ASML

colintbowers

Pretty much this. Once Chinese products are competitive, they can use govt funding to undercut TSMC on global market. And TSMC are also still reliant on ASML whereas China will be fully vertically integrated. At that point, a unification might look genuinely appealing to TSMC. Especially if US actually gets some sort of competitor up and running as well.

WarniCator

ASML, MU, SNDK, CRWD. I'm not hungry anymore. Enough dips for this week please.

HaleSatan666

Soxl. Msft. ASML. Goog. 

chomerics

Which is why ASML is a much safer pick

chomerics

ASML over TSMC. The machines over the production. Especially considering their geopolitical locations.

BobSacamanosRatHat

Yes; I’m also waiting for the semis and ‘picks and shovels’ to creep lower. Whenever there’s an war/conflict/energy chokepoint the semis go down 30-40% KLA, AMAT, ONTO, ASML, etc

SighRamp

Today got in puts for ASML 🍑 to ARM 💪🏻

Singularity-42

Right now, I'm not buying yet, I'm trimming slightly but mainly holding. I'm about 40% or so in safer equities. I had Claude Code churn for half an hour doing research, maybe someone else finds this helpful. This is the chapter analysing current situation and most likely scenarios (bear/bull/base): ## PART 3: THE THREE SCENARIOS ### BEAR CASE (20% probability) **What happens**: April 6 deadline passes without a deal. Trump follows through on threats and strikes Iran's energy infrastructure. Iran retaliates by escalating Strait closure, activating Hezbollah and Houthis more aggressively, and potentially striking US military bases or allied oil facilities in the Gulf. The conflict drags into 2027. Oil hits $150-200/barrel. **Market impact**: - S&P 500 enters bear market territory (-20%+ from highs), bottoming around 4,600-4,800 - Full recession in H2 2026 (unemployment rises above 5%) - Fed forced to choose between cutting rates (to save economy) and hiking (to fight inflation) — likely freezes, worst of both worlds - Tech/AI stocks drop another 15-25% from current levels as consumer spending collapses and energy costs eat into data center profitability - Gold potentially retests and exceeds $5,279 high, silver could hit $90+ - Energy stocks and defense stocks surge further - Tanker rates stay at record levels indefinitely **What this means for your AI positions**: NVDA, GOOG, AMD, TSM all take another major leg down. BUT — and this is crucial — the underlying businesses don't break. AI demand is enterprise/government, not consumer. The capex commitments from Meta ($27B Nebius deal), Microsoft, etc. don't get cancelled because oil is $150. The stocks just get cheaper while the businesses keep growing. This is the "painful but ultimately an opportunity" scenario for a long-term AI bull. **What triggers this**: Trump following through on April 6 threats. Iran launching a major retaliatory strike. Houthi blockade of Bab al-Mandeb. Chinese intervention on Iran's side. --- ### BULL CASE (25% probability) **What happens**: Pakistan-mediated talks produce a framework by mid-April. Iran agrees to reopen Strait of Hormuz in exchange for a ceasefire, partial sanctions relief, and face-saving concessions. Both sides claim victory. Hormuz partially reopens within weeks, fully by June. Oil drops back to $75-85 by summer. **Market impact**: - S&P 500 rips 10-15% higher in weeks (massive short-covering rally) - Nasdaq and tech lead the recovery — they always bounce hardest from oversold conditions - AI stocks could recover most or all of their war losses within 2-3 months - Gold/silver sell off 15-20% (safe haven trade unwinds) - Tanker stocks (STNG) crash 30-40% as rates normalize - Defense stocks give back some gains but retain elevated spending levels (European rearmament is structural) - The "AI bubble is over" narrative dies — everyone remembers the AI buildout is real **What this means for your AI positions**: NVDA back toward $200+, GOOG toward $300+, AMD toward $230+. The beaten-down stocks bounce hardest. This is the scenario where you kick yourself for selling too much at the bottom. NBIS, PLTR, and other high-beta names could rally 30-50%. **What triggers this**: Iran's government, under severe economic and military pressure, accepts a face-saving deal. Trump needs a "win" before the political cost of oil prices gets too high. Both sides have incentive to find an off-ramp. Pakistan/Turkey/Egypt provide diplomatic cover. --- ### MOST LIKELY CASE (55% probability) **What happens**: A prolonged, messy, inconsistent de-escalation over 2-4 months. Here's how it plays out: 1. **April 6 deadline gets extended AGAIN** (most likely). Trump has already extended twice. He doesn't actually want to bomb power plants — the humanitarian optics are terrible and it would guarantee Iranian escalation. He's using the threat as leverage. 2. **Strait of Hormuz partially reopens** through a combination of Iran's "tollbooth" system expanding (more countries get access) and quiet diplomatic agreements. Oil doesn't drop to pre-war levels but gradually declines from $115 to $85-95 by June/July as supply partially normalizes. 3. **No formal peace deal, but an informal ceasefire** emerges by late May/June. Air strikes taper off. Iran saves face by claiming it defended itself. Trump claims he destroyed Iran's nuclear program (partially true). Neither side achieves maximum goals. 4. **The economy avoids recession** but growth slows. GDP growth drops from ~2.5% to ~1.5-2.0%. Unemployment drifts up slightly. Inflation bumps to 3.5-4% temporarily but doesn't become embedded because the Fed holds firm and energy prices gradually decline. 5. **Markets grind back slowly**. Not the V-shaped recovery of the bull case, but a steady climb back. S&P 500 reaches new highs by Q4 2026 or Q1 2027. **What this means for your AI positions**: - **Near-term (April-May)**: Continued volatility. Stocks trade on headlines, not fundamentals. Every Trump tweet moves markets 1-2%. AI stocks stay choppy but stop making new lows. - **Medium-term (June-August)**: As oil gradually drops and Hormuz partially reopens, the "stagflation" narrative fades. Tech/AI starts to outperform again as the market remembers these companies are growing 30-200% per year. - **Longer-term (Q4 2026)**: AI capex cycle is intact. Meta, Microsoft, Google, Amazon are not cancelling their AI buildout plans over a temporary oil shock. NVDA, ASML, MU, AMD all re-rate higher as the war fog clears. Your positions recover. **Key supporting evidence for this scenario**: - CNN analysis (March 27): "The dynamics suggest the war is likely to end with a whimper not a bang" - Bloomberg (March 25): "Markets bracing for Iran war shock are ignoring resilient US economy" - Analyst consensus: 25% chance ends by May, 45% settles fall 2026, 35% extends into 2027 - Historical pattern: Average correction recovers in ~4 months once it bottoms. Average war-related selloff recovers within 6-12 months. - Trump is transactional — he wants a deal, not a prolonged war. The economic cost to his base (gas prices) is a political liability.

