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