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
Everything about ASML operations is US controlled
Just start buying European stocks. ASML , ASMI , BESI , EUTELSAT. Thank me in one year
UNH, MSFT, Viking / VKTX, NFLX. Not that they will be V-shaped recoveries, but these are gifts. If the market dumps or we get a recovery and rejection to 6100 SPX and everything goes, I’m buying Taiwan Semi, ASML, Lam
If I had money left, I would probably put it in Taiwan, ASML, Google, AMD, Lam, NXPI, AMAT, Amazon, Visa, Netflix, Spotify, plus Goldman, and MS ( the last two as there are big IPO’s coming 4Th quarter and I bet they get it) These 👆 seem like the safest companies and they actually will be in business in five years. A lot of other companies, I’m questioning whether they will be here.
Anthropic isn't public. Anthropic ASML and TSM are the only companies that matter (since nvda decided burning money waa a valid strategy)
https://preview.redd.it/7ek9sazxwrhg1.jpeg?width=1440&format=pjpg&auto=webp&s=fb5f80538622727751ba2a9b3f101caf36bfb018 I played ASML earnings and my port got to 96k - should've unloaded everything at open that day.. Then well, it got softed by Micro. Currently sitting on like 55k unrealized losses.. SPY FEB20 725C & MSFT APR20 500C.
Stocks which have held up best this week: AAPL, ASML, INTC, TMC, SNDK. 👈🏻
dude ! ASML! Something had to make the machine that make the machines. I would also say tesla for the robots parts and energy , And spacex/rocket lab to send to space where the energy is "free "
**UPDATED** if i were trapped on an island and could only take 3 porn with me for my spank bank, i would chose: 1. ~~february chart of MU~~ 2. ~~february chart of ASML~~ 3. a video of lauren mayberry going pp
Was really hoping to pick up more ASML under 1300. Ah well, fuck it.
Not the best week for ASML, but its holding pretty steadfast today
Im not buyin US. I actually sold US over the last year. i think you are in denial what is about to come. The music ended. Palantir has a P/E ratio of 200-300. i give you an example of what i buy (all EU): Iberdrola, P/E 17 Vonovia, P/E 12 Reply, P/E 25 ASML, P/E 35 Verbund P/E 25 Kemira P/E 15 BVB P/E 18 MAERSK P/E 11 ... You have been warned with your 300-Billion-No-Earnings Sandcastle at SICK 200-300 P/E.
Is ASML NV still worth investing in at the moment? Is ASML NV still worth investing in right now? Or has the right timing passed and I should wait for the value to fall?
Is ASML NV still worth investing in right now? Or has the right timing passed and I should wait for the value to fall?
Look, software is not going away even though everybody thinks they're a developer now. Do you think companies are going to replace Microsoft Windows, of which there are a billion installs, or Salesforce, Crowdforce, Qu8ckbooks etc with some Vibe coded AI slop an intern "coded"? When enterprises and businesses in general upgrade any software in the company it takes years sometimes... There is also Vendor lock in etc. Look at Google.. they have YouTube, Ads, Ads, more Ads, they're the best quantum play out there, they own @7-10% of SpaceX, Gemini, Gmail, Android.... All of which can still mine your data and serve ads - they are the true behemoth here. I think everyone needs to look more at what companies do and what their fundamentals are instead of what the big next roll the dice meme stocks are. Semiconductors are sold out for years at this point...Micron, TSM, ASML has everyone by the balls. I guess if you really want one thing that probably will explode and get you your meme stock status, look at prediction markets. But then you might as well start playing blackjack.
