ASML
ASML Holding N.V. New York Registry Shares
Mentions (24Hr)
-66.67% Today
Reddit Posts
Q4 Bull Case Holds, Bonds Push Back Against Hot CPI, TSMC Reinforces AI Demand
CPI Sets Up Potential for a Squeeze, ASML Reinforces the AI Bull Case
ASML says it's getting order interest through 2030 as profit smashes expectations
ASML reports €11.7 billion total net sales and €5.0 billion net income in Q3 2026
ASML smashes earning and expect overwhelming demand through 2030
ASML says it’s getting order interest through 2030 as profit smashes expectations and overwhelming demand
Broadcom CEO questioned AI investment returns and chip stocks fell on 3 continents
Broadcom CEO questioned AI investment returns and chip stocks fell on 3 continents
Korean Chip Stocks Slide on China's DRAM Push
ASML and TSMC report back to back this week, and I think ASML’s own guidance has set a harder bar than people realise
Earnings week watchlist, can't stop staring at TSM next Thursday
My Earnings IV crush story on MSFT and sharing October data
AI Rotation from Harness to Model: How To Play It
Why is SK Hynix losing so much market share and should investors be concerned?
Fake Sell? (YMTC not better tech in the future and bound by ASML, just another player in the race and with 14 percent market share)
Sk Hynix operating profit MIND BLOWING FACT + SHAREHOLDER STATS
Sk Hynix operating profit MIND BLOWING FACT
Why do some people want to hold the same stocks for (possibly) the duration of their lifetime/work life time?
Roast my first little portfolio, complete newbie. Constructive criticism also welcome
focusing on grid infrastructure/electrification/energy storage/etc. - thoughts?
How today's highly valued AI stocks can turn into the next IBM like turn around
Why did ASML just drop ~8%? China started building its own chip machines
Why did ASML just drop ~8%? China started building its own chip machines
ASML and U.S. chip stocks sink on report of China’s DUV breakthrough
The ASML and Chip Stocks Sell-off is an Overreaction
China begins making homegrown DUV chipmaking tools, The Information reports
ASML Slides After Report of China Beginning DUV Tool Production
ASML Q1 Results: Net Sales hit €8.8B, Net Profit at €2.8B, FY26 Outlook raised. With AI driving relentless lithography demand, is ASML the ultimate AI bottleneck?
I gonna sell these stocks and they will fly, based on recent data.
One week, one story, three companies, IBM loses the budgets, ASML builds the capacity, TSMC prints the record quarter
ASML Raises 2026 Sales Outlook to €43-45 Billion on AI-Driven Demand
ASML hikes sales forecast for second time this year on strong AI chip demand
IBM dropped 24% today on a green day. Could this be AI infra capex eating into IT spending or just an IBM-specific stumble.
ASML earnings July 15, put/call ratio above 1.3, should I be worried about my calls?
SK Hynix opened 14% above IPO price Friday, Micron is up 200% this year,seems like memory trade still has legs.
The next memory trade is still the memory trade (receipts from one year ago included)
Are semiconductor shares still a good investment, or too much growth is already priced in?
Geopolitics vs. Cyclical Demand: How much did global tensions actually impact ASML and NXP's profits?
How much did the Russia-Ukraine war and global tension actually impact ASML and NXP's profits?
South Korea dropping 800T won on chip fabs, who actually wins this capex cycle?
AMAT is making me rethink who the real winners of the AI boom are
ICHOR Holdings DD: I bought this random semi stock, made 5k€, and now I’m reverse-engineering the thesis before earnings
After Micron earnings, July is a complete minefield. $31 EPS guidance by Micron and now 10 upcoming earnings reports = R.I.P. traders
Micron’s Earnings Were Incredible But Are AI/Semiconductor Expectations Becoming Dangerous?
Micron’s Earnings Were Incredible - But Are AI/Semiconductor Expectations Becoming Dangerous?
Micron crushed earnings and dragged the whole chip sector green, but is this enough to save the broader tape?
Net incomes for mega cap AI companies, including Micron, Samsung, and SK Hynix
The whole world is red, and now is time to think about physical side of buildout
Tech sell-off on AI spending jitters drags stock markets lower
AMAT is making me rethink who the real winners of the AI boom are
Top stocks hitting 52-Week Highs/Lows - June 17, 2026 📈 📉
UBS sees generational semiconductor boom, highlights stock winners
ASML is an underpriced AI bottleneck
Top stocks hitting 52-Week Highs/Lows - June 10, 2026 📈 📉
Top stocks hitting 52-Week Highs/Lows - June 9, 2026 📈 📉
Top stocks hitting 52-Week Highs/Lows - June 8, 2026 📈 📉
I accidentally bought a Japanese printer company
Which AI stocks will be a winner for coming years?
