ASML

keelanstuart

Read my other reply about ASML and Novo Nordisk. Watch what happens if they won't do business with the US any more.

keelanstuart

I had already been saying that if Trump acquires Greenland by force, if it doesn't immediately kick off WW3, it will still likely end or strain many business relationships... specifically those with ASML and Novo Nordisk - resulting in really bad things, exactly as the AI said. They don't make you read *Animal Farm* in high school because there's an actual talking animal society; just because something is fiction doesn't mean it's without value.

anonymous__ignorant

As soon as these talk become reality, ASML will become an EUROPEAN asset. Probably nationalised by the dutch and guarded with all available resouces. In the meantime alternatives will be developed and Europe might be forced to develop a domestic chips industry . Probably another tech race. In the meantime the US will be crushed by sanctions from all directions.

procgen

Sure, ASML could commit divide if they wanted

procgen

China and the US are the only countries who could pull it off. The US has the core EUV tech already (since they developed it) which does put them ahead of China. And they have the money - this would likely be done in a consortium with Nvidia, Apple, Intel, AMD, Qualcomm, etc. who have absolute mountains of money to spend. it would cost an absolute fortune and take years so it’s obviously a last resort. The status quo is still very much the best arrangement for the US and ASML.

procgen

No. They’ll just ensure ASML no longer produces EUV machines.

anonymous__ignorant

> They’ll be required to adhere to their agreements with their partners. Aah, like NATO. i see now. You understand that Going against an ally opens a different can of worms. ASML can simply be dissolved. We'll call it LMSA now and it will be governed by the EU body. Wacha gonna do Donald? Put more tarrifs? Invade Tenerife next? Beat yo wife?

procgen

Of course they work like this - see Nord Stream. ASML will no longer be able to produce EUV lithography machines if they break their agreements with the US.

anonymous__ignorant

Yeah, things dont really work like this. ASML can be ok, ZEISS is still a thing, and other miriad of suppliers. It;s enough for some of them to boycot ASML just enough to prevent ASML doing their job.

procgen

They can’t, per their agreement with the US. You realize that if ASML gets cute with the government they’ll get Nord Stream’d, right? Nobody is playing around here - the tech is far too sensitive to risk it falling into the wrong hands. It is certainly in the best interest of ASML to continue cooperating with the US.

anonymous__ignorant

I think ASML can simply take a vacation for the next turbulent period. When shit breaks, they'll call back as soon as they return to office.

BleuBrink

But Taiwan just had their tariffs slashed. And ASML has monopoly doesn't matter how much you tariff it.

procgen

The moment ASML violates the controls is the moment they get Nord Stream’d. that tech is waaay too sensitive for the US to risk it falling into the hands of the wrong people.

GreedyTexas

ASML down -4% in EUR lol

happy123z

Licking my lips looking at Nordo. They'll probably have a larger dip here because they're a Danish company, right? ASML is, too. Watch the opening dip and lock in some discounts. Might even freeze IBRX and other's rallies so I can scoop them up.

Deep_Load_67

Some actual numbers from the German exchange what you would consider future markets: TSM -1% MU -2% NVDA -3% ASML -3% Nebius - 4,5% Novo Nordisk -4,5% RKLB -7% Defense (Rheinmetall) +2,5%

Big_Fix9049

I am not the right person for this discussion, but I'll gladly listen to others an æd their opinion and insights. To just explain my rationale behind my comment on NOW and my suggested candidates: My personal investment criteria requires a company to have a consistent increase in revenue, net profit and FCF. Ideally more cash than debt and fairly high profits. If those criteria are met, I'm looking at valuation metrics. I'm most confident in methods like DCF and forward PE (where growth is included). Lastly, I aim to find support levels where I confidently add shares (moving averages, oversold RSI etc). IMHO, this is the best I can do that keeps me sleep well at night. While I understand that past performance does not predict future performance, it gives evidence that the company has excelled in the past. How (potential) competitors or technology may or may not disrupt a company's performance is beyond my capabilities to fully understand as there are too many unknowns involved that no one (even experts in the industry) can fully comprehend and predict the impact and consequences. It's only a best guess. Best example is chatgpt versus Google Search. I'm very satisfied that I kept investing in GOOGL last couple of years despite whole Reddit claiming that GOOGL is gonna die because of chatgpt. Same with ASML and Meta etc

Orangpootay

In what way? ASML are the leaders in advanced lithography machines and they’re Dutch.

