Why analysts are watching it
Analysts are watching ASML because it is the sole producer of the advanced lithography machines needed to manufacture the most sophisticated chips. On April 30, 2026, Ticker Symbol: YOU stated in their video "I'm Buying Every Share I Can." that ASML is "the only company on Earth making the machines required to build the most advanced chips." This unique position gives ASML a "wide moat dominance" and makes it the "gold standard for long-term stability," according to Jerry Romine Stocks on May 12, 2026, in his video "I Got Rich Off PLTR & NVDA. THIS Is MUCH Bigger!". Despite some concerns about TSMC finding ASML "too pricey" as noted by Value Investing with Sven Carlin, Ph.D. on April 23, 2026, in his video "AI Revolution or Bubble? All time highs, Elon's Genius SpaceX IPO + TSLA Stock!!!", bullish sentiment exists due to ASML's crucial role in the chip industry. On April 5, 2026, Ticker Symbol: YOU said in their video "The Iran War Will Make Millionaires (Here's How)" that ASML's supply chain is less dependent on the Strait of Hormuz, presenting a potential advantage. However, on May 18, 2026, Couch Investor mentioned in his video "The Stocks Billionaire Investors Are Quietly Buying" that some investors "trimmed ASML Holding by 27%." Geopolitical risks, such as higher energy and material costs in Europe, also pose a potential challenge, as highlighted by Ticker Symbol: YOU on April 5, 2026, in their video "The Iran War Will Make Millionaires (Here's How)".
Contributing creators
Source clips
"Trimmed ASML Holding by 27%"
— The Stocks Billionaire Investors Are Quietly Buying
"ASML is [680s] the number one here, although we see a [682s] reduction of 27%."
— The Stocks Billionaire Investors Are Quietly Buying
"I've got five heavy hitters in the ring today, Micron, AMD, SanDisk, ASML, and Seagate."
— I Got Rich Off PLTR & NVDA. THIS Is MUCH Bigger!
"We also have ASML, the lithography giant that provides the essential machines required to print every advanced chip on the planet."
— I Got Rich Off PLTR & NVDA. THIS Is MUCH Bigger!
"From top to bottom, the order is Micron leads at 41.5%, SanDisk is next at 34.2%, ASML follows at 29.7%, Seagate comes in 21.6%, and AMD lands last at 13.4%."
— I Got Rich Off PLTR & NVDA. THIS Is MUCH Bigger!
"Micron leads at 194.1%, SanDisk is right behind at 162.9%. AMD follows 41.6%. Seagate is at 32.2% and ASML is at 19.7%."
— I Got Rich Off PLTR & NVDA. THIS Is MUCH Bigger!
"Top to bottom it goes, Seagate leads at 50.3%, ASML is next 40.1%, SanDisk follows at 34.4%, Micron comes in at 14% and AMD is last at 13.1%."
— I Got Rich Off PLTR & NVDA. THIS Is MUCH Bigger!
"SanDisk leads at 33.8%, ASML is next 26.6%, AMD follows at 22.9% and Seagate comes in 21.9% and Micron is last at 17.7%."
— I Got Rich Off PLTR & NVDA. THIS Is MUCH Bigger!
"Micron leads at .27, SanDisk .61, ASML follows 1.39"
— I Got Rich Off PLTR & NVDA. THIS Is MUCH Bigger!
"SanDisk leads at 5.9%. AMD is next at 6%, ASML follows at 13%"
— I Got Rich Off PLTR & NVDA. THIS Is MUCH Bigger!
"This doesn't mean ASML or AMD are bad companies. It just means that in this specific fight for the best-in-class infrastructure play, they aren't the primary beneficiaries of the current bottleneck. ASML has a high-quality moat, but they aren't seeing the triple-digit growth that the memory guys are."
— I Got Rich Off PLTR & NVDA. THIS Is MUCH Bigger!
"ASML remains the gold standard for long-term stability and wide moat dominance."
— I Got Rich Off PLTR & NVDA. THIS Is MUCH Bigger!
"I've got five heavy hitters in the ring today, Micron, AMD, SanDisk, ASML, and Seagate."
— I Got Rich Off PLTR & NVDA. THIS Is MUCH Bigger!
"We also have ASML, the lithography giant that provides the essential machines required to print every advanced chip on the planet."
— I Got Rich Off PLTR & NVDA. THIS Is MUCH Bigger!
