ASML

2020isgreat

Ideally we steal ASML from Europe so they literally have nothing

OkAlternative7705

Idk ASML might be best company in the world. Even in 1000 years no one is getting to them US will make sure of it 

Both-Watercress-6811

Also anyone think ASML could hit 2k next year?

here_we_go_beep_boop

I'm green on every WSB flutter I've taken. PL, BLLN, ASML, hell even the stonk whose name must not be spoken

No_Presentation9490

whys ASML being such a dog right now

No_Current3675

ASML is such a pimp stonk

Venice_LA

"ASML EVP says company has zero sales in Europe, warns region may be left behind in chip race ASML executive Frank Heemskerk said the company currently has no sales of chipmaking equipment in Europe, citing a lack of local investment and fabs" thats crazy, biggest company in Europe has ZERO clients on the continent

Spac55

Suddenly IPO delayed for AI-monsters. $NVDA CEO of course jump to smooth it, because he has to sell GPU, otherwise crash like Enron. Market cap pump by vibe not by earning, $AMD look market cap, compare to $PEP $PG $CRM $NKE $BA $ASML & many. $QQQ $SPY at vix 14 handle, heading midterm time? https://preview.redd.it/v59bkd93k0rh1.png?width=745&format=png&auto=webp&s=da08c94c4ca100cb65331b1da80d7b8d61ba0fbe

Designer_Respect4285

That's a significant reason why I'm hesitant to buy. I don't feel like I don't have the expertise to evaluate if they will have a moat or if they will be on a perpetual cycle of having to sink a ton of money into training. I prefer my investments in ASML/TSM where if AI is very effective in boosting productivity, it's hard to imagine they won't outperform the market. There are some scenarios for sure, but it's less questionable.

Designer_Respect4285

Calling it advanced money destroyer isn't serious analysis, that's meaningless. The fundamentals also changed for AMD when people saw the growing importance of CPU's for AI data centers. AI cap ex has also far exceeded expectations. Even just this year, ASML's projected EUV machine totals for 2028 went from 70 to 90 to 110 and now they are trying to figure out if they can build more than 110 because demand is that high. You haven't show that the fundamentals were there for AMD in 2025 but it was irrationally mispriced.

No_Presentation9490

ASML

SirDeluli

Get your stocks outside the US, ASML for example and buy 10% gold/silver of your total portfolio.

Venice_LA

Im conflicted, I love ASML, but hate having my money invested in Europe with all the regulatory risk.

Heavy_Pudding7988

I didn’t say they don’t use DUV anymore I was under the impression that they use EUV for the best chips. But there still is a difference between Chinese DUV and ASML’s DUV. That’s why I sad they might have a chance. And yes I know it’s the US the reasoning is geopolitical.

Anning312

Again, use some common sense, EUV exists, but it's sold out like you mentioned. On top of that, they'll just stop using the DUV machines even when they can still make a fuck ton of money off of it? How does that make sense to you? ASML can't sell to China because the US tells it that it can't, look it up.

Heavy_Pudding7988

I didn’t know Micron uses DUV as a cost cutting tactic. I assumed because the two Korean players are on EUV. Maybe CXMT has a chance on their own + Chinese DUVs. And ASML can’t sell to China because of geopolitical reasons, look it up.

Anning312

Micron still uses DUV for its HBM production. EUV is nice, but again, DUV isn't obsolete. EUV is not easy to make, that's for sure. But it's not something that has a progress bar that advances constantly at the same rate. A breakthrough can happen that accelerates it to just 3 years, or even 3 months away. Or that breakthrough never happens. We all know that it's possible, because it exists. And China has the largest number of engineers in the world. CXMT wasn't on the radar at all even last year, but right now it's being talked about a lot. ASML is not an US company, so while the US has a ton of power over the Dutch company, it's still a Dutch company. So I don't see how the US has permanent grip on it to have the decision to not sell China EUV permanent like you claimed.

