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ASML Holding Stock Discussion

Moomoo CA

Jun 27 02:20

From imagination to innovation: Riding the investment tsunami of AI PCs🌪

For the start, what is "AI PC"?
AI PC refers to a class of computers utilizing AI technology in diverse ways to provide users with enhanced features and a more tailored, efficient computing experience.
On June 18, AI has significantly boosted the market caps of major tech companies. $NVIDIA(NVDA.US)$ reached a $3.34 trillion market cap, becoming the first for the first time. $Microsoft(MSFT.US)$ follows closely at $3.32...

Shaaaw

Jun 27 01:36

Why Intel is the most undervalued tech stock right now

$Intel(INTC.US)$ is an insane bargain right now, as it is trading at year 1999 stock price.
Every other comparable tech stock is up 5000%-20000% since then.
People are too focused on Intel consumer and data center products, which by the way are improving at impressive rate. Now they have AI chip comparable to $NVIDIA(NVDA.US)$ 's H100 (Guadi 3). Lunar lake SoC for laptops based on 3nm, upcoming desktop CPUs based on Intel 20 (Arrow L...

摸鱼 : Well said

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韭菜来啦快割 : buy$Intel (INTC.US)$ It's better to buy$Advanced Micro Devices (AMD.US)$

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10baggerbamm : it's so funny you're saying that you're right and all of the tech experts like Dan Ives and Tom Lee they're completely wrong. that tells me your ego prevents you from making a logical decision you believe because you're down in the stock that it must go higher because it's done nothing to this point while everything else has rallied. therefore money must rotate into this company. and you're wrong so going to the bathroom look in the mirror turn the lights on and repeat you are wrong while pointing at yourself in the mirror. companies are crucified taken out behind the barn and shot when they miss their forward guidance when they miss earnings whisper numbers when they miss revenue whisper numbers. even when these companies are growing at 30 to 40% year over year but you don't have to worry about Intel growing like that because 50% of their business is a money suck pit on abyss think of the Tom Hanks movie money pit. think of owning a boat bust out another thousand.

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10baggerbamm : pt 2 except Intel is building Fab facilities that utilize Moors law and Jensen has proved that Moore's law is dead number one number two these Fab facilities that Intel is building because they come from the chips act where taxpayers are paying they must conform to dei and woke standards and must have 51% women building these chip Fab facilities that's two number three because they're located in California the unions that are going to run the employees will create strikes walkouts their wages will be significantly higher than comparable businesses and as a result the profit margins on these facilities once they get up and running in 2028-29 maybe but probably not because we know when the government gets involved with any construction project think Bridges it's always over budget and significantly longer to complete. so these are just a few reasons why Intel is a disaster will remain a disaster and anybody that wants to invest in Intel is pissing money away and wasting one thing that you'll never get back which is your precious time.

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RDK79 : Because of bad R&D and lack of high performance chips. If that’s what makes it a bargain, it will remain a ‘bargain’. Imho. There will be continued efforts to periodically ‘pump’ it up though.

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ROM-STAR

Jun 25 07:17

We're almost halfway through 2024 & it's clear that the biggest winners so far have been semiconductor companies -- let's delve into where these names stand based on their 2025 growth & earnings 🧐
Tier 1⃣ | $NVIDIA(NVDA.US)$ , % $Micron Technology(MU.US)$ , $Marvell Technology(MRVL.US)$ , $ASML Holding(ASML.US)$ , $Advanced Micro Devices(AMD.US)$
Tier 2⃣ | $Broadcom(AVGO.US)$ , $KLA Corp(KLAC.US)$ , $Applied Materials(AMAT.US)$ , $Taiwan Semiconductor(TSM.US)$ , $Lam Research(LRCX.US)$ , $Qualcomm(QCOM.US)$ , $Intel(INTC.US)$ , ...

Micron Q3 earnings: Time to buy the dip?

Mario Timberlake

Jun 21 03:20

10 one-pager analyses mega thread!

I’ve delved into 10 high-quality companies shaping the future. Let's dive in and find your next investment gem💎
#1 NVIDIA $NVIDIA(NVDA.US)$ : A graphics powerhouse in gaming and AI. Can it maintain its stellar performance?
#2 Microsoft $Microsoft(MSFT.US)$ : From Word to the cloud, $MSFT is everywhere. Is it the ultimate all-rounder?
#3 ASML $ASML Holding(ASML.US)$ : Leader in semiconductor equipment. Is $ASML the backbone of modern tech?
#4 Apple $Apple(AAPL.US)$...

Money Thrill

Jun 20 11:14

Sorry Mr. Jean Boivin, I cannot believe you. A.I is the biggest certainty and Europe the biggest uncertainty. I am from Europe, Belgium. People between 50 and 80 believe still believe in the old, rusted economy. Young investors between 25 and 45 years are leaving Europe "versus" the greatest economy in the World, the VS.
I am 72 years young, Certified Analyst, and all my European shares, from January, are out of the door except $ASML Holding(ASML.US)$ . Even with very good news the European ...

BlackRock Says AI Could Be the 'Biggest Uncertainty We've Faced'

Analysts Notebook

Jun 20 04:47

ColumnsOpportunities to Watch in Nvidia's Ecosystem as the Company Tops U.S. Market Cap

$NVIDIA(NVDA.US)$ has become the world's largest company by market capitalization, achieving a remarkable rise from a niche chip maker to a $3 trillion giant in just over a year. According to J.D. Joyce, president of Houston financial advisory Joyce Wealth Management, Nvidia's stock reflects strong investor sentiment about artificial intelligence, beyond just its earnings.
Read Here: Nvidia Surpasses Microsoft as Most Valuable Public Company: Key Insights for Investors
...

Chip stocks on the rise: Is buying in still a smart move?

VJong_基金顧问

Jun 20 01:45

Dropping

$ASML Holding(ASML.US)$ Pre~marlet dropping, what happened?

ROM-STAR

Jun 19 02:37

$NVIDIA(NVDA.US)$ & $Broadcom(AVGO.US)$ both announced a 10-1 stock split, setting a trend I expect to see continue throughout 2024 -- here are my 10 predictions on who’ll be next 👇🏼
• $MercadoLibre(MELI.US)$ 15-1 stock split
• $ASML Holding(ASML.US)$ 10-1 stock split
• $Axon Enterprise(AXON.US)$ 5-1 stock split
• $Netflix(NFLX.US)$ 8-1 stock split
• $CrowdStrike(CRWD.US)$ 5-1 stock split
• $Meta Platforms(META.US)$ 5-1 stock split
• $ServiceNow(NOW.US)$ 10-1 stock split
• $Intuitive Surgical(ISRG.US)$ 4-1 stock...

152485085

Jun 18 05:13

Crazy Kiwi

$ASML Holding(ASML.US)$ i think you might be on money

Money Thrill

Jun 18 04:12

ASML PRICE INCREASED IN EUROPE BY 25 %

$ASML Holding(ASML.US)$ ASML sees opportunities to significantly reduce the costs of using the EUV machines. That is very important for the company's long-term prospects. Presenting at an event of Imec, an independent research center where chip companies conduct research together, ASML said it has taken new steps in improving the performance of High-Na EUV machine. Plans were also shared about the Hyper-NA machine, the successor. The presentation was given ...

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