ASML

"Pat Dorsey number one position is SML at 16.6."

"If you look at Europe, the biggest company is ASML, another AI company."

"Scoreboard, TSM 3, KLAC 2, ASML 1."

"We are pinning the undisputed titans of the chip world, Taiwan Semiconductor, ASML, Applied Materials, and KLA Corporation, known as KLAC, against two lethal, highly underestimated newcomers, Nova, ticker NVMI, and Kulicke & Soffa, ticker KLIC."

"Scoreboard, TSM 9, ASML 8, KLAC 7, KLIC 3, Nova 2, AMAT 1."

"This loss does not mean ASML is a bad investment. They are a phenomenal monopoly that simply trades at a slightly higher premium."

"When massive monopolies like Taiwan Semiconductor and ASML were ripping to all-time highs week after week, you sat on the sidelines watching them go up, thinking to yourself, I missed it."

"Taiwan Semiconductor leads at 0.41. Nova is next, 1.12. ASML is right behind, 1.16. KLAC, 1.28. AMAT, 1.39, and KLIC is severely expensive at 3.38."

"Then we have ASML. They are the absolute undisputed bottleneck for advanced semiconductor manufacturing."

"KLIC leads at an incredibly lean 4.6%. ASML, 9.1%. Taiwan Semiconductor, 15.2%. AMAT, 30.4%, and Nova carries 57.7%."

"Scoreboard, Taiwan Semiconductor 5, ASML 5, KLAC 4, KLIC 3, AMAT 1."

"Scoreboard, Taiwan Semiconductor 5, KLIC 3, KLAC 2, ASML 2."

"Top to bottom, it goes Taiwan Semiconductor, 49.9%. KLAC, 35.7%. ASML, 30.1%. AMAT, 29.3%. Nova, 29.2%, and KLIC trails severely at 7.2%."

"The order is KLAC, 30.6%. ASML, 28.4%. TSM, 23.8%. Nova, 21.5%. AMAT, 18.4%, and KLIC, 0.6%."

"From strongest to weakest, the order is KLIC, 65.4%. Taiwan Semiconductor, 43%. ASML, 34.7%. Nova, 20.6%. AMAT, 17.5%, and KLAC, 11.2%."

"ASML builds the incredible machines, yes, but TSM holds the keys to the actual physical output for Apple, Nvidia, AMD, and Broadcom."

"The ranking is ASML dominating, 44.5%. KLAC, 36.3%. AMAT, 18.1%. TSM, 17.5%. Nova, 11.4%, and KLIC, 0.5%. ASML is proving exactly why monopolies print money, generating incredible returns on the cash they deploy into their businesses. Winner, ASML."

"While ASML is an incredible company, my favorite holding in this entire sector is Taiwan Semiconductor, and my patrons already know I'm looking to aggressively add more to my position."

"Scoreboard, KLAC 7, ASML 7, Taiwan Semiconductor 6, KLIC 3, AMAT 1."

"Scoreboard, Taiwan Semiconductor 10, ASML 10, KLAC 7, KLIC 6, Nova 2, AMAT 1."

"The market is chasing ASMLs, NVIDIAs and things like that."

"ASML, a Dutch company that controls almost the entire global lithography market until now."

"DUV EUV machines, we immediately think about ASML."

"China is going to be able to compete with Nvidia and ASML and TSMC and AMD"

"ASML dominates the market for DUV and EUV lithography tools."

"ASML's machine? Another part here which again makes all of this overblown is uh this one right here. The information reported that the Chinese firm developing the DOV tool is aiming to produce five units this year and around 20 in 2027. In comparison, ASML said it plans for capacity of around 130 DUV immersion machines in 2026 and planning to add 30% in 2027."

"ASML also reported earnings last week. ASML is the only company on Earth that can build EUV lithography machines. These machines are the size of a small apartment and contain over a 100,000 parts that come together to print microscopic circuits onto chips using extreme ultraviolet light or EUV light for short. And since ASML is the only company that makes them, AI chip production can only grow as fast as the number of these machines."

"Let's start with ASML itself since their stock is down by 10% over the last month. It's worth repeating that ASML is the only company on Earth that makes EUV lithography machines. When there's unlimited demand for something only you can supply, it doesn't just mean that you can raise your prices. It means your customers can't rush you, they can't replace you, and they can't negotiate you down. ASML is expanding their production capacity by about 30% per year, and demand is still growing faster t"

"We mapped out that complete physical bottleneck stack from ASML's lithography monopoly"

"At the absolute foundation sits ASML, the undisputed monopoly of lithography. They build the extreme ultraviolet machines required to print every single advanced AI chip on the planet. There is no alternative, no secondary supplier, and no competitor anywhere near them. Every leading edge design from every chip designer must physically pass through an ASML machine before it exists in the real world."

"Earnings season has started. We already had ASML and TSMC, and next week, well, this week, we are going to have a very big one."

"We did also have ASML's earnings report come out, and that was a blowout quarter, beats across the board, guidance was raised, so all good on that front."

"But on Wednesday before the open that's already quite important ASML for the whole semiconductor story AI story. Then on Thursday another extremely important name probably even more important which is TSMC. And then for me and then for many of us we do have the first let's say tech company which is Netflix. With ASML, I don't know if the market will still be focused on, oh, bookings per quarter. What's the number there? I think it's more about the long-term story. What are they seeing? And are t"

"I think ISML we discussed it a few times in the past. Now the stock is 5X from where we discussed it here. It was lower price better by ISML 568. Now it is a 3x on an AI bubble. their earnings are on the upper side of their projections. But when you think about it, they said 2030 60 billion in revenues. Even if it is 30 billion in profits, that's still 20. A P ratio of 20 in a few years, assuming perfection, execution and AI bubble continuing for me now too much risk."

"Skhinx is raising capital by issuing new shares as American depository receipts for US investors just like TSMC and ASML stocks."

"Think ASML, Applied Materials, Lamb Research"

"All of them are red. ASML is barely barely green"