[Reflecting on ASML's Q2 2025 Earnings] I was pleasantly surprised by ASML's $ASML Holding NV(ASML)$   Q2 2025 earnings, released today, July 16, 2025. The company reported total net sales of 7.7 billion euros and net income of 2.3 billion euros, surpassing analyst expectations. This represents a robust 23.2% year-over-year sales increase and a 45.1% jump in net income, which immediately caught my attention. The gross margin of 53.7%, up 220 basis points from the previous year, further impressed me as a clear indicator of strong profitability. This performance reinforces my interest in ASML's leadership in the semiconductor equipment market. [Assessing the Guidance and Challenges] Despite the strong Q2 resu

Taiwan Semiconductor Manufacturing Co. ( $Taiwan Semiconductor Manufacturing(TSM)$ ) has set the semiconductor world ablaze with a Q2 2025 earnings beat, reporting a 61% profit surge to $8.9 billion and revenue of $20.8 billion, up 39% year-over-year, on July 16, 2025. The company’s bullish Q3 guidance of $31.8-$33 billion, a massive leap from Q3 2024’s $23.5 billion, underscores the unrelenting demand for AI chips. TSMC’s stock soared 4% in overnight trading to $185.50, hitting a 52-week high and leading a chip sector rebound. In contrast, ASML’s strong Q2 results were overshadowed by a cautious 2026 outlook, triggering a 10% stock drop to $860. Can TSMC’s momentum drive the chip sector higher, or will ASML’s warning signal headwinds? This report

💰 NVIDIA has announced the resumption of H20 sales in China, while U.S. retail sales in June exceeded expectations.💹 $Lumentum(LITE)$ / $COHERENT(COHR)$ / $Fabrinet(FN)$ : Key players in the CPO sector driven by the explosive growth of AI large models and generative AI.📣 Stay tuned, supercharge purchasing power through CashBoost!| CPO: A grand overview$NVIDIA(NVDA)$ 's announcement regarding the resumption of H20 sales in China, alongside the launch of a new GPU designed specifically for computer graphics, digital twins, and AI, has garnered significant industry attention. CPO technology integrates switching chips and opti

$ASML Holding NV(ASML)$ ASML Holding NV, the Dutch semiconductor equipment giant and a pivotal player in the global chip manufacturing supply chain, recently sent shockwaves through the market after issuing a cautious forecast for 2026. The company, renowned for its advanced lithography machines critical for semiconductor fabrication, signaled that its robust growth trajectory may slow or even plateau beyond 2025. This warning prompted an immediate selloff, with shares retreating amid investor concerns over the outlook for the broader semiconductor industry and ASML’s role within it. In this article, we delve deeply into ASML’s recent performance, analyze the implications of its cautious guidance, explore the drivers behind its potential growth fl

$Taiwan Semiconductor Manufacturing(TSM)$ $ASML Holding NV(ASML)$ $NVIDIA(NVDA)$ 💻📈🧠 TSMC Unleashed: Profit Surges 61% as AI Demand Ignites Semiconductor Supercycle 🧠📈💻 I’m tracking Taiwan Semiconductor Manufacturing Co. ($TSM) after it delivered a knockout Q2’25, blowing past analyst estimates across every meaningful line. The company’s profit surged 61% YoY, revenue climbed 44.4%, and EPS beat by 16.5%. That’s not just an earnings beat, it’s a statement of dominance during the most transformative period in chipmaking history. With 74% of wafer revenue coming from advanced nodes (7nm and below), and 60% of platform revenue tied directly to AI and high-performance

$NVIDIA(NVDA)$ $Taiwan Semiconductor Manufacturing(TSM)$ $Advanced Micro Devices(AMD)$ 🧠🚨📉 Nvidia’s $4T Juggernaut Faces a Crossroad 📉🚨🧠 Nvidia ($NVDA) didn’t just break records; it redefined the concept of market dominance. At a jaw-dropping $4T market cap, it now towers above Meta + Alphabet combined, surpasses both Apple and Amazon together, and overshadows the entire consumer sector with ease. But while Wall Street basks in the afterglow of its AI-fueled rally, fresh data, insider whispers, and dark pool flows suggest something more nuanced: a final euphoric push, followed by a seismic recalibration. 🔍 Setup I’m tracking an inflection zone. $NVDA closed at $172

