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
Invested in this company years ago and I still believe it should be worth 3…4 times the market cap. But as long as the US is in a position to keep those companies small with corruption and military pressure it is not worth to invest. Same with ASML
x4.5 less compared to $1400 ASML. Without TSM there's no tech.
If I was going to yolo into anything, I’d buy SMH or SOXX. The semiconductors have done fantastically well for me-I’ve owned FSELX for well over 20 years and am up enormously. I also own NVDIA, ASML, and TSM, because I like owning some individuals and am addicted to the gains to be made in semis. Need to rebalance, badly. I have also owned APP for a while. Be wary, it’s extremely volatile. I’ve bought and sold, made some money, but am currently underwater. Consider building a foundation in VOO or SPY or IVV. Risk is exciting, but having a good amount in steady eddies (that grow) can take the edge off when APP drops $100 over a couple days.
Lets pump MU and ASML, attackk
I would like to include TSM and ASML as well, but Stock Analysis does not perform currency conversion and Macrotrends rarely updates non-US stocks.
Eh. I like to place orders and then fuck off. I'll miss some moonshots (my 700 order for ASML last year didn't fill, FML), but I don't lose money.
Its not really aboyt automation. Is more about the skills required in making the products and the supply chain. We need more companies like ASML and Airbus, and a stronger defence industry. But a wealthy country cant just rely on manufacturing, so tech and finance should also be a priority
ASML makes the oven... Nvidia provides the recipe... TSMC is the chef that gathers the ingredients and makes the pizza.
Intel also buys and relies on ASML machines, they aren’t competing with them. They are competing with TSCM in actually producing the chips for NVIDIA and AMD while also completing with said companies for their own chip designs to be integrated in consumer technologies
Well the only real hope was Intel and they're too far behind, close enough to be good enough for the government but too far to be competitive for corporations. It's especially hard for Intel because they design their own fabs too. Intel is basically against NVDA+AAPL+AMD (architecture design), TSMC and ASML, they're trying to do everything all of those companies do as 1 and they basically got blindsided by AMD and TSMC with Zen.
I've had some decent success identifying new assets with a custom gem on Gemini. I have no idea when to exit the positions though. Couple examples it's helped me pick about 3 months ago are: SNDK, ENTG, and ASML.
I was in the same place after losing on Spirit Airlines and paperhanding Celsius And I got it all back and more by going all in on NVDA, TSMC and ASML after the Deepseek and Liberation Day crashes
Well tbh currently it's hard to attribute the price action to anything clearly. The whole sector corrected. This may provide a good floor to enter MU again with a stop below but we don't know if the chop goes on. When I look at some assets like TSMC or ASML all the daily chart tells me is "wtf"
EU should sell an ASML machine to china and dump us bonds. would be way more impactful than their strongly worded letters against Trump.
Yeah if they dca. But there is also a real chance that these orders are held up, delayed or cancelled since the deliverables can't be made in this fiscal. FABs take years to build (let alone the 12 to 18 months lead time for ASML - which was a thing even *before* the AI boom) Also the US electrical grid can't scale up as fast as they need so there is also a chance that that aspect also delays how fast the market wants this all to move. So I wouldn't be shocked if it ebbs and flows between booms and busts for all connected segments (energy, tech, AI adjacent commodities). Hence just dca is a better bet - especially nowadays with the rampant speculation thinking all of this is going to be a quick ramp.
It doesn’t matter if it’s a dumb spend, the money goes in semis like nvidia, AMD, micron, ASML. Fundamentally, this benefits their businesseses
AAPL, MSFT and GOOD are in a league on their own in terms of earnings stability. ps: Would be nice to have TSMC and ASML in the comparison.
The ASML moat is incomparable. Sources: I've worked at AMAT (even if a lonnng time ago)
Tesla's valuation is nuts with declining sales and margins while the rest of these AI plays like Micron and ASML are printing cash on the buildout. Bulls banking on robotaxis or xAI hype better hope capex doesn't crush 'em like it's pressuring the hyperscalers.
