ASML

GloomyMembership4197

They lie about RAM bottleneck. Just buy ASML mashines ant print those rams like there is no tomorrow.

PriorScreen7613

Step 1. Get a machine from ASML. GL

AgitatedJump8459

For everyone into ASML, check ASMI and BESI. Dutch semi conductor companies with much more room to grow

JPL_WSB_BRRRRR

Here with €7k. Shame I did not have more spare cash or positions for sale to get more. Might trim some more ASML today to double it 😃 https://preview.redd.it/b8es6sbikd9h1.png?width=615&format=png&auto=webp&s=1384686709778d7adeb04d0120e3ab8e62886769

Forgetwhatitoldyou

Micron, SK, and Samsung own all the patents.  It takes tens of billions to build a single fab, and a decade or two to actually be able to get decent yields from it.  There's a long line for EUV machines from ASML.  Demand is going to probably at *least* triple - probably more - by 2030, while supply will only double.  And supply is already much short of current demand.   YMTC and CXMT have been working on this for about 15 years, and are only now getting decent yields, on chips 2-3 generations behind.  They can't get EUV machines, so their yields and cost margins are crap on more advanced stuff.  

Chuu

Lithiography. China is working on their own EUV lithography machines but are years behind. ASML is still really the only game in town.

NerdSlamPo

I really like ASML as a handcuff to MU, since MU will likely depend on them for production. Bought in after the jump today so time will tell if it’s a winning play.

chauhan_shubham

GOOG has been going downhill , ASML is a shining star.

Muted_Wasabi_1284

Buying leveraged ASML to offset Goog calls Jesus wtf

-twind

ASML is European

LilRobloz

Not market collapse, but tech hardware selloff, the money keeps flowing from the fear of hyperscalers, you only need one of them to cut a few billions from the capex and the whole sector will have a chain reaction. For now they keep spending, money goes to data centers that need gpus that need memory, the racks need networking and so on. All of that so you can have data centers ready for the frontier ai labs that want to train and run their model which makes negative money. Yes the whole "but they have revenue unlike in the dot com" is true, but the foundation of why the money keep flowing is rotten. Ai does not generate that kind of value that requires this amount of spending. I had MU, CRDO, ASML and other smaller positions that benefit from the whole AI boom and i still have some left, but from a boom it is turning into a bubble really fast.

Consistent_Panda5891

So investment in yen? 😂. Thing is about to burst hard within next 2 years. Either Chinese competition makes US investments a money lost stuff(they are also more close than ever to be able to compete with ASML hardware). Time to short SOX semiconductor ETF is approaching. But I let short for others, puts is the play as Leopold did wisely weeks ago(and cashed out obv as top is not in)

Ok-Nose29

No major AI earnings until ASML 2 weeks from now means lots of room for speculative pump baby

StrategyEven3974

the only thing that could devalue ASML is if someone invents something better than EUV and is scaleable in the next 10 years. So, basically impossible.

Forsaken_Area_6690

USA should have no say on who ASML sells to.

OverwroughtPraise

They're also buying more EUV machines from ASML. Summoning a machine god out of sand is a capital-intensive endeavor.

Soffatjockis

Calls on ASML They have the mother of all shovels

hughter

They've got ASML which is the backbone of modern chips and are working on several fabs.

bihari_baller

They still have ASML.

crankthehandle

Only the EU is watching from the sideline. Or the assume that having ASML headquartered in the Netherlands is enough.

Primary_Olive_5444

They got Rapidus (their own version of TSMC, but don’t expect volume) So ASML EUV machine ftw

That-Requirement-233

ASML has been priced in for weeks lol

Used-Air-2688

This looks more like a **valuation reset** than a fundamental collapse. A few things are happening at once: * Investors are questioning whether AI-related companies can generate enough profits to justify their massive valuations. * Concerns about higher interest rates hurt growth stocks the most because much of their value comes from future earnings. * After huge runs in Nvidia, Micron, ASML, Samsung, and other AI beneficiaries, many investors are taking profits. What's notable is that the selling isn't isolated to one company. It's hitting the entire AI supply chain—from chip designers to memory manufacturers to equipment makers. That said, one bad day doesn't necessarily signal the end of the AI bull market. The key thing to watch is whether: 1. Earnings continue growing rapidly. 2. Companies maintain AI spending. 3. Investors keep rewarding that growth with premium valuations. If earnings remain strong but multiples keep compressing, the market may be entering a phase where "great company" no longer automatically means "great stock." For long-term investors, this could simply be a healthy correction. For heavily concentrated AI portfolios, it's a reminder that owning multiple semiconductor stocks isn't the same as being diversified.