AgitatedJump8459

Buy list: AMD UUUU CRML ASML ASMI BESI (maybe) GOOG MT Am I regardi?

chargedcapacitor

I'd call up ASML and tell them how to use multiple laser shots to create a clean geometric profile on a steam of tin droplets in order to create an efficient high power x-ray laser pulse that could reach their lithography target a decade ahead of schedule. Just think, a small child not only knowing how the most complex machinery in existence works, but also solving such a difficult problem without having done any physical test. I could tell them I was from another planet and they'd believe me!

Objective-Horse-4482

I don't concentrate 30% of portfolio into one stock ... As I mentioned on start of the post these balances are only within my "tech" sector which is 40% of portfolio. After recalculation to whole portfolio numbers will like these: 12% Apple 8% Nvidia 8% Amphenol 6% Broadcom 6% ASML

Objective-Horse-4482

Based on my research I thought ASML has monopol for EUV, which are necessary for all electronical devices, not just bcs AI hype, I considered it as safe choice. With NVIDIA I Think you are right, so maybe drop ita weight to 10%?

lassomontana

Strengths of your allocation: - Diversification across sub-sectors: You’ve got consumer tech (Apple), GPUs (Nvidia), semiconductors/chipmaking (Broadcom, ASML), and components (Amphenol). - Long-term growth focus: Nvidia and ASML are leaders in AI and semiconductor manufacturing—likely to benefit massively over the next 20+ years. - Stability: Apple and Broadcom provide more predictable revenue streams, balancing riskier names. Potential Redundancies / Risks: 1. Semiconductor concentration: Nvidia, Broadcom, and ASML all depend heavily on semiconductor cycles. That’s 50% of your IT allocation. While semiconductors are a growth engine, they’re also cyclical—downturns could hit multiple holdings at once. 2. High dependence on a few names: Only 5 companies cover 40% of your total portfolio. If one underperforms, the sector is hit hard. 3. Geographic concentration: Apple, Nvidia, Broadcom are US-centric; ASML is Dutch. Could consider more international exposure if you want global diversification. Potential adjustments / additions: - Consider adding software or cloud exposure (e.g., Microsoft, Salesforce, or Adobe) to reduce reliance on hardware and semiconductors. - Consider a diversified IT ETF to cover smaller tech companies you might be missing, reducing single-company risk. - If you want “pure growth” balance, this is already strong—but for stability, maybe increase Apple/Broadcom slightly. Overall Rating (1–10 for long-term IT sector exposure): I’d give it 8/10. Strong picks, but a bit concentrated in semiconductors and hardware. A small tweak toward software/cloud or slightly broader geographic coverage could push it closer to 9/10.

