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
Nuscale power calls to 38.50 last friday, whole week of flat and on this Monday it poked to 38.80 smh SMR, and before that was DG calls full regard. And before that was Salesforce puts. Now my BEST play i didn’t make was ASML 860 call on Friday after noon before close, i had added to my watch last Wednesday, should trust my gut more than i do, but we all Shart sometimes, regard out.
I guess I missed out on SNPS and ASML. Anything else worth buying right now?
GOOGL , ASML, META, AMZN, D-Wave quantum, Netflix, Rigetti Computing, Rocket Lab
put ASML on the board
just bought some ASML 2x it better keep going
ASML quietly chugging along while everyone is going OPEN or LDI
doesnt that mean to buy ASML?
ASML was trading in the low $700s just a month ago, [it's heading to $1000](https://www.reddit.com/r/wallstreetbets/s/J7pui142Iq) and beyond. One of the better AI plays when that detente with China is announced soon.
$ASML is still 30% away from ATH $GOOGL hits ATH 4X in a week. They are not the same. $GOOG 300 EOM SOUNDS GOOD
Anyone think ASML and Google grind higher?
Interesting that European semis ASML, BESI and Canatu all pumped before marked close in Europe. Someone is making moves.
That’s just the stock market in general. There is nothing stopping foreign companies from listing on a US exchange and being included in an index like the S&P or Nasdaq 100. See ASML, Arm, Astrazeneca, etc
The tech that China lacks is the same one the US lacks and that is EUV lithography which ASML in the Netherlands is the only company in the world which can produce this. That said China has made great strides to developing EUV based on an alternate technology path. There is no stealing going on here, the semiconductor space is very competitive.
So is ASML hitting 1300 tomorrow or am I cooked
Not really. Top holdings are NVIDIA, Microsoft, Apple, Amazon, Broadcom, Google, and JP Morgan. Those seven make up more than 50% of the fund. I want higher exposure to companies like ASML, Shopify, TSM, and Spotify
Of course if you’re bullish on the sector, you could easily put together a sector basket of shares in KLAC, ASML, AMAT, LRCX, TER. Easy peasy.
A semiconductor equipment ETF with KLAC, ASML etc.
ASML pumping mercilessly on zero news. Was kind of inevitable really
Yea, well I would chose some recession resistent companies with stable dividends like KO and PEP and mix it with tech companies like ASML and Nvidia, ofcourse accumulating version.
what’s going on with ASML? doesn’t usually move this much in a day. is it the Mistral AI or is there something else?
As a huge GOOG/ASML bull today is a good day
God dammit the ASML leaps I bought on my paper account are up 70%.
Today it’s ASML & INTC!
I had both same thoughts haha Japan, EU, they're all every 6 months and it doesn't both me when keeping up with Nintendo, ASML, etc. I also figured this is to hide some fraud in DJT.
ASML and GOOGL stocks having another great day, reddit and twitter were right once again
ASML and GOOG running. Fun when the market finally realizes the opportunity and that negative sentiment turns.
The heck is going on with ASML? Just pumping non stop these days
ASML is a great company, but I don't think it's gonna move fast enough to keep my interest. It's great for shares + div in a large company that isn't going anywhere
No love for ASML around here?
Hmm interesting to see if ASML can break resistance.
Great analysis! For those interested in a deeper dive into ASML's investment potential, I found this comprehensive analysis that presents both bull and bear perspectives with some interesting insights: Current analysis shows ASML at $813.87 with a target price of $890 (9% upside), scoring 6.2/10 on overall investment merit. The analysis includes perspectives from top investment masters - notably Bill Ackman showing 82% bullish sentiment and Michael Burry at 78% bullish, while Warren Buffett takes a more neutral 63% stance. The report covers technical indicators, fundamental analysis, and risk assessment specifically for ASML's position in the semiconductor space. Worth checking out for anyone looking to understand ASML's long-term prospects beyond just the recent booking disappointments. [https://ai-debate.xyz/debate/liql5vn0utux7l9nqx3dtm7c?utm\_source=direct&utm\_medium=direct&utm\_campaign=debate\_share\_2025q3&utm\_content=copy\_link&t=ASML+%E6%8A%95%E8%B5%84%E8%BE%A9%E8%AE%BA%E5%88%86%E6%9E%90%E6%8A%A5%E5%91%8A](https://ai-debate.xyz/debate/liql5vn0utux7l9nqx3dtm7c?utm_source=direct&utm_medium=direct&utm_campaign=debate_share_2025q3&utm_content=copy_link&t=ASML+%E6%8A%95%E8%B5%84%E8%BE%A9%E8%AE%BA%E5%88%86%E6%9E%90%E6%8A%A5%E5%91%8A)
The reason ASML has a monopoly on the sub-4nm chip making process is because of the extreme precision that's demanded of the EUV process. To start, they need a perfectly level substrate before they begin their magnetron sputtering process. Even picometer-thich aberrations can ruin an entire chip die. This is taken care of by Carl Zeiss SMT, the only company in the world that has the processes and machinery to make this possible. They start with a ingot of a special non-thermally expanding glass like Zerodur, and start the process as you would with any glass polishing; a fine abrasive slurry grinding down the first layers with a dual-orbital motion. Then, it moves on to the chemical-mechanical polishing step, which uses a chemically reactive abrasive that oxidizes the glass on a nanometer level, making it softer. This eventually leads to a mirror that's perfect to the human eye, but not yet good enough. EUV demands picometer-level perfection, and for that, the Ion Beam Figuring process is used. In this, an interferometer is used to make a precise topographical map of the mirror's surface, and then an ionized argon beam is used to knock individual atoms off of the surface. The process is repeated, re-measured, and repeated over and over again until the surface is *as flat as these fuckin futes* man come on
He’s talking about TSMC and ASML. Or rather, Scott Bessent is. This is 100% coherent English, and was absolutely not written by Trump.
