What top creators are saying about ASML Holding N.V.(ASML)

Mentioned as a Lone Pine Capital holding, with no company-specific analysis or directional view.

Named among chip makers and data-center suppliers exposed to concerns that AI infrastructure spending could slow; the reported 50%–60% declines were not attributed to it individually.

Mentioned among technology-heavy fund holdings and AI infrastructure-related stocks hit by the selloff as investors reassessed spending prospects.

ASML was reported among semiconductor-related stocks that sold off sharply.

ASML was down in a selloff and rotation away from AI infrastructure suppliers; no specific price target or company outlook was given.

ASML is discussed as part of a possible rotation away from AI bottleneck stocks; no company-specific fundamental problem is identified.

The speaker is bullish on ASML's exceptionally difficult-to-replicate technology and competitive moat, and considers it somewhat undervalued, though not a massive bargain.

ASML was included in a market rundown amid pressure on AI and chip stocks; no company-specific thesis or recommendation was given.

ASML was reported up about 132% over the prior two years and was included among companies associated with the host’s bullish AI and semiconductor thesis.

Mentioned as a potential buying opportunity after a roughly 50% decline, conditional on fundamentals remaining intact.

ASML was mentioned in the context of China buying semiconductor manufacturing equipment. The transcript provided no specific investment assessment or price target.

Collaborating with Besi on die-stress programs to improve placement accuracy and throughput; strategic consulting costs are expected to weigh on Q4 operating expenses.

ASML's EUV machines are a critical bottleneck in advanced-chip production, and leading-edge manufacturing demand could support equipment demand. Production capacity is constrained, and the high cost of high-NA EUV may make adoption uneconomical for some manufacturers.

ASML was cited as an example of a semiconductor-equipment company benefiting from service revenue, amid discussion of AI infrastructure investment.

Mentioned in the market rundown without specific investment analysis or a recommendation.

Was up about 53% over the prior year. The host had considered it too expensive but said a recent dip might offer a better entry point, without specifying a purchase price.

Described as supply-constrained, potentially nearly into 2029, amid AI-related semiconductor demand. No stock recommendation or price target is provided.

The host considers ASML a favorite holding and viewed its roughly 10% decline amid uncertainty about 2026 growth as a temporary concern rather than evidence of a damaged business.

Reported AI-chip demand extending into 2030 and possible supply shortages through 2028 support the outlook, though demand and capacity risks remain.

The speaker considers ASML too expensive for their preferences but provides no specific valuation figures or further analysis.

Shares were down about 2% and were described as holding up relatively well; no company-specific outlook was provided.

ASML is included in the broader semiconductor supply-chain discussion and had gained about 54% year to date before the recent pullback.

Briefly quoted in a market snapshot, with no specific investment analysis.

Strong, multiyear customer demand and a growing equipment backlog support a positive outlook, though the company may struggle to expand capacity quickly enough.

Reportedly appeared in a fund portfolio. The discussion noted a broader rotation away from some AI and semiconductor stocks but gave no company-specific forecast.

ASML had a notable price move, but the discussion did not establish a specific recommendation or detailed investment thesis.

The key issue is future customer spending rather than historical spending. The speaker proposes reviewing results and updating a model but gives no directional view.

Mentioned amid broad declines and rebounds in semiconductor and AI infrastructure stocks, without a differentiated company-specific thesis.

Results looked pretty good, but the speaker emphasized evaluating future customer spending and updating the company model rather than extrapolating past demand.

Mentioned ahead of results, with the caution that semiconductor-equipment results could influence sector sentiment.

Earnings were expected on Wednesday; no forecast or directional view on results was provided.

The discussion was constructive on its competitive position and viewed concerns about Chinese lithography competition as potentially less relevant, while cautioning that strong earnings may not lift the stock.

The speaker is bullish long term, citing ASML's strong competitive moat and chip-demand opportunity, but notes high valuation and expectations create near-term earnings risk.

Identified as an important upcoming semiconductor earnings report to watch for evidence of durable demand and guidance.

Earnings were expected on Wednesday, but no view on the results or stock was given.

The stock was exposed to the semiconductor selloff, and upcoming earnings were identified as important evidence for assessing the sector and AI outlook.

Grouped with stocks the speaker considered relatively high, without further company-specific analysis.

The speaker called ASML 'like the best company' and questioned why a participant was shorting it, while noting the need to manage correlated semiconductor exposure.

The post says ASML mishandled the packaging opportunity and questions lithography equipment's economic viability based on throughput and critical dimension, while suggesting ASML may have pricing power due to demand from Intel, Samsung, TSMC, and a memory boom.

Broader demand from Intel, Samsung, TSMC, memory, and packaging customers may strengthen ASML's pricing power and improve profit margins by reducing reliance on any single customer.

Described as a high-quality company with a strong competitive position, and as the type of business the speaker generally preferred not to short.

Called the best company, and the speaker questioned why the trader was short it.

Presented as a critical supplier of EUV equipment in the chip-production bottleneck, with an unverified possibility of technology disruption.

The speaker said he had heard the quarter had gone very well and that ASML might report blowout numbers, while cautioning that this was unverified information and not a formal recommendation.

The host lists ASML among his long-term holdings, but provides no company-specific valuation, risk assessment, or recommendation.

Martin had a small short position but expressed reservations about shorting a high-quality company.

Identified as a standout winner in a trading-day recap, with no broader investment thesis.

Sentiment was conflicted: the stock had recently generated trading gains, while speakers discussed short exposure and an unverified claim that sales forecasts and staffing were being reduced. The possible 40% decline was conditional, not a formal target.

The analysis forecasts low-NA EUV capacity exceeding company guidance of 85 units in 2027 and says 10 additional machines could add 1 million wafers per month.

The speaker relayed unverified hearsay that the quarter had gone well and results might be strong, while cautioning against insider information; no recommendation was given.