ASML

99-Watermelons

For those investors in this space - here's the best tip you are likely to ever get if you want solid gains over the long run. A wise man once said that in a gold rush, don't go exploring for gold ; be the sole person selling the picks and shovels. Now go look up share code ASML ..it's listed on the NYSE. ASML is the ONLY company in the world selling the latest generation machinery that uses extreme ultra violet light to burn the patterns onto silicon wafers that make up the central component for the worlds largest manufacturers of silicon chips . The worlds largest manufacturers of silicon chips all use ASML's photolithography machines... Intel , Samsung , TSMC and by default Nvidia , whose chips are made by TSMC Look em up ; plenty of documentaries on You Tube. It's no small company , it has 44,000 employees and turns over around $28 billion euro. Share's aren't cheap ..around USD $1000 each ...but hey , I thought they were expensive when I paid just over $400 in 2023

Fuzzy_Photograph_361

I just started in 2024 (i'm 25). £5000 original investment. Tried to do all stuffs, day trading, swing trading, leverage ETFs (even on individual stocks), penny stocks, etc. Used to do a 50/50 allocation (50% to ETFs and 50% to individual stocks). Betting against TSLA, PLTR and SPY during April, lost 1k with Trump postpone the tarriffs. Was up to £8000 GBP when BYND hits its peak and then hold all the way down till they delay their earnings, then I sold at a loss since I lost faith. Now I'm at £3600. Now my portfolio is heavy into tech (ASML, AMD, NVIDIA, GOOGL) and aerospace (RR, Airbus) with a small allocation to VWRP. I guess I learn the lesson of never touching penny stocks and leverage ETFs again, or betting against the US economy.

Dambo_Unchained

Which is why you should just invest in ASML It doesn’t matter whos building the chips, everybody can only do it with their machines and their IP’s hold such an immense moat the off them losing their position in the next 20 years is virtually zero

Michaelvuur

Only started investing this year but ASML when it dropped to 595 euro’s after the earnings. If only I would have hold them longer (learned my lesson after this luckily)

Loresearcher

I just have a lot of TSMC since they make almost everyone’s chips, and ASML makes the machines that make the chips.

corndog_messiah

ASML doing a lot of heavy lifting for my dogshit port at the moment

OkTimeTraveller1337

20x ASML on 640€

ButterPotatoHead

I am normally an index-fund-and-chill person but I'm getting concerned with huge companies like TSLA and PLTR trading at atmospheric levels completely disconnected from any sensible business valuation. At the same time, there are pretty solid values in the tech stocks like GOOG and AMZN, and there are also a lot of international companies that are doing quite well that you never hear about because the headlines are 95% "AI bubble" and related. I did exactly what you suggest, I sold my QQQ and most of my SPY, chose a few tech stocks that I think are going to do well, and also started a sub-portfolio where I intend to find 20 companies based outside of the US that do most of their business in non-USD currencies but which have good growth prospects. Mitsubishi, Itochu, LVMH, ASML, Cameco, NuBank, Rolls Royce are some of them. I'm trying to get much more diversified internationally but I don't want to buy some random international ETF because there are a lot of countries/regions that I have no interest in investing in.

sailortyx56

Huawei has published a patent for 2nm-class patterning without EUV. [Link](https://patents.google.com/patent/CN119301758A/en?oq=CN2022097621) They are trying to cuck ASML, TSMC and co, so bad. lol

Dapper_Addition_3837

Solid aggressive tilt, but it’s too concentrated and has overlap/risk issues for a 7-12y horizon.Quick revised version (still very aggressive but cleaner): * VWCE/VWRL → 30% (keep broad world exposure, lower than before) * Nasdaq-100 (e.g. QDVE or UPRO if levered ok) → 35% (your main growth engine) * Emerging Markets (e.g. EIMI or EMIM) → 15% (good, bump a bit) * ASML → 5-7% (10% single stock is too much for 7y goal) * Biotech/AI biotech (SBIO or similar) → 8-10% * Bitcoin/ETH (spot ETF if available) → 5% max (volatility killer if it dumps 70%+ again) Total equity \~95-98%, BTC 5%. Expected return high, but drawdowns can easily hit -50% or worse.Key fixes: * Cut ASML to ≤7% (one Dutch fab delay = -30% fast) * Don’t double-count Nasdaq exposure (VWRL already has \~20-25% US tech) * Cap BTC at 5% – it’s a lottery ticket, not the core If your broker really sucks for ETFs, just go 50% Nasdaq-100 + 30% EM + 10% SBIO + 5-7% ASML + 5% BTC and call it a day. Still >90% equity, very aggressive, simpler. You’re fine with -60% drawdowns for a few years, right? If not, dial Nasdaq to 25-30%.