TSMC Q2 Earnings Review：AI Strength Overcomes Macro Headwinds Key Financial Highlights $Taiwan Semiconductor Manufacturing(TSM)$   announced its Q2 financial results today before the U.S. market open: – In U.S. dollar terms, Q2 revenue was $30.07 billion (+44% YoY, +18% QoQ), exceeding the guidance range of $28.4-$29.2 billion and setting a new record high. Net profit was $12.83 billion (+67% YoY, +17% QoQ), significantly above the guidance of $11.1-$11.4 billion and also an all-time high. – In New Taiwan Dollar (NTD) terms, Q2 revenue reached NT$937.8 billion (+39% YoY, +11% QoQ), a new record. Net profit was NT$397.5 billion (+61% YoY, +10% QoQ), also a record high. – Despite significant foreign exchange (

$ASML Holding NV(ASML)$ $Taiwan Semiconductor Manufacturing(TSM)$ The semiconductor sector is at a crossroads as ASML’s Q2 2025 earnings, reported on July 16, 2025, delivered a solid beat but a cautious 2026 outlook, sending its stock tumbling 7%. Meanwhile, TSMC’s Q2 earnings, due July 17, 2025, are poised to capitalize on a 39% year-over-year sales surge, fueled by the AI chip boom. With TSMC expected to post a 60% EPS increase and a $114 billion full-year revenue forecast, investors are buzzing: Can TSMC deliver a blockbuster beat and stronger guidance to lift the sector, or will ASML’s caution signal broader headwinds? This report dives into ASML’s stumble, TSMC’s potential, and strategic investment ap

Analysis of $ASML Holding NV(ASML)$ ASML and $Taiwan Semiconductor Manufacturing(TSM)$ TSMC: Navigating Cautious Guidance and Growth Potential As of 11:00 AM NZST on Thursday, July 17, 2025, the discussion around ASML and TSMC, highlighted in this X post, raises intriguing questions about semiconductor industry dynamics. Here’s my take on the situation, based on the provided information and broader context, without real-time web searches. ASML’s Performance and Cautious Outlook ASML, a leading provider of photolithography equipment critical for chip manufacturing, reported strong Q2 results with total revenue of €7.7 billion and a net profit of €2.3 billion—both at the upper end of its guidance range. The

$ASML Holding NV(ASML)$ ASML and TSMC $Taiwan Semiconductor Manufacturing(TSM)$ , titans of the semiconductor world, are dropping their earnings reports this week—Wednesday for ASML and Thursday for TSMC. These releases come at a pivotal moment as the semiconductor sector rides a wave of gains, fueled by the AI-driven data center boom. TSMC crushed it in Q1, while ASML stumbled with an earnings miss that sent its stock tumbling. With TSMC’s June sales soaring 39% year-over-year and the sector buzzing, the big questions loom: Can these earnings propel the rally further? Is the AI boom still roaring? And should you bet big on TSMC’s next beat? Let’s dive in. TSMC: Riding the AI Wave TSMC’s June sales surged

Just now, $ASML Holding NV(ASML)$ released its Q2 report. The results were good — both revenue and profit exceeded analysts’ expectations:”Data from bloomberg, data as of July 15th 2025However, due to uncertainties brought by the macroeconomic environment and geopolitical factors, management expressed caution about growth next year. In the previous quarter, management had expected both this year and next year to be years of growth.Comparing the two, it’s clear that management’s confidence for next year has declined!As a result, $ASML Holding NV(ASML)$ ’s stock plunged nearly 8% in pre-market trading:Premarket of July 16th 2025Specifically, ASML’s Q2 revenue was €7.69 billion, a year-over-year increase of

Last week was characterized by a "mixed bag": calm on the surface ( $S&P 500(.SPX)$ down 31bps, $Cboe Volatility Index(VIX)$ touched a 6-month low)Hidden sharp divergences,quality/momentum factors significantly underperform, and market breadth continues to narrow under AI theme dominance.On the eve of the earnings season, the environment is "okay but not optimistic" - valuation pressures and the lower performance thresholds have formed a tug-of-war, the performance of the TMT sector in the second half of the year will be more dependent on earnings performance (E) rather than valuation expansion (P), especially the need to verify the "cost" of AI investment (P).TMT sector performance in the second half

