ASML

FalseDiamond7930

Pretty much doesn't change anything. Western companies will still need the hardware to run their AI regardless of who is making the models. China is still way behind on being close to compete with the likes of TSM or ASML.

Key_Lifeguard_8659

I believe it has a lot to do with the algorithms. It looks at whole sectors, so what happens to MU, Sandisk, etc... also happens to others in the same sector, e.g. TSMC, ASML, NVDA, AMD, MRVL, STX, & INTC. They weren’t punished for disappointing earnings; they were caught in a broad sector-wide de-risking as hedge funds, traders and even some large asset managers locked in gains and reduced exposure to some of the market’s biggest winners.

SanDisk_Made_Me_Rich

ASML offering employees €20,000 bonus if they stay until 2030

Brilliant-Repeat-178

why is ASML doing absolutely fucking nothing lately

Leather_Mention5916

I can chose between ASML or wooden shoes stonks!

Joejoecornrow

Close my position and moved to ASML a few months back. May open a new one.

Rubricity

Fun fact, we had bullish news from Samsung, Micron, TCMC, ASML, and the stock still fails, this should tell you that the current fall has very little to do with reports

jlw993

Honestly just DCA into the below and you'll be laughing when all this blows over.... MU, SNDK, GOOG, ASML, TSM, DELL, MRVL, NBIS Any others?

Beneficial-Chair-333

All semiconductor stocks are pretty overbought and overvalued right now except few like TSMC. Do you really think good results which are already priced in can make this stock pump more? We already saw what happened after ASML and TSMC results. Even TSMC increased their capex so its indirect sign that hyperscalers aren't reducing capex, but still market is declining. Semiconductor stocks are overbought and saturated to the point they can't go up anymore despite any good news.

Best-Bodybuilder9015

The pattern is now the clearest it has been: supply-side beats from Samsung, ASML, Aehr, and now TSMC are all being sold because they confirm today’s AI demand without answering 2027-2028 demand durability — TSMC’s own CEO admitted on the call that he discounts the demand numbers his customers provide him.

Best-Bodybuilder9015

These are all behaving like memes with Reddit degen passports. And that passport has an expiration date. A stock like MU moved from 90 to 900 in 9 months, all on datacenter hype. Well that hype is slowing down. The pattern is now the clearest it has been: supply-side beats from Samsung, ASML, Aehr, and now TSMC are all being sold because they confirm today’s AI demand without answering 2027-2028 demand durability — TSMC’s own CEO admitted on the call that he discounts the demand numbers his customers provide him.

No_Current3675

I’m buying this dump on outrageously strong MU ASML TSM earnings. Just like I did with SaaS, which I’ll sell at 35% profit. 

Cotton_candid_

I usually trim my position, take some profits to cover my costs (I did that with NBIS, UCG, NOW), and let the rest run. Learned that lesson after selling ASTS, Globalstar, and ASML too early. Sometimes it’s just a matter of choosing what you want to regret.

Bronislaw_Malinowski

By choosing all world, you are still exposing yourself to those few Nasdaq companies too with proportional weightages. They make up at least one-third of the global market if I am not wrong. The world stock market is not flourishing like what American stock market is and will in the long run due to the presence of so many tech giants, the US stock market is bound to stay. Only TSMC, Samsung, ASML, etc are a few stocks that are not in US which you can buy separately as stocks too depending on the market mood. If not Nasdaq one should definitely consider S&P500 as that is where the real growth lies. Rest of the world is either growing very minimally or is concentrated towards emerging economies which will have higher volatility and drawdowns. 26% emerging economies weightage will backfire and no wonder the overall CAGR of 10y is only around 10% (that too thanks to the recent rally by the tech companies of US).

