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 is far far harder, its the most complex technology in the world
They can reverse engineer with a single h200. They don’t need a national deal to do that. In fact, I would assume they know exactly what’s required to make the chips but they just don’t have the tools. They would do much better reverse engineering something from ASML.
Shit is just wild dude. The US, the richest, most advanced country on earth, can't or won't invest money into keeping national security items within our borders? Why or how ASML got the tech license is beyond me. I see 0 reason why letting a foreign country on the other side of the planet hold the keys to making the tech that a country within spitting distance of China needs to make the most advanced chips on earth was ever a wise move. Like, jesus christ, cut the military budget for a year or so and put money into making fabs and lenses domestically. Because if people think the cost of that is expensive, just wait until they see the cost of what'll happen when China invase Taiwan, destroys or tries to capture the fabs, and then poof, chip production drops to 0.
ASML uses tech on license from some US company that can only be approved by thr DoD or something like that iirc We could build that kind of stuff and arguably its what the industrial strategy of the Trump and Biden has been, which is a radical departure
I'm still green from MU and ASML today. 😎
Buy the dip buy ASML
Can't believe I actually gained a few wrinkles this year and bought ASML on the dip
ASML calls saved the day again
Reminder that ASML is up almost 65% in the past four months. Insane.
Tmc doing well -> I buy ASML
CVNA forward PE 71 ASML forward PE 44.7 APP forward PE 53 Friday glance down volume higher than up volume Irrational Exuberance is Back Baby!
It's not the US that is ahead in making cutting edge chips. It's TSMC based in Taiwan, and ASML based in the Netherlands. Yes I know TSMC recently built a factory in the US, but the majority of the cutting edge stuff is still made in Taiwan. The Taiwan gov't also stated that they want to continue to keep the cutting edge stuff in Taiwan. So they will probably be making most 2nm stuff there.
Ok and you think China doesn't make fucking chips? ASML reportedly 'caught' chinese engineers taking apart their ASML machines. They're 10 years behind. Thats what we THINK. They're miles ahead in 9 out of 10 critical tech fields, and going all-in in the ai race. Don't underestimate them
!banbet ASML 1150 3d
Banbet ASML 1150 dec 5d
ASML needs zeiss lenses, no one else can make lenses as perfect, and DOD contracts with ASML are a big part of being able to make EUV. That’s not taking into account the billions of other complexities. You don’t just reverse engineer chip making. The entire production process of a chip is so complex, I don’t think you have a semblance of a grasp on it. It’s best to not act like you know topics that you are clueless about. But you’re clearly going for a political and emotional points,. So I doubt you care how chips are actually made, and how complex it is to engineer and produce the machinery and materials need to make chips, to develop the process the chip will be on, designing a good chip, making the actual chip, packaging the chip with an io tile into a SoC/cpu/gpu(substrates are complicated), and then building drivers and a software environment that runs on your chips. And that’s just the bare minimum.
What does that have to do with being 5 years behind ASML? ASML created the first proto EUV machine in 2012. Yet there is not even a prototype EUV machine from China yet, so even with the most generous interpretation they are at least 13 years behind.
It's a heavy lift but if anyone can do it, it would be China. They don't necessarly need to have bleed edge ASML type techology to win the AI race btw.
Pretty sure China has EUV-free lithography in the works, so I wouldn’t be so infatuated with ASML.
Huawei is probably about 5 years behind from ASML currently.
While ASML dominates advanced lithography (EUV), the "competition" for DUV users involves clever software/process tricks (multi-patterning) to push DUV further, while true disruption comes from next-gen EUV (ASML's own path) or entirely new physics/materials that change the game
ASML. Wake me up when anyone is at least 10 yeas close to ASML.
ASML, NU, RKLB Other mentions: MELI, GOOG
what's wrong with America tbh? I really hope EU people wake up and stop buying US-made shit including this platform and and X. Start with ASML bans on US-made chips. 🍿
For me: Adobe, MasterCard and DuoLingo. Two more ASML and Intel as Intel have a thesis of leapfrogging TSMC
I think he’s a maniac, but let me ask you this: of his predicted new Mag7 of 2030, do you disagree with his list? : TSLA, NVDA, MSFT, META, PLTR, MSTR, ASML
No you are thinking of ASML. Totally gay company. Buy LRCX if you're straight.
