ASML

SunflowerGreens

I’d skip Nike short term.. consumer spending’s still shaky. NVDA and AMD could fly if AI hype holds, but they’re also super volatile. If you want to play it a bit safer, maybe look into something like ASML or even SMCI

Victariox

Most of my stocks are American and from here I just buy ASML and NVO.

The_Apprentize

What is you thesis here? How are you drawing this conclusion? The way i see it, every major world economy is going to want to produce some chips in their homeland as we de-globalize; this will lead to more purchases of the lithography machines. Additionally, as the industry continuous to develop smaller scale chips, i see ASML leading that frontier with innovation and scale. They are essentially a monopoly.

Singularity-42

China is communism in name only, otherwise pretty ruthless capitalism. But yes, CCP has a huge amount of power. *US lead in tech is so massive. It will take DECADES for anyone to beat the US* Famous last words! China is doing crazy things in AI, computing and so on. Yes, for now the US has a lead, but that lead is maybe like six months. Hard to say. They are ahead in some things. They are def a bit more behind in semiconductor manufacturing (Taiwan is the clear leader here), but that can change. Definitely not time to be complacent. EU is a lame duck, no real threat of competition there. Although Dutch ASML is a very important piece in the semiconductor production.

casterlyrockk

I think Op means that any competitor to Nvidia is gonna be a customer to ASML not that Nvidia and ASML are competitors

loqloqloqloq

I can only speak for myself. Not really. There are some interesting companies like ASML, Novo Nordisk, Siemens and SAP, but the rest are probably going to be hit hard by the stupid green deal (well the effects can already be seen on the German market). US and Asia will remain the hubs of innovation for the foreseeable future, while Europe, if it doesn't change its stance, will become the grandma who prefers to go in person rather than sending an email. Also add the fact that if you work in any EU country, you're already exposed on Europe. You have a private pension that invests mainly in European bonds, you have a savings account, deposits, properties etc.

Catwz

NVDA hit ath = ASML is a big opportunity here, as ASML only lost value due to Jefferies downgrade but the impact was barely felt. Currently nvidia and tsmc are not developing their own lithography equipment to replace asml technology. Instead, they are collaborating with ASML ASML will maintain its dominant position in the supply of lithography equipment, companies in the sector are focused on developing complementary technologies to drive innovation in semiconductor The only risk here is China

The_Apprentize

Google, Amazon, Meta, ASML

Catwz

Today +2% HOOD and CEG. Tomorrow buy more ASML. All in ASML

Catwz

NVDA alt = ASML calls is great opportunity here once ASML is only down due Jefferies downgrade

Kantmzk

ASML is a great company, but what competition happens between ASML and NVDA? They do two very different things and have monopoly-tier businesses. If anything, ASML is more of a monopoly, which seems great from a stock ownership position, but their business is also very capital intensive and has less margins.

