ASML - ASML Holding N.V. 0 WATCHERS

I focus on it differently, so I rather prefer comment it: Main (70-80%): GOOGL, META, AMZN, MSFT, ASML, RMS, 2330, MA Extremely high quality (15-25%): V, ITX, MONC, RACE, BKNG, BRK B, My personal bets for many reasons (5-15%): CHKP, UTHR, EVO, MRK, ADYEN, GAW, ZETA Special situations and even …

ASML

Bullish for ASML no? If china is already buying the chips it's only a matter of time before restrictions on equipment to make them is relaxed.

Not realistic expectations, but hoping for big pullbacks in either MELI or ASML.

I’d keep an eye on ASML and MU.

I only started tracking my buys about 6 months ago but in those 6 months had a few that went really well... AMD(+85%) , GOOG(+98%), FSLR(+80%), ASML(+63%) , VIST(+40%) , SEZL(28%) , ADMA(29%) to name a few... However... 2 of my picks went badly lol: CMG(-25%) , TTD( -20%) (I …

Googl, nvidia, SoFi, hood, ASML, uber, shop

AMD, ASML, GOOG have been my biggest winners.

GOOG was my biggest winner this year. Sold early on AMD and ASML My next high conviction plays for first semester of 2026 are PGY and MDAI

Alphabet, Broadcom, ASML, ANET - bought into or doubled down during independence day. Took my gains in ANET during highs in October. Other than those SoFi, CrowdStrike and Games Workshop have been doing great. Also, I had a good run with some European banking stocks (ING Groep & Erste Group). …

Makes perfect sense consudering at their current size their top positions must be large caps. After removing all mid and small caps from my port Im left with Google ASML and Sumitomo as well btw do we ever know what are his investments in the trading houses relative to his …

I would say all you listed although I think it will be a few days before some of the weird news gets clarified with MSFT. Regardless, the big boys will endure & add NVDA, CSCO & IBM to your list. Other don’t sells… TSM, ASML & AAPL.

If you want to get ahead of this… AMAT, LRCX, ASML (in that order) Once the memory players lock up long term agreements they will then announce higher CapEx budgets and WFE (wafer fabrication equipment) spend goes brrrr.

I own an India ETF but buying individual Indian stocks doesn't seem possible from a US brokerage so I've never looked at their valuations. Only 3 of the 10 biggest indian companies have US ADRs. For Japan it was 8 of 10, for China 7 of 10. No idea how …

ABB from Switzerland, ASML, Infineon, Rheinmetal. If you want, I can send you an analysis.

I built a dashboard to visualize "Timeframe Coherence" across 21 timeframes (Structure, Velocity, & Noise). Here is the breakdown on 4 different trends showing on AAPL, GOOGL, QQQ & ASML. Hey everyone, I’ve been working on a custom Pine Script project called "MAF Fractal Art" to solve a specific problem: …

ngl its gotta be O&G. When OAI goes IPO, Google/ASML goes above 40 PE, and/or oil price drops below $50/bbl I'll sell all my tech exposure and rotate into O&G. Not gonna touch robots, never. Healthcare is also beaten down but i know absolutely nothing about insurance. If consumer confidence …

* Cloud: GOOG, AMZN, MSFT (40%) * Semis: NVDA, AVGO, TSM, ASML, KLAC, (30%) * Toll booths: V, MA, SPGI, MCO, FICO (20%) * Other: NET, MELI, NBIS, IREN (10%)

Seek value beyond US: china or India? Essentially the title. Mag7 and many other companies are getting expensive; this does not mean that they will get even more expensive, but this plus the devaluation of the USD is making me think to diversify. Additionally.. US is printing dollars like there …

Tesla x Michael Burry x Musk lies You don't need Michael Burry to see through Elon Musk's LIES. Today I see everyone reposting the news about Michael Burry and his statements about Tesla. Let’s use data and factual undeniable statements once again to educate the feed. Feel free to verify …

ASML has a similar monopoly without the geopolitical risk

Not sure how much longer I can hold ASML and AMAT, geez those are nice gainers

ASML still has room to run based on the chart. I'm DCA'ing over the next few weeks.