EpicOfBrave

If Microsoft, Amazon and Meta continue to lose market cap Nvidia’s revenue will drop 50-60%. This will affect ASML and Broadcom as well.

BNA-mod

I bought, but very light… AMZN, NVDA, AIRJ, SSO, IBM, LLY, SOFI, ASML, BK. And when I say light, I mean light. Figure it’s DCA time. The market is basically almost back to where it was and I don’t see it dropping much further. If you include an inflationary factor of 2.4% for the past year, the amount of devaluation of your dollar, the S&P is up about 9.6%, the NSDQ is up about 18.5% and the DJIA is up about 8.5%. I believe that’s a reasonable point to DCA.

No_Current3675

Honestly felt a bid sad selling MU and ASML for > 100% profit. Saved my port, tho.

bomboque

VTI is not a bad choice but you'd have done better putting your cash into a money market fund that pays 4% interest while you dollar cost average in by buying smaller fixed dollar quantities every day or week over a one year, or longer, period. This gets you a better average price over time, particularly if the market heads down like it has the past month or so. Otherwise, diversify more. Put some money into fixed income funds, like bond funds, while 10 year Treasury rates are over 4%. Jerome Powell won't be fed chair for long and the idiots running this country might cut rates after he leaves despite looming inflation. The resulting recession will likely hurt US equities far more for far longer so diversify into foreign markets as well. Then find strong companies positioned to rebound when the US gets its act together and starts revamping the grid and building up infrastructure and generating more demand for electrical equipment. I like SCCO, AMSC, and ASML. With mortgage rates going up a REIT like AGNC pays a nice dividend while you wait for the misguided rate cut that will let them borrow cheap money then buy up all the 6.4% plus mortgages and pay out the difference on dividends. Whatever you do don't panic sell and resist the temptation to try and time the bottom of the market and then jump in all at once. Investing, unlike gambling, is a marathon not a sprint, so invest for the long haul and read a few good books like "A Random Walk Down Wall Street" or "Your Money or Your Life". Finally, never rely on advice or suggestions from random internet idiots without doing a bit of research on whatever BS scheme they are pitching. If we were any good at investing we'd be enjoying our wealth not wasting time tracking the markets every twitch. Good luck with the investing!

Livid_Engineering_30

Is Japan working on any ASML like machines or China?

Livid_Engineering_30

I see it even as a bigger investment in the long run then Nvidia, the moment China and Japan figure out the ASML problem they’re gonna have Toyotas and TCLs of the Fab world I see that coming in the next 15-30 years

AgitatedJump8459

Buy ASML when under 1000. Thank me later

CherryRoutine9397

Calling any stock an anchor stock is where people start getting a bit blind without realising it. It’s fine to have conviction, but anchoring yourself to one company makes it harder to think clearly when things change, because you start defending the position instead of reassessing it properly. ASML is a great business, no doubt, but the price you pay still matters. Even the best companies can underperform for years if expectations are too high, and that’s the part people ignore when they get too attached to one name. What usually works better is having strong positions without emotional attachment. If the story changes, you adjust. If it doesn’t, you hold. Most people say that, but don’t actually do it when money is on the line. Random but a lot of people say anchor stock when what they really mean is biggest position, which is fine, just don’t let it turn into blind loyalty. I write about investing in a simple way from a normal starting point, check my profile if you want

superbikelifer

I'm gripping onto ASML wondering if I should do the same thing

No_Current3675

I had a bunch of ASML that I bought from like 700 - 1000. Sold most of it around 1450 - 1500. Held onto six shares, hoping to get 1550. Sold dat shit a few days ago at 1400. Glad I did. Shit is FUKT.