Top stocks hitting 52-Week Highs/Lows - June 4, 2026 📈 📉
LAM research, the next AI slop stock that will reach 1T USD.
TRUMP + CONGRESSIONAL TRADERS SIGNAL MONITOR | DATE: JUNE 3, 2026 | SECTION 1: TRUMP’S RECENT TRADES (Past 30 days
Top stocks hitting 52-Week Highs/Lows - June 2, 2026 📈 📉
SK Hynix to double wafer capacity amid AI memory shortage
Top stocks hitting 52-Week Highs/Lows - May 29, 2026 📈 📉
What’s the wide moat stock you’d still be comfortable holding if the market went nowhere for 10 years?
Up 60% on “safe” ETFs… do I cash out before I get humbled?
Top stocks hitting 52-Week Highs/Lows - May 25, 2026 📈 📉
Top stocks hitting 52-Week Highs/Lows - May 22, 2026 📈 📉
Assuming you have $1 million, which of the following stocks do you think would maximize your returns over the next 10 years?
Why is the market so bad for ai right now? Is it normal for it to fluctuate like this
Leopold Aschenbrenner's 13F just dropped Check this out, this is absolutely INSANE. Every major name. All brand new this quarter: SMH VanEck Semi ETF – $2.04B NVDA – $1.57B ORCL – $1.07B AVGO – $1.01B AMD – $969M MU – $584M TSM – $535M ASML – $494M INTC – $159M
Top stocks hitting 52-Week Highs/Lows - May 14, 2026 📈 📉
Why I haven't taken profit on $EUV yet
Is $EUV the right way to play ASML without single-stock risk?
Mentions
POLR | Polar Capital Holdings - Current Price: 752p (£7.52) - Market Cap: ~£748M - Bull Target (12–18m): 900–1,000p - Bear Target: 625–675p - Upside: +20% to +33% - Downside: -10% to -17% - Reward-to-Risk: ~2.0:1 🟢 - Success Probability: 60% - Forward P/E: ~12–13 - Debt-to-Equity: Very low 🟢 - Cash: ~£151M 🟢 - Dividend: 46p annually - AUM: £43.7B as of Sept. 30 🟢 - Six-Month Net Inflows: £3.6B 🟢 - Profitability: Strong 🟢 - Shareholder Returns: Dividends + buybacks 🟢 - Price Trend: Recent improvement, but weak five-year chart 🔴 - Bull-Case Market Cap: ~£895M–£995M - Risk: Moderate - Conviction: 7/10 - Grade: B+ Polar Capital is a profitable specialist asset manager with excellent recent AUM growth, strong inflows, substantial cash and an attractive dividend. I like the fundamentals at 752p, but the negative five-year price chart prevents me from giving it an A-range grade until long-term shareholder performance improves. --- SMGB | VanEck Semiconductor UCITS ETF - Current Price: £76.91 - Fund Size: ~£7.1B - Bull Target (12–18m): £100–£110 - Bear Target: £62–£66 - Upside: +30% to +43% - Downside: -14% to -19% - Reward-to-Risk: ~2.1:1 🟢 - Success Probability: 65% - Debt-to-Equity: N/A, ETF - Expense Ratio: 0.35% - Holdings: 25 - Top-10 Concentration: ~83% 🔴 - Major Holdings: AMD, Broadcom, NVIDIA, TSMC, ASML, Micron - Semiconductor Exposure: 100% - Price Trend: Strong long-term trend with high volatility 🟢 - Risk: Moderate-High - Conviction: 7/10 - Grade: B+ SMGB provides concentrated exposure to the world's major semiconductor companies. I like the underlying businesses and approximately 2:1 reward-to-risk at £76.91, but the extreme sector and top-10 concentration keep this below my A-range. --- LGND | Ligand Pharmaceuticals - Current Price: $298 - Market Cap: ~$5.9B - Bull Target (12–18m): $400–$440 - Bear Target: $235–$250 - Upside: +34% to +48% - Downside: -16% to -21% - Reward-to-Risk: ~2.1:1 🟢 - Success Probability: 65% - Forward P/E: ~43 🔴 - Debt-to-Equity: Elevated after convertible financing 🟡 - Cash & Short-Term Investments: $1.36B 🟢 - 2026 Revenue Guidance: $270M–$310M - 2026 Adjusted EPS Guidance: $9.00–$9.50 - Royalty Growth: +32% YoY in Q2 🟢 - Profitability: Strong 🟢 - Price Trend: Strong long-term trend 🟢 - Bull-Case Market Cap: ~$7.9B–$8.7B - Risk: Moderate - Conviction: 7/10 - Grade: B+ Ligand operates a capital-light pharmaceutical royalty business and recently expanded substantially through XOMA Royalty. I like the profitability, royalty