Some random thoughts: You have no exposure to emerging markets where most of the world's population lives. You appear to be 100% invested in stocks. No other asset classes. No cash(?). You own very few big companies from outside the US. No ASML, TSMC, BYD or Samsung for instance, even though you are heavily betting on tech. You don't even own any big US companies unless they happen to be listed on the NASDAQ. So no Visa, JPMorgan, WalMart or Oracle. Why has big tech outperfomed for so long? Why have small caps underperformed for so long? You are expecting the former to continue but the latter to change. Why? What are the factors you had in mind when you made that decision? I'm not saying you're wrong. I just find it notable because you said this was your long term allocation. If you want to be more diversified (at least in terms of stocks) you could take a look at the SPDR MSCI All Country World Investable Market UCITS ETF (Acc) ETF: IE00B3YLTY66 I'm very undecided what to do right now. The world seems to be changing rapidly and I have no idea what the outcome will be. I'm instinctively holding more interest paying cash equivalents but maybe this is exactly the wrong thing to do. No idea.
Hey everyone, I’m 20, live in the Netherlands, and just getting serious about long-term investing. I’d love your thoughts on my portfolio and whether I should tweak anything. Here’s what I’m currently planning to build: * 50% Vanguard FTSE All-World UCITS ETF (Acc) – VWCE * 20% iShares MSCI World Small Cap UCITS ETF (Acc) – IUSN * 10% iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc) – EMIM * 15% Individual Stocks (currently ASML, NN Group, Shell) * 5% Crypto (100% BTC for now) What I like: Global diversification (All-World + Small Caps + EM). Accumulating ETFs. Still some room for fun/stock-picking. My doubts: * IUSN has a “high” TER (0.35%) compared to VWCE. Is it worth keeping such a big chunk in small caps? * Emerging markets: should I stick with EMIM or use something like EUNM / VFEM instead? * Individual stocks at 15%: too risky or fine at my age?
Youtube has some video China is going to start marking EUV this quarter, does it mean it is going to replace the whole semi supply chain from ASML TSMC to NVDA?
They shoot lazers at tin atoms falling in a vacuum. I understand the motivation, the why and that there was a 30 year global race to achieve it. When ASML won, literally everybody else dropped out, that's why they have a monopoly. The reason I'm not invested in ASML is that the geopolitical fuckery around it is more volatile than nitroglycerin.
I'm aware of TSMC and ASML, but don't both of them provides global orders? Its not restricted to the west. An in the case of TSMC (An nearly all US companies now, including Nvidia), while critical final parts of the manufacturing cycle are completed outside of China, their entire supply chains originate from there.
Our biggest competitive advantage moving forward is AI. China can’t recreate the best chips its a combination of our technology TSM and ASML we should be trying to protect that lead at all costs
Did they? I don’t rmbr but I wasn’t following them that close. Thing is it’s a much different market, this is insanely competitive vs what ASML does, it’s ridiculous to think OpenAI will take majority of the market, people already say Gemini is more capable. I think in the long run this will hurt ORCL, if they even slightly say they expect lesser than they previously predicted, that’s game over, stock will tank 50 percent in weeks
ASML did this same type of 5 year outlook bullsht back in late 2023 or early 24 and the stock went +100%. They walked it all back by the end of 2024. Sht would be illegal
"omg laser pew pew =D" is the best DD on ASML i have read to date. Thanks.
I imagine Buffett understands ASML. Remember he invested in TSM but closed the position a few months later due to geopolitical risk.