Jacobpapi

Need ASML to 1300 and COHR to 330 so I can buy calls

GlokzDNB

Im buying, I dont care. I was buying GOOG when it was dipping, look where it is now. Ive been buying ASML when they blocked exports to China. Look where it is now. There are two types of people, those who read news and those who follow earnings and big trends.

AntoniaFauci

Forward PE of 4x Their peer just ordered the most equipment from ASML ever. Micron CEO, who is not usually prone to hype, is saying they have generational demand and margins. Every hyperscaler who could easily just talk up some cost efficiencies on data center spend is very much doing the opposite. Universally they are saying the thing limiting their revenues is compute. Micron makes memory that is still needed for the multi year DC boom with or without AI.

Muadib001

Reliance on nvdia does not matter. Nvdida chips are made by tsmc which also uses ASML. There is no alternative and there wont be for several years

PhasedVenturer

ASML just kinda does its own thing, huh?

AntoniaFauci

I’m aware it can fall more, but MU in the $300s we’ll look back retrospectively and wonder why we didn’t load the truck. Every hyperscaler continues to unflinchingly spend and endorse data centers and AI, when they don’t really need to. Any of them could, if they wanted a snap record-breaking quarter, just pause their capex. They’re not doing that, like, at all. Instead they’re all in. You have multiple of them saying the only thing holding back their revenues is they need compute. AI or no AI, you don’t get compute without memory. Micron is the domestic choice, during an isolationist admin. Is the demand cracking? Well, Micron’s peer SK Hynix just placed a record large order with ASML. Doesn’t sound like demand is getting slack. Is Micron expensive though? It’s a 4x. Be your own judge whether 4x is expensive.

CMDR_Shepard96

Sold my ASML April17 1500C when it dumped to 1200 odd. Fml

Gamma_Gains

If TeraFab actually gets off the ground, which of these names do you think benefits most - NVDA, ASML or AMAT?

nachi_w

I prefer ASML when it comes to moat. Nothing beats ASML I feel

Not_Boss674

ASML is the only company that produces EUV lithography machines. Why? Because it's extremely difficult and expensive to do so.

mrtomd

This is good for multiple companies: $NVDA, $QCOM, $TXN, $MU, $NXPI, $AVGO, $ADI, etc. The question is: how much $TSM will try to f... it and block suppliers like $ASML providing the machines.

Impressive-Mud5074

He has the money to do it, he can even build ASML machines, but it's a 20 year business plan. the only way to revolutionize is to not use silicon transistors 

FullstackSensei

You're assuming the equipment suppliers even have the capacity to sell him anything. Nobody will give him $30B without a solid roadmap and supply chain agreements in place. You don't just buy from those suppliers. They need to setup shop next to your fab and have hundreds of staff each to support operations. Keep in mind that Intel, Samsung and TSMC are shareholders of ASML. They'll always have dibs on capacity. Without EUV, the project is dead in the water.

Trader-Trader-Trader

If Musk is genuinely crazy enough to throw $20B-$30B at this just to try, doesn't that make the equipment suppliers the ultimate "picks and shovels" play? Even if TeraFab produces a 0% yield for 5 years, $ASML, $AMAT, and $LRCX still get paid upfront. If he actually starts issuing purchase orders, which equipment ticker do you think gives the best asymmetric upside right now?

SpeedyAudi

Regardless of who makes what chop… everything goes thru $ASML

FullstackSensei

I have the feeling this will be another FSD or Roadster 2 coming soon announcement. There's so much missing from his announcement that it's comical. Where is the process coming from? Poaching engineers won't magically give you a process, nor will it give you a competitive transistor design overnight. Where's the advanced machinery coming from? ASML EUV capacity is booked for like another two years or so. You can do multi-patterning without EUV, like China is doing, but that's extremely uncompetitive. How many years until the fab is built and equipped? How many years until it has a viable transistor and manufacturing node? And how many years after both until yields are commercially viable? For context, Intel got a research EUV machine from ASML back in like 2020. They were rumored to be one month or less behind where ASML was during the development of the machine. Intel still needed that to gain experience with the new technology and develop it's process. 18A is the result of some 5 years of learnings, and that's on top of the almost 60 years of making chips. Getting to 18A cost Intel over $100B over the past 5 years. At one point, they had booked the entire EUV supply of ASML for 12 months. This isn't some lazy industry that moves slowly like automotive or rockets. TSMC's capex for 2026 is over $50B. In 2025, they spent $40B. Their 2nm process isn't expected to ship until Q3 if not Q4 of this year, all because they were a couple of years behind Intel in getting EUV machines.

