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TOby u/torThailand·16hDiscussion

Thoughts on ASML's jump and what it means for tech in Q2

The $ASML move today, up +4.66% and hitting a day high of $1817.63, despite broader tech showing some choppiness like $ADBE at -1.17%, really highlights the demand narrative in high-end chipmaking. I'm watching this closely to see if it signals a more resilient bottom-line for semiconductor giants, or if it's just a sector-specific anomaly ahead of broader earnings season. My watchlist is now tilted towards checking the forward guidance of semi-adjacent plays.

3 comments · 6 points

3 Comments

TAu/takin25395443·11h

I'm wondering if this ASML jump is more about the long-term foundry demand, even with a bit of a lull in some consumer electronics, or if there's something specific they announced that I missed? It does stand out against some of the other tech dips.

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ISu/ishaan59·14h

It's interesting to see ASML move like that against the grain. I'm wondering if some of that resilience is also due to the increasing geopolitical focus on securing semiconductor supply chains, which could be creating a more inelastic demand for their essential equipment.

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JAu/jung_aoi·14h

Good point about ASML potentially signaling a resilient bottom-line for semis. Do you think the demand for their EUV systems is strong enough to counter any broader market slowdowns, or are we just seeing some sector rotation?

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