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
I have ASML, besides that it's mostly American for me.
So, Mistral gets a valuation of $11B while Anthropic is sitting pretty at $183B. Seems like ASML made a good deal here.
ASML buys 15% of Mistral AI in Series C. All the chipmakers are buying the AI companies using the money they got from the AI companies. Infinite money glitch.
Ok, i misread your post. IITU doesn't really have some companies that have been recategorised as communication services instead of tech (meta for example). So you are better off with Nasdaq 100. But that also leaves some good companies outside the US: ASML, TSMC, etc. So you might also consider stock picking if you are into that.
At those valuations I' m not touching anything myself and sticking to ETFs. Especially NVIDIA, given that their ASICs for AI are not so unique in respect to other vendors ASICs, AMD and Broadcom mostly but also Intel, Apple, IBM, Samsung and Amazon have their hands on custom chips. Currently memory-bandwidth and memory capacity are the major limitations Certainly not touching Intel, the PC enthusiasts community follows it closely and they are in the process of massive layoffs in R&D and closing of fabs, current processor sales are miserable, and none in the pipeline. Google is a sleepy giant, sitting on data, data-center capabilities, quantum computing research, Autonomous Driving research, AI research like no other and Monopolies in Ads, Android and Chrome. Certainly one of the most R&D heavy but it's a decade that it's unable to turn it into products. Currently I' m watching ARM, ASML, Broadcom, AMD, Micron, Google and IBM. of the big ones at least. Btw don't take suggestions from strangers on the internet. Good luck man.
Total addressable market (TAM) for AI chips will continue to grow for next 5 years due to GPU/compute demand. NVDA, AVGO, AMD, MRVL, TSM, VRT, MU, INTC, ASML will all get to eat. I own stocks in all of them and many more
ASML, TSMC. Both near monopoly / immense moat, and below historical P/E.
I did google and did very well this year I bought Berkshire & ASML. Not as good I thought about C. Should have but didn’t Really missed baba Those are Barrrons advice at the beginning of the year but current
It makes complete sense. They have smaller margins than the industry (just 25%) while AVGO and TSM are 50%+ and Nvda is 75%. ASML can only sell maybe 600 machines per year and can’t produce much more since it’s super hard to make the machines. Even if they made way more, you only have 3 customers: TSM, Samsung, Intel, and they don’t need that many machines. Once you buy them, you just need to maintain them. ASML might be the most overrated name in semiconductor investing. If people really drilled down they’d understand it makes little sense to invest in it over TSM, AVGO, Nvda, and even AMD as well as the networking players. Follow the margins and revenue scalability.
I've been holding ASML since february. While NVDA rallied hard before their last earnings call, ASML has been sluggish. Makes no sense to me that ASML is kind of "missing" the AI boom this year(regarding stock price)
ASML isn’t going anywhere. They have a terrible ceo who always spooks investors with negative guidance. They are underperforming the semi industry for a reason.
Not really.. Far from it actually... EU has ASML, IMEC, Siemens, etc...
Well why not? Airplanes need... tech to work? At least they tend to actually fly, unlike Boeing's. ASML is not tech? Games are not tech? Have you never played any games made in Europe? And again why is only tech relevant? Do you never eat? Have you never eaten European food? Any wine? They tend to give work to lots of people too. The point is that Europe is not the Sentinel Islands. America has benefitted from being unified since centuries already. Europe has started this process super recently, from the 90s. Give us time and the situation will turn around.
Did anyone say ASML? Airbus? All the EU-based game studios? Life is not all about tech anyway. You gotta eat too right? It's not like you are not taxing EU-based food imports. Imagine having to eat American "food".
Because ASML isn't needed for AI craze. It's not like they're broadcom who make "AI networking chips" and stuff. Who needs ASML in all of this? They have no real moat or anything pretty much everybody can do what they do. I like broadcom who makes networking chips and stuff. NOBODY can make a networking chip. Especially an AI one. /s
Guess who had 33,33% ASML 66,66% UNH portfolio yestarday and sold it all right before closing bell. Yep, it was me.
They already have a High NA machine for R&D purposes though. The likelihood of them switching to High NA for volume production production at some point (probably 2030-ish) is basically 100%. In the meantime they're still buying record numbers of low NA machines, which are also not making ASML any poorer. So yeah, long ASML.