growth and balance-sheet liquidity, but the premium valuation prevents me from pushing it into A-range at $298. --- GROW | U.S. Global Investors - Current Price: $2.72 - Market Cap: ~$34M - Bull Target (12–18m): $3.50–$4.00 - Bear Target: $2.00–$2.20 - Upside: +29% to +47% - Downside: -19% to -26% - Reward-to-Risk: ~1.7:1 🟡 - Success Probability: 45% - Debt-to-Equity: Extremely low 🟢 - Cash: $24.3M 🟢 - Net Working Capital: $35.7M 🟢 - FY2026 Revenue: $10.3M, +21% 🟢 - FY2026 Net Income: $3.1M 🟢 - Operating Income: -$603K 🔴 - Average AUM: $1.5B - Share Buybacks: 734K shares repurchased 🟢 - Price Trend: Severe long-term underperformance / water-slide 🔴 - Bull-Case Market Cap: ~$44M–$50M - Risk: High - Conviction: 4/10 - Grade: C+ U.S. Global Investors is a tiny specialist asset manager with exposure to thematic funds including JETS. The balance sheet, buybacks and return to profitability are encouraging, but a roughly 54% five-year decline, weak underlying operating profitability and mediocre reward-to-risk deserve a major penalty. I need to see a sustained reversal before considering this a B-grade investment.
ASML TSMC amazing earning and guidance , Bond yield going down. Yet u regards still buying put today
3 2 1 crash https://www.youtube.com/watch?v=Dp0RPUctTfU$ASML
Intc will tank like FUCK on earnings like TSM ASML did You knew that already ofc
fucktards. MU ASML TSM all posting face-ripping profits. wtf else do u want.
Out of the companies I listed: $NVDA, $TSMC, $TER, $META, $ASML, $MU, $SNDK, $MSFT Name one that is currently "making less money than it is spending" ? Or "not making money".
ASML is a collection of things from around the world joined together in a duck tape. it's not a Dutch machine.
TSMC is making the chips designed by an American company (Nividia) on machines designed and built by a Dutch company (ASML). Its not really that straightforward.
US is destroying ASML
So where do you sit with ASML? Will China catch them or are they too far ahead?
Just gonna keep on buying ASML/TSM and not looking at the market till the end of the year.
Why is ASML and the whole semiconductor market down so much?
Why is nobody talking about ASML?
ASML down 6.6% at the open wow
$NVDA, $TSMC, $TER, $META, $ASML, $MU, $SNDK, $MSFT, the fuck? The list goes on and on. This is also during the scale-out period when the companies need to spend insane Cap-ex. Imagine if that cap-ex pays off and translate to scaled revenue?
The fear of the market: and the results of Samsung, ASML and TSMC….🤔
ASML just opened over 5% down, nice
Hey look it's the same story as last time, every semi company beat and raise guidance with demand projection going up, ASML, Samsung, TSMC, MU, etc. but their stocks continue to drop 5-10% a day. You know what to do.
TSMC earnings in an hour lol cheers to you, Taiwan even though ASML earnings couldn't save us maybe you can
ASML didnt and neither did Claude lol
So retarded. We've had multiple past seasons where semis companies absolutely smash earnings and guide only to drop immediately post earnings. People still never learn. Look at how $ASML was treated just yesterday.
I added some NVDA ASML and GOOGL today. I’m not leaving
Sheesh the macroeconomic environment is so bad rn.. I’m gonna dump a lot of my high beta stocks. Photonics are sold out for like 7 years though and I don’t wake to let them go even though they’re being so beaten down. ASML earnings were great tbh but this macroeconomic situation just overshadows any semblance of strength or optimism about the future.
At this moment... ASML. It's getting beat up but will come back with a vengeance in the next day or two.
AI hype is down since June, hardly off the charts. The major players are also trading at pretty modest valuations, look at hyperscalers, NVDA, TSM, ASML, memory etc.