I'm actually bullish on Japan, especially when it comes to semis. They're the only ones challenging the current hierarchies. - Canon is developing nanoimprint lithography, a less-broad but more-efficient alternative to ASML's EUV monopoly that also sidelines the German glass monopolies - Tokyo Electron's the only real non-US competition in the etching game - Advantest and Hitachi are making their name in inspection/measurement/test systems - Zuken is a developing EDA software competitor to Cadence/Synopsys, although it's not at full-suite capacity yet If Japan doesn't have a total collapse due to demographic/economic reasons, they could have a fully home-grown sub-10nm semi production industry within the next 10 years.
uh oh did I wait too long to add more ASML
Too expensive. As far as I remember, both IBM and Apple is purchased at PE ratio 10 something. ASML never drop that low
Could be that ASML was never cheap enough for Berkshire. Also they seem to prefer US investments. I think if they were to make an investment into semis, it would be Texas instruments or applied materials.
You're saying 95% of retail investment have no clue about ASML. My point is that those types of investors usually underperform Berkshire because they dont know what they are doing.
What do you think the performance of 95% of ASML retail investor annual performance are compared to Berkshire? Hindsight is 20/20 in this game.
I missed so many of the popular plays on sub. Went with ASML instead of NVDA.Went with MOH instead of UNH. Finally hit it big with WBD. But that was a stock no one talked about buying before it shot up lol.
I would argue 95% of ASML retail investors don't actually understand how the machines work, and where they fit in the semiconductor manufacturing process. It's a brilliant company. But also terribly complex!
ASML is the only one in this chain without any real competition or even threat thereof
Everything is fun and games until the EI restricts Zeiss, Trumpf and ASML.
You are absolutely correct, though I was talking about the expected growth over the next 5 years, not over the next 12 months. How and to what extent those growth expectations are reliable, I do not know. But estimating and expecting is the best we can do at this point. https://finviz.com/quote.ashx?t=ASML https://finviz.com/quote.ashx?t=SNPS But I'd like to hear you view on it. Maybe my way of thinking is flawed, so I'd be happy to learn something new and to expand my knowledge.
ASML has literally communicated to investors during the last earnings call that they weren’t sure if 2026 would have ANY growth. The irony is that SNPS and ASML have one similar problem: Intel.
And TSMC can’t manufacture without ASML who makes their critical equipment , so they gotta be in the circle too!
ASML, GOOG(L), for shits and giggles MPLX and HESM
They just don’t do that much industry disruptive innovation anymore. I’m out and fine missing any gains. NVDA TSLA MSFT META MSTR PLTR ASML for the next decade plus for me
Its my understanding that Nvidia has a huge software business, which is why it's such a lucrative stock. It's like apple. A software company that is a hardware company first. AMD is predominantly in the hardware game which is very competitive. I think it's risky, but short term players may benefit. I don't trade, I just buy and hold, so I don't think it's for me. I would rather put my money in ASML and TWS as they will have a piece of whoever the next AMD is.
Last time I checked the numbers, they were expecting a 5 year growth 15%. I checked again today and their growth is "only" at 10% ASML, on the other hand, still goes expects to grow 20% despite China tensions.
Weren't most semiconductor companies lowering their guidance due to China tension? ASML, LRCX, AMAT just to name a few. So it doesn't come as a surprise that SNPS is in the same corner despite being fundamentally strong. But yeah I can see that short term, there might be pain ahead in this sector.
Even China has tried and failed (so far). Latest news I learnt was that they can achieve double the size of ASML
Nah, one of the best international companies you could get after ASML and TSM.
Overvalued PE-wise and AMAT and ASML both disappointed a few weeks ago
What's up with ASML???
Agreed on the learning with people as opposed to learning via Duolingo. My partner and I are learning each other's languages, and I'm taking a refresher on French. We often find Duolingo has some inaccuracies or weird phrasings (similar to taking a HS class), but it's fun and keeps us committed to helping each other. I can imagine a lot of people get sucked in the same way. I see it more like a video game that earns recurring subscription revenue. I'm curious to see if they can keep up the revenue growth or if they'll flatline as people look at other options. I don't know if the moat is strong enough to stave off other AI related competition, but that's why it's a speculative bet for me as opposed to a big buy like an ASML or GOOG.