Counterpoint: the reason ASML is trading down is because ‘Gate All Around’ transistor structures are less litho intensive vs etch/deposition and the fact that Intel and Samsung have been reducing CapEx. Export controls have been priced into ASML for a very long time.
ASML is down because the CEO makes a stupid comment every earnings report. If you were a current holder for any more than the past year you’d know this
As an ex technical guy who was cutting edge in an engineering field in his heyday: respectfully, if you have not work in the field of semiconductors, you don't know what you're talking about. All those analysis on ASML, Broadcom, NVIDIA are a random shot in the dark.
People confuse ASML for ASMR and think it's a meditation company.
When their next generation of machines (High NA EUV) are used for volume production by all the major players (mainly TSMC, Intel, Samsung) we'll see a new growth phase for ASML. It's only a matter of time before this happens.
It's definitely not only a ASML problem if something happens to TSMC, but I'm analyzing ASML here.
Don't worry, I made sure it goes to the moon. Sold a $800 CC yesterday, at the top of the day too, while the share price was $756. I didn't expect it to fly after AVGO earnings, there was a mention that AVGO will start manufacturing their own designed chips, does this mean that they will order ASML machines soon?
The whole world is basically depending on TSMC. How is this only a ASML problem
Case and point. Not a ber retard I am holding ASML,google and Platinum calls. I do have some lucky Nasdaq puts in case it goes tits up this month.
Everytime someone in here is doomposting for the x-th time, you just know they failed to buy the dip on ASML.... Again.
When is ASML stock really taking off. Its only every analyst monthly report as the one you should have. I guess as long its not American the price remains flat.
ASML got kicked in the nuts again, think it's worth grabbing shares/LEAPS?
I think trading the company with perhaps the most solid moat on the entire planet (ASML) for companies that either are extremely richly valued, face strong competition, or both, is one of the worst recommendations I've seen here in a while. TSM is really the only one on that list that might be an equal pick to ASML considering their utter dominance in the fab business.
ASML is isn’t American but you get the point. BABA earnings went under the radar and should be a wake up call
I don’t think that’s the main reason. I believe it’s the Alibaba earnings and the decline of US semiconductor companies like Nvidia, ASML and AMD
Who else is buying ASML?
Good mixture. If you can divest from Amazon, ASML you can add a stake in Apple, Nvidia, Broadcom, TSMC then you’re better off imo but they also might be priced in
All these f-ing chips are still made using ASML machines. SO WHY ARE THEY STILL REFUSING TO PUMP MY BAGS??
That's the golden ticket though. Finding the ASML, finding the Nvidia (before it became more than a GPU designer/manufacturer) finding the TSM of tomorrow. All but one of my robotic plays are from outside of the States (im from the UK), so let's see!
I go furthest I can get. I also evaluate how expensive the leaps are (ie: IV, minimum market movement to be profitable, etc). There is no 'golden rule'. For example I was looking at ASML last week and believed it was a good buy - but the leaps & derivatives were kinda expensive so skipped on it (even tho it more or less matched my thesis of being a good buy sometime "soon")
Cant predict price action. Stocks could be dead money or tank for weeks/months just look at NVO, ASML, or many REITs.
My “freedom technology”? Sorry I think you are referring to Dutch technology. While, sure Cymer is from the US, ASML’s technology is from the Netherlands. However they do make different components in the US and Taiwan. China has been throwing meat at the lithography problem for a long time and are still struggling to have a commercially viable i-line solution. It’s facts no need to be offended. There are lots of problems to over come, but the biggest hurdle is optics.
Why are you so mad lmao. You think Reddit will grow 15x and have a bigger mcap than companies like UNH, ASML, Samsung, AMD? Off what? What will increase their revenue that much. If you wna talk nonsense at least be realistic
As a Chinese person, I think you might have some misunderstanding. China has always been able to purchase ASML's DUV lithography machines—it's just the EUV lithography machines that are off-limits. Over 20% of ASML's revenue comes from China.
Fair enough. Yeah I’ve held ASML for years now as well. That stock deserves to be much higher
I'm not a hater. I'm a NVDA bull. I just know that in tech other than with what ASML is doing, its very very hard to defend a moat. People get you either on performance or price/performance at some point.
still takes many years to "copy" chip manufacturing -- SMIC is still struggling with sub-7nm; many including ASML's CEO believes it would take much longer, or \~15 yrs, to copy EUVs.