Primary_Olive_5444

Offshore loan -> means USD. Means HBM and CPU + (GPU or XPU) + Network Switch + Optics and Finally + Nuclear Power HBM and CPU + (GPU or XPU) => means ASML and others

Ohlele

all are super risky, except for ASML.

Cav829

Yeah, Intel bought the vast majority of ASML's first delivery of EUV machines. I get the "hype" about Intel. It's a great turn-around story. Their desire is to try to become the next TSMC is laudable. The business world still sees TSMC as one of the biggest risks the global market because of the obvious geopolitical risks. If not for that, it might be trading as a higher market cap than even Microsoft and Amazon. The problem is the market got waaaaaay ahead of itself. Like the chip deal they got with Apple is for older processors since "the big boys" in the space are way too backed up. They fell behind AMD and got priced like they were going out of business, then got priced back in as the now 21st biggest company on the planet on the mere notion they could in what... 5-10 years start competing with TSMC? This is as a time AMD's market cap nearly tripled when they weren't even fully proven in the AI space because of the mere idea agentic AI might cause their profits to skyrocket. People were way ahead of calling the bubble back in the Fall. There was still something of a logic behind even some of the pricier companies. Now we're actually seeing it with valuations front-running companies by many years. Yeah, so funny about a lot of what you next wrote as I know I got some nasty glares for bringing this up in another thread, but people love throwing around the Dot Com comparisons while forgetting one of the most important lessons of the Dot Com era: don't get caught up in a CapEx explosion. We made the exact same mistake back then: the "picks and shovels' analogy got thrown around, everyone went all-in on the semis, and people spent the next 2 decades waiting to get their money back from the Qualcomms, Ciscos, and MUs of the world. Meanwhile, the long-term winners were... software and e-commerce. But it's going to be a mess getting there, and the ugly reality a lot of people are increasingly coming to the realization is that AI might be heavily commoditized. If the individual models lack moats and pricing power, it doesn't mean the tech is dead: it just means everything was priced wrong from the start and the "repricing" will be an ugly affair. Mind you, I think Street insiders are probably happy with the setup as enough investors are still around from the Dot Com era to recognize how this is likely to play out: milk every last dime you can from the CapEx spend as free money, dump everything once it looks like the bubble is ready to burst, and flee to the sectors likely to profit the most once we actually figure out the business use of AI. Plus adding on to what you said, I think the big players want to spend the money now because they know we're coming to the end of the 100-year debt cycle in the next couple years. If you're going to spend this kind of crazy money, now is the last chance to do it before you have to start tightening the purse strings. BTW super fun conversation. One of the best ones I've had on here recently. I do really enjoy trying to reason this stuff out rather than just throwing up your hands and saying the market makes no sense.