Maybe throw ASML in there. And Siemens.
*Current Investments Dec 2025*: |Company|Allocation| |:-|:-| || |Meta Platforms Inc|23%| |Kweichow Moutai Co Ltd|16%| |Novo Nordisk A/S|14%| |Taiwan Semiconductor Manufacturing Co Ltd|12%| |Lam Research Corp|8%| |CNOOC Ltd|6%| |Wuliangye Yibin Co Ltd|5%| |KLA Corp|4%| |ASML Holding NV|4%| |Applied Materials Inc|4%| |Tokyo Electron Ltd|2%| |Microsoft Corp|1%| |Adobe Inc|1%|
*Current Investments Dec 2025*: |Company|Allocation| |:-|:-| || |Meta Platforms Inc|23%| |Kweichow Moutai Co Ltd|16%| |Novo Nordisk A/S|14%| |Taiwan Semiconductor Manufacturing Co Ltd|12%| |Lam Research Corp|8%| |CNOOC Ltd|6%| |Wuliangye Yibin Co Ltd|5%| |KLA Corp|4%| |ASML Holding NV|4%| |Applied Materials Inc|4%| |Tokyo Electron Ltd|2%| |Microsoft Corp|1%| |Adobe Inc|1%|
*Current Investments Dec 2025*: |Company|Allocation| |:-|:-| || |Meta Platforms Inc|23%| |Kweichow Moutai Co Ltd|16%| |Novo Nordisk A/S|14%| |Taiwan Semiconductor Manufacturing Co Ltd|12%| |Lam Research Corp|8%| |CNOOC Ltd|6%| |Wuliangye Yibin Co Ltd|5%| |KLA Corp|4%| |ASML Holding NV|4%| |Applied Materials Inc|4%| |Tokyo Electron Ltd|2%| |Microsoft Corp|1%| |Adobe Inc|1%|
*Current Investments Dec 2025*: |Company|Allocation| |:-|:-| || || |Meta Platforms Inc|23%| |Kweichow Moutai Co Ltd|16%| |Novo Nordisk A/S|14%| |Taiwan Semiconductor Manufacturing Co Ltd|12%| |Lam Research Corp|8%| |CNOOC Ltd|6%| |Wuliangye Yibin Co Ltd|5%| |KLA Corp|4%| |ASML Holding NV|4%| |Applied Materials Inc|4%| |Tokyo Electron Ltd|2%| |Microsoft Corp|1%| |Adobe Inc|1%|
*Current Investments Dec 2025*: |Company|Allocation| |:-|:-| || || |Meta Platforms Inc|23%| |Kweichow Moutai Co Ltd|16%| |Novo Nordisk A/S|14%| |Taiwan Semiconductor Manufacturing Co Ltd|12%| |Lam Research Corp|8%| |CNOOC Ltd|6%| |Wuliangye Yibin Co Ltd|5%| |KLA Corp|4%| |ASML Holding NV|4%| |Applied Materials Inc|4%| |Tokyo Electron Ltd|2%| |Microsoft Corp|1%| |Adobe Inc|1%|
*Current Investments Dec 2025*: |Company|Allocation| |:-|:-| || || |Meta Platforms Inc|23%| |Kweichow Moutai Co Ltd|16%| |Novo Nordisk A/S|14%| |Taiwan Semiconductor Manufacturing Co Ltd|12%| |Lam Research Corp|8%| |CNOOC Ltd|6%| |Wuliangye Yibin Co Ltd|5%| |KLA Corp|4%| |ASML Holding NV|4%| |Applied Materials Inc|4%| |Tokyo Electron Ltd|2%| |Microsoft Corp|1%| |Adobe Inc|1%|
*Current Investments Dec 2025*: |Company|Allocation| |:-|:-| || || || |Meta Platforms Inc|23%| |Kweichow Moutai Co Ltd|16%| |Novo Nordisk A/S|14%| |Taiwan Semiconductor Manufacturing Co Ltd|12%| |Lam Research Corp|8%| |CNOOC Ltd|6%| |Wuliangye Yibin Co Ltd|5%| |KLA Corp|4%| |ASML Holding NV|4%| |Applied Materials Inc|4%| |Tokyo Electron Ltd|2%| |Microsoft Corp|1%| |Adobe Inc|1%|
*Current Investments Dec 2025*: |Company|Allocation| |:-|:-| || || |Meta Platforms Inc|23%| |Kweichow Moutai Co Ltd|16%| |Novo Nordisk A/S|14%| |Taiwan Semiconductor Manufacturing Co Ltd|12%| |Lam Research Corp|8%| |CNOOC Ltd|6%| |Wuliangye Yibin Co Ltd|5%| |KLA Corp|4%| |ASML Holding NV|4%| |Applied Materials Inc|4%| |Tokyo Electron Ltd|2%| |Microsoft Corp|1%| |Adobe Inc|1%|
*Current Investments Dec 2025*: |Company|Allocation| |:-|:-| || |Meta Platforms Inc|23%| |Kweichow Moutai Co Ltd|16%| |Novo Nordisk A/S|14%| |Taiwan Semiconductor Manufacturing Co Ltd|12%| |Lam Research Corp|8%| |CNOOC Ltd|6%| |Wuliangye Yibin Co Ltd|5%| |KLA Corp|4%| |ASML Holding NV|4%| |Applied Materials Inc|4%| |Tokyo Electron Ltd|2%| |Microsoft Corp|1%| |Adobe Inc|1%|