ASML continues to be the most important company almost no one knows about. When someone explains what they do, it seems beyond what magic could accomplish if it was real.
By the same logic that makes Nvidia worth 4T, ASML should be worth 10T. The entirety of AI, high-end consumer electronics, datacenters, you name it... all of it depends on the ability of one singular company that makes one single machine that makes all of it possible. I don't understand this market.
They have actually been working on replacements for ASML’s machines for years now. Idk if these are from those efforts, but they are very close to matching the ASML tech.
I've been to China many times so yes I know. It doesn't matter. They can have all the chips they want in R&D but they can't build the damn things without a fab. Even if they started today it would.take 5 years to build the FAB and they don't have the ASML machines so they have to develop and build those from scratch. 10 years is optimistic for them.
And all those Nvidia chips are made using European lithography (ASML).
Minimum 10 years before they can make anything under 7 nm. Hell they can't really make anything under 10 nm well right now TBH. If they had functional EUV ASML machines today it would still be 5+ years to build the FAB. Its the most complicated thing humans can do period. If you have ever been in a fab you would get it. Its like floors and floors of advanced robots flying around and machines the size semi trucks doing incredibly complex opperations. Hell just getting the people trained and the processes ironed out is a huge problem (just look at TSMC in AZ for that). People who think China will magically get this all done without access to western people and ASML machines have no idea how this stuff works. I've been to a lot of FABs myself its not going to happen any time soon. They could pour a trillion dollars into it over the next 10 years and still not get there.
I willing to bet good money that this is just H20 rebranded as local manufacturer. Unless China has magically procured ASML lithography machines despite the export ban, they can’t manufacture the chips.
lol nothing I said is misinformation that could ever mislead someone. It’s a question of whether the average person has 70k to put into a single stock, and since most Americans are living paycheck to paycheck.. they probably don’t.. so when I say I speak for myself, I mean that is why I don’t go heavy into ASML. But when I say the average person doesn’t have 70k to elect to put into one stock, I do mean that. Most people are not actively managing their retirement accounts and as I mentioned, the data shows most folks living paycheck to paycheck right now, one emergency away from disaster, so it’s pretty easy to generalize that most folks in that bucket wouldn’t be able to easily buy 100 shares, which is in reference to why I don’t. I bow before the relentless pedantry of Redditors. Your really are doing the lords work protecting people. 🤦🏻♂️
Let's take a look at top 10 weights in SP500: * NVIDIA * Microsoft * Apple * Amazon * Meta * Broadcom * Alphabet * Berkshire Hathaway * Tesla Now let's compare it to top 10 weights in VXUS: * Taiwain Semiconductor * Tencent * SAP * ASML * Alibaba * Samsung * Nestle * Roche * AstraZeneca * HSBC While there isn't a bad name on either list, one list has a much larger concentration of revenue and profit growth, and higher margins. Which one do you feel more comfortable with putting your money in long term? There was a time when top market cap stocks were your banks, petroluem and big pharma - and your developed nations all had some of their own. But now as the world has become more digital, technology companies are dominating as they have true economies of scale compared to old industry. The US companies are the clear leaders here and that's why US index has substantially outperformed in more recent years and IMO will continue to do so into the future.
I hodl ASML, I've no idea what dictates the price
Hi everyone, I’ve been researching some stocks recently and would really appreciate your feedback on my choices. Here are the tickers I’m currently considering: ASML, ARM, TXT, (based on diversification into Europe). If anyone has thoughts on these companies, their outlook, or risks I should be aware of, I’d value your opinion. Also, if you have any alternative suggestions or think there’s a better option out there, I’m open to any advice or recommendations. Thanks in advance for your insights!
I try to understand but I just can’t lmao. ASML beats expectations but gives bad guidance and the whole semi market dips 10+%. NVDIA earnings beat and give cautious guidance and admit China is a huge red flag/risk and the 3% dip is primarily reserved for nvdia and we recover SOXL to the days high in less than 11 hours. I’m not a bear but this shit is retarded. So I guess we really are just going up in perpetuity
True, ASML was overtly negative in their earnings narrative, I honestly just figured with all the China issues and them not allowing H20 chips to be shipped for yet another quarter would drive numbers down for more than 10 hours.