Glove5751

The US is more reliant on ASML than ASML is reliant on the US. Not to mention, if a crisis happens, Europe will without fall into the arms of China, and we can already see it happening with some countries, and Canada. The US will really fall from Grace while Europe will be hurt like crazy, but we will get back on our feet.

Splurch

> It’s a huge leverage for EU. USA entire multitrillion tech industry relies on ASML. Ofcourse, fighting is bad for everyone. Just pointing out USA pinchpoint. The world's multitrillion tech industry relies on ASML. ASML requires licenses/software/hardware from the US government and US companies to produce machines. At minimum, if EU denied ASML the ability to export to the US the US would just ban them from selling their machines to the EU. Threatening ASML is a lose-lose proposition.

zxcvbnmqwerty12345

It’s a huge leverage for EU. USA entire multitrillion tech industry relies on ASML. Ofcourse, fighting is bad for everyone. Just pointing out USA pinchpoint.

Splurch

> If EU bands asml export and favors china, it would be like catastrophic attack on usa economy. Fighting over ASML is a losing proposition for both the US and EU. Only ASML can make the most advanced machines and they requires parts/software/licenses from the US. Neither side wants to cripple ASML as it would be a huge negative impact to everyone.

VictoriaIsReal

I'm a bit heavy on RKLB, ASML, and NVO

lynxloco

I work at ASML, I'll see if I can verify this because I have never heard about this before.

BitcoinOperatedGirl

They can certainly buy Chinese hardware to spite the US. You also have to realize that ASML is a European company, so is ARM, and most of the world's fabs are not in the US.

Michigan-Magic

Lmao, even funnier. The US has denied advanced semi conductors to China and Russia. The company that makes the machines that enables those advanced semi conductors is in the Netherlands, a NATO ally. US pulls out of NATO, why would ASML / NATO not sell to China / Russia? China is literally spending tens of billions of dollars to develop.the tech. Supposedly, they may be ready to produce actual chips in 2030. The US likes to pretend like it's better than the sum of the parts of NATO, when its strength is in welding the western world it created to defeat the Soviets. EUV - China: https://www.powerelectronicsnews.com/china-invests-e37-billion-to-develop-domestic-euv-lithography-systems/ https://overclock3d.net/news/misc/china-sidesteps-us-ban-with-euv-chipmaking-breakthrough/

Orange_Codex

ASML makes that more than a little bit difficult...

Michigan-Magic

Right now the US and the west have a stranglehold on advanced semi conductors. There is a single company in the world has mastered the technology related to extreme ultraviolet lithography. It's called ASML. It's based in the Netherlands. Through NATO, the US can deny this technology to China and Russia. Pull out of NATO and the US loses the ability to prevent these semiconductors from getting into the hands of its adversaries. Healthcare for military hegemony seems to be a fair trade. https://en.wikipedia.org/wiki/Extreme_ultraviolet_lithography It's more than just this though. China has become the manufacturing superpower. The US can only match China through its collaboration with its allies. Push comes to shove, by itself, China probably wins in an every man for itself environment.