Got crushed today. All my biggest holdings are down. AMD, MU, NVIDIA, Google, ASML, AVGO, AMAT, ANET, TSMC etc. Literally wiped out a 5% gain since the start of the year. Thank God for Walmart, Coca-Cola, Procter & Gamble and Johnson & Johnson or I’d be in the red. Oh well, time to buy. Gotta double down
Of course ASML does this -5% bullshit immediately after I buy some calls. How the fuck do I do this
Intel is so far behind they might as well pivot to potato chips. Repurpose their ASML machines and carve intricate tiny patterns on the potato chips for ultra-precise flavor
ASML and memory stocks next, mark my words
Aaaaand red again Damnit ASML. Keep pumping. Take a leaf out of SanDisks book
You have the right start. You will be a long term investor. Years back a similar hypothesis helped me invest in ASML. Good luck.
I wanted MU. But have so much direct exposure to semis. I bought a bunch of CHPS etf. It’s got global names. MU is number 2 holding. The top 10 are really solid. Like ASML, KLAC, AMAT, etc.
Iranian dron Russian plane on Cuba Fear Non sense I need ASML to 1500 please
What did ASML CEO say? Missed that
To the CEO of AMD, we are watching you, dont be pessimistic like ASML CEO for no reason
ASML beat Palantir beat Msft beat TSM beat Teradyne beat Sandisk beat It’s a bull market. Nothings changed
anyone here looking at Hoya Corp (HOCPY)? kind of like a Japanese ASML
The bers saw this coming when they sold ASML off from +10% to -3% on earnings day. Market decided to slaughter all the FOMO bols who ignored the omen and decided they wanted easy money.
And now NVO shits the bed. That’s UNH, SE, MSFT, LVMUY, and now NVO for me. Thankfully ASML’s post-earnings hit wasn’t too bad. And NXT did well. Brutal market/business outlook right now…
That's correct. But if MU or NVDA or TSM or ASML or some other company moons then it will keep going towards $0.
MSTR, ASML and the fugazi memory stocks are what Im looking at right now. I expect them to imitate Nov.
My port has gone -55% in the space of a week. MSFT and ASML ruining me
God this is depressing to watch. ASML +1.6% to -3%? MSFT just continuing to shit the bed back toward $400. https://preview.redd.it/c8et93vpnahg1.jpeg?width=1439&format=pjpg&auto=webp&s=aee4c00ba8d8bf730459612a47fd3e43b15f8d75
What was the sub like back then? Where people telling you NU, DDOG, ASML, SOFI were good buys or were they hostile? I was barely on sub back then. I do remember this thread being one of the most upvoted in history of sub back then https://www.reddit.com/r/stocks/comments/1jrmmdq/suicide_hotline/
I got 75k in TEAM LEAPs, I ain't shaking. 'Twas here holding ASML 1000s when it was at $700, AMD 100s when it was at $97, SNOW $160s when it was at 145. First it was hardware, then datawarehouses, now the data producers are about to pop off. CPQ was at 970 after deepseek news, which was a year ago. Now, the sky is falling and CPQ can't even breach below 1300. Stop being sheep.
Looking back at some of my buys around liberation day: NU at $10.89, $10.02, and $9.82, DDOG at $98.23, ASML at $660.34 and $649.69, IBKR at $40.80 and $35.01, GOOGL at $152.52 and $145.43, SOFI at $10.03. Just wild. Also bought YETI at $28.42 as a short-term play and sold at $36.17 4 months later.
I need PLTR to have one of those ASML moves - blowout incredible earnings and then sink regardless
Past performance does not predict future results. This comment could age so badly. I’ve just sold a little Google and ASML as was up over 100% on both so am currently 10% cash. Wouldn’t mind a bit of a fall right now.
Currently, Meta, Microsoft and Amazon are opportunities tap into. Also you can consider TSMC and ASML.
But, and this is my point: The ASML technicians have to maintain and monitor the machines constantly anyway. If only they know how to operate them, and if they are relocated or evacuated in the event of a conflict, the factory will be unusable for a while. It's such specialized technology; you can't benefit immediately after capturing it. That was my last reply. AI enthusiast meets AI hater; it's pointless. All the best to you anyway.