I see what u mean. But I didn't feel NVDA guided cautiously, ASML ceo saying "we cannot guarantee growth in 2026" was 10x more bearish than anything Jensen said on the call. Jensen still was pretty bullish spoke about trillions and trillions invested in AI by 2030, possibly getting new chips for China better than h20 etc. He sounded reasonably positive IMO
I know that’s my point, AMAT and ASML both beat earnings and expectations, but issues poor/cautious guidance JUST like NVDA did, but the market absolutely tanked after AMAT/ASML and now with nvdia SOXL /Semis recovered in less than 10 hours back to its closing price
How in the hell did semiconductors recover so fast?? We dumped HARD after bullshit AMAT/ASML and INTC poor guidance but not when nvdia does it? Come on
Yes, they are missing that revenue for Q2, but what happens when that gets added back in over the next two quarters? Currently their projections do not include China despite it being a massive market (even with a 15% hit). Nvidia has been producing faster than ASML can keep up with and I wonder if this stoppage of selling in China will allow for them to produce at an accelerated pace over the next 6 months. Bubble seems to be accelerating but I am still not seeing the "pop" yet.
I also own OMAB, but I'm debating selling to add to CAAP. I think there's more upside potential on their airport properties. I own both for now. I'm also looking at LNG. The LNG export infrastructure is an amazing asset with lots of tailwinds. As long as natural gas is popular, LNG will do well. Then you have other irreplaceable assets. CHDN for example, which owns Churchill Downs race track. It's an institution, you can't build anything close to that because of the history. There's weird ones like MD which operates pediatric hospitals. Logistics networks are notoriously hard to compete against too. I love HWKN because it has a distribution network for water treatment chemicals. Their network gives them a scale advantage that it would be really stupid to try and compete against. There's also royalty plays like LB, TPL, or PSK.TO. There's tons out there. Meanwhile, some of the best tech companies can be taken out by a single innovation. What happens to ASML if anyone figures out EUV lithography?
hoping that's the case, but, also hold SMCI and MRVL and ASML which will also tank so......
Short summary of thesis: ADBE/GOOGL: AI is not killing SaaS/Search; have great fundamentals and undervalued OSCR/UNH: Temporary tailwinds, great management teams, margins will recover in 2026. OSCR is my "fun/exciting" pick with multibagger potential. ASML: "Foundation" of the "AI supply chain". Monopolistic META/AMZN: Everyone and their mother uses it... good fundamentals. PYPL: Undervalued, I believe its at a pivoting point since Alex Chriss took over. PayPal world and Venmo will be the catalyst. Long term investor, 12+ month timeline Weights: GOOGL - 19.6% OSCR - 18.43% UNH - 12.16% ASML - 12.01% META - 9.52% PYPL - 9.49% ADBE - 9.47% AMZN - 8.99%
ICHR. $600m+ cap. $200m-$250m avg quarterly rev. Manufactures equipment that semi manufacturers need to make semis. Their biggest customers are AMAT, LRCX, and ASML who sit together at \~$500b cap. ...Politicians buying in... Volume spike (earnings). Bounced off monthly support. Avg target price 30% up from here. 30% nosedive last earnings on CEO transition plan / miss. Already back to where it was.
To be honest, as much as I like AMAT, they are almost too broad in the industry. I'm looking at building a position in LRCX, KLAC, ASML. This covers almost everything AMAT does but they are all specialists.
>The decision was influenced by a potential U.S. regulation that could prohibit chipmakers that receive American funding or financial support from using Chinese manufacturing equipment, three people told Nikkei Asia. U.S. lawmakers, led by Sen. Mark Kelly, have proposed the Chip EQUIP Act, which seeks to bar recipients of federal support and tax credits from buying equipment from "foreign entities of concern," a term that industry executives broadly interpret as including Chinese suppliers. Some notable Chinese equipment used in TSMC's earlier advanced chip production lines include etching tools from Advanced Micro-Fabrication Equipment Inc. China (AMEC), one of China's leading homegrown chip tool makers, and Mattson Technology, previously a U.S.-based company that was acquired by Beijing E-Town Semiconductor Technology in 2016. >Leading Chinese chipmakers have been increasing their use of domestic equipment. According to Nikkei Asia's analysis, lithography tools, still dominated by ASML of the Netherlands, remain an area where China has yet to develop viable alternatives. In other segments, however, Chinese companies have made significant progress in creating local solutions. The country's top semiconductor equipment maker, Naura, has now emerged as the world's sixth-largest player, following industry leaders **ASML, Applied Materials, Tokyo Electron, Lam Research, and KLA**.