Michigan-Magic

Right now the US and the west have a stranglehold on advanced semi conductors. There is a single company in the world has mastered the technology related to extreme ultraviolet lithography. It's called ASML. It's based in the Netherlands. Through NATO, the US can deny this technology to China and Russia. Pull out of NATO and the US loses the ability to prevent these semiconductors from getting into the hands of its adversaries. Healthcare for military hegemony seems to be a fair trade. https://en.wikipedia.org/wiki/Extreme_ultraviolet_lithography It's more than just this though. China has become the manufacturing superpower. The US can only match China through its collaboration with its allies. Push comes to shove, by itself, China probably wins in an every man for itself environment.

steffur

Yeah and we can trade with other parties as well ofcourse. Using ASML is a bad example though as some very important parts of those machines are made in the USA. Would be impossible to make them without the USA at the moment. Maybe in the future.

Accidental-Dildo

Well, you *could* throw some tariffs out... but it'd be better to just say "ok, charge Americans more" and then tax big tech. Then, work on subsidising domestic tech to replace US tech. Or just ban ASML from distributing ex-EU.

DoubleTapTheseNuts

ASML doesn't exist or continue to exist without the US. Try and do a little more research.

fact_not_salty_tears

Well, Ozempic helps those with type 2 diabetes. Synthesised from gila monster saliva. But you do comprehend that the EU isn't competitive on much at all- socialism stifles creativity. The only company in the EU that is creating is ASML in the Netherlands. Now, if ASML were headquartered in Taiwan, that would be an urgent reason for the CCP to annex Taiwan. As it is now, not much in the museum that is the EU.

Exxenmann

All your tech is running on chips made with ASML machines. The oh so proud AI race because of which you call Europeans "Europoors" is. Just saying.

Expensive_Web_8534

How do they plan to manufacture anything without someone processing their payments? Or having access to an OS or the cloud?  Yes, congrats - ASML has a near monopoly in lithography machines - and yes they could absolutely slow down global supply chain but europe still cant themselves benefit from it - because they themselves dont design or manufacture the chips. And even if they somehow could figure out how to design and manufacture chips, they have nearly no AI talent to utilize those chips. But all this secondary to the basic premise that Europe will ever have any will to retaliate. The social media, run by Americans, will ensure that masses remain divided when it comes to any action against Americans.

Exxenmann

What about ASML? Your proud AI race is over without it. Just one small example.

fact_not_salty_tears

It's Europe's own fault. You know not one of the largest corporations on Earth is headquartered in Europe- the USA was there to stop Soviet aggression and yet the Europeans embraced socialism anyway. Europe's biggest corporations are either Volkswagen in Germany or ASML in the Netherlands. VW is 11th or 12th on Earth in terms of revenue & ASML is the 20th biggest company on Earth in terms of value. That's not enough. The EU isn't competitive. Here, Stossel explained it very well, last year: [https://www.youtube.com/watch?v=2IOWBjoo7Ew](https://www.youtube.com/watch?v=2IOWBjoo7Ew)

errezerotre

No, the core concept date back to 1796 by Alois Senefelder, a German. Every nation in the world can make the chips made in 1999 using lithography, but ASML definitely still have a big moat.

Emperor_of_All

All EU has to do is withhold ASML and it will ruin everything that this administration has planned for the whole year. That is what the EU should do, they don't even have to do anything else.

procgen

I’m not saying they haven’t developed anything new. But the core technology in their EUV machines - EUV lithography itself - was developed by and is licensed from the US gov. Again, this is why ASML has those strings attached.

Less_Register4608

ASML will be +8% tomorrow

SupermacsFastFood

The entire continent of the Americas speak European languages, Asian nations have a culture of you don’t speak English they judge very harshly - and Specialty chemicals, Automotive, Precision Engineering and Advance manufacturing (ASML), Commercial Aviation, Advanced Agricultural Machinery etc. etc. all industries Europe does best in the world.

Status-Being-4942

Exactly, a functioning government that is not going to jeopardize the income ASML generates and the spillover effect to all the suppliers in the area.

TernTheNumbers

SAP and ASML are buys.