Cobra25k

I used to be a lot more prolific in this sub checking it daily back in 2021-2022, but I rarely visit this sub anymore cause I’ve realized how much of an echo chamber it truly is and overall has a negative effect on actually making sound investments. Granted, Im just a retail investor on reddit, so take this for what it’s worth. My portfolio was around $700,000 in 2022 and is now sitting around $1.9m as of today. My 10 core holding have been Amazon, Meta, Microsoft, ASML, Netflix, Crowdstrike, Shopify, AMD, SOFI, and MSCI. If you’re starting to get nervous with how much this market is continuing to run up, shrugging off and ignoring any bad news or bad economic data, you’re not alone. Here is what I’m doing, again, take it for what it’s worth. I’m not fighting the trend. I’m fully 100% invested into equities and letting the momentum ride higher for the time being. I have a pretty high level of conviction that we will see new all-time highs on the S&P500 soon, which will force more hedge funds and institutions to reallocate back to being overweight equities fueling us even higher, because they cannot afford to miss another rally. Financial conditions are still loose, banks are still lending, people are still spending, stocks going back to near all-time highs has loosened financial conditions even more via the wealth effect and more spending, there is still too much money floating around, too much spending, and too much positive momentum for the market to roll over and head lower. With that said. I am not buying at all at the moment, I am building as much cash as I can right now. Additionally, I have already identified around 30-40% of my equity positions that I will trim, minimizing capital gains tax as much as possible, once I see the leading economic indicators start seriously bringing down the cyclical portion of the economy. The business cycle happens if four sequences, starting with the leading economy, then the cyclical economy, followed by the aggregate economy, followed by the lagging economy. Initially, you will always see pain and degradation in the leading economy first, this is how the business cycle works, which we are seeing in spades currently, just check the conference board leading economic index https://www.conference-board.org/topics/us-leading-indicators Eventually and inevitably, the pain in the leading economy then bleeds into the cyclical economy next, because the cyclical economy is the most interest rate sensitive portion of the economy in manufacturing and housing construction. Right now the cyclical economy is declining, but not nearly enough to bring down the aggregate economy. The aggregate economy is still rising, hence why we are still seeing a low unemployment report and decent job creation via NFP. However, with how much the leading economy is still continuing to drop to this day, it will inevitably bring down the cyclical economy much more in the near future, which in turn will eventually be enough to effect the aggregate economy and you will see a spike in unemployment and plummeting in job creation in NFP. So what I’m I watching for? Well, I am NOT watching the headline unemployment report, job creation in non-farm payrolls, or services PMI report at all. That’s because these are all lagging indicators, and not indicative of whether or not a recession is coming. Once you start seeing a rise in headline unemployment, a plummeting in job creation in NFP, and services PMI tank, the recession will already be underway and it’s too late. What I am watching is the conference board leading economic index (which continues to drop), showing more pain is building in the pipeline. And even more closely I’m watching the leading indicators of the cyclical economy. Such as overall headline manufacturing PMI and new orders, manufacturing employment (specifically in durable goods), building permit authorizations for single family homes, home builders profit margins, and initial and continuing jobless claims. Once I start seeing more significant degradation in these leading indicators in the cyclical economy, I’ll be trimming around 30-40% of my equities I have already picked out to cash to be ready to deploy before the degradation in the cyclical economy bleeds into the aggregate economy and causes the inevitable recession. Remember, with how much the leading economic index has dropped over the last 3 years. That’s all pain in the pipeline that has yet to fully come to fruition. The lag time of feeling that pain has just been exponentially increased this time around due to the most extensive and substantial fiscal stimulus we received in decades due to the COVID and the complete economic shutdown. This has allowed consumers to continue to spend and fuel the economy much longer than historically normal, even through higher rates and financial tightening by the Fed.

LumpyShock9656

Any idea why ASML has been trading down since yesterday?

Habstah

ASML nuking on some retard Jefferies analyst downgrade

JelisHermes

Agree — both ASML and TSM feel like foundational “picks & shovels” with strong fundamentals. I've also been exploring a few outside the semiconductor space that fit a similar mold: stable cash flows, high ROE, recurring revenue. One recent example that caught my eye was FranklinCovey, not flashy at all, but it runs a leadership training platform with SaaS, like margins and compounding characteristics. Not tech, but kind of the same “quiet compounder” logic. ROE’s around 17%, margins are solid, and it’s one of those companies that doesn’t make headlines but keeps compounding underneath the radar.

Sparkryy

1. I don't want to say the exact number but >100k 2. 15% 3. Thinking of taking Nvidia down to around 10% and replacing 5% with ASML 4. 50% IVV, and the rest split between GOOGL, CRM, ORCL, AMZN, UBER, UNH along with some other small ASX mining/resource stocks. 5. Long-term investor hence why I was conscious of having a relatively large portion of my portfolio in Nvidia. I have some small speculation plays but in a different account and I'm not touching that for now.

