#asml
asml
36,275 views
175 Discussing
Hot
Latest
🚨 $ASML SELL-OFF DEEPENS: CHINA’S DUV BREAKTHROUGH SHAKES GLOBAL SEMICONDUCTOR ORDER FLOW 💥
📉 Volume exploded as Chinese domestic DUV mass production news hit the tape, triggering a cascading liquidity sweep in the $ASML orderbook. Institutional positioning suggests this isn’t a short-term noise event — the structural shift in supply chain dependencies creates a new equilibrium for equipment valuations. 🦈 Smart money likely accumulated during the -8% intraday halt, while retail chased downside momentum into a low-liquidity zone. 📊 The reaction across peers like $WDC and $MU shows systematic unwinding of semiconductor exposure, with daily RSI on $ASML dipping below 30 — a historically mean-reverting region. 💡 If the 1H order block near 880 holds on the retest, we could see a snap-back toward the fair value gap left at 940. 💬 Are you positioning for a structural re-rating or fading this volatility with institutional-level patience? 👇
⚠️ Not financial advice. Always manage your risk. 🛡️
🏷️ #ASML #Semiconductor #ChipWar #MarketCrash #Volatility
🔥 🦈
📉 Volume exploded as Chinese domestic DUV mass production news hit the tape, triggering a cascading liquidity sweep in the $ASML orderbook. Institutional positioning suggests this isn’t a short-term noise event — the structural shift in supply chain dependencies creates a new equilibrium for equipment valuations. 🦈 Smart money likely accumulated during the -8% intraday halt, while retail chased downside momentum into a low-liquidity zone. 📊 The reaction across peers like $WDC and $MU shows systematic unwinding of semiconductor exposure, with daily RSI on $ASML dipping below 30 — a historically mean-reverting region. 💡 If the 1H order block near 880 holds on the retest, we could see a snap-back toward the fair value gap left at 940. 💬 Are you positioning for a structural re-rating or fading this volatility with institutional-level patience? 👇
⚠️ Not financial advice. Always manage your risk. 🛡️
🏷️ #ASML #Semiconductor #ChipWar #MarketCrash #Volatility
🔥 🦈
$ASML TANKS AS CHINA'S DUV BREAKTHROUGH RESHAPES THE GAME 💥
The Information drops a bombshell: a Chinese state-backed firm has kicked off mass production of domestic DUV lithography gear. 📉 Global semiconductor stocks just got slapped—SanDisk -12.9%, Western Digital -8.6%, ASML -8%+, triggering halts. This is supply chain disruption written in blood.
🔍 The market is pricing in a structural shift. If these machines run stable at SMIC, HSMC, and ChangXin Memory, the monopoly grip of Dutch and Japanese equipment makers loosens. Volume tells the story—panic selling into a narrative that's been brewing for years. 💡 Smart money will watch the 2026-2027 delivery roadmap for the real second wave. 💬 Are you shorting the gap or waiting for the bounce? 👇
⚠️ Not financial advice. Always manage your risk. 🛡️
🏷️ #ASML #Semiconductor #MarketCrash #ChinaTech #SupplyChain
🦈 ⚡
The Information drops a bombshell: a Chinese state-backed firm has kicked off mass production of domestic DUV lithography gear. 📉 Global semiconductor stocks just got slapped—SanDisk -12.9%, Western Digital -8.6%, ASML -8%+, triggering halts. This is supply chain disruption written in blood.
🔍 The market is pricing in a structural shift. If these machines run stable at SMIC, HSMC, and ChangXin Memory, the monopoly grip of Dutch and Japanese equipment makers loosens. Volume tells the story—panic selling into a narrative that's been brewing for years. 💡 Smart money will watch the 2026-2027 delivery roadmap for the real second wave. 💬 Are you shorting the gap or waiting for the bounce? 👇
⚠️ Not financial advice. Always manage your risk. 🛡️
🏷️ #ASML #Semiconductor #MarketCrash #ChinaTech #SupplyChain
🦈 ⚡
$ASML is showing clear bearish structure with lower highs forming immediately open short 🔴 position #asml keep short 👇👇 target 1,580
i am also watching $INTC & $XVS
i am also watching $INTC & $XVS
📉 $ASML HALTED AFTER 8% PLUNGE — CHINA DUV DISRUPTION SHAKES LIQUIDITY 🚨
The Amsterdam halt on $ASML and $BESI after an 8%+ collapse signals a sharp structural breakdown — institutional algorithms are aggressively repricing supply-chain risk. 📊 The catalyst? Confirmed mass production of domestic DUV lithography by a Chinese state-backed firm, threatening ASML’s monopoly on immersion tools.