I’d just look at the SMH ETF. Its top holdings are NVIDIA, TSMC, Broadcom, Micron, AMD, ASML, Lam Research, KLA, Texas Instruments, and Qualcomm, which is basically the same list everyone keeps mentioning here. Much easier than trying to pick each winner individually.
As a matter of fact I've been working on LLM based trade tooling with auto order execution. In my paper account, after about a year, it's up 50%. After giving it access to an account with (a limited amount of) real money, it's down about 1%. Essentially, my approach is this: Give the LLM an initial prompt which includes current market summaries, current positions and portfolio values among other things Provide the LLM with extensive tooling for market analysis, stock discovery, reddit analysis tools (WSB sentiment isn't half bad...), general news tooling, as well as stock analysis tooling including price history. There are some issues with coherency, i.e getting the LLM to remember previous trades and executing future decisions based on that. The account with real money is fairly cash restricted which makes the trader very hesitant to actually make any trades. Another problem which is **very** annoying is exchange selection. At least IBKR's smart order routing is fairly terrible using their gateway. Eg, when the LLM wanted to purchase ASML, IBKR decided to route that over NASDAQ instead of Euronext while also providing EUR as the purchase currency, obviously resulting in an error. A couple more issues arise with European ETFs which get routed incorrectly by the gateway. Overall, the concept works, but tooling is difficult to get right.
Thank you. I truly believe that hardcore research, conviction, and patience are the path to success in the market. This was over two months ago. I haven’t changed much. Current makeup is 29% ASML, 21% SPGI, 20% GOOGL, 16% MCO, 13% FICO Recent buys are SPGI and FICO, letting ASML ride without trimming. Patience is the game.
The way I look at it is that ASML is the only option for litho, AMAT is the king of deposition, and LAM is the king of etch. For reference, I am currently a process engineer at one of the latter 2 companies mentioned and my previous job was at the other. Each company just makes a step in the process but AMAT also has other stuff going on. LAM can't really do memory deposition like AMAT and AMAT can't do memory etch like LAM, same goes for logic or really any aspect of chip design.
Focus AMAT tries to do everything. Lam and ASML are more selective in their pursuit. Also AMAT is very strong in logic, Lam is super strong in memory.
I never understood why people keep listing ASML and LCRX but leave out AMAT.
NVIDIA , TSMC , ASML make no money? Utilities that will be selling electricity to them are not making money? The construction firms building the data centers are not making money? The HVAC firms selling the AC and cooling equipment are not making money? Tons of people are cashing in on the tech giants spending spree
NVDA TSM ASML . MSFT GOOG TSLA and META will go sideways due to capex impinged earnings. In 2001 after the crash in internet stocks, there were only three or so winners at the top of the S&P 100. CSCO IBM MSFT AOL etc went sideways.
Yes, but I don't think it can stay there forever with all the capex announced. NVDA earnings are going to beat hard. Forward PE is around 20 now. Everyone knew there would be massive amount of lithography machine orders for ASML but it was trading for a year sideways for months because everyone wanted to catch the bottom. Looke where it is now...
Buy the semis: MU, Samsung, NVDA, AMD, AVGO, TSM, ASML and dump the hyperscalers AMAZN, META and GOOGL, ORCL. The semis are trading on the valuation that the capex is stagnant but it is accelerating. Alphabet, Xai and OpeanAI are trying to build a God by pouring money into silicon and most of it going into semis.
FUCK YOU AMZN FUCK YOU GOOGL youre good ASML
https://preview.redd.it/5frvu78r4whg1.jpeg?width=250&format=pjpg&auto=webp&s=a3f8ced9920bd47b9e89a3901d4f763c872eadce I am missing ASML
Everything about ASML operations is US controlled
Just start buying European stocks. ASML , ASMI , BESI , EUTELSAT. Thank me in one year
UNH, MSFT, Viking / VKTX, NFLX. Not that they will be V-shaped recoveries, but these are gifts. If the market dumps or we get a recovery and rejection to 6100 SPX and everything goes, I’m buying Taiwan Semi, ASML, Lam
If I had money left, I would probably put it in Taiwan, ASML, Google, AMD, Lam, NXPI, AMAT, Amazon, Visa, Netflix, Spotify, plus Goldman, and MS ( the last two as there are big IPO’s coming 4Th quarter and I bet they get it) These 👆 seem like the safest companies and they actually will be in business in five years. A lot of other companies, I’m questioning whether they will be here.