Subject-Chest-8343

Intel is a particularly interesting case. I was looking at it not too long ago, when it was 20$... I couldn't believe the amount of hate accross social media, it was like the unanimous opinion was that it was a shit company with shit product, and going to zero. I mean, historically if you were in the market for a CPU, it was either AMD or Intel... And sometimes AMD had some better price/performance deals for gaming, but Intel ALWAYS had the best CPUs. Now, AMD currently has bested Intel on their latest generation, but will that last forever ? Besides, Intel still wins on single core performance. Apple somehow managed to beat Intel on their latest processors, which is interesting, but irrelevant to most people on this planet cause they're not on IOS. Intel also always had the best Wi-Fi modules, bar none, and as far as I know this is still the case. At a time when more and more stuff has Wi-Fi connectivity. Intel also is unprofitable right now cause they're massively investing to produce next-gen products on US soil. Which is a big gamble, but it also could pay off massively. Didn't they reserve all of the machines that ASML will make this year, or something like that ? Then Intel went up 6x on basically no new information... Crazy stuff. Like at some point people realized Intel was still making chips, which are the current theme, and it doesn't matter what they are or who makes them. >The $30 trillion question at the center of all of this: how is any of this supposed to create the kind of sustainable market needed to justify these valuations if nobody believes in any of the companies footing the CapEx bill? That's the question I've been asking myself for years now... The answer I usually get is something like ''it can't be a bubble, the hardware sales are real''. Then I go ''that's precisely a bubble if the hardware is bought to perform unprofitable tasks''. The funniest part is the schizophrenic disconnect between the whole ''short software long hardware'' theme. Look at how Palantir dropped hard from June 1st, exactly at the same time as the IGV etf. That eTF contains currently hated names such as SalesForce and ServiceNow, but also Palantir. And love them or hate them, Palantir's entire business is based on leveraging AI to increase productivity in large organizations... Youy know, the whole thing that people hope is going to justify the AI capex spending. THEY ARE DOING EXACTLY THAT, and they get shorted like they were some dinosaur legacy firm selling fax machine firmware. I know PLTR still has a high valuation, just mentioning how the market recently seems to be lumping them will any and all other software companies. Another funny example is MSTR. Most of their business is now their bitcoin accumulation strategy, but they are included in the IGV index as a software company. And the crazy thing is their software actually leverages AI tools. So anyone shorting the index is also shorting this company which actually makes money with AI, which should be the reason behing going long semis in the first place... The idea that the hardware will be in demand because at some point people will make money off it. And by shorting the index, you are also getting short bitcoin exposure, which should be a different conversation altogether. >blames the whole thing on Direxion's double/triple leverage long and short ETFs. I pretty much doubt this is the root cause of the problem, as these are mostly retail products. Traditional wisdom says retail rarely moves the needle that much. And I suspect many people are using these for convenience, instead of options. As in, the volume you see there would probably be in the derivatives market instead if these ETFs didn't exist. My gut feeling is the big players know a wall is coming, but the incentives aren't there to kill the hype train. Aside from SpaceX and the 2 insane IPOs coming, I think Google and others also raised massive amounts of money... Could be they know winter is coming, but they all think they can survive just fine if they can fill the coffers enough before it hits.

Vast-Palpitation-426

this is my AI picks & shovels sleeve https://preview.redd.it/1flkrm9aw29h1.png?width=748&format=png&auto=webp&s=7cea1f616db6fe5d97d61b2aa7d2fa4395814ee2 \+ ASML, Nebius and Schneider electric

PhasedVenturer

ASML, my eyes!

razeusv2

I was THIS close to having a 200% gain on ASML. It refuses to get there.

triwyn

absolute generational buy opportunity with ASML. i’m not even being funny. what the actual fuck.

Spac55

$MU any earnings hiccups are nowadays 20-30% crash Saw $AVGO $ASML $INTU $ZS earnings 20-30% drop Any small hiccups at ER, either outlook , double triple order news, prepare for 20% drop in a day, after big run MU at 197% above 200-day

epic_troll_tard

How many shares of ASML do you own

Spac55

AAPL, got an excuse to pump phone cost Actually looking to hike for inflation, but blaming memory, otherwise get Tweeting blast That pump semi $SOXX $MU $SNDK $WDC $ASML and so on Memory glut by Samsung nowadays

VoidMageZero

Asset light is the old model imo, these companies are doing massive capex spending to grow their physical supply chains because of Covid, Suez, Hormuz, tariffs, etc. MU, INTC, Samsung, Hynix, TSM, ASML, etc. are manufacturers, it's the opposite of asset light.

