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

The TeraFab facility could fundamentally disrupt the semiconductor and lithography markets currently dominated by companies like ASML.

New semiconductor fabrication plant construction is bottlenecked through 2030 and beyond by the availability of ASML EUV machines.

Prominent holding visible in the 13F filing for Value Aligned Research Advisors LLC.

Competitive threat from China's legacy DUV machine manufacturing is minimal, making recent stock dips a buying opportunity for long-term investors.

China drove most of its revenue growth despite export controls, and it currently faces little immediate threat from lower-performing domestic alternatives.

ASML is favored by the market as an infrastructure receiver benefiting from capital spend.

Essential picks-and-shovels play for advanced chip manufacturing needed for AI

Subject to regulatory risk from potential U.S. legislation asserting jurisdiction over foreign equipment servicing and exports to China.

Essential infrastructure provider for the AI trade; identified as a key play in the semiconductor supply chain.

Reported strong beat on earnings and revenue; a core 'picks and shovels' play for AI infrastructure.

Down despite strong earnings, reflecting a 'good news is not enough' market sentiment.

Experienced a 'news failure' sell-off following earnings, indicating technical weakness in semiconductors.

Reported strong earnings, yet caught in a broader bearish sentiment shift away from semiconductor stocks.

Showing more resilience than other semis, though currently being faded by the market despite a strong report.

Reported a Q2 earnings beat and raised FY26 guidance

Excellent earnings and high-quality recurring revenue from install-base management, but the stock is currently priced to perfection with a high forward P/E, leading to a strategy of trimming positions.

Up 2%, providing a rare positive signal for the semiconductor sector and suggesting earnings have not yet peaked.

Reported blockbuster earnings and raised guidance, though market reaction was muted; maintains monopoly status in EUV technology.

Upcoming earnings report being monitored by investors.

Noted as the primary European gauge for AI momentum with significant remaining upside in the current cycle.

Holds a total monopoly on EUV lithography technology essential for advanced AI chips; possesses a massive competitive moat due to extreme technical complexity.

Reflects current market nervousness and volatility within the semiconductor sector.

Micron's success serves as a rising tide for ASML, indicating continued high demand for semiconductor manufacturing equipment.

Maintained as a heavy concentration in the portfolio.

Facing significant geopolitical risk and potential regulatory penalties due to U.S. allegations of EUV equipment reaching China.

Tactical 10% trim due to high valuation (50 forward P/E) despite remaining fundamentally bullish on its market position.

Under investigation regarding EUV machine export controls to China, creating significant geopolitical and supply chain risk.

The company is defended against allegations of IP leaks regarding EUV technology.

High conviction pick pushing toward all-time highs due to its essential role in the AI ecosystem.

Sole provider of critical lithography equipment; described as a conservative estimate for its market cap to double given its monopoly position.

Up 11% as part of the sector-wide semiconductor bounce.

Seeing notable outflows as retail investors move into underlying plumbing.

Rose 9% as semiconductors led the market's 'parabolic' recovery.

Showing strong recovery gains within the tech sector.

Safe to hold for 4-6 months; part of the AI sector interconnected risk.

Best-in-class company but currently too expensive at its all-time high; recommendation is to wait for a pullback.

Holds a near-monopoly on advanced lithography machines required for high-end AI chips.

Hitting new highs as the semiconductor sector returns to the mean.

Identified as a critical constraint in the global AI infrastructure buildout.

Considered a global European champion that is favored over companies dependent on the local European economy.

Seeing significant capital expenditure for EUV lithography equipment to support advanced DRAM production.

A durable monopoly with immense pricing power and less cyclicality than hardware peers due to long-term service contracts.

Maintains a strategic advantage as a key US-aligned controller of essential lithography technology for chip manufacturing.

Huawei is attempting to bypass the need for ASML's EUV lithography machines through new architecture, potentially reducing dependence on their technology.

Maintained as a smaller allocation in the AI-centric portfolio.

Author suggests that the primary investment play for advanced logic is resist makers rather than ASML.

The author suggests that focusing on resist makers is a more strategic investment play than ASML.

Used as a benchmark for EDA companies, but faces skepticism regarding valuation and market understanding of its capacity shifts.

CEO identifies Starlink as a major recurring driver for semiconductor demand, indicating long-term growth potential for chip-making equipment.

Included in a massive bearish position against semiconductor equipment and chip manufacturing multiples.