Beetlejuice_hero

Also American company vs Euro. With maybe ASML & TSM excepted, non-American stocks just suck. Goes far beyond just pharma.

A55BAG

Semis that do circular financing AMD, NVDA, AVGO are in a 6M long downtrend. Semis that only take cash like TSM and ASML have been only going up.

Vegetable_Push6542

Lol yeah my long term holdings are 25% split 4 way among ASML/AMAT/LRCX/KLAC. I think they are the 4 most solid technology stocks to own right now.

Icebxrg_

AMAT and ASML fighting against MU and MSFT on whether my port is red or green today

YondaimeHokage7

That’s true for accessibility, but there’s a tax catch depending on where you live. For example here in Bulgaria capital gains realized on regulated EU markets are tax-exempt. ​However, the National Revenue Agency doesn't view fractional shares as being traded on a regulated market because they are usually a broker-side 'feature' not an actual exchange-listed security. So while whole shares of ASML on Euronext are tax-exempt, fractional shares are treated as over-the-counter transactions rather than trades on a regulated market. So basically if I buy and sell whole shares, I pay 0% tax. If I buy fractionals, the NRA sees that as an off-market transaction and hits me with 10%.

MadHat0815

So, I’ve been on holiday for the past week, and now you’re telling me that our favourite Ketamine Addict wants to surpass both ASML and TSMC in terms of technology, while they’re not even able to produce their own battery cells with a decent yield at scale? Sure Elmo sure... Anything to pump the stock I guess...

A55BAG

Today I learned from twitter that Tesla is going to disrupt ASML and TSMC with it's chip business. The narrative always has to change now that TSLA is behind in humanoid robots and self-driving cars 🫠

albearcub

You can't really believe in AMAT, ASML, or Lam independently. They each play a separate role in the fab process that is dep, litho, and etch, respectively. If you think any of these companies will do well, there's no reason not to think they all will. Imo it's mainly just about what you think of this ai hardware phase.

callsonreddit

SK Hynix commits $8B to ASML EUV tools through 2027 as AI memory race accelerates and chipmakers lock in supply [https://finance.yahoo.com/sectors/technology/articles/sk-hynix-buy-8-billion-074136395.html](https://finance.yahoo.com/sectors/technology/articles/sk-hynix-buy-8-billion-074136395.html)

MitchCurry

SK Hynix announced it will buy $8B worth of ASML's EUV lithography tools, the largest single order publicly announced by an ASML customer. Assuming ASML were to grow the topline at 15% this year and next, that's an additional \~8% of expected revenue.

Vegetable_Push6542

At this point better to invest in ASML/AMAT/LRCX/KLAC if you want exposure to semiconductors than NVDA/AVGO

No_Current3675

Nah, but I sold off the remainder of my ASML. Will buy back at 1250.

Advanced-Bison-99

Considering they have ASML engineers building EUV prototypes for them, using DUV machines probably isn't a big deal for them. 

CMDR_Shepard96

Hahahaha ASML calls were not the play.

Popular_Register_440

Duolingo. Sold after it dropped 50% and chucked it into gold and ASML but regret that now too 🤣

CMDR_Shepard96

ASML sending me to poor.

maneil99

Nobody is sitting on product that would decay (tech wise) if bubble bursts. Nvidia AMD would scale down orders if buyers broke contracts or would eat fee of doing so with fabs like TSMC. TSMC and ASML have increased capacity but would likely wouldn’t be in trouble even with AI demand gone. The companies that would be in big trouble are those entirely reliant on AI not those that manufacture hardware.

iloveaccounting64

This is the first time I saw someone lose money on ASML! You, my regard, are special.

charon-

UCTT and ICHR. Service all the large semiconductor manufacturers. 7%+ of costs for ASML, LRCX, and AMAT. Beaten down but vital to performance.

tomjava

China can easily make a ballpoint tip. You keep underestimating China industrial capability. Making an EUV machine similar to ASML is hard but overtime and budget China will definitely capable to make one. Even none of US companies: AMAT, LRCX, KLAC, and others is able to make a similar EUV machine.

option-trader

I like ASML and NET. Come back in 12 months and let me know how both are doing.