This is great. I hadn't had INOD on my radar and I've been looking for small cap AI-adjacent companies that could could become the next NVDA/TSMC/ASML. The key thing that sets these aparts IMO is the moat. Annotation/RLHF is clearly a bottleneck today, but what actually makes INOD defensible? Is …

Novo and ASML

I’ve been feeling the same thing lately Europe looks messy on the surface, but that’s usually where the pricing disconnects show up. A few names that stand out to me: ASML (Netherlands) – Not “undiscovered,” but the market still seems to underestimate how irreplaceable they are in the global chip …

If you want growth without NVDA-level volatility, MSFT is the safer bet. If you want pure AI upside and are ok with drawdowns, NVDA. Personally, I’d split it. And alternatives? ASML, AVGO, GOOGL.

What are some stocks that are not over-valued yet, and offer good upside potential, above the market? Where do you see a good opportunity in the market? Some stocks have pulled back after strong gains, and some generally haven’t risen as much as expected… What comes to mind for you? …

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, …

ASML and MU both screen cheap on PEG too ,higher growth names, so expect some bumps, but the math checks out

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)

I hold TSMC and ASML, most my stocks I like are quite higher valued at the moment though... Three that I have small positions in recently and believe they're undervalued are Greggs, Kapsi & MDA Space. Fingers crossed.

I'm not going to comment on BTC. I'm neither for or against. For tech companies some are currently reasonable priced. Problem is if there are shenanigans going on. Circular economy. Inflated earnings and promises of future revenue streams that may never materialize. E.g. Nvidia's booked 500b revenues next 2 years. …

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

20x ASML on 640€

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 …

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

Advice on investing strategy, multiple ETFs to add diversification for riskier stock portfolio? Hey folks, Relatively new investor here, just started earlier this year with an inheritance fund, looking for advice on this strategy and balancing risk with security. I have a pretty high risk tolerance for \~50% of my …

Keep GOOG and ASML, and maybe AMZN and sell the rest.

My plan to invest 70,000 USD next week I sold a lot of my long term under-performing funds and reinvesting them to the following individual stocks, Gemini 3 helped me optimise the allocation, I would love to get some feedbacks from the community. I am already heavy in tech, Google, …

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 people …

You should sell ASML, ADBE, CNSWF, NVO and MELI and replace them with XLK.

lRCX - Lam research AMAT - Applied Materials ASML IBM AMZN AMD MELI (I’d consider tech adjacent - similar to AMZN’s marketplace but for South America) SN - SharkNinja (consumer durables, but I’m looking at it to benefit from the robotics/AI advancements) HON - Honeywell

INTL, GOOG, ASML

Cheap chip stock - AMD/ASML?

I started in stocks around 1988. I bought shares at 12 cts and sold them at 42 cts. only to see them go to 12 Dutch guilders next year. I have made a profit on ASML when I sold at 20. But in the end I never really needed that …

Bro, just invest within ur circle of competence. Simple as that. Why I own Google? Been using YT, Gmail, then Drive n Cloud since I was a kid… also, it’s an incredible biz. Why I own Meta? Lol, we started w Facebook, then WhatsApp (still essential), now Insta. Every time …

$ASML

ASML

This portfolio largely looks like the personification of this subreddit... AMZN, GOOG, ASML, ADBE, UNH, NVO have been beaten to death with how much they're brought up. That's not to say they're bad companies, but I hope you genuinely have strong conviction in your picks and aren't letting the crowd …

* AMZN - Your best stock. Although there are concerns about AWS growth rates and Amazon ads getting a bit greedy. * GOOG - I'm contrarian bearish. For all the fancy AI talk...at the end of the day they are mostly an online adverting company. Online ad spending growth has …

I like a lot of these. Adobe, just be prepared. The market hates them now, and who knows how long that will be till that turns over. Till then Adobe is doing well growing revenue steadily and consistently by 10%. They're doing good things integrating AI into their current products. …

Buffet used value investing to go from basically 0 to the richest man on the planet. I do believe it works and its actually more a function of keeping it simple and being very disciplined, never rushing into things. The market isn't impossible to beat, its more the average person …

$LULU back at 2018 prices $LULU is back to levels last seen in 2018. The reasons: Consumer behaviour and preferences change fast. It is hard to forecast these in the long run. The growth slowed down, and Lululemon pants are not the preferred choice amongst Gen Z. At the same …

Always the Bashing that EU stocks are irrelevant. I hold US tech through EQQQ and seperately i hold 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 …