Anthropic isn't public. Anthropic ASML and TSM are the only companies that matter (since nvda decided burning money waa a valid strategy)
https://preview.redd.it/7ek9sazxwrhg1.jpeg?width=1440&format=pjpg&auto=webp&s=fb5f80538622727751ba2a9b3f101caf36bfb018 I played ASML earnings and my port got to 96k - should've unloaded everything at open that day.. Then well, it got softed by Micro. Currently sitting on like 55k unrealized losses.. SPY FEB20 725C & MSFT APR20 500C.
Stocks which have held up best this week: AAPL, ASML, INTC, TMC, SNDK. 👈🏻
dude ! ASML! Something had to make the machine that make the machines. I would also say tesla for the robots parts and energy , And spacex/rocket lab to send to space where the energy is "free "
**UPDATED** if i were trapped on an island and could only take 3 porn with me for my spank bank, i would chose: 1. ~~february chart of MU~~ 2. ~~february chart of ASML~~ 3. a video of lauren mayberry going pp
Was really hoping to pick up more ASML under 1300. Ah well, fuck it.
Not the best week for ASML, but its holding pretty steadfast today
Im not buyin US. I actually sold US over the last year. i think you are in denial what is about to come. The music ended. Palantir has a P/E ratio of 200-300. i give you an example of what i buy (all EU): Iberdrola, P/E 17 Vonovia, P/E 12 Reply, P/E 25 ASML, P/E 35 Verbund P/E 25 Kemira P/E 15 BVB P/E 18 MAERSK P/E 11 ... You have been warned with your 300-Billion-No-Earnings Sandcastle at SICK 200-300 P/E.
Is ASML NV still worth investing in at the moment? Is ASML NV still worth investing in right now? Or has the right timing passed and I should wait for the value to fall?
Is ASML NV still worth investing in right now? Or has the right timing passed and I should wait for the value to fall?
Look, software is not going away even though everybody thinks they're a developer now. Do you think companies are going to replace Microsoft Windows, of which there are a billion installs, or Salesforce, Crowdforce, Qu8ckbooks etc with some Vibe coded AI slop an intern "coded"? When enterprises and businesses in general upgrade any software in the company it takes years sometimes... There is also Vendor lock in etc. Look at Google.. they have YouTube, Ads, Ads, more Ads, they're the best quantum play out there, they own @7-10% of SpaceX, Gemini, Gmail, Android.... All of which can still mine your data and serve ads - they are the true behemoth here. I think everyone needs to look more at what companies do and what their fundamentals are instead of what the big next roll the dice meme stocks are. Semiconductors are sold out for years at this point...Micron, TSM, ASML has everyone by the balls. I guess if you really want one thing that probably will explode and get you your meme stock status, look at prediction markets. But then you might as well start playing blackjack.
Got crushed today. All my biggest holdings are down. AMD, MU, NVIDIA, Google, ASML, AVGO, AMAT, ANET, TSMC etc. Literally wiped out a 5% gain since the start of the year. Thank God for Walmart, Coca-Cola, Procter & Gamble and Johnson & Johnson or I’d be in the red. Oh well, time to buy. Gotta double down
Of course ASML does this -5% bullshit immediately after I buy some calls. How the fuck do I do this
Intel is so far behind they might as well pivot to potato chips. Repurpose their ASML machines and carve intricate tiny patterns on the potato chips for ultra-precise flavor
ASML and memory stocks next, mark my words
Aaaaand red again Damnit ASML. Keep pumping. Take a leaf out of SanDisks book
You have the right start. You will be a long term investor. Years back a similar hypothesis helped me invest in ASML. Good luck.