💡 This is not a random dip. It’s a liquidity vacuum forming as long positions get swept into a bearish order block. 🔍 The 2026-2027 production ramp may still be small (~5-20 machines vs ASML’s 131), but narrative shifts are where smart money redistributes. 💬 Are you reading this as a short-term fear spike, or the start of a structural re-rating for semiconductor equipment makers? 👇
⚠️ Not financial advice. Always manage your risk. 🛡️
🏷️ #ASML #BESI #Semiconductors #China #Lithography
🔻 🦈
The Amsterdam halt on $ASML and $BESI after an 8%+ collapse signals a sharp structural breakdown — institutional algorithms are aggressively repricing supply-chain risk. 📊 The catalyst? Confirmed mass production of domestic DUV lithography by a Chinese state-backed firm, threatening ASML’s monopoly on immersion tools.
💡 This is not a random dip. It’s a liquidity vacuum forming as long positions get swept into a bearish order block. 🔍 The 2026-2027 production ramp may still be small (~5-20 machines vs ASML’s 131), but narrative shifts are where smart money redistributes. 💬 Are you reading this as a short-term fear spike, or the start of a structural re-rating for semiconductor equipment makers? 👇
⚠️ Not financial advice. Always manage your risk. 🛡️
🏷️ #ASML #BESI #Semiconductors #China #Lithography
🔻 🦈
Verified
5 domestically produced DUV lithography tools have triggered a broad sell-off in global semiconductor stocks.
Will this be the “DeepSeek moment” for the chip industry, or yet another case of the market overreacting?
According to a report by The Information, a company with state-owned capital backing from Shanghai has started mass production of domestic immersion DUV lithography tools. This year, it plans to deliver 5 units; next year, it plans to expand to 20 units. Target customers include SMIC, HUA HONG Group, and UNISOC Memory.
After the news broke, the global chip sector quickly came under pressure:
📉 ASML fell by more than 8% at one point during the trading session, triggering a volatility trading halt;
📉 Applied Materials dropped 7.7%;
📉 Lam Research fell 8.5%;
📉 SanDisk slid by nearly 13%, while SK hynix, Micron, NVIDIA, and others also pulled back in tandem.
What really makes the market tense isn’t the five devices themselves, but the underlying progress in the industry.
In 2023, Huawei used DUV multi-patterning to introduce the Kirin 9000S; in 2025, SMIC began testing domestic immersion DUV; and now there are reports that it has entered the mass production and delivery stage.
This pace is faster than what many institutions had previously predicted.
That said, it’s still important to stay rational. Five tools are still far from changing the global lithography landscape. Currently, the target process is still mainly 28nm. Multi-patterning theory could continue to advance, but what truly determines competitiveness is long-term stable operation, yield, precision, and reliability—all of which still need time for validation. ASML delivered 131 immersion DUV tools last year, with total system shipments exceeding 500 units. At this stage, the two sides are still not on the same scale.
So, this looks more like a shock to expectations rather than a product revolution that has already been fully validated.
What the market is worried about isn’t that 5 units were delivered today, but that China’s semiconductor industry is moving from “impossible” to “testing,” and then to “mass production,” with the timeline continuously shrinking.
In summary, this is an important milestone for China’s domestic immersion DUV moving from R&D into customer validation. However, replacing ASML across the board still requires a long process of engineering validation and industrialization. Personally, unless there are other negative surprises, I don’t see systemic risk in the near term.
#半导体 #芯片 #DUV #ASML
Will this be the “DeepSeek moment” for the chip industry, or yet another case of the market overreacting?
According to a report by The Information, a company with state-owned capital backing from Shanghai has started mass production of domestic immersion DUV lithography tools. This year, it plans to deliver 5 units; next year, it plans to expand to 20 units. Target customers include SMIC, HUA HONG Group, and UNISOC Memory.
After the news broke, the global chip sector quickly came under pressure:
📉 ASML fell by more than 8% at one point during the trading session, triggering a volatility trading halt;
📉 Applied Materials dropped 7.7%;
📉 Lam Research fell 8.5%;
📉 SanDisk slid by nearly 13%, while SK hynix, Micron, NVIDIA, and others also pulled back in tandem.