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 and robust AI model for most applications. 3 years …

The Trading Approach That Cuts Through Market Noise and Works I’ve been trading for quite a while and if there’s one thing I’ve learned it’s that the market can be brutal when you follow the hype. Early on I made the classic mistakes, buying at peaks, panicking at dips, and …

The Trading Approach That Cuts Through Market Noise and Works I’ve been trading for quite a while and if there’s one thing I’ve learned it’s that the market can be brutal when you follow the hype. Early on I made the classic mistakes, buying at peaks, panicking at dips, and …

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

If China wanted to invade Taiwan, it would've done so already. The reason why it can't is because invading Taiwan means direct war with the US. If Taiwan fell, the entire world economy collapses. Not even exaggerating. Car production stops. Military defense contracts fall through because plane can't be made. …

GOOGL UNH ASML LIN BRKB AMZN

What I don’t understand about people going so ham on neoclouds is that you can get great exposure to cloud through any of the hyperscalers coupled with incredible other businesses. You can even get more traditional datacenter exposure with established players like Equinix etc. Or you can go in at …

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 …

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

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

TSMC & ASML love to hear this.

ASML is the real winner here

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 …

Google : 100% in 8 months. I bought because it was dead cheap. ASML 40% in 4 months. I bought it because of the enormous moat and it was not expensive.

because, as usual, eu banks gave eu corps free money to try to catch up in AI race and, as usual, eu corps spend all this money to buy back the stock. oh, the performance is there alright. edit: i am from eu and it is so painful to see …

To put it simply, the models themselves are a horrible thing to focus on as an investor because they've quickly become commoditized and this will only get worse in the future, especially because unlike traditional software, as usage increases, and thus revenues increase, so do costs, massively because of the …

Are business models of current AI companies unsustainable with pervasive economic incentives? We can analyze the current AI investment environtment as an economic system made up of multiple players (OpenAI, Anthropic, xAI, NVIDIA, ASML, Oracle, ...), each with their own incentives. For this system to be sustainable long-term incentives need …

ASML was down 7% in one day last Friday. MSFT is at a great level if you wanted to add it to your portfolio.

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 …

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 …

Nah this sub is unfortunately not about value investing. People who posts here are * 70% Fresh off WSB - No financials, no valuation * Stock ABC is 30% off its high. Is it a buy? * Roast my portfolio: NVDA, GOOG, TSMC, ASML * I want 50% return, what …

Honestly what is this correction that people are talking about? I have a very heavy "AI bubble" portfolio and yeah, I'm about 5% off my all time highs and still almost 30% up YTD. GOOG, my by far the biggest position is still literally pennies from ATH. NVDA is down …

What stocks are you looking at and what price do you need before you purchase? For me, all of my current positions are considered full positions so I only add at very opportunistic prices. Some of the prices I'm monitoring for a dip below: * ASML $800 - I added …

I just started investing individual stocks last Wednesday just after 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. With this dip buying strategy I’ve managed to keep my average buy level reasonable. I’m …

ASML -5% Siemens Energy -7% Rheinmetall -5%

MELI & CNSWF & ASML & GOOG

Asked AI, What stocks to buy for maximum growth when AI bubble burst? 15+ years time horizon Planning ahead if AI bubble bursts. Got cash on sidelines. Planning to stock pick when stocks crash. Currently 50% in Stock 50% in cash. Trying to be greedy when others are fearful. Chime …

Critique my revised 1 yr hold portfolio This is it. Total value is roughly 800k, decided to put 50k in voo. The rest: NVDA — 18.02% AVGO — 11.60% ASML — 10.33% ANET — 9.93% OKLO — 6.45% PLTR — 6.41% MSFT — 6.24% TSLA — 6.02% GOOGL — 5.02% …

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

ASML up 3%

#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 …

ASML, nuclear to power it all (KAP & CCO). Heavy Rare earths; MP Materials, Neo Performance Materials, Lynas, VanEck REMX

Rare earths extraction companies Lithium (such it is not properly a rare material) Machinery as ASML that it is very large company but dont talked much about or for example the caliber of foxxcon i guess

VAT Group provides the vast majority of vacuum valves for ASML, without them ASML bascially wouldn't be able to keep building new machines.