What the F happened to ASML? I sold a $1100 put expiring today and the stupid thing is ITM
ASML has done 7% in a week.
tbh, you only really need to watch three companies: NVDA, TSM and ASML, if they start dropping everything else will just crash with them
I'm bullish on META, amazon, alphabet, AMD, TSM, nvidia, micron and ASML among others I'm bearish on oracle, nebius, coreweave, tesla, palantir and apple I'm neutral on broadcom and microsoft (mainly because of valuations relative estimated growth). Does it mean I will be correct? Absolutely not. But I invest where I believe the positive cash flows will be going and valuations relative to future earnings make sense.
TSMC and ASML is like the winner regardless
Bullish for ASML no? If china is already buying the chips it's only a matter of time before restrictions on equipment to make them is relaxed.
I’d keep an eye on ASML and MU.
I only started tracking my buys about 6 months ago but in those 6 months had a few that went really well... AMD(+85%) , GOOG(+98%), FSLR(+80%), ASML(+63%) , VIST(+40%) , SEZL(28%) , ADMA(29%) to name a few... However... 2 of my picks went badly lol: CMG(-25%) , TTD( -20%) (I have to be honest and show my losing picks too, its not always sunshine haha. Study your bad picks as much if not MORE than your wins as you can often learn a lot more from them)
Googl, nvidia, SoFi, hood, ASML, uber, shop
GOOG was my biggest winner this year. Sold early on AMD and ASML My next high conviction plays for first semester of 2026 are PGY and MDAI
Alphabet, Broadcom, ASML, ANET - bought into or doubled down during independence day. Took my gains in ANET during highs in October. Other than those SoFi, CrowdStrike and Games Workshop have been doing great. Also, I had a good run with some European banking stocks (ING Groep & Erste Group). Can't complain about this year at all.
A shitshow with an ASML machine and a brand new fab during a time when chips are literally sold backordered for a decade.
I would say all you listed although I think it will be a few days before some of the weird news gets clarified with MSFT. Regardless, the big boys will endure & add NVDA, CSCO & IBM to your list. Other don’t sells… TSM, ASML & AAPL.
If you want to get ahead of this… AMAT, LRCX, ASML (in that order) Once the memory players lock up long term agreements they will then announce higher CapEx budgets and WFE (wafer fabrication equipment) spend goes brrrr.
Trumps hostility towards EU definitely was priced into the stock for a while but ASML still growing
Just buy companies that sell DRAM, specifically. Any memory services probably will work, but a focus on DRAM would be wise. That's Micron, ASML (I think), and maybe Teradyne. Any others?
Every nation can build a CERN if they have money. No one can ever build a EUV without ASML and it doesn’t matter if they have infinite money to burn. Just ask the Chinese.
If China reunifies, this will likely last for centuries. China also has smart people who can figure out comparable litography machines in the coming years. China is not centuries behind ASML tech. I give it a decade until they have EUV litography. And then any fabs in Taiwan are a moot point. Western chip designers will fab in TSMC but the rest of the world will use whoever is cheaper. If they manage to undercut TSMC and take away their competitive edge, Taiwan may even choose to reunify peacefully over the next century, who knows.