Sizzlinbettas

you absolutely have 0 idea what you're doing both moves were directly logical to what they are and what people are investing into ASML said we're probably raising prices and now TSMC said we're going to have to eat that in our margins and they don't control their own future sort of speak...to a company top in class and one of the biggest stocks in the world this is a disaster for them and one I was legit betting on occuring ASML has dropped the least out of all semi plays during this time...is the only one that has pricing controls and is needed now netflix which is treated like a growth stock historic 44 pe right now 22 is being transitioned to fully formed company that has 0 growth going forward...the market responded to that the main factors that push a stock higher faster growth than expected, margin expansion, increased users, increased dividends, eps and rev beats... all that happened is best is class is changing, and netflix is now comcast/at\*t w/o a dividend aka kinda useless

KittyLover-7

$ASML is giving employees globally a one time bonus of $22,862 in the form of shares that vest in 2030

NonStopGravyTrain

40% of my portfolio has been in wafer fab equipment for the last couple years so I watch it like a hawk and spend a good deal of time researching it. After ASML, AMAT would be my second choice for a sleep well at night WFE stock. They're super diversified with their hands in just about every step of the fab and management has a strong buy back track record which can help protect EPS in the inevitable cycle down turns. That's being said, if I could only pick one it wouldn't be them because I value total return potential more than stability.

LAC_NOS

I don't dollar cost average into normal stocks. I only DCA ETFs. Before ETF's it was mutual funds. I'm one of those people who got lucky and bought a bunch of NVidea at less than $100/ share. Some at $12. But we invested because we believed they were an excellent manufacturer (of chips) supplying a heavy growth industry (computers/ AI). So it has been a life changing investment. We have reached the point where it is a disproportionate part of our portfolio. Our fiduciary wealth managers would like us to be more balanced because our 2 biggest stock holdings - Apple and NVidia - are also the basis of a lot of the value in our mutual funds and ETF's. We have donated a lot of our highly appreciated shares to charities. This is a great tax strategy because we get the full value as our donation for tax purposes without paying any capital gains on the appreciation. And the charity also gets the full value of the donation without having to pay taxes on the original purchase price. We have also sold shares for things we wanted - like a house in our dream location and putting kids thru college and Vet school. So that's a good news. And I'm not saying any of this to brag. We simply got really lucky with a recommendation. Now the not so good news: In the 90's we had a financial advisor who kept recommending we buy stocks that were supposed to double within the next 18 months. None of those investments panned out. Those were some tough lessons while we were raising three children. About 8 years ago I invested in a 32 micro-cap stocks. The idea was that 1 or 2 might be the next big thing blow away any losses by the failure of the others. I invested $25k in the 8 years and I'm currently $4k (20%) down. 6 companies are profitable as of today. I sold 9 at a loss. I'm holding 17 companies that have dropped in value. The best is down 16% of my investment, the worst is down 95%! I still think some of the companies I've lost value in are solid and will succeed. I wasted "good money chasing after bad" by purchasing shares of stock I had already lost money on. If one of the stocks was 1) a company I wanted to succeed and thought it could 2) far enough below its average 12 month forecast Then I bought more shares. That way if it reached that forecast, my overall investment would break even. The problem was condition 1) - I was emotionally invested in these companies. Instead of finding the best investment at the moment, I wanted the spreadsheets to show my old choices had made money. In 9 companies, my shares are worth less than $125. So I decided, it was pointless to sell. So I would just keep them in case one was a magical unicorn that would cover all my losses. But, for the last 5 ish years, I have been buying single shares of ASML. If I had sold those for 1 or 2 shares of ASML, I would be well on my way to making a profit based on my original investment in the losers. Instead, I stuck with the losers. Some stocks did really well and I should have sold. For example Fulgent Genetics was able to pivot to Covid 19 testing and the value of my holding doubled. But as that market dried up, their core business's were not profitable enough to sustain that valuation. So I'm currently down almost 60% with them. Because ultimately- stock value really is tied to a business's profitability. So here's my conclusion: my husband (73) and I (59) are on solid footing because we made DCA investments in mutual funds and ETF's since we were both first employed in our 20's. We lived within our budget all those years, minimized debts and were blessed with well paying jobs. we hit the jackpot with one particular investment. We only made speculative investments that failed, some painfully so. We learned to buy stock in strong companies for the long haul. If we ignore NVidea, we still are on strong financial footing. We spend and buy what we want - to a degree. We are not jetting all over the world and we decided not to buy tickets to the Era's tour. We still drive our really nice well appointed, just not quite luxury cars.

