$ASML Holding NV(ASML)$ $Taiwa

Holding ASML as it's undervalued. Once it goes up, I might switch some or all to TSM.

TSM is the muscles for AI chips.

Numero Uno foundry where the Tier 1 companies get their chips from. Second place is far away. Maegins are high, top quality, leading technology. The best thing is that it's still undervalued.

I'm longing to get more TSM.

TSMC Beats and Leads! Chip Sector Rebound to Pick?

ASML delivered strong Q2 results but management warned that it may not be able to achieve growth in 2026. The stock fell 10%. Taiwan Semiconductor Manufacturing Co. reported a better-than-expected 61% jump in profit for the June quarter, bolstering confidence in the momentum of the global AI spending spree. TSMC expects Q3 revenue of $31.8-33 bln in its earnings call (vs Q3 2024 revenue $23.5 bln). TSM jumps 4% in the overnight trading and leads chip sector to rebound.

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