With what machines? Inferior non EUV fabs that can’t process the right chips they need for current AI and tech infrastructure? The Dutch government has banned all sales of their EUV machines to China since 2019 and restricted it further last year. I mean sure they can rebuild it but it won’t even be remotely close to what it was before without those machines. ASML has a monopoly on the bleeding edge semiconductor fab space.
Doesn’t matter what the US does or how they feel about Trump. It’s a 100% moot point. TSMCs facilities and ASML who build the lithography machines that make the chips in their factory have a built in nuclear deterrent. TSMC if invaded can and will brick the entire facility rendering it useless and inoperable. ASML can also remotely brick their machines with the flip of a switch. If China invades they will destroy the one thing that’s worth having control over on that island, and in turn completely annihilate the semiconductor and computer industry for years to come. TSMC alone fabs 65% of all consumer semiconductors and like 92% of all high end AI/data center related chips…and they’re back logged for years. It would be a huge mistake for China to invade and be geopolitical suicide because the entire modern tech world would instantly suffer and hate them for it.
Are you thinking ASML? They make the lithography machines that TSMC buys.
ASML has a similar monopoly without the geopolitical risk
Not sure how much longer I can hold ASML and AMAT, geez those are nice gainers
ASML still has room to run based on the chart. I'm DCA'ing over the next few weeks.
For those investors in this space - here's the best tip you are likely to ever get if you want solid gains over the long run. A wise man once said that in a gold rush, don't go exploring for gold ; be the sole person selling the picks and shovels. Now go look up share code ASML ..it's listed on the NYSE. ASML is the ONLY company in the world selling the latest generation machinery that uses extreme ultra violet light to burn the patterns onto silicon wafers that make up the central component for the worlds largest manufacturers of silicon chips . The worlds largest manufacturers of silicon chips all use ASML's photolithography machines... Intel , Samsung , TSMC and by default Nvidia , whose chips are made by TSMC Look em up ; plenty of documentaries on You Tube. It's no small company , it has 44,000 employees and turns over around $28 billion euro. Share's aren't cheap ..around USD $1000 each ...but hey , I thought they were expensive when I paid just over $400 in 2023
I just started in 2024 (i'm 25). £5000 original investment. Tried to do all stuffs, day trading, swing trading, leverage ETFs (even on individual stocks), penny stocks, etc. Used to do a 50/50 allocation (50% to ETFs and 50% to individual stocks). Betting against TSLA, PLTR and SPY during April, lost 1k with Trump postpone the tarriffs. Was up to £8000 GBP when BYND hits its peak and then hold all the way down till they delay their earnings, then I sold at a loss since I lost faith. Now I'm at £3600. Now my portfolio is heavy into tech (ASML, AMD, NVIDIA, GOOGL) and aerospace (RR, Airbus) with a small allocation to VWRP. I guess I learn the lesson of never touching penny stocks and leverage ETFs again, or betting against the US economy.
Which is why you should just invest in ASML It doesn’t matter whos building the chips, everybody can only do it with their machines and their IP’s hold such an immense moat the off them losing their position in the next 20 years is virtually zero
Only started investing this year but ASML when it dropped to 595 euro’s after the earnings. If only I would have hold them longer (learned my lesson after this luckily)
I just have a lot of TSMC since they make almost everyone’s chips, and ASML makes the machines that make the chips.
ASML doing a lot of heavy lifting for my dogshit port at the moment
I am normally an index-fund-and-chill person but I'm getting concerned with huge companies like TSLA and PLTR trading at atmospheric levels completely disconnected from any sensible business valuation. At the same time, there are pretty solid values in the tech stocks like GOOG and AMZN, and there are also a lot of international companies that are doing quite well that you never hear about because the headlines are 95% "AI bubble" and related. I did exactly what you suggest, I sold my QQQ and most of my SPY, chose a few tech stocks that I think are going to do well, and also started a sub-portfolio where I intend to find 20 companies based outside of the US that do most of their business in non-USD currencies but which have good growth prospects. Mitsubishi, Itochu, LVMH, ASML, Cameco, NuBank, Rolls Royce are some of them. I'm trying to get much more diversified internationally but I don't want to buy some random international ETF because there are a lot of countries/regions that I have no interest in investing in.
