Every semi is trash except NVDA. I don't mean as a company. I mean their valuations. They are being bid up in tandem to NVDA, and they are not going to deliver. Just look at DELL, MU, ASML, TSM, AMD, NXPI, etc.

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You have not met asml (pronounced as AssMauled, i bought it twice and for fuck sake biden on both occasions announced he wants sanctions

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ASML putting up a tough fight. Will be interesting again below €800. Maybe when the American bears join the dogging later on…

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NVDA TSM ASML MU

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And they got their ASML semicon plants up and running in Oregon for the lasat 4 months https://www.youtube.com/watch?v=5OrYDyhztKg Impressive machines

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Latest gen ASML machines being installed in New Jersey. Expect them to get a lot more of that re-industrialization cash over the next few years as a hedge against TSMC.

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TSM, ASML, now this. Streets just dumping semis left and right

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Didn’t it drop because of Trumps comments about Taiwan? https://www.cnbc.com/amp/2024/07/17/global-chip-stocks-from-nvidia-to-asml-fall-as-geopolitics-trump-weigh.html I have a feeling my Nvidia is going to be extra red tomorrow.

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Not trying to sound jingoistic here, but the EU is kind of shit out of luck. One could consider this bullying, but these are "contractual" understandings. If a company's products rely on more than 20% of the USs IP, then we very much have the right to restrict release of that product. This is not an old law. It's first iteration was 1959 and it has been amended a few times since then. If ASML didn't like the restriction, they were free to develop a technology to replace the US made one, and then sell to whomever they want. The likely reason they didn't create a replacement is because the tech we created is as technically complex as the one that ASML holds proprietary rights on. One must understand, this is a very complex geopolitical game. Certainly, the EU has cards to play, but in the end, we are the 800lb gorilla (Most consuming mofos on earth). We don't want to bitch-slap anyone, but we sure as shit can.

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The EU will not sit idle while the US bullies one of it's only success story. Even trump is smart enough to know that. ASML will continue selling to China through subsidiaries and everyone will pretend the issue is resolved. Anything further than that and you're looking at import duties on US semis. The EU can be nasty too. You don't want to hurt the company that is driving your economic boom.

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