Heavy_Pudding7988

Xi Jinping. I believe SKHY and Samsung resumed production after cancelling and I believe Micron is still not making any consumer memory atm following their Dec 2025 announcement to stop and focus on HBM. HBM is gold right now. I know AI demand won’t last forever but as long as it does China isn’t getting any EUVs for HBM because of restrictions and ASML is sold out thru 2027. And when the slow down happens which it will just don’ know when, China might have their chance to get their hands on EUV but it wouldn’t really matter anymore. And if China decides to build I don’t think this AI build out will last 20 years. There is a reason ASML is the only player and they are the only ones to figure out such tech. It ain’t easy even if you have all the money to build.

Anning312

Are you in charge of China or ASML to know that it will never change? How long did you say it would take China before it gets the DUV running?

Heavy_Pudding7988

China has restrictions on NVDA chips in China and that will never change just like ASML won’t be allow to sell its best machines to China. And if you want to make another ASML give it 20 years and some luck. AI is treated like an arms race and it’s China vs USA right now.

seaturtle_12

Calling memory easy to make is wild. Samsung, SK Hynix, and Micron control \~95% of global DRAM/HBM capacity—you can’t just 'choose' to build an HBM fab overnight without $15B+ and ASML EUV tools. But you're 100% right on the software moat. CUDA locks developers into Nvidia, whereas standard DRAM is interchangeable. Though with HBM4 using custom logic base dies, even memory is getting physically locked into specific GPU designs now. HBM is not interchangeable as it used to be. They’re locking more and more.

Endless-OOP-Loop

The winners are going to be the companies like Applied Materials, KLA Tencor, ASML, etc. Whether the AI companies prosper or not, money is getting spent on infrastructure.

spez_eats_nazi_ass

I went w the "fuck this putting all my money in non us funds" thing in late 24. Yeah I missed some Nvidia and MU action. Still lucked out w ASML and a few others.

Typical_Zombie_5878

I'm gonna say ASML Harmonic drive systems Rocket labs Linde Uranium royalty Or in the event the big orange man sends us into a nuclear winter, just hold physical gold and silver.

haunting_scooter

The numbers aren't wrong but they are a severe outlier, Micron's own history shows that. Commodity memory has never sustained anything over 60% for long because the capex cycle always kicks in. Someone builds more fabs, supply catches up, margins compress back to earth. The only precedent I can think of that even approaches this is ASML during the EUV monopoly window, and even they couldn't hold 85% indefinitely because their customer base is too concentrated. Memory is way more cyclical than lithography tools though, so I'd be shocked if this lasts past mid-2027

All_YourBase

What were the biggest triple witching EOD swing you saw today? There were big ones on a bunch of stocks - GOOG, SNDK, AMD, MRVL, NVDA, ASML to name a few

No_Presentation9490

ASML

No_Presentation9490

ASML

micheelay

Well they have a range of software and cybersecurity products. Apparently a 1B backlog with increasing demand. And the QNX is used in something like 275 million vehicles worldwide. Just the pivot itself from smartphone to the new suite is really impressive. But it could run up before earnings and then sell off, which is what it looks like at the moment. Micron could be seen as a riskier move, but with its demand and capabilities with development, along with being able to use ASML technology, it is a big deal. China is behind the technology ASML has and they are not allowed to access it. Making the chip shortage rely on Micron as the main American supplier.

Real-DrUnKbAsTeRd

It doesn't matter anymore. AI is driving the bus. You really think AI trading algos are going to do anything to slow NVDA or ASML?

VulcanSpark

my uber driver in amsterdam said i should buy $ASML the dutch chip maker, he has his life savings in it

Sudden-Tone3983

thoughts on ASML?

Sudden-Tone3983

thoughts on ASML

Sudden-Tone3983

anyone else wanking it to ASML?