Beneficial-Chair-333

CXMT is making memory and raising $10bn, it could capture memory market outside US. Even Apple is lobbying for clearance to buy. If in future similar deal like rare earth elements and GPU will happen in future MU could loose price advantage. I feel ASML and TSMC has bigger moat and advantage over MU, because China still isn't able to replicate EUV like ASML and production yeild like TSMC.

Soffatjockis

Every other company on the planet is more reasonably priced compare to the average US company. That's why SK Hynix, ASML, TSMC etc wants to be listed on the US stock exchange.

onlyshuffle_norock

I have 10k in cash, absolutely no idea what to buy or just wait. 16% down with leveraged ASML, still not bad like other semis or memories! What a shotshow now.

M4chsi

Yeah, how different is this to the US? They forbid ASML to sell to China or me to buy SMIC…

Flurp_

Ok but you realise they are running their "Chinese cheap AI model" (it's not cheap for starters) on the same chips and ram? It's not like that's changing. People really think anthropic and openai are crucial elements of the ai narrative, they're not. The bottleneck is not AI IP. It hasn't been for a very long time. It's extreme compute and the ultra high bandwidth data infrastructure to support it. And that IP is not simply copy-able or scalable. It is the most complicated industry in the world. China has managed to acquire the same ASML systems that Mu/tsmc/sk hynix/Samsung have. But that's not even *close* to enough to match the output quality, or to bump up supply. That's what a real moat is, and what the "us AI bubble" is based on

OptionsHuduga

Yeah? How did that work out for ASML, TSM, Netflix and ISRG so far? They all tanked before earnings and tanked more after

NotMe357

When TSM and ASML go down after Earning. What make you think Google Earning will pump it? Plus, Google is only down like -13%.

BrakeJobsInBoston

These can’t be the reasons….IBM, ASML, and now TSM have all confirmed that the demand is still strong and companies are moving $$ for AI build outs. Nothing fundamentally has changed. The strait was open and closed and reopened and closed and war was on again off again too during the tail end of this run. Market caps got out of control, and a correction was needed. My hopium has been hinged on Google and Microsoft (hopefully) confirming their capex is maintained or increased for build outs. But after 3 reports, from 3 different companies, all confirming the game is still on….and the bleeding continues….I’m not so sure these next rounds of earnings reports are gonna do much of anything if they’re positive. And it’s gonna be an absolute bloodbath if they do talk about trimming capex. Still great companies. AI boom still on. May not mean higher stock prices in the near term….

Reasonable-Load3326

Agreed. I view it as my ASML of the Medical Devices world. Just a really tough moat for competition to crack so it's a business that's tough to get cheap but when it is somewhat normally valued fundamentals wise I want to pick up some shares.

Lelwrektnub

Only if hyper scalers give good guidance. We have already seen micron, Samsung, ASML and TSMC earnings do fuck all

Dude_HaHa

Thanks man... ASML seems very overvalued at this point but they got the EUV machines. TSM seems ok.

Moist-Guava-732

40 percent of this etf is 5 stocks which i would buy on dips with half of that being TSM and ASML the 2 best positioned semis for future growth

SpongEWorTHiebOb

Semis have been on an epic run and are still overvalued. price to revenue. AMD 23, NVDA 20; ASML 17. This is a bubble. It will be ugly when there is a true reversion to the mean.