Disastrous_Ad3779

ASML may be based on the Netherlands but they do all their big contracts in Taiwan hahahaha war cries intensified

moorhound

Since a bunch of you retards forgot we live in a global economy; ASML, the guys that make all the lithography machines, are in the Netherlands Carl Zeiss, the guys that make all the glass/masks needed for etching, are in Germany. Most of the neon comes from Ukraine.

runtimeErr0xr

Block US companies use any chip used with any ASML machine and US companies will do the job against orangeman

awwhorseshit

All they have to do is restrict ASML and its game over.

procgen

ASML licenses their cutting-edge EUV tech from the US Department of Energy, who developed it at the Lawrence Livermore National Lab in California. It's why they are subject to US export controls. *And* they depend on software and components made in the US, including the EUV light source (made by Cymer). ASML has exactly zero leverage here.

Specialist_Guard_902

The thing is ASML has had a hiring freeze and especially now due to uncertain times will not restart hiring. Oh definitely we would be further along, but there will always be a moron who will try to control everything. Let's just hope that the orange swan will not live forever.

istealpixels

That is indeed the question. And that will be heavily influenced by how well different nations will be able to work together. ASML is ofcourse Dutch, but they recruit internationally. The world could be much further along in a lot of areas including tech if we stopped letting a bunch of inflated egos push us in directions that do benefit us.

Specialist_Guard_902

Yes, you are right. I misinterpreted what you have written, I had to read it once more to fully understand what you meant. And ASML is indeed very much ahead, let's see for how long. China might be able to catch up with the already available machines in the next 10-15 years, will ASML be able to make their new machines work by then?

Brokenandburnt

Dude, ASML is the only company on earth that manufacturers the UV lithographs that TSMC uses. They also source specialized components from the EU, Germany for instance has the only fab in the world capable of producing the mirrors that goes into it. If ASML would cut Taiwan and the US off the production stops next time a part breaks down.\ It's not something that can be reproduced quickly either. Just like TSMC's chip fabs, it's not enough to have the technological capacity, it's the trained workforce that is the true bottleneck.

GrandRub

EU could ban ASML related exports

istealpixels

Nothing. That is not what i said, i said it is not making chip machine, China does that. China builds A chip machine. But not anything comparable to what ASML is building. ASML is so much ahead.

jsie-iaiqhsi816278

ASML

VirtualPercentage737

The Neatherland should respond by adding a 3000% tariff on ASML machines. They hold all the cards.

Specialist_Guard_902

What is China building that is years ahead of what ASML is doing now? I doubt they can do that before at least 2040.

Virtual_Secretary_98

Restrict ASML US sales and we'll see if this administration is still playing big boys

illonlyfadeaway

Calls. The EU will chicken out like Taiwan and TSMC. ASML will announce they are investing $500 billion in the US and moving production to Texas.

honey_102b

on the contrary it's the US that has ASML by the balls and has already successfully twisted it at least once already otherwise how do you think a Dutch company would suddenly ban sales to China? because the most important part of the EUV system..the light source is of US origin. not to mention other software, components , and patents developed by the US.

MrDwerg

As someone very familiar with ASML, the supply chain is worldwide. The US is actually a lesser part in it. Still essential, as is every piece of the puzzle. But not the main contributor by far.

Portfoliana

Solid approach - your already doing the right thing with the boring VWRP/pension base. For the 200/month asymetric bucket I’d look at sectors with structural tailwinds that won’t disappear in 5 years: semiconductor infrastructure (ASML, KLAC), energy transition plays with actual earnings (not pure speculation), or quality mid-caps in healthcare/industrials that are flying under the radar. One thing that helps me filter ideas is checking retail sentiment - https://adanos.org/reddit-stock-sentiment tracks what’s getting mentioned across subreddits. Not to follow the crowd, but sometimes usefull to see what’s overhyped vs. overlooked. With your constraints I’d probably stick to 3-5 concentrated positions and just DCA into them monthly rather then chasing new names constantly.​​​​​​​​​​​​​​​​

Michael_Bhurewala

lol imagine if EU restricts EU people trading US securities (ie only sell button) and start banning cesspits like X and RDDT as well as services like $VISA, $MA etc also ban ASML from selling advanced EUV machines to US and US affiliated companies. Also, dump dat dere US sovereign debt who said u need nukes? lmao 🍿🍿🍿

noiserr

ASML has been used as a political tool before. It is a European company. They could ban the US and open the latest tech to China.