No_Presentation9490

ASML reverse head and shoulders

RizzlerNerden

Send money to ASML, TSM and NVDA 2-3 years and forget

No_Presentation9490

3 black crows pattern on ASML, GEV and AMAT 1day charts. looking ominous

No_Presentation9490

im going long ASML here for at least 10 minutes

Sick0h

ASML could grab the entire world by the balls and have 99.9% margins if they wanted to

wrongrobertpatrick

ASML

No_Presentation9490

literally 3 days after UBS upgraded ASML price target to 3400.00 per share, ASML broke under its 50 day and 100 day moving average in a single trading day on crazy volume. these people will answer for their crimes at some point. imagine being an institutional investor that took them seriously.

davidbigham

AVGO and ASML looking juicy again .

ryzetard

dunno which one is funnier, the one when GYNA WON because of that 2008 ASML tech they shat out at 4% capacity or this one xd

No_Presentation9490

crazy how ASML imploded like crazy right after UBS raised its price target to $3400

Palliewallie

ASML is down 5% in the Netherlands

Chilinuff

Let me check — that response ran long. Here's a tighter version that actually fits the limits. Yo apes 🚀🦍 Dario Amodei (Anthropic CEO) dropped an essay this weekend, "We Must Pace the Frontier," saying AI labs should voluntarily slow capability gains before things get dangerous. Within 48 hours Altman, Musk, and Hassabis all co-signed, and Altman used it as cover to shelve OpenAI's IPO for the year. Three CEOs who never agree on anything suddenly agreeing "let's chill" spooked the whole market. Why it matters: AI stocks are \~62% of S&P 500 market cap, with hyperscalers dumping \~$700B into infra this year betting on infinite growth. If the builders hit the brakes for safety, that thesis cracks. Nasdaq futures fell 1.2% Sunday night, Asian chip names (ASML, Infineon, SK Hynix, Samsung) got smoked, and semis are down \~20% from June highs. Throw in a Saudi pipeline closure spiking oil plus a Fed decision this week, and you've got a nightmare cocktail for leveraged AI longs. Bulls say committed capex doesn't reverse overnight, this is a buy-the-dip blip. Bears say the "growth forever" narrative just took its first crack from the people actually building it. **TL;DR:** Anthropic's CEO called for slowing AI development, other top CEOs agreed, OpenAI delayed its IPO, and markets — where AI is basically the whole market now — are bleeding. Add oil + Fed fears and your calls are cooked. 🩸📉

Chilinuff

Yo apes 🚀🦍 **Why the AI trade is getting rekt today:** Dario Amodei (Anthropic's CEO) dropped an essay this weekend called "We Must Pace the Frontier," basically saying AI labs need to voluntarily slow down capability gains because things are getting scary. Within 48 hours Sam Altman, Elon Musk, and Demis Hassabis all co-signed the vibe, and Altman used it as cover to shelve OpenAI's IPO for this year. Three CEOs who normally can't agree on lunch suddenly agreeing "yeah maybe we should chill" spooked the entire market. Why it matters: AI stocks are \~62% of the S&P 500's market cap, with hyperscalers dumping something like $700B into infra this year betting on unlimited growth. If the guys building the tech are hitting the brakes for safety reasons, that growth-forever thesis takes a hit. Nasdaq futures dropped 1.2% Sunday night, chip/memory names (ASML, Infineon, SK Hynix, Samsung) got smoked in Asia, and the whole semiconductor sector is now down \~20% from June highs. Add in Saudi Arabia closing an oil pipeline spiking crude, plus a Fed decision this week where inflation data isn't helping — you've got a leveraged long AI degenerate's nightmare cocktail. Bulls will say committed hyperscaler capex doesn't reverse overnight and this is just noise/buy-the-dip; bears say the "unlimited exponential growth forever" story just took its first real crack from insiders themselves. **TL;DR:** Anthropic's CEO published an essay saying AI development should slow down for safety, other big AI CEOs agreed, OpenAI delayed its IPO, and markets — where AI is basically the whole market now — panicked. Add oil spike + Fed rate fears and your calls are bleeding. 🩸📉