"From top to bottom, the order is Micron leads at 41.5%, SanDisk is next at 34.2%, ASML follows at 29.7%, Seagate comes in 21.6%, and AMD lands last at 13.4%."
— I Got Rich Off PLTR & NVDA. THIS Is MUCH Bigger!
"Micron leads at 194.1%, SanDisk is right behind at 162.9%. AMD follows 41.6%. Seagate is at 32.2% and ASML is at 19.7%."
— I Got Rich Off PLTR & NVDA. THIS Is MUCH Bigger!
"Top to bottom it goes, Seagate leads at 50.3%, ASML is next 40.1%, SanDisk follows at 34.4%, Micron comes in at 14% and AMD is last at 13.1%."
— I Got Rich Off PLTR & NVDA. THIS Is MUCH Bigger!
"The order is SanDisk leads at 33.8%, ASML is next 26.6%, AMD follows at 22.9% and Seagate comes in 21.9% and Micron is last at 17.7%."
— I Got Rich Off PLTR & NVDA. THIS Is MUCH Bigger!
"From strongest to weakest, the calculated ratios are: Micron leads at .27, SanDisk .61, ASML follows 1.39, Seagate comes in 2.42, and AMD is last at 3.89."
— I Got Rich Off PLTR & NVDA. THIS Is MUCH Bigger!
"The order is: SanDisk leads at 5.9%. AMD is next at 6%, ASML follows at 13%, Micron comes in at 14.9%, and Seagate is last at 381.6%."
— I Got Rich Off PLTR & NVDA. THIS Is MUCH Bigger!
"This doesn't mean ASML or AMD are bad companies. It just means that in this specific fight for the best-in-class infrastructure play, they aren't the primary beneficiaries of the current bottleneck."
— I Got Rich Off PLTR & NVDA. THIS Is MUCH Bigger!
"ASML remains the gold standard for long-term stability and wide moat dominance."
— I Got Rich Off PLTR & NVDA. THIS Is MUCH Bigger!
"And you have ASML, which makes the, you know, like machines to make all these chips, right? $62 billion market cap on that company."
— This Stock is the Next AMD or Micron‼️
"And you have ASML, which makes the, you know, like machines to make all these chips, right? $62 billion market cap on that company."
— This Stock is the Next AMD or Micron‼️
"The second stock I'm watching is ASML, the only company on Earth making the machines required to build the most advanced chips."
— I'm Buying Every Share I Can.
"The second stock I'm watching is ASML, the only company on Earth making the machines required to build the most advanced chips."
— I'm Buying Every Share I Can.
"TSMC says ASML too pricey. Somebody is thinking about profits, investments, return on invested capital."
— AI Revolution or Bubble? All time highs, Elon's Genius SpaceX IPO + TSLA Stock!!!
"TSMC, ASML, and Broadcom are the chip building, the packaging, and the networking companies tying it all together."
— Claude Will Crash Stocks Within 257 Days (Prepare Now)
"TSMC, ASML, and Broadcom are the chip building, the packaging, and the networking companies tying it all together."
— Claude Will Crash Stocks Within 257 Days (Prepare Now)
"Think ASML, Lam Research, Applied Materials, and KLA. During the last chip shortage, the group saw revenue grow over 33% and margins expanded well above 52%. And ASML alone returned over 310% in 5 years. Every new fab that's going to be built to address this shortage, it needs their machines."
— The Iran War is About to Make (More) Millionaires
"And the same goes for ASML in Europe with higher energy and material costs."
— The Iran War Will Make Millionaires (Here's How)
"So, if CapEx shifts more towards lower-risk regions or new fabs in the US, ASML is one of the few companies still getting paid."
— The Iran War Will Make Millionaires (Here's How)
"The only stocks I'd actively be buying in this scenario are Micron and maybe ASML. Micron's HBM 4 capacity is already sold out for 2026 under long-term contracts and they're based in the US, which I think more companies will find very attractive if the situation escalates. ASML is the only real supplier of EUV lithography machines and their supply chain is much less dependent on the Strait of Hormuz."
— The Iran War Will Make Millionaires (Here's How)
"The companies with safer supply chains and real pricing power like Micron and ASML are the ones that I'm betting on even if things stay the same or continue to escalate, making them a great way to get rich without getting lucky."
— The Iran War Will Make Millionaires (Here's How)