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ASML HOLDING N.V. stock forum

all tarrifs for chips are off, so where will ASML end this week?🚀

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.

aiStocks

This stock is going to pop at some time.

JCRZRZ_

Head and shoulders. Europe not progresing. Nvidia falling. This is going to go to the floor

PHATINOM

Why is it down at end of market?

SageInvestorVision

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 🐂🐂🐂

Raffi420

lets go for 800

TheAverageTrader00

deepseek banned from EU appstore

TheAverageTrader00

we lost 700s

SageInvestorVision

If 8-bit and classification AI acceleration help bring AI to consumer and edge computing, it’s not a threat. It’s actually expanding the market for NVDA and the chip industry. Just like when China introduced budget smartphones, they made devices more affordable but never replaced high-end flagship models because the demand and use cases were completely different.
Deepseek and similar lower-spec solutions won’t impact enterprise AI chip demand. Companies aren’t reducing their AI ambitions just because a cost-effective alternative exists. These solutions don’t meet the performance requirements for high-end AI workloads. If anything, they add another layer to the AI ecosystem, driving competition and accelerating innovation. At the same time, wider AI adoption will only increase overall demand for GPUs and chips. Thinking Deepseek will slow down the AI chip market is like believing budget smartphones would make high-end tech obsolete. That’s just not how it works.