but I figure if I'm wrong Nvidia and ASML will still go up.
I think I need to trim my ASML. That shit grew so much and now it drags down my entire port when its red
ASML and TSM are taking down all the semi brothers with them
ASML - a literal monopoly in one of the hottest sectors / double beat on earnings -> down 6% in two days.
ASML tells the story pretty well because it isnt a US based stock and its an ADR with different rules that makes it harder for them to 10000x borrow the same share from each other and prop things up. Its more susceptible to real price discovery, ASML been getting fake pumped and short squeezed and fraudulated like a mf. The AI shit is coming down.
ASML - literally a monopoly in the hottest sector / double beat on earnings -> down 6% in two days.
Is ASML a buy? Why’s this dumping?
Didn’t ASML and TSMC just raise their EOY expectations? I doubt next quarter will be reality setting at all.
This is apparently one of those earnings seasons where companies beat, raise guidance, and still go lower. ASML did the same thing yesterday.
TSM dumping on blowout right after ASML. Feeling like a SOXS sort of day
They’re selling off NVIDIA to get ahead of the ER. you think ASML and TSMC tank on er and Nvidia doesn’t do the same?
ASML & TSMC dump on earnings. Hopefully the rest of semis don’t follow suit otherwise this is gunna be a salty earnings season. In ai we trust.
So ASML and TSMC dumped on earnings… surely the bank earnings from yesterday will keep up momentum right?
I think the ASML reaction is more about positioning + guidance sensitivity than a clean read-through for TSM. ASML sits earlier in the cycle, so any softness in bookings or cautious commentary tends to get punished more. For TSM, the key is still AI-driven demand vs. weakness in the rest of semis. If they reaffirm strong advanced node demand (esp. tied to NVIDIA) and keep margins stable, the downside might be limited. But if guidance is even slightly conservative, I can see a similar “good but not good enough” reaction. Feels like expectations are high, so direction probably comes down to how confident management sounds about forward demand rather than the actual numbers.
I'm guessing since every company that was doing business with them was desperately trying to get every possible square millimeter of wafer out of TSM so much so that entire companies dropped entire product lines to pump GPUs, TSM has to be beating earnings. ASML blew out earnings and people only buy billion dollar lithography machines if they think they're gonna need it for a long time.
ASML went down because of weak guidance due to supply shortages. My guess is similar happens to TSM
why doesn't ASML do a stock split, would help their piece of shit stock from dropping every earnings
My semis etfs like HNSS not doing good, I guess because of ASML crash
ASML is run by retards. Literally the definition of a monopoly (more so than even NVDA) - they should be doubling revenue every 15 minutes.
Forward guidance is what's important. ASML beat earnings today, but guidance was a tad mushy for the short term and look what happened in semis.
$AMZN TO $300 BABY Just AWS AI revenue in Q1 is double AMSL's total net-revenue, and it's growing faster with better profit margins. ASML trading at P/E of 45, AMZN trading at P/E of 35. No reason whatsoever that AMZN can't normalize at P/E 40.
Only decent short was MU and ASML. idiots buying this up. Good just loser bulls
https://preview.redd.it/arvzs03ojevg1.jpeg?width=1536&format=pjpg&auto=webp&s=2551d4ab5a2ee4beb5bf18649616e9c61005f89f Then I look at ASML
ASML forecasting weaker than expected q2 on the day we hit ATH is interesting.
I guess 700 not gonna happen today because ASML shits it's pants
TSM earnings tomorrow will be just as mediocre as ASML
Thought that’s tomorrow. Also don’t ASML guide badly?
ASML ran up, beat by a little, and sold the news. TSM is probably going to do the same, so people are getting ahead of it.
Dutch bros why y'all not pumping ASML maynes .
Keep em, gonna be like ASML
ASML was up 30 percent ytd. Expectations were high coming in. TSM will probably be the same too. They’re gonna have to blow it out of the water to keep on running higher. I just own Broadcom in the semiconductor space.
Like 1/5 my money is in ASML lmfao What happened
ASML plummeted and PUTS barely moved, CALLS destroyed!
Wtf is ASML doing all day
Its ok ASML bb youve been working somhard lately you can take a little break 😇
Blowout earnings from ASML and it still dropped
Who the fuck buys ASML Calls when the stock is 40% YTD and few bucks away from all time high, the revenue is not gonna growth 10% this year
The volatility on ASML is crazy - zig zag zig zag
ASML, lol.. I already lost all my money on APR17 1500C in Feb. Glad I sold and didn't hold
ASML my girl, whatchu doin to me.
ASML holds roughly 90% market share in the overall lithography equipment market, and a 100% monopoly on the Extreme Ultraviolet (EUV) machines needed for the most advanced AI chips If ASML is down what does that tell you?
its market cap is 3x ASML
Grabbed some ASML shares, since TSM earnings tomorrow and can easily pamp ASML back to ath
No it's the same rodeo with NVDA too. I'm up 100% on ASML not changing anything
Damn ASML trying to take the whole market down with it today. wtf stepbro
ASML did good so it's tanking
ASML dumps on strong earnings?
Banbetted yesterday ASML would dump 5% in one day, just need 0.5% more
we need that meme of all those people in the bed of the truck and ASML opening the tailgate on em 😂
Oh shit ASML forecasting weaker than expected q2. I wonder if the rest of the chip fabs follow suit.
WTF happening with ASML? I thought ai rally was back on?
ASML at levels not seen since Monday
ASML out here leaving a steaming 💩 on the semi rally
ASML collapsing. Going to bring down NVDA and tech, puts and beat mood activated.
ASML puts are dirt cheap honestly seems like a good 50/50 to either get a 20 Bagger or 100% loss which is a pretty good quota They gonna Pull a MU so bad banger earnings and drop 20%
I actually do think we may go red if ASML is dumping. TSM is going to dump tomorrow as well. Question is does the market care? Probably not. Earnings this season will all be underwhelming and we probably keep pumping to SPY 800.
Jesus ASML puts are cheap 1260€ strike 1dte for 22€ a pop while it is at 1260
If ASML earnings call later today crashes the stock. I'd buy the dip, because TSM earnings tomorrow can easily launch a rally.
Stocks are so pumped up that no matter how good earnings they are dump anyways. GS, JPM, ASML all dumped originally on earnings (then recovered later). Makes me wonder if we are just gonna dump hard this earnings season.
TSM %18 YTD. If not for the geo discount, it worth triple or even quadruple like ASML.
Everything has been dumping on earnings. GS, JPM, ASML. They all bounced after but initially dumped.
ASML barely up means it’ll end red today.
Why is everyone saying ASML blew it? They’re barely green pre market and everything seems good?
If ASML didn't fak up, we would already be at 700.
Woke up and ASML is green again lmao ☕
ASML beat and guidance raised
Half of the ASML sales went to Korea. Looks like they are accelerating memory production faster than Micron. https://preview.redd.it/gt7fz9f4dbvg1.png?width=1187&format=png&auto=webp&s=e668604693446db5b9ce97d24614d6bb902b0c4e
With ASML drilling on earnings? No chance.
ASML: Another earnings beat ASML CEO: There is a 0.0001% we might die tomorrow
ASML recovered more than half the drop. We gonna pump bols!
If ASML didn't miss bigly, we might have continued pumping. But with the AI bubble slowly popping, NVDA will drag the whole market down.
And ASML already going back up lmao
Don't worry about ASML because they're from some kind of weird European country I (and probably no one else) has ever even heard of before 🇺🇸🇺🇸🇺🇸
bro ASML could go on and literally say AI is dead and we wouldn't even dent -0.2%