Sentiment: Positive
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$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.
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I would bet that most investors don't want to hold this stock in their portfolio purely because of the China risk and assume that it would "somehow" be resolved. I don't think so, but we'll see where Intel is in two or three years. Maybe their production will miraculously ramp up and within 10 years they'll have enough resources to expand manufacturing capacity to meet U.S. demand.
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📅 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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📆 Weekly Investment Review: earnings season in full swing, complete with important data and geopolitics!
A mix of corporate results, economic statistics and geopolitical challenges await us this shortened week. Markets will react not only to the numbers, but also to speeches by central bankers and politicians.
🏦 Monday
Results before the markets open:
Goldman Sachs $GS - I'll be...
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There's quite a bit of this in there. I'll be interested to see where the shares go and there are also results of companies I'm interested in.
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Netflix could be quite interesting, and if the results were worse and the stock fell, I might buy.
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Lately I've been thinking about including $TSMstock in my portfolio . TSMC is a great and very important company that is performing well and still has great potential. The stock has fallen nicely since the beginning of the year and the P/E is not that high either.
Are you buying $TSMstock on the current downturn or are you buying other stocks in the sector?
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ASML has a great position, sure, but semiconductors are an extremely cyclical business influenced by a lot of external factors — geopolitics, various export bans, and whether customers like TSMC or Samsung are willing to pour billions into new fabs. And one more thing occurs to me: if chip performance started being pushed more by packaging, chiplets, and smarter architecture instead of ever-smaller transistors, ASML might not be as indispensable as it seems today.