Green_Rays

Unclear. It will depend on the yield numbers. In the most likely scenario where the yield numbers are low, there will be no impact If the yield numbers are high, TSMC, ASML, Intel and their customers will be hit hard

404AuthorityNotFound

Yea I listen to the kid. He does make some good thesis arguments. But I started listening to him after he bought ASML validating my ASML purchase before that. So I am glad we think alome

404AuthorityNotFound

I would have argued Intel and ASML which i bought in January after selling Nvidia. Both companies have outperformed Nvidia since while people on this sub laughed at my decision. I have learned that if most people think your idea is dumb, you are likely onto something as most power are idiots

404AuthorityNotFound

Smart kid, but i bought ASML before he did at a lower price and I bought Intel after selling Nvidia which I agree was a gamble but played out very well. I missed Google though cause at the time I didn’t agree with him

Pale_Ad7012

The fabs were not subpar, they didnt have the best technology because they spend all the money on dividends and share buybacks. Over last 5 years the stopped buy backs and eliminated dividends and put all their money buying cutting edge machines from ASML. They also had to outsource chip manufacturing to tsmc becsuse they had the best technology. Now with 18A they are bringing back manufacturing, latest chip panther lake will be on Intel 18a which will probably be best node of 2026.

Farged

Not going to inject myself into this fun conversation, however: I believe it's a not well kept secret that the fabs are rigged, and the Taiwanese themselves are ready to blow them up in a worst case scenario. Also, ASML has a level of control over their units with remote capabilities to shut them down, I suspect.

Brilliant_Run8542

You’re right, but they have enough to meet current supply needs! So where does buttloads come from? And I assume you’re a VP of ASML/INTC to know the exact amount of orders of high/low NA tools each company is getting? Intel is still planning 16B in capex spending next year, I wonder if any tools are covered there

robmafia

> Intel doesn’t need the buttload of EUV machines that TSMC has as they don’t produce as much as TSMC. i never said they need as many as tsmc has, reading master. >ASML could also absolutely meet the demand of the extra EUV tooling. They are estimating 75 Low NA tools next year. and they're all going to intel, right? oh. what do you mean, intel, samsung, and tsmc order these well in advance?!

Brilliant_Run8542

Intel doesn’t need the buttload of EUV machines that TSMC has as they don’t produce as much as TSMC. For their current demand their WSPW is acceptable, though they will likely be increasing orders going into 26. ASML could also absolutely meet the demand of the extra EUV tooling. They are estimating 75 Low NA tools next year. You sound like you missed the last 5 years of investment

historicusXIII

Which is sending money to TMSC, which on its turn is sending money to ASML. No country is fully sovereign on AI.

marcusalien

Isn’t Mistral French ? [update] Google says: Mistral, an AI gem co-founded by two X graduates, doubles its valuation to €12 billion. French artificial intelligence champion Mistral has almost doubled its valuation to €11.7 billion following a new round of fundraising that saw Dutch semiconductor manufacturing equipment giant ASML acquire a stake in the company.10 Sept 2025

Quotama4

Always the Bashing that EU stocks are irrelevant. I hold US tech through QQQ and a EU ETF ( which has little tech ) and actually I do pretty well this way. The EU etf grows pretty stable without a lot of tech / AI exposure outside of ASML. Accumulating ETF so any dividends get reinvested. Not doing bad at all. Yes its not as high growth, but consistent returns year on year. No overvalued stocks you really have to worry about and less worry for me about exchange rate risk. And no hedging is not worth it over long term 20 year plus. Take out magnificent 7 from S&P500 and performance would be worse than the EU ETF. So yes I take the qqq and other US stocks for higher growth more risk and keep a stable foundation of EU stocks. Its not terrible in returns. Without the EU stocks, return this year would be lower.