No_Presentation9490

ASML complete collapse overnight lmfao. This shit getting serious huh

No_Presentation9490

ASML just broke its ascending lower trendline and 100day moving average. not a good look

onsokuono4u

The postwar-advantage part is true and it's Econ 101, but the rest of your post skips a lot... US manufacturing output is near record highs in dollar terms. What collapsed was manufacturing employment, and automation ate way more of those jobs than China or Korea did. A modern US factory makes more stuff with a fraction of the headcount from 1970; that's productivity, not just "getting cooked." Also the electronics/auto framing cherry-picks the losing categories. Nobody's buying American TVs because the US basically ceded consumer electronics decades ago — no tariff wall, no industrial policy, nothing like what protected autos. Meanwhile the US still dominates the categories WWII destruction has nothing to do with: aerospace, semiconductor equipment (ASML/TSMC can't build fabs without Applied Materials and Lam Research), ag equipment, defense, pharma, chemicals. Those aren't relics of 1946 — they're current comparative advantage. And "no one else cares for American cars" undersells it. GM sold more cars in China than in the US for over a decade. Tesla is the best-selling car brand on earth in dollar terms in several markets. Ford/GM chose to retreat into trucks/SUVs domestically because margins are fatter there, not because nobody wanted a Focus. TL;DR: the war-recovery story explains the *shape* of the 50s–70s boom, but by the time Sony/Samsung/TCL show up it's competing with automation, deliberate corporate offshoring, and different countries specializing in different tiers of the stack, not one long slide off a WWII cliff.

No_Presentation9490

wtf is that day chart candle on ASML lmao. did they have some shitty news

DarkReignRecruiter

You missed the Aug headline that they just successfully made their own slightly inferior version of ASML machines for the first time. From there they will only iterate and make good enough versions like they have in other areas. That was what was the big stumbling block in keeping them from making chips that were suitable.

No_Current3675

Just buy the AI supply chain. MU TSM ASML KLAC LRCX NVDA GLW CEG etc.

No_Presentation9490

ASML going crazy wtf

No_Presentation9490

ASML looking healthy rn

No_Presentation9490

up 2k on ASML

nicolas_06

A world ETF like VT has already: * 30% in tech sector * 13% more specificaly in the chip sector (with among others 4% Nvidia , 1.5% TSMC, 1.5% Broadcom, 0.8% micron, 0.7% samsung, 0.7% AMD, 0.55 ASML, 0.55 SK Hynix and a few other) * 3.3% Google * 2.3% Amazon Honestly just take VT. Much simpler to handle, much less involved and it will automatically pick the winners without you having to make a bit as of why Google is better than Microsoft or Meta that maybe in 5 years it will be more bio tech or whatever. This isn't even like what you selected will even make a difference.

xxxMarilee

Because...as I said, I am trading in an IRA so no capital gains or losses. I can buy back ASML right now in after hours at a lower price than I sold. I suppose it's timing the market...gambling that ASML will drop lower tonight and tomorrow and then I'll buy it back and sell it. Rinse repeat.

BaggyMonny

Today actually makes perfect sense. AI is going to continue so TSMC and ASML going up. But the recent news is that it isn't anymore just about generic GPUs but having also customised chips. So that's why Nvidia down and the others up: AVGO, AMD, QCOM. And memory also will be needed so MU, SK Hynix also up. Amazon down due to capex news (flows to QCOM). Risk-mitigation with Apple due to tomorrow's event. MSFT perhaps went a bit high so it's correcting a little bit, but not drastically. Musky stocks doing musky hype, can't be explained. Meta and Google both hovering, no clear signs to push in any direction.