4% AMZN, 4% UNH, sub 1% BRK.B, CRM, FICO, ASML.
TSMC needs them. Nvidia needs them. Data centers need them. The hyperscalers need them. All of those things are growing extremely fast. The stock market will realize it at some. ASML is the the bottleneck of the whole AI supply chain
* **ASML:** The "toll road" for the entire industry. A near-monopoly on the machines that everyone else (including Nvidia and AMD) *needs* to make advanced chips. A truly foundational company. * **NVIDIA:** The current, undisputed king of AI chips. They have a massive lead. * **AMD:** The primary challenger to Nvidia's throne in GPUs and a strong competitor to Intel in CPUs. * **Palantir (PLTR):** The pure software/AI wildcard. Very different from the hardware makers. Huge potential, but often seen as a more speculative bet.
According to our analyses, NVIDIA has the highest quality score among the companies mentioned (excluding ASML) and ranks as the top stock in our quality framework, though it appears overvalued. P.S. We have not yet conducted an analysis of ASML.
OPEN's moat is stronger than ASML
If you’re picking long-term tech (NVDA/AMD/ASML/etc.), one way to avoid missing the next pre-IPO winner is to *also* price the odds of those names actually coming public. Prediction markets (Kalshi, Polymarket) often list contracts like “Will \[Company\] IPO by \[date\]?” that trade between 0 and 1. A price of 0.42 implies \~42% odds - buying “Yes” is basically investing in that outcome: if the IPO happens by the deadline your $0.42 settles at $1 (profit \~$0.58 per share before fees); if it doesn’t, it goes to $0. It’s not equity ownership and it’s definitely riskier/shorter-dated, but it’s a clean way to express “don’t miss the Figma-type hype if it actually lists this year” without needing private shares. Practically, you can keep most of your monthly buy into broad tech (QQQM/VGT + your stock picks) and reserve a tiny slice for event odds on pre-IPO names you’re tracking. Just mind venue rules, fees/spreads, and liquidity, and treat it as a speculative sidecar to a boring core.
Because NXP is European but they decided to have their primary listing in the US (IPO), which is not generally how it happens for most EU companies. ASML is a dutch company with its primary listing in the EU, as one would expect.
S&P 500 are not just the top 500 US stocks but the requirement is the primary listing and liquidity in US. ASML seems to not meet that requirement since it's primary listing is in Euronext Amsterdam not Nasdaq for example.
Very good points. But no matter what, propping up companies with government intervention is most likely a death sentence with global competition. It’s one thing to ensure food and water, shelter and infrastructure is provided to all citizens (and potential soldiers!) - nobody wants an adversary to restrict one’s subsistence. Sanctions are bad enough for bad actors - but let’s leave that argument aside. The 4 to 3 to 2 nm tech is game-changing and it’s no guarantee NVDA (ASML) will ultimately be leaders in this space in 10 years - there are rumours of 2nm in China but who knows. ASML is pretty solid since nobody can do what they do without billions of dollars and decades of education and infrastructure and expertise - that’s just to catch a moving train. Same is true for Taiwan in general with all their technology, expertise, training, education, and economies of scale with so many suppliers also local. These aren’t software companies that can move anywhere, they are embedded in their whole society and culture and require a ton of capital equipment and expertise. This ain’t GM/Ford innovating a dual over head cam engine in 1980. They can’t catch up. It’s impossible. Very high risk. This feels really wrong and dangerous for both Intel and other companies that Trump wants a piece of - I’m not sure what 10% gives them exactly but this game is hard enough to play. I wish there was more talk of innovation and education within the USA rather than trying to bring back shoes, widgets, tshirts and whatever else is manufactured - selling 1950 In 2025 is insanity. I love the tax incentives for business BUT it needs to include elite levels of education and capital investments - I’m not sure there’s enough of that. One of the drawbacks to the income divide is that more and more young people aren’t able to get ivy-league level education and learn to collaborate with other elite thinkers and be the next engineers and entrepreneurs the country needs. More and more of those are from India and China and they are learning to beat the USA in the USA - it’s ugly and sorry if it sounds racist, because it’s not. It’s more about geopolitics, sovereignty and protecting your culture, and national defence. As long as those things are important, you need to protect it. I despise Trump, but he’s done some good things that were long overdue. And necessary. I’m not sure about this move, though I understand it in principle. Just disagree. Granted. Not my decision. I’m Canadian. We have our own problems. 😍
What do you friends have to say. Just curious. I also hold ASML for the long term.