Dude, you gotta diversify more! Putting all your eggs in the ASML basket is hella risky, man. Also, those gains are sweet but remember taxes are gonna want a piece of that pie too. 😬 Keep it up but maybe sprinkle some variety next time lol
I like it. I was looking at ASML the other week and it seemed fairly solid. Didn't end up buying it tho because I like playing leaps and they were more expensive than I wanted. Well done OP, seems I was mistaken (I was looking at 2027s)
I exited when ARM started cutting into their datacenter moat (where they were previously handing Intel their ass). Now they have a two-front war: aganist NVidia in AI and against ARM in datacenter. And whether or not they win that war, margins and market share will be impacted. It's just not a slam dunk anymore. Personally, I believe there's cheaper upside in tech. Hell, ASML is cheaper with a bigger moat.
No one talking about ASML lately?
Dumped ASML after flat to negative movement for TSM…best move of the year for me.
Anyone know why ASML pumped so hard from 713 on Tuesday to 790 today?
You have Mistral AI which ASML is investing in. I think there could be an upcoming boom.
Euros. The idea of my message is that now the price is cheaper than it used to before they stopped buying back. But I think that I got the answer to the question of this post. ASML invested into Mirval 1.5B euro
Umm... There are probably lots of US investors investing in chip manufacturer ASML. But with your increased buying power due to the rise in the Euro, it would seem that leverage is actually in your favor when it comes to buying individual US stock, oui? # Top 5 Stock Markets with the Most Foreign Investor Participation Foreign investor participation varies widely across global stock markets, influenced by factors like openness to capital flows, regulatory transparency, and market maturity. However, based on recent data and high foreign investment flows, significant levels of foreign-held equity, and the overall international character of their listings, here are the Top 5 stock markets with the most foreign participation. **Top 5 Stock Markets with the Most Foreign Investors:** **Rank \*\*\* Country \*\*\* Market Highlights** 1. **United States** \- Home to the NYSE and NASDAQ; attracts trillions in foreign capital due to its depth, liquidity, and global dominance. As of early 2024, foreign investors collectively held approximately $18.45 trillion in U.S. corporate stocks. This includes about 18% of all outstanding U.S. equities. 2. **United Kingdom** \- The London Stock Exchange is a hub for international listings and foreign institutional investors. The London Stock Exchange (LSE) is one of the world's most international exchanges due to its large number of foreign-listed companies. The LSE lists companies from over 60 countries, attracting a deep pool of international capital. 3. **Hong Kong** \- Acts as a gateway to China; heavily favored by foreign investors for exposure to Asian markets. The Hong Kong market acts as a vital bridge between mainland China and the international market, making it a critical hub for foreign investors seeking exposure to Chinese companies. 4. **Europe (Euronext)** \- Euronext is a pan-European stock exchange that operates in several countries, including the Netherlands, France, and Belgium, attracting broad foreign investment across the continent. Euronext's unified platform provides a gateway for investors worldwide to access multiple European markets. The exchange is home to a wide range of companies, from major European multinationals like Airbus and LVMH to smaller, locally based firms. 5. **Japan (Japan Exchange Group)** \- The Japan Exchange Group (JPX), which includes the Tokyo Stock Exchange, is a major Asian financial market with a high level of foreign investment. Japan is one of the world's largest investing countries and has consistently been one of the top investors in the U.S. The JPX lists major multinational corporations, including Sony and Toyota, which are popular with foreign investors.
Just like ASML is one of those EU companies that nobody needs for AI. No moat.EU EUV is a waste of money. /s
I have ASML, besides that it's mostly American for me.
So, Mistral gets a valuation of $11B while Anthropic is sitting pretty at $183B. Seems like ASML made a good deal here.
ASML buys 15% of Mistral AI in Series C. All the chipmakers are buying the AI companies using the money they got from the AI companies. Infinite money glitch.
Ok, i misread your post. IITU doesn't really have some companies that have been recategorised as communication services instead of tech (meta for example). So you are better off with Nasdaq 100. But that also leaves some good companies outside the US: ASML, TSMC, etc. So you might also consider stock picking if you are into that.
At those valuations I' m not touching anything myself and sticking to ETFs. Especially NVIDIA, given that their ASICs for AI are not so unique in respect to other vendors ASICs, AMD and Broadcom mostly but also Intel, Apple, IBM, Samsung and Amazon have their hands on custom chips. Currently memory-bandwidth and memory capacity are the major limitations Certainly not touching Intel, the PC enthusiasts community follows it closely and they are in the process of massive layoffs in R&D and closing of fabs, current processor sales are miserable, and none in the pipeline. Google is a sleepy giant, sitting on data, data-center capabilities, quantum computing research, Autonomous Driving research, AI research like no other and Monopolies in Ads, Android and Chrome. Certainly one of the most R&D heavy but it's a decade that it's unable to turn it into products. Currently I' m watching ARM, ASML, Broadcom, AMD, Micron, Google and IBM. of the big ones at least. Btw don't take suggestions from strangers on the internet. Good luck man.