What really makes the market tense isn’t the five devices themselves, but the underlying progress in the industry.
In 2023, Huawei used DUV multi-patterning to introduce the Kirin 9000S; in 2025, SMIC began testing domestic immersion DUV; and now there are reports that it has entered the mass production and delivery stage.
This pace is faster than what many institutions had previously predicted.
That said, it’s still important to stay rational. Five tools are still far from changing the global lithography landscape. Currently, the target process is still mainly 28nm. Multi-patterning theory could continue to advance, but what truly determines competitiveness is long-term stable operation, yield, precision, and reliability—all of which still need time for validation. ASML delivered 131 immersion DUV tools last year, with total system shipments exceeding 500 units. At this stage, the two sides are still not on the same scale.
So, this looks more like a shock to expectations rather than a product revolution that has already been fully validated.
What the market is worried about isn’t that 5 units were delivered today, but that China’s semiconductor industry is moving from “impossible” to “testing,” and then to “mass production,” with the timeline continuously shrinking.
In summary, this is an important milestone for China’s domestic immersion DUV moving from R&D into customer validation. However, replacing ASML across the board still requires a long process of engineering validation and industrialization. Personally, unless there are other negative surprises, I don’t see systemic risk in the near term.
#半导体 #芯片 #DUV #ASML
$MU and $ASML 4 hours both issued short (bearish) warnings. The moving averages have just turned bearish and are starting to align—be careful 🔥
════════════════════
🟢 $MU 4 hours short signal
⚠️ Technicals: ADX 28 shows the trend has just started—can participate | MACD has crossed bearishly below the zero line, bearish momentum accelerating | EMA5 crossing below EMA8, short-term turning bearish | Volume suddenly expanded by 6.7x
════════════════════
🟢 $ASML 4 hours short signal
⚠️ Technicals: ADX 44 indicates the trend is very strong | MACD has a bearish crossover below the zero line, bearish momentum accelerating | EMA5 breaks below EMA8, short-term turns bearish | KDJ bearish crossover; K line 52.6 breaks below D line 67.6—near-term bearish outlook | Trading volume surges by 6x
════════════════════
🔔 Follow to get the first-hand market anomalies 🔔
#技术分析 #MU #ASML
📌 When trading, pay attention to whether the candlestick pattern matches
════════════════════
🟢 $MU 4 hours short signal
⚠️ Technicals: ADX 28 shows the trend has just started—can participate | MACD has crossed bearishly below the zero line, bearish momentum accelerating | EMA5 crossing below EMA8, short-term turning bearish | Volume suddenly expanded by 6.7x
════════════════════
🟢 $ASML 4 hours short signal
⚠️ Technicals: ADX 44 indicates the trend is very strong | MACD has a bearish crossover below the zero line, bearish momentum accelerating | EMA5 breaks below EMA8, short-term turns bearish | KDJ bearish crossover; K line 52.6 breaks below D line 67.6—near-term bearish outlook | Trading volume surges by 6x
════════════════════
🔔 Follow to get the first-hand market anomalies 🔔
#技术分析 #MU #ASML
📌 When trading, pay attention to whether the candlestick pattern matches
$ASML latest market update 🚀
Long/Short: Ranging
Entry: 1772.42–1804.48
Stop loss: 1756.38
Targets: 1821.85/1848.57/1881.98
Analysis rationale: Honestly, ASML’s trashy price action—I've really got to hand it to it. It hovered around 1788 all day; the EMA 1784 and 1789 are stuck together like two dead fish, barely crossing at all. RSI 48.2 is barely alive—if you say go long, it feels pointless; if you say go short, it just won’t drop. It’s just range trading. What else can you do? It’s been grinding people down until you’re mentally exhausted. Whoever wants to rush in can rush in—I’m just lying flat, waiting for it to break below 1756 or hold above 1800. Set your stop loss properly, don’t get stubborn. Manage your position size yourself. This kind of market just drains your energy—whatever, do what you want.
Risk warning: Recommended stop-loss level: 1756.384286. Please adjust your position size according to your own risk preference.
