The Bunny Trader : nuclear energy :

Bull X Bear OP The Bunny Trader : I will add Nuclear as well

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

73372627 Money Thrill : If was no restrictions, China will get in hand the most advanced tech of 3 and 2.5 nm, which will result of flooding the market with scrap copies of the best chips. also will be the same as in 1994 they done with the Intel (reason they gone out)

Money Thrill : Completely agree also, some caution is also important, but how would you react as CEO of a company?

73372627 : I will let as. They are a step to come with 2nm technology which will boost companies as NVIDA, TSMC, Intel, Samsung, Qualcomm, ARM.
PS: you talk about Microsoft. You make me call my broker (not Moo) to see my account with Microsoft. In 1989 I took 2000 share at 2.00$ (commision include) 1000 was a gift for my nice of her born day and rest keep in my account.  I still keep and reinvest the dividend. I wait for the total account line and sell to put in NVDA. (I still have the share certificat)

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