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)

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 …

Well, actually 🤓 Nvidia should be replaced by ASML in this picture. Without them, NVIDIA (or any tech company) would not be where it is now

Learnings from the 13F Filings of the top fund managers (long-term great companies) Thanks to 13F filings, which all funds with assets under management >$100 million must publish no later than 45 days after the end of the quarter, we can see which stocks the absolute top fund managers have …

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 (and excellent upside).

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 …

I have a section of my portfolio for what I call "real things". Nationally we have been focusing on alternate reality for decades. Websites. The internet. Social media. Big tech. Virtual reality. Now AI. There is infrastructure involved in all of that. But we have been letting other infrastructure rot. …

Actually if you really want to diversify you should sell both to a certain amount you feel comfortable with. At the end of the day they are both cloud computing, advertising and streaming content companies. Google is a bit more with AI, search and chips. Amazon is a bit more …

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 …

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.

What’s on Your Watchlist? Hey everyone, I’ve been learning about investing for about a year now, and I’m currently building my watchlist, I’m not buying any of these at the moment, just observing and researching. Here’s what I’m tracking: AI / Tech Exposure: AMZN, GOOGL, MSFT, ANET, VRT, ASML, AMAT, …

This is my portfolio which is heavily invested on picks & shovels for the AI infrastructure together with some companies for disversification that are undervalued. My thesis is that, I rather invest in the infrastucture because its hard to know who will really win in this AI race because road …

Joseph Carlson is my favorite, I followed him and while not every pick was good (e.g Duolingo, SalesForce, Equifax) the good ones (GOOG, ASML, AMZN) more than made up for them and I’m up 44% YTD

probably a no no for Tesla, Oklo and Palantir. ASML has great moat but growth potential seems to be limited from here. Consider diversifying to Finance/healthcare as you're too much into tech stocks. ELV/UNH for healthcare and consider PayPal/sofi for finance.

Analyze my 1yr hold portfolio for flaws I will walk away and rebalance/change holdings in one year and not look at it until then. NVDA 18.8% AVGO 12.0% ASML 11.0% ANET 11.0% MSFT 6.5% PLTR 6.7% OKLO 6.5% TSLA 5.7% GOOGL 4.5% TSM 4.8% FGKFX 3.7% AMZN 2.9% ETN 2.5% …

Critique my 1 year no-touch portfolio NVDA 18.8% AVGO 12.0% ASML 11.0% ANET 11.0% MSFT 6.5% PLTR 6.7% OKLO 6.5% TSLA 5.7% GOOGL 4.5% TSM 4.8% FGKFX 3.7% (LOCKED) AMZN 2.9% ETN 2.5% VRT 2.1% AMD 1.5% FBTC 1.0% FETH 1.0%

Googl, meta, brookfield corporation (AI-infrastructure and power) and TSM. Companies as broadcom, ASML and amazon are contenders too (a bit more richly valued). Financials will probably benefit a lot from AI too.

ASML.Dont sell Goog or Amzn.

Here’s a basket of high quality AI infra stocks that I own: NVDA (duh) GOOG (duh) MSFT (duh) AVGO (custom silicon and networking) ASML (lithography monopoly) MU (high bandwidth memory) GEV (power generation) VRT (power and cooling) As to why GOOG and MSFT vs AMZN or META, I simply prefer …

ASML, because every chip that powers AI comes out of one of their machines. Hell, even if AI doesn’t have staying power, the world’s still going to need chips.

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 …

List incoming: Semi/chips: TSM, AMD, NVDA, AVGO, ASML, MU Datacenters/energy: NBIS, APLD, VRT, CEG, VST, TLN Other: GOOG/L, , MSFT, META, AMZN Just the stuff off the top of my head. Look into each of these yourself, not all are value buys and some are speculative. Just a quick lost …

If AI is not a bubble, then you buy all the bubbly AI names. NVDA, TSM, AMD, AVGO, ASML, BABA, GOOG, ORCL, MU, PLTR, NBIS, etc.

If they play their cards right, ASML should be one of the worlds most valuable companies.

Could become Mag 15 with AMD , Micron , ASML, TSMC, Vertive, maybe Nbis

I am insanely optimistic about AI and the "basic" AI stocks I believe analysts do not have the capacity to fully measure the impact of AI. They way they are projecting incremental growth is like if they were analyzing impact of the invention of * the internet by measuring how …