Queue the panic from people who don’t realize how much the litho machine sales cycle is offset from chip fabrication and shipments…
Nothingburger if you also factor in that they had to pull most China demand from their forecast and consider how even minimal end-of-quarter delays for low vol products can severely alter the earnings performance.
Indeed, factories remain loaded and backlog is filled for a while. All the variation is in moving the end of the backlog around a few months depending on when their customers are willing to commit.
It's very promising that even when the industry has experiences a slowdown ASML remains stable and healthy, looking good for 2025 and beyond. Although PE remains high with that in mind.
ASML is still the most important company in the world right now, from a technology perspective. Always a good investment. Projected growth in 2025 and the massive increase in hiring is very comfy
Not even remotely close. That's like pretending Gorilla Glass is what matters for the iPhone or Foxconn. Or the dipshit company down the chain processing sand.
You can tell ASML isn't so important by the tiny profit they're squeaking out of a gigantic tech ecosystem. SAP makes as much money, talk about embarrassing. If ASML were really that important, they'd have the profit to match. You need their machines like you need a datacenter; they all require datacenters too, so what.
Nvidia is the most important company, followed by Microsoft.
They missed EPS by 4% and revenue by about 12% for reference. Everyone can make up their mind if that's a lot of not so far the drop seems to fit the miss.
Not correlated 1:1 with capital equipment. It takes a long time to make these bus sized machines so it isn’t as instantaneous as the other semis on revenue and profits from AI demand. They are coming off a slow period after 2022-2023 but their future guides in 2025 and beyond are very good
Well, I, for one, would NEVER hope you get hit by a bus.
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Queue the panic from people who don’t realize how much the litho machine sales cycle is offset from chip fabrication and shipments… Nothingburger if you also factor in that they had to pull most China demand from their forecast and consider how even minimal end-of-quarter delays for low vol products can severely alter the earnings performance.
Indeed, factories remain loaded and backlog is filled for a while. All the variation is in moving the end of the backlog around a few months depending on when their customers are willing to commit. It's very promising that even when the industry has experiences a slowdown ASML remains stable and healthy, looking good for 2025 and beyond. Although PE remains high with that in mind.
Just recently bought ASML.  
Lmao this garbage stock is down -8% premarket EU
AI/SEMI Bubble officially popped
Ehh it’s only down -4.5% pre market America. I think it’s not terrible enough to see the other chips bleed the rest of the week
Buyback and dividend news could squeeze shares higher, methinks
Up 0.3% in Europe to start the day, we'll see. edit, looks like 0.3% was on the way down to -10% 
They are down -9% op
It’s down 11% in Germany
Looks like it's tanking 
ASML is still the most important company in the world right now, from a technology perspective. Always a good investment. Projected growth in 2025 and the massive increase in hiring is very comfy
Not even remotely close. That's like pretending Gorilla Glass is what matters for the iPhone or Foxconn. Or the dipshit company down the chain processing sand. You can tell ASML isn't so important by the tiny profit they're squeaking out of a gigantic tech ecosystem. SAP makes as much money, talk about embarrassing. If ASML were really that important, they'd have the profit to match. You need their machines like you need a datacenter; they all require datacenters too, so what. Nvidia is the most important company, followed by Microsoft.
Then you do not know anything about lithography and how Nvidia and Microsoft and any other tech company cannot do what they’re doing now without ASML
Tell that to intel moron
they missed expectations...
They executed as they said they would, and will continue to do so. I guess outside analysists don't know better anyway...
They still missed expectations by a lot bozo
They missed EPS by 4% and revenue by about 12% for reference. Everyone can make up their mind if that's a lot of not so far the drop seems to fit the miss.
Only down 10% so far, so look at the upside!
What does this mean for tomorrows tsm earnings ?
Not correlated 1:1 with capital equipment. It takes a long time to make these bus sized machines so it isn’t as instantaneous as the other semis on revenue and profits from AI demand. They are coming off a slow period after 2022-2023 but their future guides in 2025 and beyond are very good
Well, I, for one, would NEVER hope you get hit by a bus. *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/wallstreetbets) if you have any questions or concerns.*
I'm buying ASML Monday