I wanted MU. But have so much direct exposure to semis. I bought a bunch of CHPS etf. It’s got global names. MU is number 2 holding. The top 10 are really solid. Like ASML, KLAC, AMAT, etc.
Iranian dron Russian plane on Cuba Fear Non sense I need ASML to 1500 please
What did ASML CEO say? Missed that
To the CEO of AMD, we are watching you, dont be pessimistic like ASML CEO for no reason
ASML beat Palantir beat Msft beat TSM beat Teradyne beat Sandisk beat It’s a bull market. Nothings changed
anyone here looking at Hoya Corp (HOCPY)? kind of like a Japanese ASML
The bers saw this coming when they sold ASML off from +10% to -3% on earnings day. Market decided to slaughter all the FOMO bols who ignored the omen and decided they wanted easy money.
And now NVO shits the bed. That’s UNH, SE, MSFT, LVMUY, and now NVO for me. Thankfully ASML’s post-earnings hit wasn’t too bad. And NXT did well. Brutal market/business outlook right now…
That's correct. But if MU or NVDA or TSM or ASML or some other company moons then it will keep going towards $0.
MSTR, ASML and the fugazi memory stocks are what Im looking at right now. I expect them to imitate Nov.
My port has gone -55% in the space of a week. MSFT and ASML ruining me
God this is depressing to watch. ASML +1.6% to -3%? MSFT just continuing to shit the bed back toward $400. https://preview.redd.it/c8et93vpnahg1.jpeg?width=1439&format=pjpg&auto=webp&s=aee4c00ba8d8bf730459612a47fd3e43b15f8d75
What was the sub like back then? Where people telling you NU, DDOG, ASML, SOFI were good buys or were they hostile? I was barely on sub back then. I do remember this thread being one of the most upvoted in history of sub back then https://www.reddit.com/r/stocks/comments/1jrmmdq/suicide_hotline/
I got 75k in TEAM LEAPs, I ain't shaking. 'Twas here holding ASML 1000s when it was at $700, AMD 100s when it was at $97, SNOW $160s when it was at 145. First it was hardware, then datawarehouses, now the data producers are about to pop off. CPQ was at 970 after deepseek news, which was a year ago. Now, the sky is falling and CPQ can't even breach below 1300. Stop being sheep.
Looking back at some of my buys around liberation day: NU at $10.89, $10.02, and $9.82, DDOG at $98.23, ASML at $660.34 and $649.69, IBKR at $40.80 and $35.01, GOOGL at $152.52 and $145.43, SOFI at $10.03. Just wild. Also bought YETI at $28.42 as a short-term play and sold at $36.17 4 months later.
I need PLTR to have one of those ASML moves - blowout incredible earnings and then sink regardless
Past performance does not predict future results. This comment could age so badly. I’ve just sold a little Google and ASML as was up over 100% on both so am currently 10% cash. Wouldn’t mind a bit of a fall right now.
Currently, Meta, Microsoft and Amazon are opportunities tap into. Also you can consider TSMC and ASML.
But, and this is my point: The ASML technicians have to maintain and monitor the machines constantly anyway. If only they know how to operate them, and if they are relocated or evacuated in the event of a conflict, the factory will be unusable for a while. It's such specialized technology; you can't benefit immediately after capturing it. That was my last reply. AI enthusiast meets AI hater; it's pointless. All the best to you anyway.
> There is a technological "emergency brake." The extremely expensive EUV (extreme ultraviolet lithography) machines from ASML, which TSMC uses, can be deactivated remotely. > > If China were to invade, ASML could remotely lock the software or critical components. > > Without these machines, the factory is worthless, as no one else can repair or operate them without the appropriate codes. How many times do people need to explain that it doesn't matter if ASML disables them or not remotely. You need a team of experts, parts, and materials to make ASML machines work. Without them, the machines would stop working in a matter of days.