AnyBug1039

It's true, but we have ARM, ASML. Even working with South Korea directly to fabricate our own ARM chips would be an improvement. Linux is open source and the main OS now for infra. Yes, we're way behind, but we have to start somewhere and try to wrest some control back. I'm not saying it will be easy or quick.

Status-Being-4942

ASML is largely owned by US institutional shareholders, what do you think they can do?

wyckoff_0

I practice Wyckoff principles for my investment decision, I am bullish based on my analysis, if you are interested read below my theory behind my bullish view, **Disclaimer:** If you don't believe in technical analysis ignore it, and you believe it do more research before investment decisions. I am sharing here for only education purpose, I do hold ASML stock. ASML Stock Wyckoff Analysis( Tracking the Smart Money) 1. The 2020-2021 Markup Phase Action: Price skyrocketed from $179 to a peak of $850. Context: This was the initial discovery phase where institutional "Smart Money" realized the scarcity of ASML’s technology during the post-pandemic semiconductor crunch. 2. The 2022-2023 Distribution & Correction Action: After hitting $850, the stock entered a massive correction, bottoming out around $349 in October 2023. WYCKOFF Signal: This wasn't a death spiral; it was a "Spring" or a deep shakeout designed to transfer shares from "weak hands" to institutional "Strong Hands." 3. The 2-Year Reaccumulation Zone (March 2024 – Dec 2025) Range: $630 – $1,180. The Footprint: If you look at the volume profile. Every time ASML dipped below $650, volume surged past 15 million shares. Interpretation: This is high-volume absorption. Institutions weren't just watching; they were building massive positions, creating a "floor" that the market refused to break. 4. The January 2026 Breakout Current Status: As of mid-January 2026, ASML has decisively cleared the $1,100 resistance level with massive relative strength. The "Sign of Strength" (SoS): This isn't a fake-out. The price action over the last three weeks shows a clear shift from a balanced market (sideways) to an imbalanced market (demand exceeding supply). The Goal: Price Targets & Cause/Effect Using Wyckoff’s Law of Cause and Effect, the horizontal width of the 2-year reaccumulation zone (the "Cause") allows us to project the potential "Effect" (the price move). Long-Term Target 1: $1,875 Long-Term Target 2: $2,100+ you can find more detailed view here in this video. [https://youtu.be/kQyemWTdZeA](https://youtu.be/kQyemWTdZeA)

asmallstep

 Mostly Defense like: Rheinmetall, Renk, TKMS but also ASML, Siemens Energy 

Neat-Voice2456

U.S. stocks don’t have much of a stability premium over Canada/Europe/Japan. U.S. stocks have a growth and quality premium because of tech dominance. If you look at the high quality tech stocks outside the US, they trade at high valuations too, it’s just that there aren’t many. ASML, Spotify, MercadoLibre, and Shopify come to mind. Very high valuations. The reason Europe trades at 15x earnings is because Europe is dominated by financials, healthcare, etc. Structurally lower growth and margins. China is another thing. The risk of Chinese ADRs going to zero is real. They march into Taiwan, your BABA is gone.

jackdstrom

It's super pricey but ASML might be a play? (If it dips)? Isn't it headquartered in belgium?

espkv

If they really wanted to create tension, they'd close the doors at ASML and just watch the tech-companies get real intrested in a regime change.