#ASML
Long/Short: Ranging
Entry: 1772.42–1804.48
Stop loss: 1756.38
Targets: 1821.85/1848.57/1881.98
Analysis rationale: Honestly, ASML’s trashy price action—I've really got to hand it to it. It hovered around 1788 all day; the EMA 1784 and 1789 are stuck together like two dead fish, barely crossing at all. RSI 48.2 is barely alive—if you say go long, it feels pointless; if you say go short, it just won’t drop. It’s just range trading. What else can you do? It’s been grinding people down until you’re mentally exhausted. Whoever wants to rush in can rush in—I’m just lying flat, waiting for it to break below 1756 or hold above 1800. Set your stop loss properly, don’t get stubborn. Manage your position size yourself. This kind of market just drains your energy—whatever, do what you want.
Risk warning: Recommended stop-loss level: 1756.384286. Please adjust your position size according to your own risk preference.
#ASML
$ASML 4 hours MACD golden cross with volume surge; the moving averages have just recently turned into a bullish alignment, slightly bullish 🔥
════════════════════
🔴 $ASML 4 hours Bullish Signals
⚠️ Technicals: ADX shows a trend is forming; EMA is in a bullish alignment; MACD above the zero line with a golden cross and expanding red histogram; KDJ golden cross has not entered overbought; volume is increasing—short-term bullish; you can consider participating.
════════════════════
🔔 Follow for first-hand market moves 🔔
#技术分析 #ASML
📌 When trading, pay attention to whether the candlestick pattern matches
════════════════════
🔴 $ASML 4 hours Bullish Signals
⚠️ Technicals: ADX shows a trend is forming; EMA is in a bullish alignment; MACD above the zero line with a golden cross and expanding red histogram; KDJ golden cross has not entered overbought; volume is increasing—short-term bullish; you can consider participating.
════════════════════
🔔 Follow for first-hand market moves 🔔
#技术分析 #ASML
📌 When trading, pay attention to whether the candlestick pattern matches
30-minute level $1000XEC $ASML both show bullish signals
📈 $1000XEC | 30-minute bullish signal
━━━━━━━━━━━━━━━━━━
Technical analysis: ADX (27) indicates a trend has formed and is actionable. MACD DIF breaks above the zero line. EMA5 crosses above EMA8. KDJ forms a golden cross, and all lines turn bullish. Trading volume expands to 1.6x.
Price change: 2.8800%
📈 $ASML | 30-minute bullish signal
━━━━━━━━━━━━━━━━━━
Technical analysis: ADX 37 shows a clear trend. MACD forms a golden cross above the zero line. EMA bullish alignment. KDJ is strong. Volume expands to 3.9x, with bulls in the dominant position.
Price change: 0.6700%
━━━━━━━━━━━━━━━━━━
#技术分析 #1000XEC #ASML
📌 The above content is for reference only and does not constitute investment advice
📈 $1000XEC | 30-minute bullish signal
━━━━━━━━━━━━━━━━━━
Technical analysis: ADX (27) indicates a trend has formed and is actionable. MACD DIF breaks above the zero line. EMA5 crosses above EMA8. KDJ forms a golden cross, and all lines turn bullish. Trading volume expands to 1.6x.
Price change: 2.8800%
📈 $ASML | 30-minute bullish signal
━━━━━━━━━━━━━━━━━━
Technical analysis: ADX 37 shows a clear trend. MACD forms a golden cross above the zero line. EMA bullish alignment. KDJ is strong. Volume expands to 3.9x, with bulls in the dominant position.
Price change: 0.6700%
━━━━━━━━━━━━━━━━━━
#技术分析 #1000XEC #ASML
📌 The above content is for reference only and does not constitute investment advice
$ASML BONUSES SIGNAL AI DEMAND IS ACCELERATING FASTER THAN EXPECTED 🔥
ASML is granting a €20,000 one-time bonus to global employees and stock awards vesting by 2030, mirroring moves by TSMC, Samsung, and SK Hynix. This profit-sharing wave confirms that AI infrastructure spending is translating into real revenue momentum for chip equipment makers.
The 30% increase in TSMC employee profit-sharing for 2024 is a leading indicator — when foundries pass gains to workers, order books are full. Expect sustained capital expenditure cycles for at least 18-24 months.
Are you positioning for the semiconductor cycle or waiting for a pullback?
Not financial advice. Always manage your risk.