Huawei has published a patent for 2nm-class patterning without EUV. [Link](https://patents.google.com/patent/CN119301758A/en?oq=CN2022097621) They are trying to cuck ASML, TSMC and co, so bad. lol
Solid aggressive tilt, but it’s too concentrated and has overlap/risk issues for a 7-12y horizon.Quick revised version (still very aggressive but cleaner): * VWCE/VWRL → 30% (keep broad world exposure, lower than before) * Nasdaq-100 (e.g. QDVE or UPRO if levered ok) → 35% (your main growth engine) * Emerging Markets (e.g. EIMI or EMIM) → 15% (good, bump a bit) * ASML → 5-7% (10% single stock is too much for 7y goal) * Biotech/AI biotech (SBIO or similar) → 8-10% * Bitcoin/ETH (spot ETF if available) → 5% max (volatility killer if it dumps 70%+ again) Total equity \~95-98%, BTC 5%. Expected return high, but drawdowns can easily hit -50% or worse.Key fixes: * Cut ASML to ≤7% (one Dutch fab delay = -30% fast) * Don’t double-count Nasdaq exposure (VWRL already has \~20-25% US tech) * Cap BTC at 5% – it’s a lottery ticket, not the core If your broker really sucks for ETFs, just go 50% Nasdaq-100 + 30% EM + 10% SBIO + 5-7% ASML + 5% BTC and call it a day. Still >90% equity, very aggressive, simpler. You’re fine with -60% drawdowns for a few years, right? If not, dial Nasdaq to 25-30%.
Unclear. It will depend on the yield numbers. In the most likely scenario where the yield numbers are low, there will be no impact If the yield numbers are high, TSMC, ASML, Intel and their customers will be hit hard
Yea I listen to the kid. He does make some good thesis arguments. But I started listening to him after he bought ASML validating my ASML purchase before that. So I am glad we think alome
I would have argued Intel and ASML which i bought in January after selling Nvidia. Both companies have outperformed Nvidia since while people on this sub laughed at my decision. I have learned that if most people think your idea is dumb, you are likely onto something as most power are idiots
Smart kid, but i bought ASML before he did at a lower price and I bought Intel after selling Nvidia which I agree was a gamble but played out very well. I missed Google though cause at the time I didn’t agree with him
The fabs were not subpar, they didnt have the best technology because they spend all the money on dividends and share buybacks. Over last 5 years the stopped buy backs and eliminated dividends and put all their money buying cutting edge machines from ASML. They also had to outsource chip manufacturing to tsmc becsuse they had the best technology. Now with 18A they are bringing back manufacturing, latest chip panther lake will be on Intel 18a which will probably be best node of 2026.
Not going to inject myself into this fun conversation, however: I believe it's a not well kept secret that the fabs are rigged, and the Taiwanese themselves are ready to blow them up in a worst case scenario. Also, ASML has a level of control over their units with remote capabilities to shut them down, I suspect.
You’re right, but they have enough to meet current supply needs! So where does buttloads come from? And I assume you’re a VP of ASML/INTC to know the exact amount of orders of high/low NA tools each company is getting? Intel is still planning 16B in capex spending next year, I wonder if any tools are covered there
> Intel doesn’t need the buttload of EUV machines that TSMC has as they don’t produce as much as TSMC. i never said they need as many as tsmc has, reading master. >ASML could also absolutely meet the demand of the extra EUV tooling. They are estimating 75 Low NA tools next year. and they're all going to intel, right? oh. what do you mean, intel, samsung, and tsmc order these well in advance?!
Intel doesn’t need the buttload of EUV machines that TSMC has as they don’t produce as much as TSMC. For their current demand their WSPW is acceptable, though they will likely be increasing orders going into 26. ASML could also absolutely meet the demand of the extra EUV tooling. They are estimating 75 Low NA tools next year. You sound like you missed the last 5 years of investment
Which is sending money to TMSC, which on its turn is sending money to ASML. No country is fully sovereign on AI.