greenpride32

ASML is part of the supply chain, but they don't get revenue from chip designers, they get it from foundries such as TSM. ASML sells lithography machines which are used by foundries to manufacture the chips. In addition to the cost of machines, they collect revenue on service and consumable parts. While it's true ASML does have a monopoly, their growth is somewhat limited because foundries don't just pop up like datacenters. And lifecycle of machines is years. If you're looking for a play that gets the business of all chip designers, that is TSM. SMH ETF is also an option to diversify. In recent years it has outperformed QQQ. Expense ratio is a bit on the higher side, but it has all the semis you'd want to hold - NVDA TSM ASML LCRX AMAT MU AVGO KLAC AMD. Although keep in mind as NDVA is bouncing from 1-3 position by market cap, it will be the top weight in SMH. You're still adding some amount of NVDA buying SMH, but I think it's a still a worthwhile consideration.

G4M35

1. How big is your portfolio? 2. What % of your portfolio is now NVDA? 3. What % of your portfolio were you thinking for NVDA and ASML? 4. What's on the remainder of your portfolio? 5. Are you an investor, a trader, a speculator, or a WSB type of person?

woome

If I were you and I was looking at ASML, I would buy it for it's own story, and consider NVDA separately as part of industry tailwinds. ASML has its own set of headwinds at the moment (China export controls, TSM backing off on EUV capex), but it also is part of the macro EU growth (central bank cuts) and diversify away from US trends (tariff, depolarization).

Sparkryy

Fair enough, it's just at the moment I'm fully in Nvidia for semiconductors so the question was staying like this or moving some into something like ASML

Sparkryy

Haha, I wish I had investment managers! But yeah at the moment I'm fully in Nvidia so I was just wondering whether diversifying to ASML would be a good move for the future or if I'm just giving up returns for no real reason

woome

The semiconductor industry space is huge, and you're just picking out two well-known players. ASML specializes in photolithography equipment, one of many, albeit important, 100s of steps in semiconductor manufacturing. NVDA designs GPUs and accelerators for the AI demand story. You would have to think more about what you're trying to do here. You could say "diversify", but it's so watered down in this context, you might as well buy MSFT.

xploeris

I've got ASML and TSM as I think both play the "picks and shovels" role very well, but from different angles. Also I thought both were solid, undervalued stocks when I bought them.

Sparkryy

Yeah I mean that's why I'm asking really because it's a complete hypothetical but if Nvidia lost market share and others gained, ASML as the supplier still benefits from the demand

dvdmovie1

> Because it's the market leader? I'm wary of competitors taking market share away from the leader long term You don't know how long that will take if it does occur. Not exactly apples-to-apples, but I've read *countless* posts about how this, that and the other was *certain* to disrupt Visa for probably a decade now. People were *certain* that AMD would catch up to NVDA a year or two ago and it really hasn't happened and still doesn't look to be any time soon. I'm also not getting how ASML would only benefit if NVDA lost while others gained.

Sparkryy

For sure it's just at the moment I don't know what stocks will have that potential. ASML being unaffected in that situation would be a win

AuthorizedShitPoster

It's one way to diversify for sure. But if NVDA loses their dominance I think their stock is going to get hit pretty hard, so it would be even better to buy a group of other semi companies that have the potential to rise in that scenario. ASML is going to be pretty unaffected in such a scenario.

Sparkryy

I did also think about that but as ASML is the supply chain linking them all I thought it would be the best bet

Sparkryy

Because I don't know whatever other stock might eventually eat into that market share so I thought ASML would be the best way to diversify. I own Nvidia because it is the market leader and I believe in it long term but I don't want to put all my eggs in one basket.