Best Options for ASML Current Price: $754.89 Best Call Options 775 undefined$4.83 Vol: 161 | OI: 534 | IV: 31.2% 770 undefined$6.2 Vol: 267 | OI: 287 | IV: 31.3% 760 undefined$10.01 Vol: 219 | OI: 214 | IV: 31.8% Best Put Options 540 undefined$0.3 Vol: 250 | OI: 251 | IV: 102.4% 690 undefined$0.8 Vol: 127 | OI: 347 | IV: 40.2% 700 undefined$1.03 Vol: 83 | OI: 523 | IV: 36.6%
Best Options for ASML Current Price: $754.89 Best Call Options 775 undefined$4.83 Vol: 161 | OI: 534 | IV: 31.2% 770 undefined$6.2 Vol: 267 | OI: 287 | IV: 31.3% 760 undefined$10.01 Vol: 219 | OI: 214 | IV: 31.8% Best Put Options 540 undefined$0.3 Vol: 250 | OI: 251 | IV: 102.4% 690 undefined$0.8 Vol: 127 | OI: 347 | IV: 40.2% 700 undefined$1.03 Vol: 83 | OI: 523 | IV: 36.6%
I bought a stock trading at near book value at a time when there was a speculative turnaround with fabs being built based on CHIPS Act funding and rumors of exclusive deals with ASML for advanced EUV tech. I am up about 5% and have little risk of it ending up worthless. You trade crypto, an entirely speculative asset based on no underlying assets and whose value relies on the greater fool meme continuing forever. We are not the same.
ASML. Biggest moat of any company I know of, and on a very critical & very lucrative product/technology.
Time for calls on ASML. All in
ASML, holding since low teens. I mean, I lke things that have chips in them so they are kinda vital to the world. Besides that a sprinkling of national pride and friends that work there.
ASML execs must be celebrating tonight. Finally the sign they needed
ASML go BRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRR
You’re confused and have no clue what you’re talking about, just like 99% of others commenting on this. At least you’re not alone. Intel design team is considered pretty top tier within the industry still. They have unique technologies even TSMC doesn’t have that are a big deal, like backside power delivery (google it - it’s enormous power efficiency gains). Their management has been bottom tier. They’ve failed to execute repeatedly by looking for short term gains instead of long term investments. In fact, the main tech in ASML’s most advanced lithography machines was developed significantly by Intel and then their management said nah, we don’t think that’s a good play. The ASML machines with that tech (EUV) make all the most advanced chips today.
Combine that with the fact that Intel secured all the advanced euv machines from ASML recently, their fab machines are supposed to be more modern than tsmc but of course everyone made fun of Intel because of their new balance sheets.
I'm in tech mostly, ASML, Alphabet, Microsoft, small sums in ASTS and Rocket lab (they were pretty cheap lately) . Next biggest thing german energy stocks (RWE, Siemens Energy, ABO Energy). That's the sectors I'm confident enough to invest. Siemens AG ist my bet for automation, robotics and stuff and BioNtech my only pharma one. Got a few others on watchlist, but waiting for more dips, as I am not very confident in other sectors
Netherlands. One company only really: ASML does the super small litho machines.
I would look less at the mining ops, and look more toward the processing operations. Im relatively heavy into UAMY; they are the only antimony smelter in the US and are inking new contracts with mining and US government entities. That’s the stuff I’d look at. It’s very much like ASML and TSMC Im the tech sector where companies have a true bottleneck in the industry and there’s no way around their services. Always look for the bottlenecks in a sector