EmergencyFrogs

I really don't know why this sentiment that you couldn't possibly beat the S&P is so prevelant. I've increasing bought the S&P less as time has gone on. The individuals I invested in heavily were Taiwan Semi, AMAT, ASML, and Google and they've grossly outperformed the S&P. I mean even doing another index like QQQ, you'd have outperformed the S&P by a lot. Most people are buying VOO or some other weighted index, so it's not even truly that diversified.

hagos20

Ok I just read all the comments and I don’t think anyone asked what % of your total portfolio is MRVL, ALAB and ASML? That’s important to know. Also, how old are you? This also should weigh on your decision. Personally, I’ve held stocks to 1000% gains (i.e. NVDA) and am still holding. But on the flip side, I’ve held stocks that I was up 100s of % on and thought it would keep going, only to watch it go lower and lower and lower all the while thinking it’ll bounce (it did not). Now at this point I’m holding until/if it recovers but only because it’s about 10% of my portfolio. You don’t want to be in this situation. For example, if ALAB drops 30% next month, are you holding or selling? What if it drops another 30% the following month? And so on. At a minimum, as everyone else suggested, TRIM. In this weird market/Trump era, I take profits when I got them. Do I miss out on some more? Sure. But I’m fine with a few 100% in a few weeks to months. Then when there’s a dip, I buy back in. Rinse and repeat until the dip just keeps on dipping. To be clear, I buy the dip with 2028 calls. I use about 40% of my portfolio for options, the rest is shares in solid companies I’m holding till I retire (AAPL, MSFT, HD, GOOGL, JPM, etc)

ez399017

I added 10% to my ASML position today. It is a bit overvalued but it also has an impenetrable moat. Hard to divest a company with their position in the semi market.

ez399017

ASML still the goat of moat

ez399017

Good day to have my full port in MU, NBIS, ASML

prestodigitarium

Actively investing in Tesla when they unveiled the Model S, Nvidia, TSMC, and ASML in 2016, Apple when Jobs returned, SpaceX in 2018, Cerebras in 2020, my play money account has absolutely crushed my core index fund holdings - the play money account is now significantly larger than the index funds, which started much larger. Diversification is the safe path, but fortunes are made with concentration. And it’s easy to diamond hand stock that has no liquidity :-)

drew-gen-x

Another new ATH for $VXUS (World ex US) this morning. You have to watch where the money is going. Reddit's fave AI cap ex hyperscalers are spending their entire 2026 FCF plus even more debt plus diluting their shares and sending the majority of that cash to Samsung, SK, TSMC, ASML, etc. Add in the USA weaponizing the USD. 1st it was Biden freezing Russian foreign assets held abroad in USD and then DJT w/ his assnine tariffs. Foreign capital is being repatriated from US debt & stocks back into their home foreign economies out of necessity and now these foreign economies are showing massive growth.

davidbigham

AMAT and ASML been going crazy lately

Thisispaartaaa

ASML leverage

_Mido

Aight, I just put most of my savings into ASML, Apple and TSMC. Will try not to look at them for some time now lol

ShittyUsernane1222

how would markets react if all mag7 companies +TSMC +ASML did an merger into an single publicly traded mega-conglomerate?

Good-Tiger-1938

ASML sale would be blocked by NL/EU

Inevitable_Salt_1875

ASML is Dutch, Alibabito’s bag is probably ARM 😂 If he’s shilling ARM for QQQ inclusion you’re literally playing index front‑run roulette, not fundamentals. Trad clouds aren’t the comp here anyway, it is semis infrastructure and hype, so just treat it like a meme swing and set a level where you nuke it.

drew-gen-x

Until the AI cap ex hyperscalers stop spending their entire 2026 FCF plus extra debt and keep diluting their stock. none of them are buys IMHO. Buy what they are spending their money on. Look at $SOXX, $CAT, $VXUS (Samsung, SK, TSMC, ASML). I tend to look that all this cash is moving from the USA to Pacific Asia area. Nvidia ain't making any of these chips in the USA. The $SOXX has moved too far too fast so I like $VXUS. Follow the flow of money.

stonksf

You're retarded to think 85B buys ASML and intc

Howzitgoin

Execs don’t approve company sales. Boards that are put into place by large shareholders do. These companies aren’t startups with a bunch of insiders as the largest investors. ASML isn’t even American.

Deep-Age-2133

Elon should buy Intel and ASML and control the chip market, half cash half stock

vk_phoenix

ASML

Responsible-Age-1495

It was at $686, in a notable decline is more accurate. The war premium is puzzling, but the pump is just how the market gives itself room to run in either direction. Would you buy ASML or META at these prices? If the answer is no, I think we all know a market correction is likely in a rising interest rate environment. Warsh will likely have no choice after a summer of inflated gas prices.