> There is a technological "emergency brake." The extremely expensive EUV (extreme ultraviolet lithography) machines from ASML, which TSMC uses, can be deactivated remotely. > > If China were to invade, ASML could remotely lock the software or critical components. > > Without these machines, the factory is worthless, as no one else can repair or operate them without the appropriate codes. How many times do people need to explain that it doesn't matter if ASML disables them or not remotely. You need a team of experts, parts, and materials to make ASML machines work. Without them, the machines would stop working in a matter of days.
1. Is there a "bomb button"? No. The commentator is right when he says there's no switch that "blows up" the factories. That would be a catastrophe for the employees and the surrounding area. There are no bombs installed in the TSMC buildings. 2. What did Gemini (or the reporting) mean? There is a technological "emergency brake." The extremely expensive EUV (extreme ultraviolet lithography) machines from ASML, which TSMC uses, can be deactivated remotely. If China were to invade, ASML could remotely lock the software or critical components. Without these machines, the factory is worthless, as no one else can repair or operate them without the appropriate codes. 3. Why all this? The goal is the so-called "Silicon Shield" strategy: Deterrence: China should know that they can't simply "steal" the technology. If they physically seize the factories, all that would remain are unusable metal boxes. No strategic advantage: The global economy would be crippled, but China would not have gained a technological edge. In summary: You're right that there is a plan to render the technology unusable. The commentator in the image is correct that no one will be blown up. It's more like remotely deleting the software in a modern car.
ASML, Applied Materials, LRCX, KLAC, Tokyo Electron are an oligopoly in this space. Pick one and hold as TSMC, Samsung, Micron, Intel, etc. depend on their tools to produce microchips.
TSML buys lithography machines from ASML
You know what's crazy about this while damn thing? ASML is literally the only company that can make the lithography machines that TSMC needs to make the chips for NVDA, who provides all the chips to META, GOOG,AMAZN, and everyone else important on the planet. Well, TSMC is located on a tiny Island. All it would take is 1 decently placed - lets say - satellite guided special hello message to make tomorrow a new day, for everyone.
This is not a completely accurate depiction because the AI bubble has a loser. What I've heard, ASML sells their lithography machines to TSMC. Then TSMC uses those machines to manufacture chips to NVIDA (and AMD, INTC, etc). Those are then sold to companies like META, GOOG, Amazon, etc. However, the losers will likely be companies like META unless they soon figure out how to actually make money to keep the circle jerk going. Otherwise, the money will eventually run out. Basically, AI needs to start generating profits and SOON.
ASML is overvalued MU is undervalued
I'm not a huge fan of ASML buying back shares at close to 40x EV/EBITDA, even if it's only €50MM worth.
GOOG, ASML, TSMC, HII, all mag 7 tbh
Buying PSLV, EPD, ASML and SPYI
I'm not a huge fan of ASML buying back shares at close to 40x EV/EBITDA, even if it's only €50MM worth.
Clever. ill pitch you my favs IBERDROLA KEMIRA VONOVIA OLE BVB ANDRITZ ORSTED ASML AIRBUS AIR LIQUIDE REPLY
Semis absolutely shitting themselves AMD INTC ASML. MU already down $62 since Friday morning. Tomorrow’s gonna be lit
Buying some $ASML tomorrow. Dumping $DHI.
Right now: * Memory: SNDK WDC STX MU * Semi: LRCX TER ASML Keep in mind that I swing trade. So if semi's take a shit then I could avoid for a few days
Hi there! I’ve held **NVIDIA, AMD, and ASML** as the core of my portfolio since Feb 2021. I’m thinking of switching to **SOXX (UCITS equivalent)**. Any thoughts?
So tomorrow NASDAQ opens -3%? -5%? I'm guessing everything AI-related ($NVDA, $AMD, $INTC, $ASML, $MU, $IREN, $CRWV, $TSSI, $NBIS, $META, $GOOGL) will bleed badly.