Habstah

I would do ungodly things for an ASML stock split

Sailor_Thrift

What do they sell? What is their moat? It seems that companies can spin up usable AI LLMs pretty quickly. I know reddit hates Elon, but he was able to bring Grok online very quickly, and it is a totally acceptable AI model for most applications. 3 years ago, this stuff felt like magic. Now every 3 months a different AI player is taking the crown. Currently Gemini is my personal favorite, but three months ago it was Grok, and a year ago it was ChatGPT. So, what is ChatGPT going to sell or create that makes them irreplaceable? They don't have a sticky ecosystem like Apple. They don't have a foothold in software like Microsoft. They don't produce the picks and shovels like NVidia, ASML, or TSM.

crackheadwizard

ASML on a non stop pumperoni

afooltobesure

No mention of TSM or ASML? Cute graph I guess..

ssuurr33

Sure, tell me. How many companies have been in the exact same position in such an extremely hard market to penetrate? Tell me. It’s like saying ASML will soon be overthroned by an emerging company, they won’t. The reality here is that CUDA is proprietary. And will still be a proprietary technology in the future. Intel is a joke when it comes to GPU’s and AMD, as good as they are, still are not in the same ballpark. Feel free to save the comment and come back in a year or two.

Longjumping_Kale3013

Nope. Novo has crashed and ASML is the largest by market cap in Europe I believe.

PaperHandsTheDip

As per google: "Broadcom (AVGO) does not build TPUs (Tensor Processing Units) entirely on its own; rather, it has a long-standing partnership with Google to help design and manufacture them. **Google designs the proprietary architecture of its TPUs**, which are a type of Application-Specific Integrated Circuit (ASIC). " \--- It's literally googles proprietary architecture - they design them. There are always a ton of people with hands in the pie / helping to build hardware - the important thing is who owns the final product. You stated "avgo is basically the one with the TPUs". That is blatantly false - the ownership & architecture & final product lies with Google. That makes it theirs. There are 100 companies with their hands in the pie of every piece of hardware we use today (ie: MU, TSMC, ASML, AVGO, etc, etc). The only thing that really matters is who owns the final product. Yes, AVGO plays a large part in the R&D of TPUs, but they are googles.

Market_Digital_hub

If you’re thinking long-term, it’s probably safer to look at the big, established memory and semiconductor suppliers rather than small speculative plays. Companies like Micron, Samsung, and SK Hynix are already scaling production and have the capital, infrastructure, and customer base to ride this AI-driven demand. Also consider some of the equipment suppliers like ASML or Applied Materials—they don’t make memory themselves, but their machines are essential for production, so they benefit indirectly from every new fab being built. These aren’t “guaranteed” by any means, but they’re much less likely to be wiped out by a bubble compared to tiny startups.

RevolutionaryKing686

You can better invest in ASML then usa semi stocks asml is green and go big green end of year

DerWanderer_

What I do not get is why ASML is also down.

RoyalCities

It's because ASML is a lagging pick. They sell only a few machines an year and the AI boom won't hit their books until another 6 to 18 months from now. Been holding ASML for a while but with where they're situated in the supply chain they're not an immediate ROI sorta company like Nvidia. Only now they're starting to see their number start to tick up since when it comes to FABs they're the last in line in terms of seeing the returns.

MindfulK9Coach

This. Nobody knows the real picks and shovels dealers for AI and it shows. TSM and ASML should be booming. Without them, these advanced chips dont see the light of day.

Luccyboy

Also doesn't make sense how ASML is down. They are needed to supply the machines to TSMC so more chips can be build.

go_go_tindero

ASML is only 10% of NVIDIA's market cap and 27% of TSMC's (but 2x Intel), so they could be doing better imho

go_go_tindero

TSMC, Samsung, and Intel are 70% of ASML's revenue. It has much less opportunity for price gauging compared to MSFT, GOOG or META. It is locked into a symbiotic relationsship with it's customers, not a parasitic.