#ASML #AI #Semiconductors #ChipCycle #ProfitSharing
🔥
ASML is granting a €20,000 one-time bonus to global employees and stock awards vesting by 2030, mirroring moves by TSMC, Samsung, and SK Hynix. This profit-sharing wave confirms that AI infrastructure spending is translating into real revenue momentum for chip equipment makers.
The 30% increase in TSMC employee profit-sharing for 2024 is a leading indicator — when foundries pass gains to workers, order books are full. Expect sustained capital expenditure cycles for at least 18-24 months.
Are you positioning for the semiconductor cycle or waiting for a pullback?
Not financial advice. Always manage your risk.
#ASML #AI #Semiconductors #ChipCycle #ProfitSharing
🔥
$ASML IS REWARDING EMPLOYEES WITH STOCK BONUSES AS AI BOOM DRIVES DEMAND 🔥
Body:
This one-time €20,000 bonus to global staff tells you everything about the AI infrastructure cycle. ASML’s sales are surging so hard that they’re handing out stock awards that don’t even vest until 2030. That’s a multi-year conviction signal from the company itself. When the chip suppliers start sharing profits this aggressively, the demand wave is real and still building.
The vesting condition alone—requires continuous employment through early 2030—shows ASML expects the boom to last years. Are you positioning for the AI narrative or just watching from the sidelines?
Not financial advice. Always manage your risk.
#ASML #AI #StockBonuses #ChipIndustry #NarrativeTrading
🔥
Body:
This one-time €20,000 bonus to global staff tells you everything about the AI infrastructure cycle. ASML’s sales are surging so hard that they’re handing out stock awards that don’t even vest until 2030. That’s a multi-year conviction signal from the company itself. When the chip suppliers start sharing profits this aggressively, the demand wave is real and still building.
The vesting condition alone—requires continuous employment through early 2030—shows ASML expects the boom to last years. Are you positioning for the AI narrative or just watching from the sidelines?
Not financial advice. Always manage your risk.
#ASML #AI #StockBonuses #ChipIndustry #NarrativeTrading
🔥
Teach you step by step how to read the $ARX /$ASML 30-minute resonance to multiple signals
📖 $ARX Interpretation
🟢 Bullish signals
▸ Strategy: 30-minute bullish signal
▸ Analysis: ADX is 41, the trend is very strong｜MACD has a bullish crossover above zero, bulls are strong｜EMA5>8>13 is in a bullish alignment｜KDJ is strengthening and bulls are in advantage (K76.2 D70.5)｜Trading volume expands by 2x
▸ Price change: 2.3500% (Note: Price change is for reference only and does not constitute investment advice)
💡 Little knowledge: Multi-timeframe analysis compares trends across different time dimensions to help identify more reliable trading signals.
📖 $ASML Interpretation
🟢 Bullish signals
▸ Strategy: 30-minute bullish signal
▸ Analysis: ADX(29) shows the trend is taking shape, you can enter｜MACD’s DIF line crosses above the zero axis and turns bullish｜EMA5 crosses above EMA8, bullish in the short term｜KDJ is strong (K65.6/D52.2), bulls dominate｜Trading volume expands by 1.6x
▸ Price change: 1.7000% (Note: Price change is for reference only and does not constitute investment advice)
💡 Little knowledge: Multi-timeframe analysis compares trends across different time dimensions to help identify more reliable trading signals.
⚠️ The above is only for technical analysis learning and discussion and does not constitute any investment advice
#技术分析 #ARX #ASML
📌 The above content is for reference only and does not constitute investment advice
📖 $ARX Interpretation
🟢 Bullish signals
▸ Strategy: 30-minute bullish signal
▸ Analysis: ADX is 41, the trend is very strong｜MACD has a bullish crossover above zero, bulls are strong｜EMA5>8>13 is in a bullish alignment｜KDJ is strengthening and bulls are in advantage (K76.2 D70.5)｜Trading volume expands by 2x
▸ Price change: 2.3500% (Note: Price change is for reference only and does not constitute investment advice)
💡 Little knowledge: Multi-timeframe analysis compares trends across different time dimensions to help identify more reliable trading signals.