SpongEWorTHiebOb

The average stock in the SOXX was trading at over 20x TTM revenue. Total bubble territory. But but but these companies and AI aren’t going anywhere. That’s a weak argument for pricing stocks. Supposedly good earnings and outlooks did not matter for 2 of the major players in TSM and ASML. That means the whole sector is getting repriced. If the Fed raises rates later in the year the 20% correction will turn into a wipe out.

superdreamcast

ASML and TSMC earnings. Maybe options expirations. Korean margin call liquidation (1.2 million retail accounts). Institutional rotation with cutting flowers to water the weeds. Diamond hands.

helloWorldcamelCase

and ASML

aperartnft

Yes, you can call this a duration mismatch. Had to read a little, but the big four hyperscalers spent about $434 billion on infrastructure over the past four quarters, but only about $149 billion of past spending is currently showing up as costs on their books. The rest of that bill hasn't landed yet, and it will, automatically, over the next several years, whether AI revenue shows up to pay for it or not. Right now AI cloud revenue is estimated around $150 billion a year against roughly $700 billion of planned 2026 spending, so the costs are on track to arrive much faster than the revenue. Your three warning signs are also reasonable, utilization weakens first but is nearly impossible to see from the outside, the costs-vs-revenue gap is visible right now and getting wider, and ASML order delays would be the final confirmation, though by the time that shows up, the market will have probably already repriced everything.

Educational-Play-465

The cleanest way to frame this is a duration mismatch. IBM feels budget reallocation immediately, while ASML and TSMC see demand shaped by multi-year capacity plans. All three can therefore be telling the truth without proving that end-market AI returns will justify the full buildout. The indicators I would watch are hyperscaler utilization, depreciation growth versus AI revenue, and whether ASML's backlog converts without pushouts. If those weaken while capacity keeps rising, the same "coordinated demand signal" starts looking like a capex-cycle warning.

tachyonvelocity

Bottleneck = prices go up. Increased capacity reported by ASML and TSM = bottleneck relieved, prices go down. Semiconductors that rely on bottleneck like memory fall. Simple as that.

No_Current3675

Shoulda bought more ASML at 1720. Still remember tards telling me I'll be able to buy it at 1000 when it was at 1400.

PooPooPointBoiz

Dude fuck my stupid fucking life. TSM goes into earnings way down from the 470 ATH's from a few months ago. So plenty of room to go up. Yet, despite an insane earnings report, that shit has dropped 2.5-3% today. What in the actual fucking fuck. And it's not even like it's going to recover like ASML did yesterday. This shit is just going to flounder in the red for fucking ever. I literally pick the goddamn losers every fucking time dude. Average cost of 427. Fuck my goddamn life.

Lelwrektnub

Nah, dont rely on earnings anymore for the semi sector. Micron, Samsung, ASML and now TSMC all making piles of cash and reiterating guidance and demand well past 2027 doesnt move the needle

Jo9715

MU - good earnings and guidance Samsung - good earnings and guidance ASML - good earnings and guidance TSM - good earnings and guidance Share price of memory companies drop ​

OlivioTutorials

future success has already been priced in at this point. the current price does not reflect the currect earnings. you need to look at the massivly hive forward PEs - also, just because there is more demand does not mean the prices will rise too. new factories are being build and more companies are working on their own solutions. this lowers margins and creates more competition - as you can see from the probelms the nvidia stock has had lately. A company like ASML on the other hand not only has no competition, but it is needed by all the companies in the semi business... My fear is: SSDs, RAM and c/gpus are massivly overpriced and will be outdated in a couple of years. So massivly buying them only makes sense as long as anyone else is swimming in money and the race is fast and hot. When that slows down and companies shift from a model race to a market race the semi and related stocks will probably drop 70-90% for at least 3 years.

OptionsHuduga

TSM and ASML would like a word too

Anonn39

Semis are red but ASML is green? Oh another V is coming. Strap in bois

cinJESUS

MU is facing pressure after ASML Holding said its lithography machines can produce memory chips more efficiently. 🤔🤨

cattecatte

It gave me false hope yesterday when it skyrockets after ASML earnings, until of course it freefalls into the negatives by 15 minutes into market open

Difficult-Quarter-48

I'm personally in Intel exclusively. It's heavily beaten down right now and I expect their earnings next week to be very strong. That said I'll admit I have less conviction in the thesis I expressed in OP since posting. ASML and TSMC both posted excellent results however the market continues to sell off. Both stocks were red despite their results. Ofc, as I mentioned in OP, it is the hyperscaler earnings that are most important, but nonetheless I find it concerning how relentless the selling is in semis. I'm more agnostic at this point, unsure how this plays out from here. Holding my Intel for the time being and plan to hold for at least a couple weeks

OptionsHuduga

SPOOKY THOUGHT FOR THE DAY: I want you to close your eyes and imagine if TSM and ASML had missed earnings bigly. I'll wait for your reaction....