AlpacaDream7

ASML dip was a gift from the gods

Les7X

jfc you fatties dumped ASML

Coda70

Solid. thank you. hadn't heard of that one. I've got some SEMI, DRAM and BXDC. I checked the holdings and SEMI sounds similar to yours but upon closer look yours is more AI driven. and I was looking for Hynix and ASML exposure. I'm buying chpx

Legitimate-Painter-4

ASML, silent runner, been buying since 2024 at 700, current price 1900

Marketdeigh

ASML is giving me a boner but Software is trying to put a finger in my dick

ez399017

My port is 329 $MU, 447 $NBIS, 18.025 $ASML. Am I properly diversified?

brookedow

ASML Holding N.V. (ASML)?

PrimePlaya

I see my comment went over your head. You said: “The more price goes up, the more competition can enter.” ASML’s price has gone up dramatically, yet there is still no competition. So by that logic, no matter how much MU and SNDK have gone up, not just anyone can enter the memory game.

MaleCowShitDetector

ASML is the one selling the machines, not RAM wtf are you smoking?

PrimePlaya

Not sure it works like that. By that logic, ASML would have competition as its price went up. But those machines re extremely hard to create. Same with memory fabs. Takes a long time to get them up, and even longer to train someone on it.

Vast-Palpitation-426

ASML, Airbus, Framatome, SAP, CERN...

AeneasKurtz

Europe is a tourist resort and a bunch of museums. The few industries still standing are constantly being sabotaged by their own people and institutions. I wouldn't be surprised if there was a campaing against $ASML or $ARM or $NBIS because "they're part of the AI boom, which promotes inequality and climate change!" A continent where the majority of citizens are Boomers and the few young people are immigrants on welfare is destined for a slow but steady decline. No innovation could possibly come out of there.

Lucid_Chemist

Goog, ASML, MSFT, WMT, Scwab, and capital one.

music_is_gud

Fundamentals wise AVGP leaps are okay. Technicals wise, I would buy stuff that is either breaking out or showing technical support. TTMI, SOXX, ASML, SITM, AAOI etc.

ForsakenExternal5784

Adding onto your optical loss problem, it might not even be fucking possible. So everyone that wants to go all in on quantum computing, just know the engineering challenge to make these things commercially feasible will make ASML look like a sandcastle

Josepth_Blowsepth

IIRC ASML has been at max capacity for the last decade and is difficult to scale with what they build being extremely unique

Bobertheelz

What about ASML? Maybe overvalued? Would TSM at their current price point be a good investment long term?

No-Drag-7913

Yes, it’s a core compounding company. You have very little risk holding it and assuming it will go up over the next several years. The PE is not even that bad compared to its competitors like Marvell. The price dropped 20% after earnings because it had a good runup recently and investors were taking profits - not because the core thesis changed in any way. It’s probably not going to see parabolic growth because it’s already worth 2T, but it’s a fortress company that should be included with the likes of nvidia, TSMC, and ASML.

neonam11

Just read a WSJ article about this. Your best bet is a European stock market ETF because it will contain more companies in the financial, industrial, healthcare sectors. The only exception is that it will contain the company ASML, responsible for making the equipments responsible for microchip production. The article argues that you shouldn’t put all your eggs in one basket: If this is indeed an AI bubble then an European stock market ETF will lessen your decline if there is a downturn, but if the AI revolution is real, you’ll be missing out on gains.

cleverhobbits

The thing is: Valuation is based on future (free) cash flows, growth, and revenue. Since their last quarterly result, they announced 3 deals: 1. Anthropic for around $15B per year 2. Google for around $11B per year 3. Another govt contract for like $5B+ So if these reported deals are real, they’re headed towards $50B in revenue per year with no growth. If you add in growth for Starlink and Launch Systems, it could be closer to $55B. At that point, the sales multiple is already under 40. And if they announce 1-2 more hyperscaler deals with their existing excess capacity at Colossus I and II, the revenue could hit closer to $70B in annual run rate. Re excess capacity: Given Musk’s friendship with Jensen and almost all of the other big tech players, SpaceX will remain first in line for new GPUs. He’s also forming new partnerships on terrafab with ASML and other key suppliers. We all know that SpaceX will keep getting more govt and AI infrastructure deals and will also get more countries to open their telecom markets for Starlink. All this without any of the outlandish promises made by Elon and trumpeted by his cult. I totally agree that $2T+ and climbing is crazy valuation, but the institutions are looking at this differently than retail and media.

