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

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.