Isn’t Mistral French ? [update] Google says: Mistral, an AI gem co-founded by two X graduates, doubles its valuation to €12 billion. French artificial intelligence champion Mistral has almost doubled its valuation to €11.7 billion following a new round of fundraising that saw Dutch semiconductor manufacturing equipment giant ASML acquire a stake in the company.10 Sept 2025
Always the Bashing that EU stocks are irrelevant. I hold US tech through QQQ and a EU ETF ( which has little tech ) and actually I do pretty well this way. The EU etf grows pretty stable without a lot of tech / AI exposure outside of ASML. Accumulating ETF so any dividends get reinvested. Not doing bad at all. Yes its not as high growth, but consistent returns year on year. No overvalued stocks you really have to worry about and less worry for me about exchange rate risk. And no hedging is not worth it over long term 20 year plus. Take out magnificent 7 from S&P500 and performance would be worse than the EU ETF. So yes I take the qqq and other US stocks for higher growth more risk and keep a stable foundation of EU stocks. Its not terrible in returns. Without the EU stocks, return this year would be lower.
I would do ungodly things for an ASML stock split
What do they sell? What is their moat? It seems that companies can spin up usable AI LLMs pretty quickly. I know reddit hates Elon, but he was able to bring Grok online very quickly, and it is a totally acceptable AI model for most applications. 3 years ago, this stuff felt like magic. Now every 3 months a different AI player is taking the crown. Currently Gemini is my personal favorite, but three months ago it was Grok, and a year ago it was ChatGPT. So, what is ChatGPT going to sell or create that makes them irreplaceable? They don't have a sticky ecosystem like Apple. They don't have a foothold in software like Microsoft. They don't produce the picks and shovels like NVidia, ASML, or TSM.
ASML on a non stop pumperoni
No mention of TSM or ASML? Cute graph I guess..
Sure, tell me. How many companies have been in the exact same position in such an extremely hard market to penetrate? Tell me. It’s like saying ASML will soon be overthroned by an emerging company, they won’t. The reality here is that CUDA is proprietary. And will still be a proprietary technology in the future. Intel is a joke when it comes to GPU’s and AMD, as good as they are, still are not in the same ballpark. Feel free to save the comment and come back in a year or two.
Nope. Novo has crashed and ASML is the largest by market cap in Europe I believe.
As per google: "Broadcom (AVGO) does not build TPUs (Tensor Processing Units) entirely on its own; rather, it has a long-standing partnership with Google to help design and manufacture them. **Google designs the proprietary architecture of its TPUs**, which are a type of Application-Specific Integrated Circuit (ASIC). " \--- It's literally googles proprietary architecture - they design them. There are always a ton of people with hands in the pie / helping to build hardware - the important thing is who owns the final product. You stated "avgo is basically the one with the TPUs". That is blatantly false - the ownership & architecture & final product lies with Google. That makes it theirs. There are 100 companies with their hands in the pie of every piece of hardware we use today (ie: MU, TSMC, ASML, AVGO, etc, etc). The only thing that really matters is who owns the final product. Yes, AVGO plays a large part in the R&D of TPUs, but they are googles.
If you’re thinking long-term, it’s probably safer to look at the big, established memory and semiconductor suppliers rather than small speculative plays. Companies like Micron, Samsung, and SK Hynix are already scaling production and have the capital, infrastructure, and customer base to ride this AI-driven demand. Also consider some of the equipment suppliers like ASML or Applied Materials—they don’t make memory themselves, but their machines are essential for production, so they benefit indirectly from every new fab being built. These aren’t “guaranteed” by any means, but they’re much less likely to be wiped out by a bubble compared to tiny startups.
You can better invest in ASML then usa semi stocks asml is green and go big green end of year
What I do not get is why ASML is also down.
It's because ASML is a lagging pick. They sell only a few machines an year and the AI boom won't hit their books until another 6 to 18 months from now. Been holding ASML for a while but with where they're situated in the supply chain they're not an immediate ROI sorta company like Nvidia. Only now they're starting to see their number start to tick up since when it comes to FABs they're the last in line in terms of seeing the returns.
This. Nobody knows the real picks and shovels dealers for AI and it shows. TSM and ASML should be booming. Without them, these advanced chips dont see the light of day.
Also doesn't make sense how ASML is down. They are needed to supply the machines to TSMC so more chips can be build.