Thoughts on ASML?
$ASML Holding(ASML.US$ While everyone is busy FOMO-ing into $NVIDIA(NVDA.US$ because of this AI surge, I’ve been looking at the unsung hero in the background: ASML.
For the regards who don’t know, ASML builds the freaking machines for making the chips. That’s right, those same chips that Nvidia produces and every other tech company out there relies on. Nvidia can’t do jack without ASML’s tech, so why aren’t we talking about them?
Nvidia has been printing tendies for us because of AI, but doesn’t that mean ASML is a no-brainer? More demand for Nvidia chips = more demand for ASML’s machines, right? Plus, with this tech war brewing, everyone’s gonna need ASML’s machines to stay competitive.
So, what’s the play here? Are we sleeping on ASML? Is it time to YOLO into ASML before the rest of the market catches on? Drop your thoughts! 🚀🚀🚀
Disclaimer: Community is offered by Moomoo Technologies Inc. and is for educational purposes only.
Read more
Comment
Sign in to post a comment
103587782 : ASML won't sky rocket like Nvidia because only chip fab makers buy from them. Essentially Samsung, Intel and TSMC. Buyers are limited even though it is indispensable, unlike buyers of Nvidia chips which are many more times than the supply.
Money Thrill : Good insight, see my comment next![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
Money Thrill 103587782 : Wrong, very Wrong. ... you do not understand $ASML Holding (ASML.US)$? see my comment
Money Thrill : A.I cannot without ASML for the "Pattern recognition"