TSMC Q2 Earnings Preview: AI Boom vs. Margin Gloom? Core Focus: What Is the Market Watching? $Taiwan Semiconductor Manufacturing(TSM)$   is set to announce its Q1 2025 earnings before the U.S. market opens on July 17, 2025. Propelled by robust AI-driven demand for High-Performance Computing (HPC) in the first half of the year, Q2 revenue reached a record NT$933.792 billion, an increase of 39% year-over-year and 11% quarter-over-quarter. However, due to significant foreign exchange volatility, the Q2 USD revenue is approximately $29.2 billion—at the high end of the $28.4-$29.2 billion guidance range. This is based on an exchange rate of 31.9 NTD to the USD, compared to the 32.5 rate used for the guidance. Thr

$ASML Holding NV(ASML)$ $Taiwan Semiconductor Manufacturing(TSM)$ $Applied Materials(AMAT)$ 🎯⚙️🧠 $ASML: The Chokepoint of AI, Where the Next Decade Begins 🧠⚙️🎯 I’m not here to hype another chip name. I’m focused on the machine behind the machines. ASML isn’t just part of the AI revolution, it’s the choke point, controlling the tools every advanced chip needs to be born! Earnings drop Wednesday, 17Jul25 BMO, in a week that could reshape tech sentiment. CPI hits Tuesday, PPI lands Wednesday, the Fed enters blackout Friday, and $NFLX and $TSMC headline earnings. I’m not chasing AI fluff, I’m positioning upstream. 📡 What ASML Actually Does ASML builds the world’s most

$NVIDIA(NVDA)$ $ASML Holding NV(ASML)$ $Taiwan Semiconductor Manufacturing(TSM)$ 🚀$NVDA: The Relentless AI Apex Predator🚀💸📈🅱️ U͎ L͎ L͎ I͎ S͎ H͎  No hesitation. No weakness. Just institutional dominance and algorithmic precision. Nvidia is doing exactly what dominant stocks do at the top of their regime, punishing doubt and rewarding conviction. 🟢 BULLISH ABOVE $159: Trend-Cloud Confirmation Nvidia’s daily chart shows a clean break from its accumulation range, retesting the $159 level with surgical precision. The TrendCloud flipped green in early June and has steepened, confirming continuous momentum flow. Price now sits above the cloud, breaking $170.70 on st

TSMC’s Strong Signal: A Bullish Case for AI’s Future Taiwan Semiconductor Manufacturing Company (TSMC) has delivered a resounding performance with a 61% profit surge in Q2, setting the stage for a robust Q3 revenue forecast of $31.8-33 billion—up from $23.5 billion in Q3 2024. This impressive growth, coupled with a 4% overnight stock jump and a sector-wide rebound, sends a powerful bullish signal for both TSMC and the broader AI ecosystem. As the world’s leading chip foundry and a critical enabler of AI innovation, TSMC’s latest results underscore its pivotal role in shaping the future of artificial intelligence—a future that promises transformative growth and unprecedented opportunities for investors. TSMC’s Q2 success is a direct reflection of the escalating global demand for AI hardware

Outlook for ASML and TSMC Amid Trump's Tariff Hike (30-35%) The semiconductor industry faces a complex landscape shaped by surging AI demand and escalating trade tensions. Here's the outlook for ASML and TSMC: 1. Strong Earnings Driven by AI Boom TSMC reported record Q2 2025 revenue of NT$933.8 billion ($31.9B), up 38.6% YoY, fueled by AI chip demand from clients like Nvidia and Apple . ASML saw a rebound in Q4 2024 earnings (€3.94B orders), though Q1 2025 orders missed estimates due to tariff uncertainty . 2. Tariff Impacts and Industry Risks Trump's 30-35% tariffs on semiconductors (expanding from earlier 25% proposals) aim to reshore manufacturing but face pushback: - Supply chain disruptions: Auto giants (Tesla, GM) and tech firms oppose higher costs . - Retaliation risks: China and AS

🚀 ASML & TSMC Earnings: New High Looming, Justify AI Boom?  ASML $ASML Holding NV(ASML)$  and TSMC just dropped their Q2 earnings—and it’s not just about chips anymore, it’s about defining the next phase of the AI supercycle.  After a mixed Q1 (TSMC surprised to the upside while ASML stumbled), the stakes were sky-high heading into this week. The question on every investor’s mind: does the data justify the surge in semiconductor valuations, or are we chasing a mirage in the AI heat? 📈 TSMC’s Sales Surprise Let’s start with the standout.  $TSM reported a 39% YoY jump in June sales—blowing past expectations and signaling that the AI compute wave is accelerating, not slowing. The big driver? H100 chip demand and hyperscal