Ok-Buy-9777

TSM, but indirectly ASML especially if TSM starts mass building new fabs

cTron3030

TSMC & ASML love to hear this.

go_go_tindero

ASML has only one large customer

Equal_Bread9337

ASML is the real winner here

Curlymoeonwater

I learned not to barrel into stocks that had a headline but that I knew little about. I learned to be patient and follow a stock for awhile before acting - I watched ASML for a couple of years before finally starting to buy early this year, for example. I like low debt, ROIC, cash flow, a good moat, actual profits. On the other hand I've hung onto dogs like DVN for too long. Will the reinvesting dividends and waiting for someone to buy them for their valuable assets eventually work? We'll see. Thank God I own alot of index etf's also.

alderson710

Do you have an idea on how much time do you need to design a chip? Google TPU was launched in 2015. Then, you need fabs and capacity. Google is using TSMC, do you think TSMC can just press a button and increase their capacity without issues? Same with ASML and their machinery. You really need to learn a bit how all this works.

-Sliced-

I did the math. Five years timeframe like the original article: | Region | With top 7 | Without top 7 | |----------------------------------|------------|----------------| | Europe – STOXX Europe 600 | +45% | +35% | | US – US large caps (Syntax 500) | +109% | +82% | So US still significantly outperforms Europe, but US's Mag7 are more meaningful than EU's top 7. **Methodology** - for the Europe's Mag7 equivalent I chose: 1. Schneider Electric – +196% 2. Hermès – +159% 3. ASML – +135% 4. SAP – +120% 5. AstraZeneca – +84% 6. Novo Nordisk – +56% 7. LVMH – +30%

Senior-Preference678

The other 11 over the News: BNP.France BNVA.Spain EBS.Austria ROG.Swistzerland Enel.Italy Ora.France BA.UK SAF.France LDO.Italy ASML.Netherlands IFX.Germany

Ancient_Bobcat_9150

Probably ASML among them

xploeris

I wouldn't buy ASML above 900 unless you plan to hold for a decade.

Ok-Lifeguard9446

ASML was down 7% in one day last Friday.

Weak_Wrangler6396

We can analyze the current AI investment environtment as an economic system made up of multiple players (OpenAI, NVIDIA, ASML, Oracle, ...), each with their own incentives. For this system to be sustainable long-term incentives need to be aligned between players. Disclosure: right now they aren't. The entire AI investment hype relies on OpenAI. OpenAI is deeply unprofitable, they have around 13B$ annual losses, this is a basic economic equation: **Profit = price \* volume - costs** The core problem lies in costs, the enormous computing power required per prompt. And here is where it gets concerning for me: 1. Nvidia is a major investor of OpenAI. 2. If OpenAI made their business sustainable by reducing compute per prompt (optimizing models by requiring less GPU), then Nvidia revenue (or its expectations thereof) would fell because demand chips would shrunk. 3. Former point means Nvidia has no incentive to support a path where OpenAI turns out profitable by reducing costs variable. The other path for profitability is increasing the price \* volume component, and this is not a path forward either: 1. B2C OpenAI users are highly price-elastic, if OpenAI rises monthly suscription price to let's say +100$/month mosts users will leave for free or cheaper alternatives like Gemini or DeepSeek. So its a race to the bottom in terms of prices for these business model as competition increases. 2. B2B OpenAI users can be a bit more flexible, but even many SME won't be able to justify the cost, especially with open-source LLMs catching up fast. For it to be sustainable there should be massive ROI for AI implementation in these companies (cutting cost or increasing revenue). As a consequence If OpenAI increases price then price \* volume stays flat or even decreases, not solving the profitability issue. This is structurally unsustainable, just came to the conclusion this is a perversed system in terms of incentives.