3klipse

One fab is like 10 billion, one ASML high NA EUV is like 330 million plus, and factor in all the other vendor tools, personal, contracts, ect. 100 billion can get it done, and has been done considering I got friends up at that site currently and they still expanding and adding more fabs.

GoodIdeaBadIdeaUnsur

Guess you haven’t seen TSM and ASML earnings.

Inevitable_Zebra_0

It's a normal healthy correction. It happens when valuations tend to get way ahead of themselves. We saw the same thing with covid plays in 2020-2022 - very promising companies in the age of remote work and stuff, until they suddenly weren't. Narratives tend to shift with time, and there's no such thing as an endless shortage. That's kinda the purpose of the market economy - to fix supply and demand mismatches. This is a period when the world suddenly needs more semis than are being produced, a couple of years will go by, this will rapidly normalize as the new supply enters the market. Which is the reason semis are cyclical, this happens over and over and over in history, you just have to zoom out to 10+ year period. If you were expecting parabolic rise until the end of times, that wasn't gonna happen anyway, that's not how it works with trends and shortages. By the way, I wouldn't expect the correction to finish right away, the valuations for many of these semi plays still have a lot of room to cool down - LRCX forward PE is 43, AMAT's is 37, ASML's is 49, AMD's 75, ARM's ridiculous 126 and price to sales of 60.

davidbigham

ASML AMAT green tho .

looool_k_libtard

All signs point to AI acceleration, TSM and ASML reported stellar earnings, same with micron. Mag 7 about to report wild capex. Semis were definitely up a lot but I don’t know why this is such an aggressive sell off in beta names. This feels coordinated to reset some of the runners for next leg up and it just happened to pull down basically everything tech in its wake.

Tricky-Ad-6225

Demand from companies like KLA and ASML are still rampant up until the next half decade. Just noise

Put_Er_There_Sport

If ASML could just go up 20% in the next two days thatd be sick

kosko-the-dude

That’s where your brain comes in. It consumes information, analyzes it, and decides what to do with it.  There is no single source of information out there, that I believe is “good info”, that I will just accept without critical thinking. Using Reddit I have been able to find out early on about: - Tesla - Bitcoin, Ethereum, etc - Rocketlab - AMD  - ASML And many others. I was closely monitoring wsb before the Gamestop fiasco and chose not to risk it. Literally a day before the short squeeze I told my colleague “watch out for Gamestop’s price tomorrow”. Next say he came not believing asking me how I knew and how much money I made. I told him I knew from Reddit and decided not to invest in something I do not understand enough about.

tickerspark

Yet ASML, AMAT, and other upstream companies are either unmoved or down. And everyone downstream is also down. If the market were rational, there would, at worst, simply be a rotation equivalent to the difference in expected capex, which itself is actually rather small.  Instead, semis have dumped a few hundred billion overnight. This is a buying opportunity in a lot of places.

OptionsHuduga

ASML earnings will make or break the market? They beat - it broke the market. TSM earnings will make or break the market? They beat - it broke the market. Which profitable company is next to report stellar earnings and send us to earths core?