TSM is sold out of advanced nodes until 2030, ASML just announced they are sold out until 2029, and are massively increasing production while simultaneously raising prices and your plan is to short AI? I mean there's a non zero chance it will work, but I doubt the entire premise of your argument, especially when rich people on TV say opposite things.
Yep just the regular jitters until hyperscalers blow earnings. ASML beat so the rest ar food
in theory at least because in practice people still confuse ASML with companies like Frito-Lay who make fucking deep fryers for potato chips.. in all seriousness was listing to investor news radio channel in my country and they confused 3d hybrid bonding with wafer stichting and gave the opposite advises then they intended to.
10/14/26 10:47:00: Why the Chip Stocks Slump Is Deepening After ASML's Strong Earnings -- [Barrons.com](http://Barrons.com) YEAH ITS CPI WE KNOW FUCKO
Fun fact, their nett profit margin last year was the same as ASML's. About 27%
I just spoke with 🥭. We are getting a ceasefire, nationalizing Micron, and the US government is acquiring ASML. Your SOXL calls are saved
Didn’t ASML beat the fuck out of eanribfsb
Semis go off a cliff at ASML earnings, neutral, or recovery begins? Based off what I'm seeing, I'm assuming ASML earnings will make everything dump even more, hard to say though since the last trading week has basically all been downward
Treating ASML’s long‑lead equipment orders as some kind of real‑time demand signal, but those orders are literally multi‑year capex commitments that fabs make regardless of short‑term market conditions. Saying “customers are expressing interest for 2029–2030 orders” is not proof of an AI supercycle, it’s just how the semiconductor supply chain works. That’s basic industry structure, not a bullish omen. Pivot to CPI and pretend a 0.23% MoM core print is some magical threshold that will unleash a Treasury squeeze. But never explain why that specific number matters and ignore the fact that headline inflation is still being pushed around by energy volatility, which doesn’t tell you anything about underlying disinflation. Cherry‑pick John Williams’ comments to imply tightening is basically over, while completely skipping the part where he explicitly says another hike may still be appropriate. That’s not dovish; that’s conditional. And the “Treasury squeeze” argument assumes everyone is positioned bearishly, but cite options pricing as if that’s a full picture of positioning. It isn’t. It’s one slice of sentiment, not a macro thesis. Finally, the Anthropic bit is pure hopium. This will leak 100% and Broadcom says a $2T IPO isn’t overvalued is not analysis. It’s vibes.
I think the gross margin jump from 54% to 57.5% is the more interesting line than the sales beat, because it says ASML has pricing power even while adding capacity. The risk I'd watch is customers' AI capex outrunning their own AI revenue, since ASML orders are one of the first places that would show up. Getting nervous about the shovel seller while everyone is still queuing for shovels is a fun trade, but I could easily be wrong.
Unlike Samsung and SK Hynix, ASML is very restrained in raising prices
ASML just stated they can't keep up with chip demand......and you all think the AI trade is slowing down...hahahaha, first inning fuckers
ASML earnings were dogshit who the fuck is buying
Sounds like ASML’s running full speed into the future. It’s rare to see a company that can barely keep up with demand, proof there’s real hunger behind the AI hype. Makes you wonder how many others will get left behind trying to catch up.
ASML earnings almost broke the VIX containment strat overnight, they got it squared away I guess. No market shock too big for the hedgies these days I guess. Lets add a perfectly cooked CPI number here in a few mins at 8:30 and we got a crime pump brewing. Time for more short dated calls.
Because the news you are expecting the market to react to was already priced in. ASML doing well in the middle of a semiconductor boom surprised maybe 4 people and 3 of them are r/wallstreetbets regulars and the other just came out of a 10 year coma
The order interest through 2030 is what stands out to me. Chipmakers don't talk to ASML about machines four years out unless they're fairly confident in their own building plans, so this says as much about what the big chip factories expect as it does about ASML. I hold ASML, and the thing I watch most is export rules around China. To me that's the biggest risk for the stock, and one strong quarter does not really change it.
So CPI is holding back the markets? Anthropic Q3 revenue reveal will also be a bit catalyst imo. ASML crushed earnings already.
Lol you must be the worst trader ever then, I bought ASML around a year ago and its up over 80% since then.
So what is the consensus on ASML earnings? Looks overvalued at 28x forward PE but please change my mind
ASML with post nut clarity
ASML has just reported crazy earnings and admitting they cannot meet all the demand, even after all the improvements to their production output.. but some regard on wsb says the bubble is about to burst, so I guess I should buy puts
Wtf why did ASML reverse for no reason?