📖 $ASML Interpretation
🟢 Bullish signals
▸ Strategy: 30-minute bullish signal
▸ Analysis: ADX(29) shows the trend is taking shape, you can enter｜MACD’s DIF line crosses above the zero axis and turns bullish｜EMA5 crosses above EMA8, bullish in the short term｜KDJ is strong (K65.6/D52.2), bulls dominate｜Trading volume expands by 1.6x
▸ Price change: 1.7000% (Note: Price change is for reference only and does not constitute investment advice)
💡 Little knowledge: Multi-timeframe analysis compares trends across different time dimensions to help identify more reliable trading signals.
⚠️ The above is only for technical analysis learning and discussion and does not constitute any investment advice
#技术分析 #ARX #ASML
📌 The above content is for reference only and does not constitute investment advice
$ARX / $ASML 30-minute cycle forms bullish resonance, with dual bullish signals synchronously confirmed
📈 $ARX | 30-minute bullish signal
━━━━━━━━━━━━━━━━━━
Technical analysis: ADX reaches 41, confirming a strong trend; MACD shows a bullish crossover above the zero line, releasing bullish momentum; EMA5/8/13 are in a bullish alignment; KDJ is strong (K76.2, D70.5), with bulls dominating; trading volume expands by 2.0x.
Price movement: 2.3500%
📈 $ASML | 30-minute bullish signal
━━━━━━━━━━━━━━━━━━
Technical analysis: ADX(29) indicates the trend has taken shape, suggesting an entry; MACD’s DIF crosses above the zero line, confirming a turn to bullish; EMA5 crosses above EMA8, bullish in the short term; KDJ is strong (K:65.6, D:52.2), with bulls dominating; trading volume expands by 1.6x.
Price movement: 1.7000%
━━━━━━━━━━━━━━━━━━
#技术分析 #ARX #ASML
📌 The above content is for reference only and does not constitute investment advice
📈 $ARX | 30-minute bullish signal
━━━━━━━━━━━━━━━━━━
Technical analysis: ADX reaches 41, confirming a strong trend; MACD shows a bullish crossover above the zero line, releasing bullish momentum; EMA5/8/13 are in a bullish alignment; KDJ is strong (K76.2, D70.5), with bulls dominating; trading volume expands by 2.0x.
Price movement: 2.3500%
📈 $ASML | 30-minute bullish signal
━━━━━━━━━━━━━━━━━━
Technical analysis: ADX(29) indicates the trend has taken shape, suggesting an entry; MACD’s DIF crosses above the zero line, confirming a turn to bullish; EMA5 crosses above EMA8, bullish in the short term; KDJ is strong (K:65.6, D:52.2), with bulls dominating; trading volume expands by 1.6x.
Price movement: 1.7000%
━━━━━━━━━━━━━━━━━━
#技术分析 #ARX #ASML
📌 The above content is for reference only and does not constitute investment advice
$ASML SURGES AFTER EARNINGS BEAT — CAN THE MOMENTUM CONTINUE? 🔥
Target: $2,623 🚀
Strong financials and raised guidance from ASML have drawn bullish calls from major Wall Street firms. Bernstein maintains its Outperform rating with a $2,623 target, citing robust order momentum in advanced logic, AI accelerators, and HBM chips. Capacity planning remains conservative — if top foundries accelerate EUV pre-orders for 2027-2028 AI demand, there is room for upside to both orders and revenue. The market has shifted from "Is there AI demand?" to "Can capacity keep up?"
Are you adding to your position here or taking profits?
Not financial advice. Always manage your risk.
#ASML #Semiconductor #AI #Earnings #Breakout
🔥
Target: $2,623 🚀
Strong financials and raised guidance from ASML have drawn bullish calls from major Wall Street firms. Bernstein maintains its Outperform rating with a $2,623 target, citing robust order momentum in advanced logic, AI accelerators, and HBM chips. Capacity planning remains conservative — if top foundries accelerate EUV pre-orders for 2027-2028 AI demand, there is room for upside to both orders and revenue. The market has shifted from "Is there AI demand?" to "Can capacity keep up?"
Are you adding to your position here or taking profits?
Not financial advice. Always manage your risk.
#ASML #Semiconductor #AI #Earnings #Breakout
🔥
$ASML IS THE KEY SUPPLIER IN THE AI SEMICONDUCTOR BOOM 🔥
Target: 2,623 🚀
Wall Street just reaffirmed its confidence after ASML's strong earnings and raised guidance. Bernstein keeps an Outperform with a $2,623 target, citing robust demand for EUV and advanced lithography from AI accelerators, HBM logic, and high-end fabs. Jefferies, UBS, and Citigroup see further upside if TSMC, Samsung, and Intel lock in capacity for 2027-2028.
