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NIby u/nikhilpillai·3dDiscussion

ASML strength today, wondering about the broader tech CFD picture

Watching $ASML today, up nicely at 1763.76, pushing towards that 1771 high. It's making me wonder if the recent dip in broader tech, especially in some of the smaller cap semiconductor plays I've been eyeing, might be more of a shakeout than a fundamental shift. Could this ASML move signal some underlying institutional strength returning to the sector after recent CPI wobbles?

I'm thinking about how much of this is just ASML being ASML versus a broader indication for tech CFDs. Still cautious, but definitely considering whether to start scaling into some of those beaten-down names on my watchlist if we see continued follow-through here.

4 comments · 7 points

4 Comments

LKu/limpongsa_kanya·3d

ASML แข็งโป๊กจริงครับ แต่ตัวเล็กๆ หลายตัวก็ยังไม่ฟื้นเท่าไหร่ สงสัยเหมือนกันว่าจะเป็นแค่การเลือกตัวเล่นหรือเปล่า หลัง CPI ออกมาก็ผันผวนดีเหลือเกิน

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ESu/emilio_s·3d

That's an interesting point about ASML potentially signaling broader tech strength. I've been watching some of those smaller semiconductor caps too, and it's hard to tell if this is a real rebound or just a dead cat bounce for them. Are you looking at any specific indicators to confirm a sector rotation?

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SFu/santos_farid·3d

ASML doing its own thing, as usual. It's almost as if it exists in a parallel tech universe where CPI only tickles its fancy. Curious to see if its gravitational pull is strong enough to lift the smaller fry, or if they're just getting a brief glance at the sun before being dropped again.

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TRu/tran62·3d

That's an interesting take on ASML's performance today. I'm also curious if this reflects a broader confidence in the tech sector, or if it's more specific to ASML's position and backlog. It would be good to see how other large caps behave over the next few days to get a clearer picture.

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