Heaven_Knows27

Yeah, that logic actually makes a lot of sense. ASML is upstream in the chip supply chain, and basically every advanced chip relies on their lithography tech including Nvidia’s. So if semis keep booming, ASML rides that wave regardless of which chip designer wins. It won’t fully hedge NVDA, but it definitely helps spread risk across the ecosystem while still being exposed to long term semiconductor growth

Sparkryy

Yeah I guess hedge was the wrong word to use. That's kind of what I was thinking about whether ASML would be good to cover off Nvidia losing market share

Sparkryy

Well I was all in on Nvidia but my friend was discussing long-term that Nvidia may have growing competition and ASML would benefit from that

Sparkryy

No it's just long term im not sure that Nvidia is going to keep its market share so ASML would benefit from any competitors. I'm not saying ASML is going to hedge me against a downturn in semiconductors generally at all

Sparkryy

Because it's the market leader? I'm wary of competitors taking market share away from the leader long term and ASML would benefit from that, that's what I thought but I see there's a lot of different ways to view it from the other comments

JelisHermes

ASML is basically the ultimate picks-and-shovels play in the semi ecosystem. If you’re long semiconductors but wary of NVDA’s valuation, ASML gives you exposure to the entire pipeline without betting on one end-market winner. Personally, I’ve been trying to balance my portfolio with a few high-ROE, wide-moat names that quietly compound over time. ASML fits that profile, even if it’s lumped into “tech.” It’s capital-intensive, yes, but incredibly hard to disrupt.Would love to hear if others use this kind of upstream-downstream pairing as a strategy , e.g., NVDA + ASML, or TSMC + equipment vendors, etc.

Carsmes

Yeah, I was thinking the same, but I’d go with AMD instead of Nvidia since I already have ASML. I just think AMD will eventually catch up a bit and take some market share from Nvidia. For me, it’s kind of a hedge for ASML—mainly because ASML's a European stock and doesn’t spike as hard. If it were listed in the U.S., it’d probably be worth double by now.

Business-Ad-5344

It is VERY sound. as more players enter the game, they would eat up nvidia's profits, yet ASML will keep trucking along. at least this is a very real possibility. if arm starts making chips, and a decade later they caught up, this is not likely, but possible. same with TSM though. if asml loses their monopoly, TSM just gets another supplier and TSM keeps trucking along. This is why diversification within semis is a good idea.

drkgla

We must be nearing the top with posts like this. ASML's growth is intrinsically tied to the rise of Nvidia. Are you imagining a scenario where Nvidia goes down significantly while another designer rises equally to offset the demand lost by ASML? Tell me more about this mythical chip.

TAKINAS_INNOVATION

yea, they're both in the same field lmao. If Nvidia got taken down, ASML would most likely go down with them. Not an expert in this field either, don't own any semis.

Kantmzk

I was a holder of AMD for some years. I should have sold in the 200s when it got there. It will certainly get there and more at some point, and ASML is great, though I can't say I know much of anything about Rolls Royce.

benroon

That will work. I’m heavy on NVDA, RYCEY, ASML and AMD. You can thank me later 😀

motorbikler

https://www.saab.com/newsroom/press-releases/2025/saab-achieves-ai-milestone-with-gripen-e Gripen E is flying with AI right now, provided by Helsing, a defense startup funded by Spotify CEO Daniel Ek. Some European partners are working on their Gen 6 fighter (stealth and AI wingmen) likely to be made without any parts that fall under ITAR, and UK+Japan+Italy are working on another. Defense doesn't pay well. That is well known in tech. You go to it because it's a secure job for US citizens, who are the only ones who can get clearances to work on it. So money isn't the issue. The brightest minds now thinking twice about going to the US now, and some stay in their home country or continue to work in Europe out of a sense of duty. You can't buy everybody. All of what you're saying sounds just like when the US thought Japan could never compete on cars. Or thinking Europe is trash when ASML is the only company who can provide cutting-edge chip making equipment. Or thinking that China only makes crap and can never master quality. They've done it, they've beaten you. They manufacture basically everything you use that requires high tolerances. You cannot make much of what is made in China in the US. The US "tech domination" is in selling ads. Sorry. Almost everything made in the US that falls under tech in the last decade has been just variations on websites. LLMs are fine for some uses but you're not going to get AGI out of it. You had a good thing going and you blew it, because your leadership believes American Exceptionalism is a God-given right and not something you have to _actually do_ every day.

twig1583

!banbet ASML 900 2 weeks

cbusoh66

Just when everyone declared AI hardware overhyped and dead, here comes the real pump, NVDA, AMD, ASML, SMCI, MU, even INTC, DELL, and HPE are all in play.