Weak_Wrangler6396

There are strong concerns to claim this is a bubble. We can analyze the current AI investment environtment as an economic system made up of multiple players (OpenAI, NVIDIA, ASML, Oracle, ...), each with their own incentives. For this system to be sustainable long-term incentives need to be aligned between players. Disclosure: right now they aren't. The entire AI investment hype relies on OpenAI. OpenAI is deeply unprofitable, they have around 13B$ annual losses, this is a basic economic equation: **Profit = price \* volume - costs** The core problem lies in costs, the enormous computing power required per prompt. And here is where it gets concerning for me: 1. Nvidia is a major investor of OpenAI. 2. If OpenAI made their business sustainable by reducing compute per prompt (optimizing models by requiring less GPU), then Nvidia revenue (or its expectations thereof) would fell because demand chips would shrunk. 3. Former point means Nvidia has no incentive to support a path where OpenAI turns out profitable by reducing costs variable. The other path for profitability is increasing the price \* volume component, and this is not a path forward either: 1. B2C OpenAI users are highly price-elastic, if OpenAI rises monthly suscription price to let's say +100$/month mosts users will leave for free or cheaper alternatives like Gemini or DeepSeek. So its a race to the bottom in terms of prices for these business model as competition increases. 2. B2B OpenAI users can be a bit more flexible, but even many SME won't be able to justify the cost, especially with open-source LLMs catching up fast. For it to be sustainable there should be massive ROI for AI implementation in these companies (cutting cost or increasing revenue). As a consequence If OpenAI increases price then price \* volume stays flat or even decreases, not solving the profitability issue. This is structurally unsustainable, just came to the conclusion this is a perversed system in terms of incentives.

Lime1028

You make it seem like China is incapable of advanced manufacturing. They've got a space station for fucks sake. ASML has no competitors because of the cost to get caught up. It's not economical for another company to try. But China isn't a company, they're a nation very paranoid about self-reliance. At the end of the day NVDA is red despite the news, and massively down since the earnings pump. Take that as you will.

jensenskawk

Go read the latest research in process nodes and you'll understand why on ASML is the only company in the world that can make these machines right now. These aren't fucking TEMU trinkets, retard. CUDA is so entrenched in the software stack and everybody uses CUDA. AMD can barely advance with its ROCm. Other companies can and will try but they will be distant second. TSMC already building 1.4nm fab. Of course they forecasts the supply and demand - that's why they are building MORE FABS. They will continue to build more as FORECASTED DEMANDS ARISE.

Ok-Lifeguard9446

I just started investing individual stocks last Wednesday just before the start of this volatile period so I’ve been buying dips daily ever since. It’s only 5% of my total portfolio so it’s acceptable risk. I’m dip buying all in my portfolio: Nvidia Alphabet Microsoft Apple ASML First Solar I did a lot of research into these and am in it for the long haul, the more red days the more i get these at discounts.

CUbuffGuy

Quality: GOOGL, NBIS, AVGO, ASTS, ASML, AMAT, NLR, RKLB, OKLO, UNH Ez monies

Key_Journalist_36982

ASML and European listed NVD just dropped another 6% in morning trading, id get the holy fuck out guys. Close your account. Cash out. The bubble has popped and the recession is coming. Hide your money under the mattress and stock up for nuclear winter.

kaapooj

ASML -5%, Siemens Energy -7%

studentoo925

Nvidia will keep their margin no matter what prices the underlying companies will do, ASML sells machines at the price specified in contracts so they can't jack up the price whenever they want, and tsmc has to be somewhat careful with pricing, because if they go too far noone will buy newer nodes (or even switch to samsung/intel)

smartello

I’m not an expert, but with nvidia margins it seems like TSMC and ASML undercharge

IamRasters

ASML should be valued so much higher. They have the bleeding edge fab industry by the short and curlies.

ZEYDYBOY

Flawed logic as Nvidia doesn't directly employ those who manufacture the chips. Or all the licensing costs for software to design or utilize certain tech (like codecs for exmaple). But yeah a lot of money is gonna trickle down towards TSMC, which will trickle down to ASML, etc etc.

gopoohgo

Because Europe is pretty irrelevant in tech.   They have ASML, but that's it.

JohnnyStrides

They will try, just like they are trying to replace ASML & TSMC. But keeping them hooked on the NVIDIA/AMD ecosystem with cut-down chips ensures they stay reliant on Western architecture rather than being forced to perfect their own (inferior... for now) alternatives immediately.

Jerikolol

lmao wait till u see EU. Were gonna dismantle ASML and sell it for scrap metal

Frozen_Shades

ASML ouch

statetless

Why is now filling, upon US market Open? Not only Nvidia, but also ASML and AMD?

tired_ani

Time to buy MELI under 2000. 👌 I am buying MELI, Brookfield, HWKN ,Trimming ASML. Next week I shall be buy Constellation Software.