Fit-Gear-8769

Other Options 😂😂😂 Try again, or maybe list them. Taiwan doesn’t exist without the US. ASML has no business without Taiwan, Japan and Korea. All of which rely on the US for defense. You think imec will keep ASML in business. 😂😂

gehacktes

Of course there's other options lmao You seem to struggle to understand how Taiwan is completely dependent on the ASML production machines. Cutting of Europe would be suicide. Unless you think they can produce chips with a magic spell. Go figure.

gehacktes

TSMC has nothing to do with this and they wouldn't cut off shit, because they're dependent on ASML without any alternative.

Stunning_Spare

No it won't Taiwan produce most of that with the machine powering AI industry and causing shortage on DRAM and shit, and ASML is getting very handsome part of the pie. such ban will be no benefit to anyone, even more devastating for EU. there're more options and less destructive a lot more beneficial like restrict US internet services.

Appropriate_Mixer

I don’t think you understand the chip market well. The US can make those lower quality chips just like China without ASML just fine. It’s just the high quality 2-3nm chips of NVIDIA and TSM that are used for AI data centers and such that wouldn’t be available.

MyNameIs-Anthony

Hold on to current machines until ASML stops acting stupid.

moorhound

The one magical sentence that the EU has to say: "In response to recent US actions, we will be placing export controls on lithography devices (ASML), glass imaging products (Carl Zeiss), and their derivative products." Tech boys will have 🥭 in the cuck chair my Monday.

moorhound

Question: Where is ASML located

Master-Piccolo-4588

Does DT understand that we have ASML?

Curlymoeonwater

I have subscriptions to the Wall St Journal and Barrons - I sometimes let them lapse so I can pick them up at a good discount around the holidays. I subscribe to Morningstar (it's the most expensive sub I have since I use it as my portfolio tracker); good articles and screeners and I use their individual stock analysis as a major source for interpreting stock valuation. I listen to Barron's Streetwise and Consuela Mack's Wealthtrack podcasts - they both provide fairly conservative commentary and a wide swath of good interviews weekly. I'll occasionally tune into CNBC during the day to see if there's someone interesting on, but try to ignore the hype. Bloomberg tv has alot of good news clips throughout the day and the weekly show Wall Street Week with David Westin is a solid, wide ranging informative show. I rarely jump on anything because of a headline - it's already too late. But I figure that the more I know about anything and everything in the news, the better. I do like to look at stocks that get slammed due to a headline just to see whether it's justified. Example - when news about Deepseek came out last year there was alot of talk about Google being doomed. I didn't jump in, but was buying a few months later after the dust settled and analysis became a bit more sober. I've read about ASML for several years and have missed opportunities but finally held my nose and began buying in October '24 after they said earnings might be flattish in '25; a year of flat earnings is not going to kill a ASML. I've also had dead money in ALB for over 2 years so I'm not claiming to be a genius. And MRNA has been nothing but a loser - thankfully a small position. I love reading and being engaged in my investments and balance my individual stocks with etf's. Doing ok, maybe could be doing better.

atape_1

If the EU actually wants to seriously hurt the US, they can stop exporting ASML machines.

gianfrugo

i think you are right for the wrong reasons. climate change, natural resource depletion aren't real problems for Investments: climate change isn't that big of a dial for companies (it is for animals habitat and poor nations but not for the sep). natural resource depletion will be a problem in another 100 year maybe the elefant in the room is ai. and in particular AGI/ASI. if we (as of humanity) succesfully build an asi the entire economic sistema of the world will see change drastically. ASI is the most important technology that humans can create, more consequential than fire, agricolture, or electricity. a world whit an asi is a world that dosn't need human work, and where incredible new technology is discovered autonomously at speed unimaginable. the right thing to do is simple by ai stock. my opinion of particular stocks: the best: GOOGLE (50% of my portfolio): has modles, tpu, fsd... very good: TSMC, INTELL, ASML good but not perfect: BROADCOM, NVIDIA, AMAZON, MICROSOFT, TESLA, AMD, MU more risky but potentially interesting: RXRX, OKLO, [z.ai](http://z.ai/), mimimax (and probably a lot more) and i hope for openai, antropi, x1 robbotica, figure and unitree IPOs S&P will probably still be decent but a lot of companies will fail. and more importantly work will be a memory of the past so better have a huge portfolio or live in a country that offers UBI.

longGERN

Shoulda bought way more ASML fml

I-vonatinkle

Good news for ASML then?

