NVDA
NVIDIA
-- 128.990 TSLA
Tesla
-- 398.090 ASML
ASML Holding
-- 683.350 AMD
Advanced Micro Devices
-- 114.170 AAPL
Apple
-- 238.260 
Earnings are good BUT reports BOOKINGS of €2.63 billion in Q3, significantly lower than expectations of €5.4 billion.
$ASML Holding (ASML.US)$ Lower revenue forecast for 2025: ASML lowered its revenue forecast for 2025 to a range of €30 to €35 billion, while the market expected €35.8 billion. While this is still significant revenue, it points to slower growth than previously forecast. This correction indicates that ASML is cautious about demand for its EUV and DUV machines, especially as the semiconductor industry is currently going through a more cyclical phase.
Declining gross margin: In addition to the lower revenue forecast, ASML has also revised its gross margin forecast downwards, from 55% to 52% in 2025. A declining gross margin could mean that the company is incurring more costs to produce its machines or that it has less margin can achieve by changing market conditions, such as price erosion or higher raw material prices.
Declining gross margin: In addition to the lower revenue forecast, ASML has also revised its gross margin forecast downwards, from 55% to 52% in 2025. A declining gross margin could mean that the company is incurring more costs to produce its machines or that it has less margin can achieve by changing market conditions, such as price erosion or higher raw material prices.
The problems, again are the restrictions from US towards China but the good news is that the expansion of $Taiwan Semiconductor (TSM.US)$ shall bring New Orders !!!
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Discussing
Trump 2.0 Era: What's the next opportunity in the markets?
▪️Could Trump's crypto policies potentially benefit the crypto market? ▪️Might his tariff policies have a positive effect on Chinese stocks
Michael McCarthy CCO
Jan 3 11:57
Ask a strategist - Trump's first day
Money Thrill OP : So, again overreaction of the Market... nothing to worry about. Perhaps the US people shall choose for a president who support the economy instead of sabotaging ???
别人恐惧 我贪婪 Money Thrill OP : 所以可以买入吗
10baggerbamm : do not touch this company with the 10-ft pole they guided lower for all of 2025 they missed first quarter this year they missed second quarter this year they just blew third quarter by guiding lower and they're writing off all of next year as well that means more than likely they're going to miss going forward and say we cautioned everybody we told you. it's $726 it's been to 500 pull a chart there's no reason why I can't go back down to that or even lower it's just a number it means nothing there is no support for the stock right now there's only people trying to play Hot potato and buy it and pass it off to some other sucker for a quarter higher or a dollar higher than what they just bought it for
Money Thrill OP 别人恐惧 我贪婪 : That is indeed a very good solution. You can clearly see that from an economic perspective these measures also have an adverse effect on the American market with billions in losses. Free economy and no political interference, only monetary and macro-economic support![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
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Money Thrill OP 10baggerbamm : The earnings Q3 are better than expected. Also earnings per share but now it is not longer available on the site. So wait until tomorrow
Money Thrill OP 10baggerbamm : I have asml almost a year DCA 480 € ? So tomorrow shall be better because of error(second time ) . Buy it if you can in US and tomorrow perhaps gain ?
10baggerbamm Money Thrill OP : why would you think there's an error I mean do you realize there would be a class action lawsuit that would bankrupt the company if they were to go oops we made a mistake today we're going to revise it tomorrow
Deltaman099 10baggerbamm : 我定在200
Money Thrill OP 10baggerbamm : i do not know, only suggestion of journal "Invest" from NETHERLAND
Money Thrill OP Deltaman099 : 200 IS not possible... not logical for Billions Euro Company? With double expansion next year? Only temporarily pullback. Wait until European Market opens at 9.00 h . 3 Hours in morning for US
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