Neppingten

Can absolutely confirm. I was doing so much research, stock, sectorwide, regionalwide and did my own calculations and invested a lot of time in deciding where to invest my money. Tech just outperformed me several fold and I just dumb shifted most of my money to tech stocks, AMD, NVIDIA, Alphabet, ASML and others without doing much research before and the money just goes up. Feels terrible, but profits speak for themselves (for now)

kaapooj

ASML up 2.5%

redditdinosaur_

1. each incremental dollar of revenue has more leverage than the previous dollar. 2. you’re comparing revenue to market cap, which makes sense but is highly industry and margin dependent 3. the much larger driver is they forecasted revenue $3.5B higher than expectations 4. at some point the beats just accumulate - they’re guiding for a $5.5B beat over 2 quarters, which is for sure undersold because it’s guidance and which is also about half as much revenue as ASML (just picking a big company here) generates on much higher gross margin

GoZukkYourself

#NVIDIA SURGE SET TO FUEL YEAR-END TECH RALLY Wedbush Securities says Nvidia’s strong earnings and upbeat guidance should reignite the tech rally into year-end. Analyst Dan Ives calls it a “monster quarter,” with earnings and revenue—especially data-center sales—topping expectations. Most notably, Nvidia’s $65 billion sales outlook beat forecasts and is seen as a major catalyst for both the stock and the broader AI boom. Wedbush adds that concerns about an AI bubble are “way overstated,” and expects a strong day across semiconductor names like AMD, TSMC, and ASML.

Historical_Air_8997

That’s a dumb take. 30% of ASML’s revenue is from providing maintenance on old machines, that isn’t going to stop and if TSM and other customers cut their budget for new machines the maintenance costs are just going to increase giving ASML high margin consistent business. The net margins on the installed base segment is about 40% vs 25-30% for new machine sales. So ASML would be fine. It’s nothing like me doing everything I can to avoid updating my Epson printer and buying off brand ink

Historical_Air_8997

But who makes the lithography machines for TSM? ASML

Historical_Air_8997

The real shovels play is ASML. But TSM and NVDA, shit even AMD, are all pretty solid companies to own and at the forefront of the AI boom/bubble/revolution

elgrandorado

This is why I only sold 70% of my ASML stake, not 100%. Take some gains, and let the rest ride.

thetaFAANG

its because Google just cooked with Gemini 3 and they don’t need Nvidia chips as they manufacture their own chips for AI inference (all still bottlenecked by TSMC and ASML though)

suite3

True and I guess it's this mutually assured destruction that keeps the peace. China can invade Taiwan, Taiwan can sabotage it, and the west can pull ASML out. So everybody just stay calm and we'll all continue getting our chips.

ivvi99

Hm that is a fair point, but I think Taiwan could do so themselves, and at that point they wouldn't have anything left to lose. It's also arguable that allowing China to gain access to technology and production sites we've been witholding for them for years would be worse than losing it altogether (with some production still possible in Korea). ASML could also make the decision themselves if they deem it a threat to their position (though said fabs rely on consistent ASML equipment and engineers anyway). But admittedly a fair point and the current person mostly in charge of western negotiation isn't very predictable I suppose

1989H27

I've done well today. JNJ, GOOG and ASML have been my big picks for the last year. Sold a big chunk of my SP500 tracker today near the top in case the market dumps on NVDA earnings, will buy in again tomorrow regardless of the price. I feel like slightly down is more likely than up. Might even buy some MSTR because you KNOW a dumb bounce is coming.

La_chipsBeatbox

Well, actually 🤓 Nvidia should be replaced by ASML in this picture. Without them, NVIDIA would not be where it is now

Extras

Fuck it elon why stop there? I hear ASML needs a competitor why don't you make the machines yourself too?