ASML does this, it's possible if the moat is big enough
Its also good. But the reason I chose LRCX and KLAC. KLAC boasts the highest operating margin among the group at 41.8% LRCX has a solid margin of ~33.0%, higher than AMAT's ~29.9% and ASML's ~18.8%,
ASML was red after being up 10% on massive earnings and guidance beat. Market gonna market.
I need MU and ASML to go up so I dont be depressed on weekend
As a younger fellow myself (21M), I’d put half in an index ETF (QQQM/VOO) and the other half into a few medium/large cap companies that YOU see a long-term future for. Do research, finds out what sets them apart from competitors and invest even if prices are high. The great thing about investing young is you have more time for things to change than anyone else. I’m in heavy in AMZN, VRT, POET, ASML, GOOG.
I know there are restrictions on selling ASML to China, but what would happen to the dollar if the ban was lifted (new trade deals/new alliances) and the chinese got down to 3-2nm?
Yes and no. Progress of current gen chip manufacturing depends on both ASML and ZEISS, but it's not like if anything happens to them all machines immediately explode, all chips disappear from the world, etc. It would make it very difficult to keep increasing production capacity of certain chips though. The Chinese have been reverse engineering ASML for a while and failing at it, but some think maybe by... 2030 to 2040, they'll achieve... something. Lol.
Currently holding puts on GLD & ASML and calls on AMZN & MSFT 💪 The selling on gold and silver is gonna be wild tmrw at this level the door is tight!
I thought ASML only go up? I'm pretty sure MSFT only go down though
WDC joined ASML and AVGO
One way to de-risk a falling USD is to buy stocks of great European businesses in EUR or CHF. Nestlé, SAP, ASML, Roche, LVMH. Global revenues. Strong balance sheets. Boring in the best possible way.
WDC is joining ASML and AVGO
Can’t believe ASML, Samsung, SK Hynix all faded hard and state side just ponzi machine
Buy the dip, ASML, KLAC WDC
https://privatebank.jpmorgan.com/eur/en/insights/markets-and-investing/ideas-and-insights/are-you-ready-to-embrace-the-potential-of-global-equities > Focusing on the S&P 500’s outperformance during that period (June 30, 2008–December 31, 2024), we note three specific tailwinds: > Earnings growth: The S&P 500 grew earnings 4x faster than MSCI EAFE, delivering annualized earnings growth of 6.3% versus 1.6%. And it's not even sector dependant: > Nearly all U.S. industry sectors have outpaced EAFE in earnings growth and valuation expansion since the GFC The developed world has massively trailed the US the last 2 decades, specially Japan which still is by far the biggest market in VXUS, and even higher in VEA. Their big dependence in the financial sector, which still is the biggest sector in these ETFs has been a disaster for the developed world performance as they never really recovered from 08. The European Market has to thank god for ASML, and that's like half their meager 8% tech sector.
$ASML… I should have bought more last summer
I forgot to reply to this yesterday. ASML's biggest competition isn't from other firms, it's from "Moore's Law". When ASML struggled to develop EUV, the memory manufacturers in the mid-2010s had to figure out other ways to progress. They did so by designing vertically, which led to 3D stacking tech.... this is what we call High Bandwidth Memory. Up until this AI supercycle leading to extraordinary consumption, the memory manufacturers could hold off on procuring ASML EUV machines, because they basically patched up 5-10 years of efficiency which they could not get from ASML DUV machines. If ASML cannot continue to innovate while creating productivity gains for their fab clients, they WILL find other ways to innovate.
