Those billions lost were literally just installed. The fab crew is training on the ultra deep uv machines. This will put Intel back into the NM game with 5-7nm transistors. Maybe not the current Gen being produced, but next wave of releases. With Intel being in the shitter, OP is right that this is a huge buying opportunity. It's going to start turning around in the next 3-6mo, depending on how fast the fab crews can learn the new machine and iron out the kinks. And that's just one of the SEVERAL machines they bought from ASML.

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Asml is also not supported on robinhood

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This sounds to me like: buy TSMC, ARM and ASML

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Did the same with ASML and Netflix... Fml 

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ASML has entered the room...

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It's recently dropped a bit, so probably a good time to buy (not do options). I picked up a few stocks last year at 735/sh and it reached 1000/sh a few months ago. It's a long term play of mine, so generally have been happy with my purchases. It's crazy how expensive a share is, however. I consider asml and tsm good long term pairings, but TSMs recent movements kinda sucked to witness.

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“Given how extremely overpriced stocks like Nvidia are” NVDA Forward PE - 36 ASML Forward PE - 41 Congrats regard!

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Subjectively, yes, it is TSM and ASML.

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You’re right on; it’s no novel idea certainly, but sound all the same. However, this will land on deaf ears at WSB. Because it makes sense, yet it’s a long-term play. Everybody here likes 30-bagger 0DTEs. (I’m assuming you got this info. partly from their 2023 20-F? It reads very familiar.) ASML is a great buy, or LEAPs as far as you can buy them. (My Roth is QQQM and ASML.)

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Nvidia is a 2tn company selling hardware, sure the world needs GPUs but do they need an infinit amount and pay every price? Chips are a cyclical business and ASML cutting guidence is not the moment you want to be investet in a Chip stock with a PE ratio of 69🤪

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