Money Thrill : If there where no export restrictions from US the guidance could be very good. So don't blame $ASML Holding (ASML.US)$  but your gouvernement! Let's the economy to be FREE

Money Thrill : So we say " they get a cookie of their own medicine"   the US semiconductor market get downwards

104983916 : Bcos it means they sold a lot less machines than what there are supposed to TSM.
Nvidia is TSMs main client.
So all semis share price drop last night

10baggerbamm 104983916 : and last week you have Jensen coming out saying they're 100% presold out for all the 2025 everybody's on allocation again which means if one person for some reason has a cancellation there's somebody saying I will take everything I want more.. so this does not impact Nvidia sales at all. ASM lithography said that the weakness was coming from the automotive sector they said this q40 last year they said it in q1 and they said it in Q2 and now they're basically saying it all for 2025 but we will not know the actual details until today because today is when the actual earnings were supposed to come out not somebody releasing them coincidentally just somehow somebody hit the send button and this information appeared online I mean that's criminal what happened and somebody made hundreds of millions of dollars off of this move by having put positions across the board because they knew this was going to happen they knew their impact that's the real question who leak this information out follow the money..

TheOracleOfHindSight : You should start an ETF with this! Great stuff

Wongy OP : Was staring at loss the past week…finally unload. Will wait for new entry point. Any advise?

jujujitrades Wongy OP : Ditto..I'm hanging on for now, tho