Before i just thought META's capex spending was burning money (i.e. the metaverse roblox thingy), but it seems that AI optimization is having a dramatic impact on its NOI. Also, the significant increase makes me think that the hardware (ram, hard drive) companies are going to benefit significantly 2027 and beyond. Seems like capex spending is going to increaae exponentially and in addition to META, gave me more confidence to increase my holdings in STX and Micron. Also got some ASML to get access indirectly to SK Hynix and Samsung. The best business is low supply high demand and pricing power and the capex spending increase is only fueling demand
I have called out several times several market rallies, such as the one that took place in ASML, or First Solar: I am now telling you: BUY Bitcoin. 90%+ return from current levels. You have been warned. 🌽🦉🤙🏼
Who cares, H200 is 4 year old tech. Hopper H200 (2022)-> Blackwell B200 current gen (2024) -> Vera Rubin upcoming (2026). For those saying China is on ASML's heals I suggest you go watch the veritasium video on EUV on YouTube. They don't have to just copy ASML's tech but also the tech of several other companies like the zeiss lenses from Germany, the trumpf laser tech, Hermes, Brion, etc. On top of that they have to make it work in high volume and high yield which is something samsung and intel can't seem to do despite having the latest asml machines.
Yikes I bought ASML calls for KLAC ER and it indeed went tits up
SNDK going to pull an ASML
Interesting, another one is MKS Instruments, they own the old Newport / Corion optic company but their main focus is suppling to ASML and other big name AI providers.
MU, ASML, NEM, TSM were my discount purchases.
its ridiculous how they keep this thing down. next earnings should see it rocket back up judging by how ASML, TSM and co. are performing.
Should I lay off my SNDK winnings into ASML?
ASML call holders, give it time baby, it will go back to 1.5k
From what I saw ASML recently released their new High Na EUV machines which is 60% more efficient than the previous model for “2nm” (which were actually 2nm) chips. But [this article](https://www.trendforce.com/news/2025/12/16/news-intel-completes-first-2nd-gen-high-na-euv-acceptance-testing-asml-eyes-2027-28-mass-production/#:~:text=The%20path%20to%20mass%20production,%2C%20Bloomberg%20notes%2C%20citing%20Fouquet) and a couple others I’ve seen say ASML is already researching and looking at a new model within the next decade for a “Hyper NA” EUV machine. Size wise I think we’re at or near the limit, but theres some newer research on stacking more efficiently on the same size chip. My friend does some of this research at MIT, he published research last year on a way to bond some materials they use in cheap using more conductive materials which before wasn’t possible at the size of model chips. Ofc he’s doing like individual chips so companies like ASML have to find a way to scale it if that’s even possible.
What do you mean another generation on EUV? Unless i'm mistaken, EUV is done. it has reached it's full potential. Sure, you can "push" it a little further, like China has done with pushing DUV down to 5nm with very very poor yields. In 10 years (maybe even 5?), China will be on somewhat equal footing with ASML. They won't be "behind on EUV" anymore. There needs to be a tech change to shrink transistor count to the next level. It will not be EUV (again, please let me know if I'm mistaken). And every parties, west and China, are exploring this next tech change at this moment. Therefore I say that they are somewhat on equal grounds. However, given past history, ASML and the west will likely break through this technology first with China being about 5 years behind, unlike the 10+ years with EUV.
What I meant previously is that even tho China made a prototype that is still a generation behind current ASML machines and by the time it’s fully functional ASML will be up another generation on EUV. Wasn’t saying they’ll be behind the next big thing just still behind on euv
Okay that still ignores the point that ASML and other US/european companies are also exploring the next big thing.
...because you don't actually know what you're talking about. ASML's EUV tech was designed with the US DOE. What's telling is that the other guy told you this an hour before you repeated this ignorant comment. It's very obvious that you're just here to peddle a false political narrative.
I know. But what you're saying is, China is behind on EUV. So by the time China masters EUV, they'll just be behind whatever the next big thing from ASML is. But China is exploring the next big thing as well as building EUV. So, by the time microwave printing comes around, China may not be significantly behind ASML.
With the US breaking up with the EU is their ban on ASML selling machinery to China still valid? Seems like China could make efficient chips soon as well.
Meta dumps at open and to red like ASML