Jo9715

MU - good earnings and guidance Samsung - good earnings and guidance ASML - good earnings and guidance TSM - good earnings and guidance Share price of memory companies drop ​

arikshkol

That TSMC capex hike makes sense with ASML raising their full-year revenue outlook to $43-45B on AI demand, tbh. They're even planning a 30% capacity boost for EUV/DUV in 2027, https://wiseek.ai/ticker/asml/asml-q2-sales-hit-9-3b-raises-2026-revenue-target-to-43-45b-on-ai-driven-demand-000162828026048235/

looool_k_libtard

TSM with a giant double beat following great ASML earnings, AI bubble has popped sell everything on the way down to QQQ at covid low levels

looool_k_libtard

Market selling off high beta and momentum stocks like Warsh is about to do 600 bps rate hikes even as TSM and ASML have blowout earnings

Remote-Ranger-7721

It’s really hard to tell. TSMC and ASML showed demand is very strong, but the market has stopped paying for the good news. It’s going to be a slower and uglier climb than before, but if earnings keep coming, money will keep going in. A month: could be anything Six months: more likely than not to be up, but will be interesting to see how much of a topic AI is for midterms, what happens in Iran, next sets of earnings etc A year: largely depends on AI capabilities. If companies start profiting, capex is rewarded and goes up. Could also be rotation from semis in to the Anthropic/OpenAI IPOs. Probably up and possibly up big, but if models lag behind expectations then it’ll be pretty brutal.

SpiderWil

But like for today, say u bought a call for ASML 7/17/26, which is totally believable considering it went up high last night, then it tanked at open. If u were to sell to close the call at 9:31, would u still be able to get out w/ a minor loss or a huge one? I want to do scalping but I wanna know or at least quantify the expected loss.

damienslash

TSMC earnings were nice, but they could have been better. Same with ASML. It looks like beginning of a deaccelaration. Great is not good enough. If youre promising "muh ai revolution" you need to show mind boggling growth or it's goodnight.

SpiderWil

You're chasing speculative gain, so get out w/ a small loss or you will end up losing everything. If you see a win, take it, or stay a little longer and u may make even more or lose it all. Everything has a 50/50 chance. Just like today, when I thought Intel would go to the sky but then the semi sector went downhill, although ASML reported stellar earnings.

ACiD_80

Same with ASML too...

music_is_gud

So TSM beats earnings, but pushes back against ASML price hike: TSM drops ASML: *also drops* Rest of the market: *also drops" *Confused Pikachu* 👁️

Kociolinho

Finance news nowadays be like: 15th July Micron shares jump 15% because of ASML beating expectations 16th July Micron shares plunge 23% because of ASML beating expectations

Ok_Cry7572

TSMC Q2 2026 Earnings Net income NT$706.6B, est. NT$623.73B Gross margin 67.7%, est. 67.1% TSMC has begun to push back on ASML's pricing plan -The Information

GuwopGOAT

First it was MU earnings. Then it was the SKHYX listing. Then the ASML earnings. Each time Memory bol has been put deeper and deeper in the grave. SNDK earning gonna finish the job

Ok-Poetry-4721

Yes and no. TSM is different. They put off the latest ASML machines to perfect the current machines. In that way intel is sort of the guinea pig to see how well they can do on ASML's latest gear. When theyre ready, TSM will order from ASML their latest equipment and I would wager gets different pricing to those other companies you mentioned.

No-Understanding9064

This was the case in the past, especially involving heavy cap ex. ASML, TSM are good examples. But times have changed, and venture funding is willing to take risk. The government did not help spacex with seed capital or early funding. The business was built knowing the government would be a customer, that is a major difference. Google was a very early investor of spacex. But then look at the frontier model companies, billions raised in venture funding. Now look at the federal government, what research has it brought to market in the last 20 years, nothing.

victoriaholtopalfan

ASML was the best stock i bought last year

BatMore6724

Did ASML save it?

BatMore6724

ASML wrecked memory in so scared for TSM earnings

hollow_bridge

ASML primarily makes DUV, not EUV machines, ~75% of ASMLs sales are DUV. DUV makes up about 90% of wafer production globally, EUV only makes up about 10%

anotherloserhere

As far as I know, there are a few support companies, but ASML is the ONLY supplier of EUV. Name another, otherwise they own 100% as the manufacturer of complete EUV machines

PooPooPointBoiz

Hindsight is 20/20, but the feeling of being locked in with those CC's into a pre-market earnings was a little too much for me. I need to be able to sell if I have to, like if TSM spikes pre-market and then crashes at market open like ASML did today.

