ASML

Musk is in talks with ASML. And that says a lot about where the next phase of the AI race is heading

Elon Musk is reportedly in direct contact with the management of ASML $ASML regarding the TeraFab project, a massive chip fab in Texas meant to support the AI, robotics and data center ambitions of Tesla, SpaceX and xAI.

ASML is an absolutely crucial company for the entire...
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How do you see $ASML?

Is it worth taking profits at its new highs and reinvesting into cheaper stocks? (e.g. $NVDA $META $UBER $MSFT…)

$ASML: A monopoly that just confirmed its throne

There are companies that are good, companies that are great. And then there’s ASML — a company without which modern civilization literally cannot manufacture chips. No other company in the world can do what they do. And the results for 2025 only confirmed that.

Portfolio under the microscope: My exposure to Dutch stocks – why I hold $ADYEN and am waiting for $ASML

In my portfolio I currently hold only one Dutch stock – $ADYEN.AS . I have two positions in it with a combined weight of about 3% of the portfolio. Both are currently at a loss, but I stay calm and hold them with a medium-term horizon and a target price around 1530 USD.

ASML reported results that were excellent. The company is also gradually reducing its dependence on China, which makes me happy. The shares are up 9% in after-hours trading, and it’s quite possible that, thanks to positive sentiment, they could reach $2,000 within a few weeks.

Do you have $ASML in your portfolio? Do you think the stock could reach $2,500 this year?

European stocks in my portfolio — why I prefer the USA

In the long term I don’t trust most European stocks due to weak economic growth, strict regulation, and lower upside compared with the USA. Therefore, in my dollar portfolio I focus mainly on American stocks, where I see better returns and more opportunities to benefit from innovation.

Today, after the drop (around -1.8% to...
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Hello investors! I'm personally interested in your opinion on the company $ASML. My buy price is €640 and the current value is €1,071. I'm thinking about selling a small portion of my gains, which are wonderful, and reinvesting them elsewhere. I'm curious whether you would sell or not. I definitely don't intend to sell the majority of the shares because the company dominates...
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🚨 A sneak peek at my $50,000 PORTFOLIO at year-end.

✅ +27.13% YTD return | Updated 30.12.2025

Wishing you lots of success in the New Year, colleagues❗

$GOOGL $AMZN $SOFI $NVDA $ASML $UBER $NFLX $UNH $V $ABNB $DUOL $FICO $NVO

Good evening investors,
I’d like to ask what you think about the recent investment by $ASML in Mistral AI, where after investing €1.3 billion it became the largest shareholder with an 11% stake? And what impact do you think this will have on the company?

Although CEO $ASML Christophe Fouquet emphasized that the main purpose is to use AI within the company itself and that they...
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Where do you see opportunities to buy right now?

Hi,

I still see $NU and $ASML $TTD, $NVO.... Do you have any stocks you consider an "underdog" among those mentioned? If so, please tell me why you think that so I have something to read. Thanks :)

Where do you see buying opportunities right now?

Hi,

I still see $NU and $ASML $TTD, $NVO.... Do you have any stocks you consider an "underdog" among those mentioned? If so, please tell me why you think so — I'd love something to read. Thanks :)

📅 This week's key events!
The results season begins! Apart from inflation data, US banks, tech firms and consumer companies are the main ones coming to the fore.

📌 Monday
Market reaction to Trump's tariffs announcement.

Results before markets open:
Orkla $ORKLY - Scandinavian giant in food, household chemicals and consumer goods.

📈 Tuesday
US CPI Inflation - The monthly consumer...
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Earnings season starts again this week and interesting companies are already appearing on the calendar. I'll definitely be keeping an eye on $BAC, $ASML and $NFLX.

Which companies' results will you be interested in?

Trump plans to raise tariffs on the European Union again. He wants to impose a 30% tariff on member states. European stocks are likely to fall on Monday, which could create interesting opportunities. If that happens, I would like to buy $ASML and $NVO.

What are your thoughts on this? Which European stocks would you potentially buy?

Which company in your portfolio do you think has the biggest competitive advantage?

For me, it's definitely $ASML, because it basically has a monopoly and the world couldn't function without it. I would choose $PLTR as my second firm because it has a strong position and a very good name with the US government.