I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.Analyst’s Disclosure: I/we have a beneficial long position in the shares of ASML, NVDA, TSM either through stock ownership, options, or other derivatives. I wrote this a ...

Many investors are curious about ASML stock after the price dropped by roughly 20%.Investors should evaluate several important factors from ASML's (ASML 3.23%) latest results before jumping in to buy the dip.*Stock prices used were the afternoon prices of Oct. 15, 2024. The video was published on Oct. 17, 2024. ...

This account is managed by Noah's Arc Capital Management. Our goal is provide Wall Street level insights to main street investors. Our research focus is mainly on 20th century stocks (old economy) undergoing a 21st century transformation, but occasionally we'll write on companies that help transform 20th century firms as well. We look for innovations in a business model that will cause a stock to change dramatically. Associated with SA contributors Thomas Potter and Elijah Buell.Analyst’s Disclosure: I/we h ...

Why China is not the only issue the company is facing.Shares of ASML Holding (ASML 2.50%) plunged after the maker of semiconductor equipment lowered guidance and said that recovery in some chip markets would extend into 2025. The drop pushed the stock into negative territory on the year.The stock came under pressure earlier this year after the U.S. government announced it was looking to implement more strict trade restrictions on companies that sell advanced technology to China, which extended beyond U.S. c ...

The semiconductor equipment giant's stock plunged following its latest quarterly report.ASML Holding (ASML 2.50%) released its third-quarter 2024 results a day earlier than expected, and it delivered a rude shock to investors who were expecting robust growth thanks to the booming demand for semiconductors on the back of the thriving market for artificial intelligence (AI) chips.Instead, the Dutch chipmaking equipment supplier reported a sharp decline in bookings and also tempered its expectations for 2025. ...

I prefer to look for GARP (growth at a reasonable price) stocks but also look for opportunities everywhere else. I don't have a specified time horizon. I invest in a stock for as long as my thesis holds true, and I get out when the facts change. In addition, I've developed market-beating algorithms with Python that have helped me find attractive investment opportunities within my own portfolio, and I have been investing since 2016.On top of that, I've worked at TipRanks as an analysis/news writer and even a ...

U.S. stocks were mixed Thursday with tech stocks regaining the throne as the strongest market area. Earlier in the week, semiconductor stocks declined due to a surprise earnings release by Dutch semiconductor giant ASML Holding ((ASML) ). ASML’s earnings were released on the company’s website due to an apparent technical error. The weakness in ASML reverberated throughout the semiconductor industry, and the Semiconductor ETF ((SMH) dove more than 5% on the news.However, as I mentioned in my recent commentar ...

Core Viewpoint - The semiconductor market is experiencing volatility, with ASML's disappointing earnings contrasting sharply with TSMC's strong performance, indicating ongoing growth in AI chip demand in the short to medium term [1][2][9]. Group 1: Company Performance - ASML reported a significant drop in stock price by 16% following a reduction in guidance for the next year, marking its largest single-day decline since 1998 [5]. - TSMC achieved a record third-quarter net profit of 325.3 billion New Taiwan Dollars, equivalent to $10.1 billion, reflecting a 54% increase driven by robust AI demand [5][7]. - Other chip stocks, including Nvidia, AMD, and Broadcom, experienced declines following ASML's report but stabilized afterward [5]. Group 2: Market Dynamics - TSMC's customer base includes major players like Nvidia, AMD, and Qualcomm, positioning it as a key indicator of AI chip demand [4]. - The semiconductor industry is characterized by varied demand across subsegments, with AI chips experiencing growth while other areas, such as PCs, face weaker demand [6]. - Analysts suggest that while ASML's slowdown may indicate caution, the overall trend points to sustained demand for AI applications and advanced chips [9]. Group 3: Future Outlook - TSMC's CEO emphasized the tangible ROI benefits of AI applications, asserting that the growth is genuine and not a bubble [8]. - The ongoing AI boom is expected to continue driving strong demand for chipmakers, with upcoming earnings reports from other firms like Qualcomm and Intel likely to provide further insights into market conditions [9].

ASML Holding (NASDAQ: ASML ) crashed 16% on Tuesday and another 5% on Wednesday, marking one of its steepest declines in 20 years, after the company accidentally announced its Q3 2024 earnings a day earlier than previously anticipated. Even worse, the earnings report showedWith 30 years until retirement, I’m leveraging my role as a Financial Analyst at a Fortune 500 firm to build a market-beating portfolio that targets both strong capital appreciation and aggressive dividend growth.My focus is on blue-chip ...

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends ASML. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...