The market’s shifted from “Is there AI demand?” to “Can the capacity keep up?” — and ASML is the bottleneck. Do you think the guidance is still too conservative?
Not financial advice. Always manage your risk.
#ASML #AI #Semiconductor #Breakout #LongSetup
🔥
Target: 2,623 🚀
Wall Street just reaffirmed its confidence after ASML's strong earnings and raised guidance. Bernstein keeps an Outperform with a $2,623 target, citing robust demand for EUV and advanced lithography from AI accelerators, HBM logic, and high-end fabs. Jefferies, UBS, and Citigroup see further upside if TSMC, Samsung, and Intel lock in capacity for 2027-2028.
The market’s shifted from “Is there AI demand?” to “Can the capacity keep up?” — and ASML is the bottleneck. Do you think the guidance is still too conservative?
Not financial advice. Always manage your risk.
#ASML #AI #Semiconductor #Breakout #LongSetup
🔥
$ASML — monopoly player on pause before the breakout? 🚀
ASML Holding — the only lithography manufacturer for producing the most advanced chips. Without them — neither NVIDIA, nor AMD, nor MU will make a single chip.
Right now, the price is $1,809. EMA(21) = $1,807, EMA(50) = $1,806 — practically a touch. This kind of compression often ends with a sharp move.
My plan:
📌 Entry zone: 1,800–1,810 (current)
🛑 Stop-loss: 1,750 (below the local low)
Targets (TP):
🎯 TP1: 1,880 (first resistance)
🎯 TP2: 1,930 (psychological level before the high)
🎯 TP3: 1,970 (updating the 24-hour high)
Risk: 1–2% of the account balance. Risk/reward ratio ≈ 1:2.5
📌 Who else is holding ASML, or only keeping an eye on it? Share 👇
Subscribe so you don’t miss the next AI-sector and semiconductor signals!
#ASML #AI
ASML Holding — the only lithography manufacturer for producing the most advanced chips. Without them — neither NVIDIA, nor AMD, nor MU will make a single chip.
Right now, the price is $1,809. EMA(21) = $1,807, EMA(50) = $1,806 — practically a touch. This kind of compression often ends with a sharp move.
My plan:
📌 Entry zone: 1,800–1,810 (current)
🛑 Stop-loss: 1,750 (below the local low)
Targets (TP):
🎯 TP1: 1,880 (first resistance)
🎯 TP2: 1,930 (psychological level before the high)
🎯 TP3: 1,970 (updating the 24-hour high)
Risk: 1–2% of the account balance. Risk/reward ratio ≈ 1:2.5
📌 Who else is holding ASML, or only keeping an eye on it? Share 👇
Subscribe so you don’t miss the next AI-sector and semiconductor signals!
#ASML #AI
$ASML IS SET TO RAISE PRICES — TSMC PUSHES BACK HARD 🔥
ASML's CFO confirmed on Wednesday that low-NA EUV price adjustments are likely, citing productivity gains. But TSMC, the largest customer, is already opposing the move. The long order cycle means no immediate impact, but the structural conflict between a monopolistic supplier and its key client creates clear resistance zones for the stock.
Volume is picking up as the market digests this supply chain tension. I'm watching how price reacts near the recent high — a break above would signal conviction. Do you see TSMC's pushback as a short-term hurdle or a longer-term risk?
Not financial advice. Always manage your risk.
#ASML #TechStocks #SupplyChain #EarningsCall #MarketStructure
🔥
ASML's CFO confirmed on Wednesday that low-NA EUV price adjustments are likely, citing productivity gains. But TSMC, the largest customer, is already opposing the move. The long order cycle means no immediate impact, but the structural conflict between a monopolistic supplier and its key client creates clear resistance zones for the stock.
Volume is picking up as the market digests this supply chain tension. I'm watching how price reacts near the recent high — a break above would signal conviction. Do you see TSMC's pushback as a short-term hurdle or a longer-term risk?
Not financial advice. Always manage your risk.
#ASML #TechStocks #SupplyChain #EarningsCall #MarketStructure
🔥
$ASML REVERSES DECLINE AFTER SMASHING Q2 EXPECTATIONS 🚀
Revenue hit 9.33B euro vs 8.80B expected, and net profit crushed at 2.92B vs 2.62B. The stock flipped from red to green on the day — that's real institutional buying stepping in after the print.
