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
> 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
ASML is far too embedded in the semi supply chain. I'm very curious on their Hyper-NA development, as they NEED to continue to demonstrate value to TSMC, Micron, Samsung, Intel, etc.
Da hell is ASML dumping for?
Pre market really got bamboozled with ASML, that 6+ percentage gain got totally erased
ASML +8 to -2 makes sense
Saw eveybody celebrating their ASML gains a bit too prematurely, hope you all sold instead of just taking the screenshot
ASML 10% turnaround from premarket. Maybe the semi cycle is starting to turn, but it’s not going to matter to ASML. They have multi year contracts with a multi year backlog.
Selling ASML here is silly, but I cant be too mad after doubling my money in a year.
I couldn't sleep last night so I surfed WSB, and I remember someone confidently saying ASML will dump on open. You called it. Good thing I don't own any.
ASML, the most important company to the AI revolution posted stellar earnings and dumped. Why is big tech going to be any different.
Imagine buying ASML at $1600 LMAO
ASML leading the charge down..
ASML bulls in shambles. They didn't read the results correctly.
ASML dumping after blowout earnings is kinda fair. Been pumping nonstop for months
ASML ER, all semis pump AVGO: guess I'll just die then
So why is there an almost 10% swing on ASML?
criminal price action on ASML
Yeah, sure.. Canada is going to surpass the US in tech. Right. Which tech company is based in Canada and moves the needle? Which is based in Europe and moves the needle? (Besides ASML, all you have is SAP, Synopsys, ARM Holdings, Seagate & Shopify lol) Meanwhile the US has: NVIDIA AMD Micron Intel Microsoft Apple Amazon Tesla Applied Materials Broadcom KLA Lam Amphenol Arista Credo Vertiv Caterpillar Cisco Oracle CoreWeave Dell And the list goes on. I barely scratched the surface of tech, let alone the ridiculous presence we have in healthcare, defense, industrials, consumer, and financials. There is not a single sector that isn’t absolutely dominated by US companies. And the international companies that move the needle are overwhelmingly looking to establish themselves in America (TSMC, etc.) because that’s obviously the move. Avoid US stocks at your own peril.
That Veritasium video did them a PR solid. Loads of people have no idea who ASML are and just how important they are for the whole computing/AI space. Without them there is no glorious AI revolution.
lol wasn't ASML up 7% PM? wtf happened
Been in MU since $80 and ASML since $700 lol
I bought ASML at 1580 in the premarket. AMA
Honestly buy foreign chip stocks whose currency is appreciating against the USD. The semiconductor supply chain is global - ASML, TSMC, Samsung have all been excellent plays the past year
Imagine if you bought ASML in premarket LMAO RIP
ASML CEO said the N word in press conference
How did ASML go from +8% to red?
'Mericans mass selling ASML, damn wafer haters
Thanks once again Americans for ruining the ASML party
I remember a few month ago bers were screaming ASML is done for