No_Presentation9490

16k today on ASML. gonna clock out

onDetop

ASML 1900 incoming

No_Presentation9490

bullish RSI and DMI divergence on ASML. This is not financial advice.

xxxMarilee

I bought 50 shares at 1816 and 10 shares at 1730. I'm red $5200 riight now. I have traded ASML several times and I am green about 4500 on closed positions. I do crazy stuff. I sell and bank a profit and later end up buyer at a higher price than I previous sold at. It's been working though. I am not a buy and hold person.

No_Presentation9490

For anybody trading semiconductors, here's a life hack. Always keep ASML chart in view. its traded much more thinly than any other semi. If ASML is strong, semis are strong even if they're choppy. If ASML is weak, just be careful out there.

Samjabr

There are multiple levels, brother. It's going to be a while before they are ASML level

OptionsHuduga

wow ok I wasn't aware of that news. at least u have shares and can't lose a dime unless u sell for a loss. whats ur av. price? ive got ASML $2100 calls. I bought at the peak of the semi run many months back like a f'n moron. it will be a miracle if they hit.

xxxMarilee

I hear ya. I've got shares...60 of them.. Yeah, I defy all advice and put a lot of money in just a couple stocks. The news today is that ASML is getting some big deals with TSM and Samsung, so that is why it is popping. But just watch, it'll open high and a few minutes later will be the nose dive.

xxxMarilee

ASML: I sure hope this pop lasts until I can sell and recoup a lot of loss.

Garnatxa

I hold ASML + TSM

jurble

It should be able to design and construct a cheaper version of ASML's EUV machines first, that's the real bottlebeck.

Fertal78

Yeah, is there some ASML for drones or something.

znightmaree

One thing worth considering is that a lot of the space stocks that sold off before SPCX were low market cap (RKLB, ASTS, PL, FLY, LUNR, etc). Compare that to AI and you’re talking about companies worth a trillion or hundreds of billions (SKHY, MU, ASML, TSM). A lot of space stocks are also way more speculative and in their infancy, while AI stocks are highly profitable and accelerating. It’s apples and oranges. I’d be lying if I told you for sure they wouldn’t sell off, but I doubt it.

Etherius

No because “circular financing” isn’t real Every one of these companies still has monumental costs to their suppliers. Electricity, construction, silicon, all of it is a massive portion of the cost they’re spending. Companies like ASML have real deliverables and real cash revenues That isn’t going back to Nvidia. Shit like that

_lothric_

ASML. That was the first time I actually didn’t panic-sell. It was a great decision. Since then, every single red day feels like… well, it feels like nothing.

Designer_Respect4285

I think you could be underestimating the pricing power that companies like TSM and ASML will continue to have. They won't be the biggest winners, but substantial winners unless maybe AI gets orders of magnitude more efficient.

No_Presentation9490

ASML shrek holy shit

SeraphimSphynx

ASML It showed that the fortitude to hold fast during the tumble can be the difference between winning and losing.

Puzzleheaded-Arm3155

What about ASML?

TheSecondTraitor

Biggest tech companies is probably the fastest without straight up gambling like the regards on this sub. What you listed is pretty reasonable IMO. Although Google and Nvidia and Especially ASML might be more worth buying now rather than later. But nobody can see the future.

No_Presentation9490

lmao ASML day chart is fucking horrendous. the street absolutely doesnt give a fuck about them

Primary_Olive_5444

[https://hc2025.hotchips.org/assets/program/conference/day2/40\_Marvell\_Kuemerle\_final.pdf](https://hc2025.hotchips.org/assets/program/conference/day2/40_Marvell_Kuemerle_final.pdf) Marvell® dense SRAM in 2nm Marvell IP -> but they goto TSMC Intel Foundry + Intel DCG -> products with stack SRAM (i.e. Logic on too of SRAM) Intel Xeon 6+ clearwater forest -> this is launched and should be shipping to hyperscaler. Intel Xeon 7 diamond rapids -> product announced but shipping early-mid 2027 If SRAM actual silicon, that is the logic foundry players. If SRAM IP, then Marvell and Broadcom (maybe MediaTek) some players that benefits: ASML -> because you need EUV for SRAM at those advanced nodes. Foundry -> Intel and TSMC for fabrication and advanced packaging.

