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$ASML is the AI kingmaker because $TSM cannot make $NVDA most advanced GPUs without its EUV systems. It just raised full-year guidance to $43B from $41B showing AI chip demand is still running well ahead of supply.

Shay Boloor

458,421 subscribers

188,816 Aufrufe • vor 6 Monaten •via X (Twitter)

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15 Kommentare

Profilbild von 🌿 lithos

🌿 lithosvor 6 Monaten

More big EUV orders coming this year. All 5 need to replace a large chunk of their fleet.

Profilbild von James LEE

James LEEvor 6 Monaten

2026 Q1 South Korea

Profilbild von Richard Medina

Richard Medinavor 6 Monaten

We need $TSM to expand their capacity in Arizona. The supply constraint story isn’t ending anytime soon and is bullish for both $TSM and $ASML

Profilbild von Lunar Think Trade

Lunar Think Tradevor 6 Monaten

With AI acceleration moving up the stack and not just GPUs, $TSM controls the entire supply chain. Whoever owns the die still needs to rely on $TSM, whether it is memory $MU, CoWos, Interconnects, CPUs... etc. $TSM and $NVDA have the distribution to outpace Moore's Law.

Profilbild von AI Visionary@CEOTech AI

AI Visionary@CEOTech AIvor 6 Monaten

Hello, everyone in the GPU manufacturing chain are important. Not just ASM

Profilbild von Max - Genius Investor

Max - Genius Investorvor 6 Monaten

everyone talks about $NVDA smart money watches $ASML

Profilbild von AK

AKvor 6 Monaten

ASML should simply ask for more for its machines. Double it

Profilbild von Jeff Farmer

Jeff Farmervor 6 Monaten

ASML is the semi production capital equipment producers. These capital equipments have much long working lives. Therefore, any new sales by ASML, is essentially for chips production EXPANSION.

Profilbild von XelaTradeInvest

XelaTradeInvestvor 6 Monaten

So why is its share price falling today? I have seen this with so many good earnings reports and great companies recently! I hold a sizeable holding of the Eu version and that closed circa - 4.5% today.

Profilbild von cellardoor 🍆

cellardoor 🍆vor 6 Monaten

Demand mostly from memory makers $mu

Profilbild von Jen 🇺🇲 🐸🦄🚫🤴🏽

Jen 🇺🇲 🐸🦄🚫🤴🏽vor 6 Monaten

Copper.

Profilbild von MktPulse

MktPulsevor 6 Monaten

LRCX?

Profilbild von Satya

Satyavor 6 Monaten

$NVDA ‘s PEG of 0.45 is it underestimated?? The growth story is still intact and the $ASML Full Year guidance update is an early indication!!

Profilbild von Brad van Leeuwen 🇦🇺

Brad van Leeuwen 🇦🇺vor 6 Monaten

The hardware spend story and the software spend story are moving together. ASML guidance up, AI tool spend per company up 100% in 12 months. When chip demand stays ahead of supply, the software layer on top only gets more expensive to use — and harder to track.

Profilbild von Alexandre Chateaub

Alexandre Chateaubvor 6 Monaten

$ASML #investing #trading #finance #stock #stockmarket #business #TSXV #Nasdaq #Stocks #TechStocks #wallstreet #AI #artificialintelligence

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