Inevitable-Air-1712

No, if TSM were to suddenly be wiped out, the entire semi industry would grind to a halt. TSM for security reasons has their 2nm chip to only be produced in Taiwan. Those machines are to be destroyed is the PRC was to invade. Factories outside of Taiwan can produce 4nm - 5nm chips which isn't cutting edge. Also you can't just buy the machine from ASML and make your own line. All companies tried to vertically integrate but it failed massively. TSM succeeded because they just put their entire business focus on that. Also it's not just the machines but the people who operate the line have the expertise to produce those chips at such efficiency (low counts of defects). The next option if TSM was to go down would realistically be Samsung but that's like giving your chip design to a rival who has conflict of interest. Then there's intel who are more likely to produce defective chips than effective ones. No one even comes close to TSM when it comes to foundry. That's why the entire semi industry depends on that one country and if Taiwan was to get invaded, the entire tech industry is going to grind to a halt.

ThatFreakImHim

ASML for one

YsDivers

like they're not trying to replicate EUV, the current most advanced cutting tech that only ASML has. They're going for a different approach that in theory would yield better results Forgot what the process revolves around though

YsDivers

I Think they're skipping ASML's EUV process and going straight to something more advanced

bzl33

It's a sentiment thing at this point. Everyone was bullish on the infra costs until the last month. Remember $ORCL was worth $1T briefly with their outlandish forecast, now they're nearly down 40% in a few months. The energy bottleneck is the grid itself. > China pulling ahead because they have all the industry, metals and renewable energy infrastructure light years ahead. No, China has old ASML machines (at best) and no means of getting the latest NVDA chips. China is bottlenecked themselves but they have decided to do with what they can.

emynmuill

ASML anyway, how did that end?

tired_ani

I am planning to sell 20% of my ASML and plug it into one of BN, CSU or V/MA or MELI if they drop to 1900

Sea_Pear5265

That might be true in the long term, but players like AMZN, META, and GOOG can afford to make that gamble. These are AA rated companies who can borrow at cheaper rates that the US Treasury can. We won't know for a while if their debt fueled CAPEX bet pays off or not. In the short to medium term, huge continued demand from those companies for the products made by NVDA, TSM, ASML, and WDC figures to only get stronger on the back of these bond offerings.

elgrandorado

Sold 70% of my ASML stake. With all the talk of the AI trade, I figured it was time to take profits and rotate to other opportunities after years of tumultuous holding.

elgrandorado

I sold 70% of my ASML stake today. Been holding for a few years now. I thought it was time to take some well earned profits on the AI trade.

Sea_Pear5265

Maybe I'm stupid, but I don't understand why the consensus seems to be that META, Oracle, and Amazon issuing massive amounts of bonds to fund data center CAPEX is bearish for AI writ large. Won't that money be just be used to purchase more TSM and NVDA chips? It should be bullish for chip makers and ASML and data storage companies like STX and WDC.

Saeonic

!Banbet ASML 985 5D

Neppingten

I get the ethical reasoning and ASML is one of the top companies of the world. But If you want to make money with the stock you should buy low and sell high, not the other way around. And I think there is definitely not enough upside. Not much downside either, but you want to make money, not try to break even

adamsmith93

30 is virtually a guarantee. They are powering the AI revolution. EVERYONE needs them. They only need TSM and ASML

youbenchbro

I'm buying INTC next time it really dips. Maybe ASML too.

Neppingten

What made you invest in ASML in the first place? Is your thesis still intact?

TestingLifeThrow1z

28M, I have my 401k matched, roth ira the boring VOO, VT portfolios but I wanted advice on my brokerage stock portfolio. Holdings: Please advice any holdings I should add. I added companies that I believe can't be replaced in the long term for what they do and are diversified around the world. Cash: 27% QQQ: 18% GOOGL: 13% META: 9% MSFT: 9% BRK-B: 8% TSM: 6% ASML: 5% MELI: 5%

Terakahn

Whoever can replace ASML and do it well. Also, rare earth refinement. Sorely needed and it's never been more obvious. I'm very much not a pure play guy because I don't think that exists. Everything is interconnected.

WilsonKh

margin compression vs continual improvements - depends on which one moves faster. Nvdia got to where they are today because they out-improved the competition in the last cycle. ASML yes - but pretty much a China risk exposure thing.

Orange_Bananaa

Hmm that's interesting but wouldn't that result in permanent margin compressions? But also seems like ASML will come out as the winner in this