LumpyShock9656

How TF did you lose money on ASML? It's up 70% in 6 months

elgrandorado

I sold 70% at $1,000, 30% at $1,450. Happy with the returns, ASML will likely continue to outperform but there's a lot of expectations on them and I don't know how long the AI supercycle will last. Too much uncertainty with other opportunities at real value for my eyes. Keep in mind I was buying at 2023 lows of $570, $580

UnObtainium17

I bought that dip, but sold all of it too soon. I thought there was no point in holding ASML, AVGO and TSM.

MitchCurry

Just watched Veritasium's video from a couple months ago on ASML and I still can't believe we had the opportunity to buy shares at a 40%+ drawdown a year ago.

greg_r_

Yeah lol. Ignore the copers. LLMs are here to stay for the foreseeable future. MU, NVDA, ASML, LRCX, and TSM are all great options(heh) over a \~3-4-year timeline.

CMDR_Shepard96

ASML is going to send me to wendys

CMDR_Shepard96

Currently getting murdered by Gold, the Bag7, and ASML all simultaneously. I think my port is going to zero. Fuck.

CMDR_Shepard96

Is ASML ever going to pump again. Fml

Hamzehaq7

nice choice with ASML, they're definitely in a sweet spot with chip demand. if you're looking at secondary plays, check out companies like KLA and Lam Research too—they ride the coattails of the big guys. tbh, those toll booth companies can be solid, especially in tech. but keep an eye on any potential market shifts, especially with all this geopolitical stuff going on. like, the news about Trump and Israel impacting the energy sector could shake things up a bit. how's your overall portfolio doing with the current market volatility?

Low-Cranberry100

I think ASML/AMAT/LRCX/KLAC aren't going to go down much even if the market correction continues. Together you could argue that they're the most important group of companies on the planet without which no chips and hence no technology could be made.

CMDR_Shepard96

My account topped out in October at 130k - I swapped from gold to software and got obliterated in Q1 '26 (thought gold has definitely topped out after that October dump - then MSFT nuked me). Then ASML is burning my account alive 😆 I've mostly rotated to software LEAPS in the hope they're a safe bet (March '27)

tomjava

ASML makes the DUV and EUV machine, Not TSMC or Samsung.

CMDR_Shepard96

Wtf is this price action on ASML

CMDR_Shepard96

ASML pumps & dumps every fucken day. Just go up damnit..

FarrisAT

It’s relatively easier for Hua Hong to achieve 7nm class production since SMIC has already done so since ~2023. The knowledge and some tools are handed down. As long as they have enough ASML DUV scanners, they can multipattern to the proper resolution and scale assuming they utilize similar suppliers.

metalheadabhi

Booked all my SNDK and ASML profits today, just gotta sit on cash for a few weeks

Vegetable_Push6542

The only stocks that probably won't go much lower are ASML/AMAT/LRCX/KLAC. MU/SNDK/WDC/STX will depend on MU earnings tomorrow.

No_Current3675

I shoulda dumped all of my ASML at $1500. Oh well.

Historical_Air_8997

It’s better than what I can make, but isn’t ASML at like 2nm now? With a next gen machine coming out in a couple years. It’s all good, but was just curious if it’s actually a decade behind or is it a big jump putting them like 5 years? Or slower than expected and they’re 15 years behind?

Historical_Air_8997

7nm is still not super impressive right? Like a decade+ behind ASML release of 7nm machines. This is also assuming they aren’t just using old ASML machines.

hakim37

They're almost certainly still using ASML's immersion DUV machines which are no longer prohibited to sell to China. China's home grown lithography efforts are still struggling at 28nm.

Better-Call-SauI

Europe be like: ASML, NBIS, Mercedes, BMW ,Ferrari, Lamborghini 🥭US be like we wuz hicks n shieet: McDonald's, Walmart, some social media crap Leave NATO and raise tariffs and you can admire in awe how rich the great recession folks were.

Better-Call-SauI

🥭Europe's deepest wish rn is that US leaves NATO and stops trading with us. Europe makes stuff like Mercedes' and ASML while US sells us Coca Cola and McD's. Gtfo of Europe with your tariffs!

bihari_baller

> in the following order - ASML, AMAT, LAM, KLA = TEL Process control intensity is only going to go up with more advanced chips, not down.

hubblebubble7

Jensen thinks he has ASML style monopoly, bullshit

CMDR_Shepard96

Looks like everything is gonna pump except for my deep red ASML calls.. I just wanna break even at this point 😮‍💨

rickster555

No they’re not, ASML, the second most important (or just as important some would say) company in the manufacturing of chips would not side with China. China would be way behind. So no, China does not have incentive to invade because TSMC is just as important, if not more, to them

Aggressive_Finish798

I feel like some winner have it locked in already. ASML, Nvidia, Micron, Broadcom, TSMC. Who can knock them out of the places? The smaller up and comers? Yeah, there all jockeying for a spot at the table.