prestodigitarium

Look at the bottlenecks to scaling intelligence to insane levels from here, that should show you a pretty good roadmap. Energy, memory, storage, high speed networking. Besides memory, in the US, energy is the biggest bottleneck I see. SpaceX's space datacenter thing is largely a response to that, making solar into reliable baseload for this in a way that's largely immune to the datacenter political blowback. I think the Taalas approach is pretty interesting (basically hardwiring the weights of a specific model into an asic, so that it runs at wire speed, doesn't need memory to page the weights into a GPU, and it's many more tokens/joule). But if you have a model that's recursively self-improving, then taping out new asics for every iteration becomes a bit of a chore. But AMD recently bought them. I'm expecting really interesting things from them. I have money on nvidia (since 2016), TSMC and ASML (2021), Cerebras (2021), and SpaceX (since 2019). I think open weight models (thanks Chinese labs!) are likely to suck a lot of the profit out of the model layer, but I feel pretty confident that the companies at the core of the hardware supply chain will do super well as running models gets cheaper and usage explodes. I might still drop money on the Anthropic IPO, their revenue growth chart is absolutely nuts, and maybe they'll find a way to keep people paying them even as open models get good enough. Also, AMD chips like MI350x are becoming a credible competitor, but they seem to be very supply constrained, and when I was shopping for a lot of inference capacity a couple years ago, the people I talked with who were trying to run AMD's DC inference servers didn't have nice things to say about their maturity. But it's been a couple years, maybe this is finally the year!

KnownButton8327

Nvidia, Google, Microsoft, SoftBank, TSMC, ASML, and anything to do with US power generation and grid build out

No_Presentation9490

ASML drops 55 dollars the day after UBS raises its price target LMAO

Low-Cartographer-429

I like the idea of KLAC or someone other than ASML who sells to the fabs; but not sure which would be a good buy right now.

ConsistentOriginal82

can someone just tell ASML to go back to its ATH so i can sell for 0 profit....

No_Presentation9490

ASML chart is fucking brutal lmao. ubs just raised its price target on that dog. these "analysts" cant read the fucking room

SuccessfulSir9611

If this happens, ARM is cooked too. OpenAI Jalapeño was designed with AVGO but they used OpenAI Astra (probably, they said AI, I am assuming it’s this ) instead of getting ARM designs. So, your thesis is correct. ASML, TSM will be winners.

Low-Cartographer-429

I think TSM has a huge moat in the sense that it would be very difficult to replicate what they offer. They're not a monopoly like ASML but function as a high margin toll booth. Some say CUDA is NVDA's moat; maybe it was at one point, but I doubt it is any more. I'm not dumping NVDA, but I'm interested in taking some profits and moving them into TSM.

znightmaree

Do you think ASML is worth more than all three of these companies combined??

bilingualbunny

$ASML is my goat, will probably never sell

Spac55

$NVDA $MU $KLAC $AMAT $ASML $LRCX $TSM all got upgraded

No_Presentation9490

whys ASML imploding was there any news

SignificantBudget100

They also own the latest ASML machine (the best of the best) I think it cost them 400 million (it’s makes processing chips)

MandingoPants

I had ASML $700s for Jan 2026 back when it was around that level......

No_Presentation9490

ASML is about to break under its 100 and 200 simple moving averages. This is financial advice.

No_Presentation9490

pro tip if you want a less noisy stock to watch for intraday trends on semis, watch LITE and ASML. they trade thin as fuck and its easier to discern hourly trends

cool-lala

long ASML and CXMT short NVIDIA

Tentman66

ASML

Independent_Shock_15

Cmon ASML