ASML Guidance is beautiful . Semi continues the run .
ASML last reported net bookings numbers last time it had earnings (trailing revenue was down, bookings looked like they were slowing, crashed market). They got rid of reporting net bookings and now only report long term liabilities, which beat expectations a lot. Hmm 🤔 at changing what's reported
ASML is seeing longer term demand now with the order book filling up all the way up to 2030. This is completely new, where in the past these semi/memory companies were very reluctant with orders because the market is so cyclical.
Throwing a hundred grand into a single ticker for ten yearsis basically financial Russian roulette unless you pick someone with a monopoly moat like ASML holding the keys to every chip fab on earth.
ASML Biggus Dikkus Long
reddit broke and ASML said it can't build enough machines through 2028. only one of those is a problem for chip bears
Dude, ASML is a monopoly. The only thing that can damage it is reduced demand (unlikely) or mango trying to prevent it from selling to a larger market.
Time lag. ASML/Nasdaq is tracking ASML/Amsterdam live market while rest of stocks are still behind due to low liquidity.
ASML and CPI will save us all!
ASML recovering, but that's impossible because I was assured it was a dead company by everyone here?
So ASML is recovering but semis are not. Makes sense.
So ASML is recovering but semis are not. Makes sense.
Why ASML not included here?
ASML selling only 65 of their products in a year is somehow funny
People said the same thing last year and ASML is +75% since then
Couldn't catch a break ASML Raises Sales Forecast For A Third Time, But Q3 Revenue Miss Sends Stock Lower: Earnings Selloff Spreads To MU, SNDK, INTC https://finance.yahoo.com/markets/stocks/articles/asml-raises-sales-forecast-third-061145434.html
you can trace the price movement for last couple of hours directly from ASML -> NQ -> SOXX -> Rest of semi stocks. Down to the last minute.
Think about it, if ASML sees large demand through 2027/2028 that means that semiconductors companies see the demand for them going up past 2028 - that is so fucking bullish for semis and memory let's go
Wrong. ASML trades also in the Euronext Amsterdam exchange, which is open already.
ASML has like a monopoly with TSM on the machines that make semiconductors. They are quiet important.
ASML earnings are fine the market will be fine for another 2 days
Overnight market can easily behave opposite of the next day regular market... However, in this case, ASML is also listed in Europe, so there will be actual regular trading hours very soon to judge the movement.
ASML terrible earnings. RIP semi bols.
tom will be a good day to buy some quality stocks (NVDA and ASML of course)
So ASML crushes… gives 2030 outlook, yet massive sell off… yep makes sense
ASML is most predictable, Good ol faithful
Oh shit nvm they’re reacting to ASML earnings, god forbid they don’t beat expectations by 10000%
Yes it will, ASML will blow earnings and guide good and market is saved.
Frick, I forgot about ASML earnings.
ASML will determine whether I will be eating lobster rolls or boiled potatoes for the rest of the year
ASML earnings at 1 am est Oct 14.. i dont see it in that list
ASML report is out at 1 am est
$ASML seems too expensive plus they are not known for huge surprises. They have already given a massive guidance increment relative to last quarter. Staying away as I don't expect a big move. Could be wrong as market is fuck all but yeah.
$ASML seems too expensive plus they are not known for huge surprises. They have already given a massive guidance increment relative to last quarter. Staying away as I don't expect a big move. Could be wrong as market is fuck all but yeah.
$ASML earnings tomroow pre market dont forgrt you traders
ASML earnings tonight too
$ASML earnings tomorrow pre market
ASML really needs to deliver stellar earnings to turn this around SOXX is down like 10% in a week
These CNBC retards are like trained parrots. One day they are squealing in delight at record highs, the next, some investor says something negative, and its non-stop doom and gloom. Tomorrow, if ASML crushes earnings, they will roll right back to glee, proclaiming the AI tech buildout and the "resilience of the consumer." fking parrots.
APP has 60% IV and it's like TTD but an actual decent company earnings are in a month tho stuff like BE/NBIS/semis is too risky for me, maybe you can try ASTS/CBRS/WDC but those are also risky af $P (Everpure) might be a good one but also a really bad one (see chart to understand) if you want to play pharma like MDRN or NVAX but I'd stay out ASML has earnings tomorrow tldr: I'd do APP
last chance to load up on ASML