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 could double the prices and everyone would still pay up
lol that ASML -5% when TSM said their shit expensive
Is he talking about his fake terafab project that hasn’t even put in orders with ASML?
I think ASML, TSM, IBM all beating and raising guidance is not a good sign for this earnings season
Found this >TSMC said it will hold off on deploying $ASML's latest chipmaking tools until 2029, arguing the newest machines are still too expensive to justify for now. - Bloomberg
> ASML https://www.bloomberg.com/news/articles/2026-04-22/tsmc-says-asml-s-latest-chipmaking-gear-is-too-pricey-to-use
I full ported into ASML this morning and then panic sold everything during the flash crash. Can I get a refund?
TSM says ASML's new toys is too expensive and it dump -4% lol
Why did ASML just have diarrhea
VM what happened to cause the flash crash on $ASML today around 12:00 pm?
So ASML drops 5% then rebounds like nothing happened. Every semi dip bought. WTF
Congrats to everyone that grabbed the flash crash on ASML
TSMC: “ASML equipment too expensive to use” Ok… but you’re still buying it? And what tf else you gonna use?
ASML had another earnings call & it was not good
Money abandoned the ASML ship
Why did ASML suddenly drop sharply 5%?!
TSMC: ASML’s latest equipment is too pricey to use
why ASML is jumping off a cliff?
Umm, what the actual fuck happened to ASML?
Trump selling ASML to Iran
ASML just dropped hard guys, what the fuck happened?
Why did ASML just tank
Anyone still looking at ASML for growth at this point? Tempted to sell these shares at \~100% gain rn
No, they are both good long term. I’m saying sell like half your ASML and buy VT with the cash. Keep the rest of your ASML shares long term. Good luck.
Well yes, you’re right, most if not all names tied to data center build out would crash. Definitely wouldn’t be just MU. GEV, SNDK, FIX, AMD, Mag 7, ASML, IESC, LMB, EME, ANET…everything in the AI blast zone would get hit hard. You can sort of just look at Deepseek to see.
i can never find Asianometrys analogy video but he once said TSMC is like a Chef and just cause companies like intel and other companies that buy from ASML doesnt mean they know how to cook as good.
Too complicated. just do BRK.B - energy , insurance, Japan, apple , GOOGL - beta-tech conglomerate they will be eating anything around it ASML - alpha tech chip ERNX - quasi-cash
Wild to see that $ASML was a penny stock 30 years ago. It goes to show it really only takes one.
Two things stand out: you're 42% NVIDIA in a portfolio that also has heavy semiconductor exposure through Micron, AMD, TSMC, Broadcom, and ASML. And you have 35+ positions where most are too small to matter. At 37 with a long horizon you have time to be aggressive, but this is less diversification than it looks. Worth asking: which 8-10 positions do you actually have conviction in? Start there and simplify around them.
Your English is fantastic. And 100% better than my German. I'm a single stock guy (I find ETFS boring), so I'd stick with ASML.
ASML and TSMC both beat earning and guided up this week. Both went down. Semis look to be rotating out. This could get very dicey, very quick.
ASML back in 2013, it was in the ballpark of 60 €. It’s 1200+ € nowadays.
A year back when ASML was 700 eur, I bought one stock thinking it was "expensive" 😮💨 and sold it at 1200 eur.. should have dumped it all in there
From your list ASML and GOOG. I think ASML is still underestimated for being absolutely crucial monopoly in the hottest industry.
So far the big tech companies have had shit earnings reactions. ASML nuked TSM nuked NFLX nuked
ASML, TSM both posted beat earnings, and raised guidance, then fell. Crazy things can happen but INTC dropping seems legit.
Not really, just assets. Probably want to have a bit of cash invested in emerging and performing markets like Canada, China & India, also some in monopolies like TSMC, ASML & others. Banks dont have enough cash on hand to handle bank runs. Inflation is kicking savings percentages ass. Property can be easily damaged, destroyed with civil unrest due to a crash.
As someone who is in the tech field (I did Comp Sci, majored in Artificial Intelligence), AI usage in the industry is super overhyped. I cant deny how useful it is and how fast its developing (Cytros is really scary), but the market's glorification of AI is really unrealistic. AI has alot of issues with compute, security risks (especially in finance and high risk sectors, vibe coding creates the most vulnerable applications), and it will take years for companies to adapt to change (because boomers are scared of tech). Also I'm 100% sure it will take years (maybe decades) before AI investments in companies like OpenAI will turn a profit, not because AI can't grow, but because of how expensive AI is. Data centers face alot of regulation, chips are extremely costly (at least while ASML monopolizes the litography machines needed for the goof stuff), and environmental factors like the lack of energy and water. But at the end of the day I'm a tech guy not a finance guy, so maybe I don't understand how markets work. But what I know is AI investments are overly-inflated right now. Except semiconductors, because they don't lose anything producing chips to the money burners who need it.
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 😇