MakeOSUGreatAgain63

ASML already up nearly 7% since I bought 🙂

Late-Independent3328

I always buy NVIDIA and ASML whenever possible 

SilverSoldier9

Y’all are sleeping on ASML’s chart and technicals

bladzalot

My trading account which I keep under $10k! I sold everything off when the first crash day happened, put everything in just the boring ass Robinhood gold where it earned 4%, then once we started correcting (I waited too long, but only missed like half of the rebound) I bought back into the MAG7 + PLTR, UNH, ASML, ORCL, and AVGO. Instead of losing ~ $3,500 on the crash and gaining $3,500 on the rebound, I lost ~$1k and then gained back ~$3k on the rebound. Overall I do not regret it, but it was a lot of stress, a lot of second guessing, and a lot of bullshit that investors should honestly never have to worry about. A market correction is fine, I get it… a self induced market manipulation 2 month holiday of madness is totally fucked.

Habstah

ASML is chad af

FarrisAT

ASML was idiotically underpricing the US sanctions risk factor in mid 2024. Now it’s idiotically underpricing monopoly over the entire AI industry factor in mid 2025.

AluminiumCaffeine

Weird to see my ASML and LRCX positions back in the green, im used to just dca-ing into them in the red at this point

elgrandorado

Holding ASML peak to trough has been breathtaking to say the least. Nearly $1,100 a share all the way down to $575 during Mangomania was really frustrating, luckily I doubled down as it got close to bottoming out.

nobertan

Material science / chemical engineering production scale tooling companies, it’s the gating factor of everything. (They internally develop the capability for scale; and therefore profitability of a product to market). Semi is reaching multiple impassable stone walls to progress with litho and substrate materials. Battery improvements are stuck up against this. Even fashion, footwear, appliances, medical, construction, food… ***everything***. These are boring and well mature companies, some even paying dividends, but they’ll be chugging along and any future global societal success will be on their shoulders. Anyone striking it rich with the novel IP will be flashes in the pan compared to their steady uptick. Added to that fact, the cost barrier to entry is so vast that there’s a near guarantee of no start-up ‘shaking up the market’. Just pick a basket of all the big boys as there will be ebb and flow on who’s number 1 as each unlock a new production technology. Companies:- **Nano scale tooling:** AMAT / TEL / ASML / LAM / KLA / Carl Zeiss / ASM / JEOL / Hitachi High Tech (China is innovating rapidly as a consequence of export controls, and likely the closest thing to a market shakeup : AMEC / Naura) **Chemical manufacturing / Complex Material Manufacturing** BASF / Dow Inc / LG chem / Formosa Plastics / INEOS / Heraeus Group / Mitsubishi Chemical Group / Heidelberg Materials / Owen’s Corning / 3M / Toray / Dupont / Kyocera / Corning Inc List goes on. Some of these companies are part of wider conglomerates or are unlisted / privately owned businesses, but you get the gist. Semi tooling suppliers are likely inflated rn from AI / major fab investments, but I don’t think they’ll regress back to their boom / bust cycles of old.

Tricky-Ad-6225

I work for a company that provides ASML with a component that goes inside of their photolithography machines , and all I can tell you is our orders are wayyyy down. Do with that what you want.

Tricky-Ad-6225

What’s the point of a company splitting? I mean I understand that the stock will be cheaper to buy, but then there are companies like Netflix and Costco whose stock cost over a thousand dollars. ASML I think was also over a thousand at one point. So how come some do it and others don’t?

