$ASML Holding NV(ASML)$ $Taiwan Semiconductor Manufacturing(TSM)$ 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

$Taiwan Semiconductor Manufacturing(TSM)$   TSM will probably beat estimates, but the key is to give strong guidance. That's what everyone wants to hear. Hopium is addictive.  Like Star Wars, A new hope.

[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

$NVIDIA(NVDA)$ $ASML Holding NV(ASML)$ $Taiwan Semiconductor Manufacturing(TSM)$ 🚀$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

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

Same move i think time to buy buy buy

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

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

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

🚀 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

feel that TSM has good potential 

$ASML Holding NV(ASML)$ $Taiwan Semiconductor Manufacturing(TSM)$ $Applied Materials(AMAT)$ 🎯⚙️🧠 $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

$ASML Holding NV(ASML)$ 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

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$ASML Holding NV(ASML)$   $Taiwan Semiconductor Manufacturing(TSM)$   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.

All eyes are on ASML (Wed) and TSMC (Thu)—and for good reason. TSMC just posted +39% YoY June sales, fueled by relentless demand from NVIDIA and hyperscalers. That number crushes expectations and suggests their 2Q25 print could beat and guide higher. 📈 TSMC Outlook: Stronger-than-expected CapEx pull-through from AI server builds. High-margin N3E process ramping up. $TSM could reclaim $175 if EPS and guidance align. Look for revenue surprise + upward FY guide. Risk: High expectations = low margin for error. 🔬 ASML Outlook: Q1 miss spooked investors, but insiders hint at rebound in EUV orders. If they announce an uptick in China/TSMC orders + better 2H forecast, $ASML can break above $820. Risk: Any comment on sluggish memory demand = sell trigger. 🧠 The Big Picture: The AI boom isn't over—b