ASML no matter how you cut it short term, this company has the widest moat. every single tech company that designs their advanced chips can only have it manufactured on ASML machines. Buy every dipASML HOLDING NV stock forum
ASML no matter how you cut it short term, this company has the widest moat. every single tech company that designs their advanced chips can only have it manufactured on ASML machines. Buy every dip
ASML
ASML – Analysis
Strategic Thesis Export — May 2025
Constraint: Advanced node production
bottleneck — sub-5nm chips require EUV lithography
Resolution Actor: ASML, sole provider of EUV and High-NA lithography machines
Crowd Positioning: Generally bullish, but underestimates geopolitical chokehold implications
Trigger Set: Export controls, fab buildout cadence, geopolitical alignment on tool access
Capital Lag: Well known, but institutional buyers still fail to price monopoly + chokepoint nature
Bottleneck Lens Summary
1. Lithography Constraint:
- No fab can print sub-5nm chips without EUV
- ASML controls global access to EUV tools — 100% monopoly
2. Supply + Production Gatekeeper:
- Each EUV machine takes months to build, hundreds of suppliers
- Delivery bottlenecks compound fab timelines — ASML is the gatekeeper
3. Narrative Friction:
- Market focuses on chip designers (NVDA, AMD) instead of the infrastructure constraint - ASML is priced for growth, but not for monopoly-induced geopolitical leverage
4. Trigger Status:
- Japan, U.S., and Taiwan accelerating orders
- China export controls limiting access — further enhancing ASML's pricing power
Strategic Bottleneck Verdict
Bottleneck Classification: Tier 1 – Infrastructure monopoly constraint
Asymmetry Score: 9.4 / 10 — Only chokepoint in the entire semiconductor stack
Next Action: Hold or increase position during macro-driven dips. Exit only if alternative lithography platforms emerge unlikely.
ASML – Analysis
Strategic Thesis Export — May 2025
Constraint: Advanced node production
bottleneck — sub-5nm chips require EUV lithography
Resolution Actor: ASML, sole provider of EUV and High-NA lithography machines
Crowd Positioning: Generally bullish, but underestimates geopolitical chokehold implications
Trigger Set: Export controls, fab buildout cadence, geopolitical alignment on tool access
Capital Lag: Well known, but institutional buyers still fail to price monopoly + chokepoint nature
Bottleneck Lens Summary
1. Lithography Constraint:
- No fab can print sub-5nm chips without EUV
- ASML controls global access to EUV tools — 100% monopoly
2. Supply + Production Gatekeeper:
- Each EUV machine takes months to build, hundreds of suppliers
- Delivery bottlenecks compound fab timelines — ASML is the gatekeeper
3. Narrative Friction:
- Market focuses on chip designers (NVDA, AMD) instead of the infrastructure constraint - ASML is priced for growth, but not for monopoly-induced geopolitical leverage
4. Trigger Status:
- Japan, U.S., and Taiwan accelerating orders
- China export controls limiting access — further enhancing ASML's pricing power
Strategic Bottleneck Verdict
Bottleneck Classification: Tier 1 – Infrastructure monopoly constraint
Asymmetry Score: 9.4 / 10 — Only chokepoint in the entire semiconductor stack
Next Action: Hold or increase position during macro-driven dips. Exit only if alternative lithography platforms emerge unlikely.
ASML all tarrifs for chips are off, so where will ASML end this week?🚀
ASML Will ASML be one of the biggest winner of the trade war??? Take LRCX for example, their gross margin is approx 25% and 70% of their revenue are from Asia based on the data in this website. Assuming that if the talks break down at 4/9, and assuming that the Asian countries do not bend over but also apply the same amount of Tariffs, then LRCX will operate at a loss. AMAT will not escape the same fate. ASML will be the biggest winner here.
ASME This stock is going to pop at some time.
ASML Head and shoulders. Europe not progresing. Nvidia falling. This is going to go to the floor
ASML Why is it down at end of market?
NVDA For the first time in two years since Jan 2023, the weekly candle closed below the 200 day EMA. Got a bit of an ominous feeling for the market, good luck, bull fam 🐂🐂🐂
AVGO 
TSM ASML 
AMD
ASML lets go for 800
ASML deepseek banned from EU appstore