Civil-Shopping-903

Bunch of mumbo jumbo words just to fail to prove your point. Jensen knows where every single h200 or b300 will be places in the world, ASML knows where every lithography machine will be in the world, you can't hide electricity consumption hot spots or hot islands anywhere in the world. SemiAnalysis figures out data center infrastructure from solely looking at satelite images. Can't get easier than that.

zordonbyrd

I use JP Morgan recommendations quite a bit. I've been doing so for several years. I've found that like all humans when it comes to stock picking, their analysts are fallible; however, I also think they've overall been very good over time. I've outperformed the market since I began about 5 years ago but as I've learned to hold through the ups and downs, my outperformance has accelerated and I rely on JP Morgan research quite a bit, almost exclusively, actually. Amkor, Marvell, the dip in ASML last year after their I believe Q3 earnings, MKS Instruments, Amphemol, Arista, Broadcom, these are all names to name just a few that I've done extraordinarily well in over several years because analyst research convinced me - and let's be clear, sometimes JP Morgan was alone in their strong recommendations. I remember when I first got into ANET they were seemingly the most bullish firm on the street. Same with ASML which was rated neutral by a lot of firms including Morgan Stanley. They also were big on Western Digital BEFORE the run up (which I didn't get in on, unfortunately).

xxxMarilee

About the same time it's Amazon's and Meta's turn again....never. At least you're not locked into shares like me. Just find another prospect. ASML my choice.

KybalionOfficial

On the hardware side, analog computing comeback and neuromorphic chips. On the AI model side, continuous abstraction space (specifically, hyperbolic latent space). EUV lithography has hit a wall, you can't make a transistor smaller than an atom, nevermind ASML has a 5-year backlog on orders anyway. Moore's law is deader than a doornail. But that doesn't mean progress is. The gains will come from the paradigm shift I mentioned. Look up Intel Loihi andd IBM TrueNorth...

whodowhodo

Have you all been sleeping on ASML?

FallenDeathWarrior

Why Arm and not ASML?

ethereal3xp

- ASML (designer) - AMAT (builder) - LRCX (carver) - KLAC (inspector)

Joejoecornrow

ASML !

TorukMaktoM

**What moved the market today:** Iran indicated a deal was close, prompting a broad de-escalation rally that lifted the Russell 2000 more than 3% and sent large-cap indexes sharply higher in what was one of the most volatile intraday sessions of the year. Intel surged 10.3%, Applied Materials rose 7.8%, and Arm Holdings gained 7.8% as the chipmaker trade roared back to life after last week's punishing selloff. The SpaceX IPO was a major sideshow, with the offering process closing tonight and shares expected to make their public trading debut as soon as tomorrow, with Elon Musk set to appear virtually at an ASML event to discuss Terafab, a chipmaking plant intended to supply Tesla and SpaceX. On the downside, Oracle fell 11.9% after its earnings report disappointed on cloud revenue growth, a stunning reversal for a stock that had been one of the AI trade's biggest winners. May PPI came in hotter than expected, with headline wholesale prices surging 1.1% month-over-month against the 0.7% estimate and rising 6.5% year-over-year, the fastest pace in nearly four years, adding to the case for the Fed to hike rates at its meeting next week. In a volatile session, crude oil hovered near $87 as Trump vowed more attacks on Iran and said the U.S. plans to take Kharg Island, Iran's primary oil export hub, at some point, a threat that if executed would dramatically reshape global energy markets. Despite the day's sharp gains, the **June 16-17 Fed meeting** looms as the single biggest risk event on the calendar. With CPI at 4.2%, PPI at 6.5%, and payrolls running double estimates, Chair Kevin Warsh faces an impossible first meeting: hold rates and risk losing inflation credibility, or hike into a market already rattled by war and a tech correction.