JojoChurro

Apple was the company that got me into investing into individual companies on a serious basis. Cause I’ve invested in ETFs since I was 18, but when I was 21 I was working at Dominos, and i started to think a lot about if I had to choose one company to invest my paychecks in on basis of something I could understand, and see protection- or moat- or durability- whatever you want to call it. I’ve used Apple devices my whole life. I understand the “ecosystem lockin” the branding power, the pricing power, the network effects and network login- I talk to my girlfriend who lives in Mexico over the FaceTime feature, and we can listen to music in real time. So, at 190 a share I bought in. And in total when I sold around 239~242 range I profited well in the time I held Them I bought ASML. I used to think hard about it, I still think hard about it, this durability thing. And how integral it is to have moat. but now I value growth within the moat more, Apple has pleauting revenues. And I see it as a secure investment, but not in line where I’m at for a strategic standpoint

Ponchke

Have been buying a lot of ASML this year, kind of happy they have been stagnating this year it gives me a great opportunity to keep buying. One of the most important companies worldwide that is basically a monopoly and keeps growing. Just perfect in my opinion.

Cobra25k

My top 5 picks would be: AMZN, META, ASML, NFLX, CRWD.

Eye-Fast

Reddit likes to follow eachothers sentiment like a sheep herd. Ive spent hundreds of hours on reseaching Tesla the last 3 years an do not agree with the negative sentiment at all. The market is pricing Tesla at the current valuations because the investors that buy the stock right now is willing to, that says something. If not it would have been lower ages ago. I currently have 15% of my porfolio in Tesla, the rest is ASTS, GOOGLE and ASML, I love disruption and innovation. Whats especially underappreciated is all the megapack solutions Tesla is going to sell to China in the next years, their revenue on this has been growing in an absurd way, now that China are increasing renewable power, they need battery packs. People are also sleeping on autonomous trucking, which could cut down costs of companies dramatically. And eventually everyone is forced to switch over to cut costs. When there is clear costcutting gains to be had, people dont care in politics or a maniac CEO they want to save money. And I have not even started to talk about Taxies and Robotics where I think they will disrupt and innovate too. Bullish as f\*\*\*! I would be rather scared not to hold some Tesla at all the next couple of years than fearing it crash.

Strange_Diamond_7891

The question you should be asking if US revoked its patents, what would happen to ASML? It would crumble overnight

Big_Satisfaction5547

So you think it’s okay for US to fine ASML for anti competitiveness?

toonguy84

> ASML Flexing your one important tech company, lol.

This-Manufacturer388

I mean ASML uses patents controlled/owned by the US.

Brokenandburnt

Imagine their surprise when ASML stops selling them lithographs and the vaunted US tech supremacy grinds to a halt.

Brokenandburnt

We focused on what a country is made _for_ our citizens.\ You get fascist techbros, we get affordable healthcare. Seems like a fair trade. Besides, if ASML stops selling lithographs, where are you getting your chips from?

ChucktheDuckRecruits

You are so ahead of the game it’s not even funny! Here are the stocks I’m buying that should crush the 2030s: TSLA, NVDA, MSFT, META, PLTR, MSTR, ASML.

BurlyJohnBrown

I had quite a bit of ASML I sold, then the little I had skyrocketed.

neurapathy

Nikon NINOY.   [Because this](https://www.oist.jp/news-center/news/2024/7/29/innovative-euv-lithography-technology-dramatically-increases-energy-efficiency-and-reduces-capital).   Basically a much simplified way to do EUV that reduces the number of big expensive mirrors needed, also reducing power consumption by 90%.   Could disrupt ASML.   Canon is all in on nano imprint, so Nikon is the Japanese company most likely to benefit.  They have photolithography experience from legacy nodes.   Also pays a 3% dividend and is relatively stable, so seems like a relatively safe long term bet with big potential upside.

werk_werk

What is your thesis beyond price action? If you are laboring over what to invest in, but you still like the overall semiconductor industry, consider SMH. Also, I would argue that AMD is finally in a position where it can compete with nVidia. They may never catch nVidia, but AMD is finally demonstrating an AI rack scale product that hyperscalers are interested in, and they are doing this while still dominating the CPU/embedded market. I'd say its hard to predict. Personally, I am invested in AMD, and it's my only semi stock other than ASML.