ArQ7777

I don't think Elon Musk knows he need to order equipment from ASML. He forgot about that.

Vegetable_Push6542

China is willing to throw Iran under the bus if they were able to get access to say, ASML machines. But I don't think that would ever happen. They'd get access to every Nvidia chip possible before access to any high EUV ASML machines.

Usual-Memory-3668

The majority of your portfolio should likely be in that VOO, and a couple others like it but for different sectors.  For individual stocks: I wouldn't Do Vertex or Inthitice. Pharmaceutical stocks are too volatile with news one way or another one new approvals or finding out their product is 2% worse than a competitor so stocks soar massively and rank massively. Energy stocks are generally slower growers, but lately have been quicker, though also are now becoming volatile as well with news on approvals or disapprovals of new projects. Only buy cheniere if you truly believe in them regardless of news one way or another affecting the stock in short terms.  ASML was a good choice long ago, this generation of tooling is peaking though. There is no guarantee ASML will be topdog in the next set of tooling. They were nothing before this generation and could very well be nothing in the next. In fact, ASML hasn't even talked about working on next gen tooling yet which is pretty bad. I wouldn't hold them more than couple more years as it is too risky at that point. 

JR-FlowCapGroup

I like Vanguard but make at least 50 percent or so. It feels like you don't know how to pick businesses.ASML, coca cola and Waste management are good bets. The others I am not familiar with. Try to invest in businesses that have a moat and a predictable business with predictable earnings. It is mentioned but indeed, don't take reddit advice. If you're looking for stock picks, go to dataroma and watch the superinvestors and what they pick. You'll do far better with those. Good luck 

elegance78

ASML should tell Musk to go pound sand, no litho machines for him.

Nelsons93

Hey welcome to investing! It is awesome that you are committing to 400 to 500 a month. Honestly that consistency is the most important part. Looking at your list, it is great that you have VOO as your top holding. You also have some fantastic companies in there like Waste Management and ASML. But since you mentioned wanting relatively steady gains, your balance is a bit off right now. Only having 22 percent in your foundation like VOO and putting huge weightings into single companies like almost 15 percent in Nutrien adds a lot of risk. You also have a pretty big chunk tied up in highly speculative stuff like CRISPR and Joby which brings a lot of volatility. Usually for a newer investor wanting steady growth, you want to flip that ratio. Think about making a broad market ETF your core holding around 60 to 80 percent, and then use the rest of your money for these individual conviction plays. If it helps, I actually run a public pie on Trading 212 that a lot of people copy to build a reliable foundation. It keeps 60 percent in broad global ETFs to capture the whole market safely, and the other 40 percent in rock solid blue chip dividend payers like Microsoft, J&J, and Coca Cola. You definitely do not need to copy it, but looking at how it is set up might give you a good idea of what a more balanced portfolio looks like.

Longjumping_College

Yeah.... don't chip fabrication facilities take 5+ years? He said this a year ago Did he bribe ASML?

OrcOgi

ASML is near ATH... wtf you clowns doing lmao.

Vegetable_Push6542

Memory (MU, SNDK, WDC, STX) and semiconductor suppliers (ASML, AMAT, LRCX, KLAC) have been straight up hulk dicking it while other stocks crumble

CMDR_Shepard96

Microsoft nuked my port (was long calls). Pivoted to ASML, that finished me off lol

Vegetable_Push6542

Iran War has nothing to do with this. Look at how stocks like MU, SNDK, ASML/AMAT are doing. The Iran War is being used as an excuse to sell off stocks that were overpriced for a long time and then when we get some sort of resolution we'll pump back up. This isn't a bear market, we may have some correction in 2028 or 2029 but not now, markets are going to be fine within the next few months.

Vegetable_Push6542

Hear me out; we are selling off not because of the Iran war, but because stocks were way overvalued in the first place and now we need an excuse to correct. And this is why you see certain sectors doing well ex. MU/SNDK/etc. and fab suppliers ex. ASML/AMAT/LRCX/KLAC