tachyonvelocity

If you’re not in one of or all of the 3 semiconductor materials companies, you’re missing out. LRCX AMAT KLAC, special mention ASML. These companies are literally forever holds because of oligopoly status. In fact most of semis are now oligopolies because of how specialized everything is, completely different than even dot com when companies had no moat. The technology to advance to even a fraction to compete with these requires a gargantuan effort. When competition happens, what you get are like software collapsing. There is almost no way new companies will come compete with them. Who will make a new company to compete with CPUs with AMD or Intel??? Who? Moat in investing is of paramount importance.

ethereal3xp

The four horseman - ASML - AMAT - LRCX - KLAC Killing it today!

toxicsmokinagimonkey

ASML isn't falling.

portbouncer5000

ASML, my queen

portbouncer5000

Need a ASML +5% day for the morale 

ez399017

ASML has just been steadily climbing the last year.

ArthoriasOfTheLight

One thing I am not sure of regarding the future of AI driven stocks, is where will the revenue come from to the ones at the end of the chain? ASML, TSMC, fabs and other hardware companies like MU, SK etc. are making their money now, that is fair. But what about the ones spending 100 billions on compute, such as google, openai, anthropic etc.? How will they get their returns on these investments? I doubt there is this much money from consumers to spend on AI subs? Let's say I don't think AGI is possible and never happens, and we just get stronger and better versions of the current chatgpt, claude, gemini models. What then? How are these 100+ billion investments worth it?

hi-imBen

the company that makes the next big thing or improves it's process for better profit margin could change over time and hard to guess, my picks today could be wrong in the future. I'd probably go for a broader exposure by picking an ETF and/or a mix of the bigger players for multiple categories of semiconductor stocks... like digital/cutting edge processors, analog semiconductors, memory, suppliers to semiconductor manufacturers (like ASML, AMAT, LRCX), and there's probably a couple other categories I'm missing. obviously the returns wouldn't be as good as picking the biggest winners with massive gains but it's less risk, and if someone was investing in broad semiconductor ETFs the past 5 years their returns would still be massive and multiple times the S&P500 return

Jadeclone1

Elon x ASML talks incomming

Snorlaxative9

felt like some hot shot locking in ASML calls at 3:59pm.. and it immediately drops another .5% AH

Apprehensive-Mine364

ASML I'm not holding currently. That said, I do realize that the ASML customers are a small group and demand is probably not easy to forecast. But on the other end....ASML also has a big share of that market as its not easy to start a hardware company that could compete with them. Not to mention I'm sure they have some kind of support contracts with customers.

Apprehensive-Mine364

Only tech I am long term investing in would be manufacturing like TSMC or something like ASML where even though they make chips....they have a diversified customer base and regularly see demand.

Jadeclone1

Elon gonna talk about pumping INTC during his ASML talk

Snorlaxative9

full port ASML and throw the phone in the river

JPL_WSB_BRRRRR

Running laps on spy and vwce this year. It's really not that hard when you are overweight on ASML 😉 https://preview.redd.it/4vou0g2ukh6h1.png?width=1188&format=png&auto=webp&s=46686322a2167e62eed010351b73529a625c81e1

Marketdeigh

The only thing that keeps my portfolio alive is ASML. Bought at 600 and is ever since I started trading 6 years ago my best stock ever. But I also own Software and Volkswagen which is eating me. On the other hand if that goes tits up I might be able to have kids one day

NewMetaTrades

Not financial advice, but if I were you and thinking rationally, I would split this into 3 tranches: 1. 200K BTC - I’m guessing you’re a believer and this way, you’ve automatically secured your cost basis + made a significant return. You can’t lose from this point on if this is your high conviction bet. 2. 200K on a Long term quality compounder- for me, this is an ASML, TSMC, GOOGL, type play. Essentially something you would never sell even if it corrected 15% in one day because you are CERTAIN of the fundamentals. OR, if you’re not a stock picker, VOO 3. Let’s be honest. If you’re in this sub, you’re likely a gambler. Feed the beast. This is your “fuck it, it could go to zero, but I’m gonna die trying to be a billionaire” tranche. Continue to roll the dice. This way, you’ve mitigated the downside and secured your future, but you also have a shot at that sub-1% yolo dream. Just my 50 cents