AI chip demand is propping up the entire semiconductor chain, and ASML is the bottleneck. When the lithography leader beats and reverses, it tells you the bid is still strong. Are you holding or looking to add tech exposure here?
Not financial advice. Always manage your risk.
#ASML #Earnings #Semiconductor #Bullish #Tech
🔥
Revenue hit 9.33B euro vs 8.80B expected, and net profit crushed at 2.92B vs 2.62B. The stock flipped from red to green on the day — that's real institutional buying stepping in after the print.
AI chip demand is propping up the entire semiconductor chain, and ASML is the bottleneck. When the lithography leader beats and reverses, it tells you the bid is still strong. Are you holding or looking to add tech exposure here?
Not financial advice. Always manage your risk.
#ASML #Earnings #Semiconductor #Bullish #Tech
🔥
$ASML EARNINGS SMASHED ESTIMATES BUT PRICE IS BARELY MOVING 🔥
Revenue of 9.33 billion euros beat the 8.80 billion consensus, and net profit of 2.92 billion also topped expectations at 2.62 billion. The stock reversed intraday losses to a marginal 0.08% gain after the announcement.
The AI chip boom is offsetting China uncertainty, but the market is pricing the good news slowly. This measured reaction often precedes larger moves when institutional positioning finalizes. Is this a quiet accumulation phase or a top in the making?
Not financial advice. Always manage your risk.
#ASML #Earnings #TechStocks #MarketStructure
🔥
Revenue of 9.33 billion euros beat the 8.80 billion consensus, and net profit of 2.92 billion also topped expectations at 2.62 billion. The stock reversed intraday losses to a marginal 0.08% gain after the announcement.
The AI chip boom is offsetting China uncertainty, but the market is pricing the good news slowly. This measured reaction often precedes larger moves when institutional positioning finalizes. Is this a quiet accumulation phase or a top in the making?
Not financial advice. Always manage your risk.
#ASML #Earnings #TechStocks #MarketStructure
🔥
#ASML Raises Guidance: AI Chip Demand Keeps Semiconductor Boom Alive
ASML has raised its 2026 financial guidance after delivering stronger-than-expected second-quarter results, reinforcing the view that AI infrastructure spending remains one of the strongest themes in global technology. The company now expects €43–45 billion in full-year net sales, up sharply from its previous €36–40 billion forecast, as demand for advanced chipmaking equipment continues to accelerate.
The Dutch semiconductor equipment leader also announced plans to expand production capacity by around 30% over the next two years. Customers including TSMC, Samsung, Micron, and Intel are increasing investments in advanced chip manufacturing to meet the growing need for AI processors, strengthening ASML's long-term order visibility.
The market welcomed the update, with ASML shares rising as investors viewed the guidance increase as another signal that the AI investment cycle remains intact despite broader economic uncertainty.
My View:
ASML's outlook suggests the AI capex cycle is far from over. As long as hyperscalers and chipmakers continue expanding AI infrastructure, companies supplying the critical manufacturing tools are likely to remain among the biggest beneficiaries of the semiconductor boom.
#Binance #BinanceSquare #ASML
$ASML
ASML has raised its 2026 financial guidance after delivering stronger-than-expected second-quarter results, reinforcing the view that AI infrastructure spending remains one of the strongest themes in global technology. The company now expects €43–45 billion in full-year net sales, up sharply from its previous €36–40 billion forecast, as demand for advanced chipmaking equipment continues to accelerate.
The Dutch semiconductor equipment leader also announced plans to expand production capacity by around 30% over the next two years. Customers including TSMC, Samsung, Micron, and Intel are increasing investments in advanced chip manufacturing to meet the growing need for AI processors, strengthening ASML's long-term order visibility.
The market welcomed the update, with ASML shares rising as investors viewed the guidance increase as another signal that the AI investment cycle remains intact despite broader economic uncertainty.
My View:
ASML's outlook suggests the AI capex cycle is far from over. As long as hyperscalers and chipmakers continue expanding AI infrastructure, companies supplying the critical manufacturing tools are likely to remain among the biggest beneficiaries of the semiconductor boom.
#Binance #BinanceSquare #ASML
$ASML
Log in to explore more content