OptionsHuduga

Well I for one am so glad that ASML saved this market today. Now let's look for more saving with TSM tonight. Don't you love all this ~~saving? winning?~~ WHINING??

fallingdowndizzyvr

> China rarely innovates That's completely wrong. Which countries produces the most scientific papers? https://www.nature.com/nature-index/institution-outputs/generate/all/global/all And corresponding, which country generates the most patents? https://www.wipo.int/en/ipfactsandfigures/patents In this particular case. The EUV machine discussed in that article is novel. It uses a method no on else has. It's simpler than ASML's technology and thus cheaper to build and run.

Dude_HaHa

ASML is flat. AI/semi/data centers are bloated whales and need to be harpooned. SaaS is looking good.

No_Current3675

How tf you gon sell tech when ASML fkn killed it? TSM next. 

Put_Er_There_Sport

Maybe ASML said "double it and give it to the next day" to todays earnings gains and we see +15% tomorrow

Rubricity

Two things, First is take for profit after the massive run yesterday, despite the ASML earnings also beat expectation. Second, The Semi stocks have already fallen 20 or more percent since June peak, investors are now split between doubt toward sustainability of the ai trade. Which means, partially mechanical, partially sentiment crack underway, Reuters reported recently that investors are split between two camps; and tbh, historically Reuters has always been a great confirming signal the market consensus. Yet it also means, massive retails sticky belief over AI trades "values" when everything we have been dealing with is algros and retails while instituions are retreating, hedge funds lose a tons of money since June.

Put_Er_There_Sport

Maybe ill get lucky and ASML will go up 542$ by Friday

tomis_24

I don't trade ASML, but is this normal?

PutSpreadDaddi69

cute now do ASML

OptionsHuduga

ASML GONNA MAKE O BREAK US. BUH BUH BUH WAY A MINITT, TSM GONNA MAKE O BREAK US TONIGHT. Shit's already broken cuckbox

Gardenrosethorn

why is ASML down? 🤡

Incognadeau

It’s tanking, not sure if it was ASML’s fault

Abject_Wish_3787

All the good news and awesome beating from ASML, MM and Hedge funds: damp it, make no sense

OrangeManBibi

TSM ER tmrw not looking good after ASML had a great ER but still going down

Chance-Albatross7809

ASML Plans Price Increases for Chipmaking Equipment, Despite TSMC Resistance

Some-Manner7987

this is so fucking disgusting the way ASML is moving right now gaining momentum just to wipe it out in 2 candles fuck this shit

cbusoh66

Semis tanking on good ASML report is concerning

Soffatjockis

ASML what a cock tease wtf Lmao

StoneAlphaMarkets

Interesting. But what if I told you it has actually been the weaker performer from industry peers? The longer-term market-cap comparison is interesting. Indexed to **100 from June 2021**: * **ASML:** 263.4, \~ **+163%** * **AMAT:** 428.5, \~ **+328%** * **LRCX:** 533.3, \~ **+431%** * **KLAC:** 531.4 \~ +$430% (Error showing on platform so approx) ASML is still the largest company of the group at around **$685B**, versus approximately **$409B for LRCX, $396B for AMAT and $280B for KLAC**. But since June 2021, its market cap has grown much more slowly. I am not saying that this makes the results weak.... i.e Revenue, margins, installed-base sales and guidance all exceeded expectations. But, it does seem, however, that a substantial amount of ASML’s technological dominance was already reflected in its valuation several years ago. The real question is therefore not whether ASML is an exceptional company. we already know it clearly is. The question is whether today’s valuation offers better forward returns than the broader semiconductor-equipment companies that have already compounded at two to three times ASML’s rate over the same period.

shaun5pais

ASML had a crazy pump just now

Resposible-Spirit42

ASML red 👌