1. Is there a "bomb button"? No. The commentator is right when he says there's no switch that "blows up" the factories. That would be a catastrophe for the employees and the surrounding area. There are no bombs installed in the TSMC buildings. 2. What did Gemini (or the reporting) mean? There is a technological "emergency brake." The extremely expensive EUV (extreme ultraviolet lithography) machines from ASML, which TSMC uses, can be deactivated remotely. If China were to invade, ASML could remotely lock the software or critical components. Without these machines, the factory is worthless, as no one else can repair or operate them without the appropriate codes. 3. Why all this? The goal is the so-called "Silicon Shield" strategy: Deterrence: China should know that they can't simply "steal" the technology. If they physically seize the factories, all that would remain are unusable metal boxes. No strategic advantage: The global economy would be crippled, but China would not have gained a technological edge. In summary: You're right that there is a plan to render the technology unusable. The commentator in the image is correct that no one will be blown up. It's more like remotely deleting the software in a modern car.
ASML, Applied Materials, LRCX, KLAC, Tokyo Electron are an oligopoly in this space. Pick one and hold as TSMC, Samsung, Micron, Intel, etc. depend on their tools to produce microchips.
TSML buys lithography machines from ASML
You know what's crazy about this while damn thing? ASML is literally the only company that can make the lithography machines that TSMC needs to make the chips for NVDA, who provides all the chips to META, GOOG,AMAZN, and everyone else important on the planet. Well, TSMC is located on a tiny Island. All it would take is 1 decently placed - lets say - satellite guided special hello message to make tomorrow a new day, for everyone.
This is not a completely accurate depiction because the AI bubble has a loser. What I've heard, ASML sells their lithography machines to TSMC. Then TSMC uses those machines to manufacture chips to NVIDA (and AMD, INTC, etc). Those are then sold to companies like META, GOOG, Amazon, etc. However, the losers will likely be companies like META unless they soon figure out how to actually make money to keep the circle jerk going. Otherwise, the money will eventually run out. Basically, AI needs to start generating profits and SOON.
ASML is overvalued MU is undervalued
I'm not a huge fan of ASML buying back shares at close to 40x EV/EBITDA, even if it's only €50MM worth.
GOOG, ASML, TSMC, HII, all mag 7 tbh
Buying PSLV, EPD, ASML and SPYI
I'm not a huge fan of ASML buying back shares at close to 40x EV/EBITDA, even if it's only €50MM worth.
Clever. ill pitch you my favs IBERDROLA KEMIRA VONOVIA OLE BVB ANDRITZ ORSTED ASML AIRBUS AIR LIQUIDE REPLY
Semis absolutely shitting themselves AMD INTC ASML. MU already down $62 since Friday morning. Tomorrow’s gonna be lit
Buying some $ASML tomorrow. Dumping $DHI.
Right now: * Memory: SNDK WDC STX MU * Semi: LRCX TER ASML Keep in mind that I swing trade. So if semi's take a shit then I could avoid for a few days
Hi there! I’ve held **NVIDIA, AMD, and ASML** as the core of my portfolio since Feb 2021. I’m thinking of switching to **SOXX (UCITS equivalent)**. Any thoughts?
So tomorrow NASDAQ opens -3%? -5%? I'm guessing everything AI-related ($NVDA, $AMD, $INTC, $ASML, $MU, $IREN, $CRWV, $TSSI, $NBIS, $META, $GOOGL) will bleed badly.
ASML does this, it's possible if the moat is big enough
Its also good. But the reason I chose LRCX and KLAC. KLAC boasts the highest operating margin among the group at 41.8% LRCX has a solid margin of ~33.0%, higher than AMAT's ~29.9% and ASML's ~18.8%,
ASML was red after being up 10% on massive earnings and guidance beat. Market gonna market.
I need MU and ASML to go up so I dont be depressed on weekend
As a younger fellow myself (21M), I’d put half in an index ETF (QQQM/VOO) and the other half into a few medium/large cap companies that YOU see a long-term future for. Do research, finds out what sets them apart from competitors and invest even if prices are high. The great thing about investing young is you have more time for things to change than anyone else. I’m in heavy in AMZN, VRT, POET, ASML, GOOG.
I know there are restrictions on selling ASML to China, but what would happen to the dollar if the ban was lifted (new trade deals/new alliances) and the chinese got down to 3-2nm?