NotAriGold

Or ASML since they have the machines needed to make advanced chips

Thin-Distribution255

Agree, fully bullish on the long term as well. I am waiting for lower prices to buy in on ASML specifically

Thin-Distribution255

It’s in a downtrend. Only popped on the optimism of the US/China discussions. China will never get the next gen chip making machines of ASML. There is now also pressure from the BIS on the Netherlands that will further prevent ASML to provide maintenance on the older machines in China. Share buy backs and pension funds are the only thing keeping this stock afloat

MakeOSUGreatAgain63

ASML poppin for no reason I threw $15k in for like 20 shares. Very tempted to make it 100 to start selling calls 🤔

MakeOSUGreatAgain63

ASML 🚀

wright_on_

Asked Gemini what it would pick if it could update the Mag 7, now that we're halfway through 2025. It picked: $NVDA $MSFT $AMZN $GOOGL $PLTR $ASML $LLY

neothedreamer

Sun WMT/COST for TGT, TSM for ASML

NotAriGold

ASML, AMD, Google, META, are good picks for AI and chips exposure. Ignore the sell signal people, they hate making money.

Embarrassed-Falcon71

ASML GOOGLE AMZN you could still buy. NVDA and MSFT I can see getting a correction

Venice_LA

Why is European tech so far behind? poor educational system over there? biggest tech company in EU, ASML, is even built on American IP. Embarrassing!

MakeOSUGreatAgain63

Just learned about ASML today 🤔

prototypist

I held onto ASML too long, wasn't paying attention, they got hit pretty hard after restrictions on exporting to China 

Valvador

So TSMC and ASML are manufacturers. TSMC is best at the manufacturing process, but NVIDIA owns the chip designs + software that allows development. Manufacting AI is priced in, but alternative designs to cut into NVIDIA's margins is where the potential for making money is. NVIDIA is in a good position to use their influence over TSMC to keep competitors out of buck for manufacturing at scale but...

Short_Artichoke8156

I like Nvidea but its to hyped up for me. ASML is my favorite

nr952007

Listened to the book on tape chip wars, and immediately freaked out. Bought NVIDA when China was cracking down on Crypto mining. Bought just under 900 shares of Nvida (split adjusted) @ a DCA of $30/Share. Bought some lithium miners (didn't do well) Bought AMD/Intel (didn't do great). Bought ASML (did okay) and bought TSMC (did great). In short: read a book, got freaked out. Had lucky timing with AI and grossed 6 figures.

bienpaolo

Yeah, chasing growth is smart.....but your current picks lean heavy on big names that might already be past their explosive phase. Amazon, ASML, Googlethey’re solid, but not exactly under-the-radar anymore. If you want real upside, maybe look at Nvidia, Snowflake, or Datadogthey’re volatile, but they may have got potential room to run. Just be careful not to overload on hype stocks that look shiny but don’t deliver. What’s your angle.....steady compoundrs or moonshot bets?

AleSklaV

I am not at all positive towards any enterprise level outlook in Europe. Currently there is total lack of vision and drive. According to me the defence hype was short lived and nothing for a mid- to long term investment. Other than singular investments such as ASML I will avoid Europe.

MyBullStock

Problem that usually Growth stocks are significantly over-valued. However, there are some stocks now at intrensic value or lower with great growth potential CRM, WDAY, AMAT, ASML

Disastrous-Wheel-658

Stick to the S&P 500 stocks instead of  $ZM, $CPRT, $ASML, $AMAT, $RDDT etc and you will less of the LULU like consditions.

ambidextrous12

is there any reason SK hynix is valued at a P/E of around 9, when it has such a strong moat in high bandwidth memory chips used by all the generative AI chips? Micron, NVDA, ASML are all running at forward P/E's > 25. Market factoring in cyclicality of chip demand cant be the reason, because then these other companies I listed in the chip supply chain would be priced down as well.

Mitraileuse

Currently looks like: GOOGL, TSM, CRM, ASML, AMZN, NVO, UNH, ADBE, AMD. Probably also AMZN/META/NVDA.

