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. ...

ASML (NASDAQ: ASML ) stock dropped nearly 22% following unexpectedly lower demand , driven by slower ramp of new nodes at certain customers according to management's comments. While the company topped bothI'm specialized in fundamental equity research, global macro strategy, and top-down portfolio construction. I graduated from UCLA with a degree of Business Economics and UMich Ross School of Business with a Master of Accounting. I'm a senior analyst at a multi-strategy hedge fund. In my opinion, HODL can't ...

The quarterly updates of ASML, a critical supplier to the semiconductor industry, are vital to understanding the state of that industry.ASML (ASML -6.42%) told investors that anything related to artificial intelligence remains strong, but demand from other segments is recovering more slowly than expected.*Stock prices used were the afternoon prices of Oct. 14, 2024. The video was published on Oct. 16, 2024. ...

ASML ( OTCQX:ASMIY ) identifies itself for investors as the "most important tech company you've never heard of" . Indeed, ASML does not share the fame and trendiness of rock star Nvidia, or of other big names in the chips industryI have an extensive 24-year career experience in analyzing and valuing companies. I started my career as a buy side then a sell side equity analyst, then I worked as a private equity analyst for several years then as a long-term corporate investor of both equity and debt. Since the ...

Tired of losing money? Our Tech Contrarians team of Wall Street analysts sifts through the noise in the tech industry and captures outperformers through a coveted research process. We let the work speak for itself here .Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (othe ...

Core Insights - ASML's shares have declined for two consecutive days following a disappointing 2025 outlook [1] - The company experienced a technical error that led to an early release of its earnings results [1] - ASML's stock has fallen into negative territory for the year, now down 10% year-to-date [1] Financial Performance - ASML has lowered its 2025 net sales forecast to between 30 billion euros and 35 billion euros ($32.7 billion to $38.1 billion), which is below the previous projection and the consensus estimate of 36.1 billion euros [1] - The third-quarter results were initially scheduled for release on Wednesday but were published early due to a technical issue [1] Stock Market Reaction - Following the early earnings release, ASML's shares dropped more than 6% on Wednesday after a 16% decline on Tuesday [1] - The stock's performance has resulted in a negative year-to-date return, indicating investor disappointment [1]