What top creators are saying about ASML Holding N.V.(ASML)— Page 3

An export ban on microchips from ASML is mentioned as an unlikely but high-impact 'Level 3' response from the EU, which would cause major ripple effects in the global tech sector.

Identified as having low correlation with Palantir, making it a candidate asset for a pair trading strategy within a basket of AI-related stocks.

As one of today's dominant semiconductor companies, ASML faces a long-term competitive risk from China's potential to become self-sufficient in chip manufacturing.

Elon Musk is reportedly unimpressed with the cost-to-output ratio of ASML's newest lithography machine, representing a potential long-term threat if Tesla can develop a more efficient alternative.

Described as an undisputed monopoly with no competition for its most advanced technology. A recent analyst upgrade to Buy with a $1,500 price target and growing public awareness of its moat are major catalysts.

Hit a new high of $1,221, up over 5%, and has doubled from its summer lows. It is a key supplier to giants like TSMC.

Continued its run, up 1.5%, showing strong momentum as a market-leading semiconductor stock.

The stock received a 'double upgrade' from Sell to Buy with a new $1,500 price target, driven by its large competitive moat and strong investor interest.

Received a price target upgrade to $1,500 from Alethea Capital and is part of the bullish semiconductor sector theme.

Mentioned as part of the extremely bullish 'picks and shovels' theme for the AI boom, supplying essential hardware for AI data centers.

Ranked 'goaded' (highest tier) as a 'picks and shovels' play on the AI boom, with massive demand for its lithography machines and a strong recurring revenue business model.

While currently a critical asset for the West, its monopoly is under threat as China is aggressively investing to develop its own advanced lithography technology, which could erode ASML's market dominance in a few years.

Presented as a foundational, monopolistic investment, but a significant new risk has emerged as China has allegedly created a working prototype of a competing EUV machine, which is a major bearish development.

Identified as a supplier of critical chip-making tools to TSMC, benefiting from a technological moat protected by Western export controls against competitors in China.

Identified as a critical chokepoint in the AI supply chain due to its monopoly on essential manufacturing technology, making it a foundational bet on the entire AI hardware ecosystem's expansion.

Neutral to slightly bullish. The company has an unparalleled competitive moat, and its fair valuation offers potential for solid returns (15-20% projected) driven by its critical industry role.

Presented as a preferred and potentially lower-risk 'picks and shovels' hardware investment for the AI revolution over NVIDIA, due to its extremely durable technological moat that customers are not trying to replicate.

Part of the NVIDIA-ASML-TSMC partnership, which represents a 'significant single point of failure' for the global economy, especially with rising tensions around Taiwan.

A key semiconductor equipment maker benefiting from the massive tailwind of AI demand led by companies like NVIDIA. The entire semiconductor supply chain is viewed as bullish.

The stock is now considered 'pretty much fairly valued' and the recommendation has shifted from 'buy' to a 'hold' as the significant short-term upside may be gone, despite it being a high-quality company.

The host is very bullish, viewing it as a monopolistic business with a significant technological lead. The recent 38% run-up is seen as justified, and the host plans to add to the position on any future dips, seeing no current weaknesses.

Earnings were seen as a positive signal. Despite a slight revenue miss, commentary on broadening AI demand and strong EUV machine orders was bullish.

A key leader in the AI revolution with a predictable, compounding service revenue stream, but investors should expect high volatility due to geopolitical risks.

Mentioned as a prime example of a company with a defensible moat due to the immense difficulty and tacit knowledge required to build cutting-edge semiconductor equipment, making its business model highly defensible against AI.

ASML is an 'upstream' beneficiary of the AI buildout, offering a 'picks and shovels' investment with less volatility than chip designers. Its growing, high-margin service revenue adds stability and predictability.

The company is a 'true monopoly' in its critical semiconductor segment. Despite a 40%+ run-up, the valuation is considered reasonable for a fast-growing monopoly.

Showed significant strength as part of the AI theme, breaking the $1,000 price level and rising 3.6%.

ASML is a 'picks and shovels' play with a near-monopolistic hold on a critical technology needed to make the most advanced chips.

Bullish sentiment due to its forward-thinking strategy of investing $1.5 billion in Mistral AI. This positions ASML to actively integrate cutting-edge AI into its own operations, securing its leadership beyond just hardware.

Used as a bullish example of why investors shouldn't overreact to negative CEO comments, as a recent 10% dip in the fundamentally strong company created a buying opportunity before it hit all-time highs.

The company is a direct beneficiary of the AI infrastructure build-out. The investment thesis is that buying a high-quality, dominant company at a discount due to short-term fears can be a very profitable strategy, as shown by the recent 27% price surge after a previous dip.

Rating shifted from 'Strong Buy' to 'Soft Buy.' The stock is still considered undervalued for its 'monopolistic position' in the semiconductor industry, but it is getting closer to being fairly valued after a significant price increase.

The host has continually described the stock as undervalued and views a recent 5% price increase as a 'well-deserved breakout' as the market finally recognizes its value.

The host is bullish, believing it is currently undervalued. It has a dual pronged moat, resilient revenue, and is more insulated from industry cyclicality than peers. A price target of $1,000 was mentioned.

Made a strategic $1.5 billion investment in leading European AI company Mistral AI, positioning itself within the growing AI ecosystem.

A bet on a critical technological monopoly that underpins the entire semiconductor industry. The current low valuation is viewed as a buying opportunity.

Pat Dorsey showed very high conviction by doubling his position to a 10% portfolio weight. Michael Burry also bought the stock. It is highlighted for its significant technological moat.

The host is buying the stock due to its 'technological supremacy' and strong competitive moat, which insulates it from competition and suggests strong, long-term cash flow growth.

Mentioned as a stock that had a poor post-earnings reaction in a 'sell the news' market environment.

Recently sold off after reporting earnings, which is viewed as a potential warning sign for other large tech stocks.

The stock plunged due to uncertainty over its 2026 growth forecast, driven by potential tariffs, despite strong recent earnings. This presents a balanced risk/reward scenario: it's a potential buying opportunity if the tariff threat is a bluff, but a significant risk if the threat is credible.

Despite recent 'crappy guidance' causing a stock drop, it is viewed as a potential 'buy the dip moment' because its long-term growth story as a critical, monopolistic supplier remains intact.

A recent 10% stock drop is viewed as a potential buying opportunity due to a 'narrative issue' around 2026 guidance, while the company's fundamentals, including revenue, margins, and aggressive share buybacks, remain very strong.

The stock was down 11% after providing cautious guidance for 2026, citing global uncertainty. It was the biggest loser in the semiconductor space.

Approaching 52-week highs, benefiting from the positive sentiment across the semiconductor equipment sector ahead of its earnings report.

The core investment thesis is the company's monopoly in a critical technology for the AI revolution. Potential revenue misses are not a concern due to the lumpy but predictable nature of its business.

Mentioned as a key tech company reporting earnings this week.

Held in the host's portfolio and described as a unique 'gatekeeper' company with a virtual monopoly in EUV lithography systems.

Mentioned positively as a solid company that is performing well and is a good long-term holding.

Mentioned as a strong performer, hitting $800 a share during a 'phenomenal week' for the semiconductor sector.