WhittmanC

Sell ASML when it goes over 800

Fuzzy_Bell_4992

This guy just discovering ASML

BartD_

They’ve had a rough two years behind with ever increasing restrictions to their revenue due to China bans (but a good lead-up to it with DUV hoarding by China). But most of that seems about as bad as it can get, short of service revenue which could still disappear. So it’s all up to the US-approved foundries to keep investing in fabs and new processes. If one can believe the investment plans this will be a gold mine, but I doubt many are that gullible to believe the trillions flying around. In an insane (nearly unthinkable) plot twist ASML would be allowed China sales, which could make its prior valuation fully justified again.

ButterPotatoHead

I found ASML while looking specifically for blue chip international growth stocks. It met these criteria but I like it more the more I look at it. Semiconductors are a classically cyclical and boom-or-bust business but ASML seems to have a very strong position providing the infrastructure for the industry. I don't completely understand their competitive position and there is occasionally an article saying that some company or research team has figured out a way to manufacture chips at a fraction of the cost of using ASML's equipment, I'm not sure how to assess that.

Ntooj

I'm balls deep in ASML (60% portfolio)

diuni613

Do you think the US will let TSMC to make high end Chinese chips? Even ASML themselves wouldn't sell their core tech to China. Let me repeat China doesn't have EUV, they are squeezing the DUV with multioatterning to get 3nm but it comes with extremely high defective rate, so not feasible.

ButterPotatoHead

UNH isn't a defensive growth stock it's now a turnaround story. Scandals in leadership, dirty business, Medicare fraud, etc. I worry that INTC is dead money and there are so many other ways to invest in semiconductors and the AI trend. I personally would not invest in NVDA but there are other chip companies, ASML, etc. Don't forget that semiconductors have historically been a very cyclical and boom-or-bust business. I think this is a hard place to invest in with a "set it and forget it" investment. I think tech stocks are hard to pick for these reasons so I invest in QQQ. If I had to pick a few tech stocks I'd pick AMZN just because it is not constrained by any one industry or product, GOOG because I think it is the cheapest of all tech stocks. Uber will be affected by robotaxis and it isn't clear to me that they'll be a leader in that. For renewable power I prefer to invest in the renewable power generators themselves like BEP.

neverpost4

So called on Nvidia and ASML?

Heavy_Special_477

Tmmr i will be checking if APLD is gonna be the next PLTR. Selling TSLA still. Selling AMC. Buying NBIS, and TTWO. Maybe buying ASML, Reddit, SMCI

punkingindrublic

I think AI has the potential to be as impactful as the internet was and shows a lot of parralels to the dotcom bubble. A lot of companies raised capital to lay fiber all across the US that is still unused to this day. In terms of compute. The supply chain is currently very narrow. ASML sells lithography machines to TSMC, and generally Samsung/Hynix provide the memory. Nvidia/AMD engineer the plans to give to TSMC. Then you have the actual models. These are trained by a handful of different software companies, some of them are proprietary, others are open source but there are a lot of different companies making models, that more or less are all very equivalent. Many of the models require a ton of memory to actually process. Here is our second class of hardware, inference. This is less intensive than training, but has a lot more competition as general purpose graphics cards (provided by Nvidia/AMD) may not be the most efficient hardware long term for running the models. This transitions towards data centers next. Due to requiring a lot of processing that can not be done locally, the actual computation is farmed out to data centers. Think Amazon AWS, Microsoft Azure, Google Cloud, among others. Lastly, data centers require a lot of electricity to operate. Not only do the componants draw a considerable amount of energy. Let's transition back to the internet example, AI allows you to access huge amounts of information in a fast and simple way. It's very cool, exciting, and improving rapidly, but it's hard to imagine most of these companies are going to be around in 10 years. OpenAI which has a lead of marketshare/users for AI, lost 2.25 dollars for every dollar it earned in 2024. None of these companies know how to monetize this platform but seem to live on hopes and prayers that they are able to be the Amazon of Google survivors of the bubble.