Ecstatic_Wheelbarrow

Not that rules apply anymore, but you technically can't do that under the WTO without justifications (hostile takeover of land probably isn't one of them). You're likely correct that the US will do it anyways so expect hardware to get even more expensive with new tariffs on ASML. >Trade without discrimination >1. Most-favoured-nation (MFN): treating other people equally  Under the WTO agreements, countries cannot normally discriminate between their trading partners. Grant someone a special favour (such as a lower customs duty rate for one of their products) and you have to do the same for all other WTO members.

Griffeltje

ASML could do the funniest thing here

IDrinkSulfuricAcid

''[source=chatgpt.com](https://en.wikipedia.org/wiki/ASML_Holding?utm_source=chatgpt.com)''

gopoohgo

ASML relies on US patents on EUV lithography, and a US subsidiary, Cymer, for production of their equipment.

BigEdsHairMayo

The Dutch could do something so funny right now... AI bubble would pop immediately if US got cut off from ASML equipment. DO IT!!!!

BigEdsHairMayo

The Netherlands could send our economy back to the stone age if they prevented ASML equipment from being used for US chip production. Weeks of circuit breaker down days at NYSE.

Faktheduck

Maybe the Netherlands should counter with a 100% tariff increase on ASML machines to the US….

ShittyUsernane1222

the more 🥭 shits on Europe, the more likely it is that ASML will sell EUV machines to china in secret backdoor deals implemented via EU and China sanctioned clandestine smuggling operations.

flyingdutchmnn

America the 2nd most hate country on earth after Russia (according to your own junk media, Newsweek). 15% of europeans consider the US an ally 😅. So do tell, who are your allies? Canada maybe?? 😂 https://ecfr.eu/publication/how-trump-is-making-china-great-again-and-what-it-means-for-europe/ >Haha americas not an export country anyway. Is literally what Trump is trying to incentivize and his entire economic policy is built around. All for nothing I guess since you seem to accept its pointless. It's failing pretty miserably. >Please tell me 1 company that can compete with tech and cloud? Without ASML you cant even produce chips. We created the fucking tech industry. What, you don't think we have replaceable email domains? Cloud is easy to replace and that's actively being built, and WILL be replaced. Everything you've said is classic naive brainrot american bubble syndrome. Its why americans get this stereotype, but stereotypes come from something! We need nothing from the US

ClippingTetris

Give yourself an allotment for ‘low’, ‘medium’ and ‘high’ risk investments. On the ‘Low’, look at indexes like VOO (overall), QQQ (tech) or ITA (military). For medium, speaking purely on tech, ASML, GLW, GOOG, AAPL, etc. On the high, but that into stock you think have the highest potential return. If you wanted to try something higher risk, look at an Options Call on an index fund ETF like $VOO or $SPY that doesn’t expire for 6-12 months.

HVVHdotAGENCY

Insane levels of hopium. The second one of the armada of EUV startups has a scalable MVP, ASML is toast

wright_on_

real ASML heads know about hyper NA EUV lithography

CriticalBlackberry90

ASML, AMAT, KLAC, LRCX are probably going to announce price increases soon and when that happens TSM will pass cost to NVDA who will pass cost to big tech and then they are toast. Spending 50+ billion every single year not sustainable.

Weak-Pomegranate-435

ASML already overvalued