ASML Stock Is Too Expensive Right Now -- but For How Much Longer?

[@sepolopez6706]

I started buying ASML stock about 10 years ago. I have not sold any and when the price corrects it increases. My biggest positions are long-term in companies or sectors in which I trust. ASML is clearly one of them and SOXX (ETF) within the Semiconductor industry. Thanks for the video.

[@1fadf23f]

Thank you from the Netherlands. Holding on to my mine for the long run. +60% atm. To the moon!

[@Macro-Mark]

tulip mania hurray

[@SigFigNewton]

Glad you’re feeling healthier! Mostly just commenting for the algorithm. Thanks for being the most informative channel I’ve found on many of the businesses you discuss.

[@chipstockinvestor]

We appreciate it @SigFigNewton!

[@geordiehawkins7372]

Great insight, ASML is one of my core LTBH, should do well over the next 5 years as AI continues to grow. Still looking for opportunities in other chip stocks though. Waiting for the pullback.

[@davidcherve]

Besides the numbers, I keep telling myself: really low (almost non existent)probability of bankruptcy; the possibility of whatever their R&D might bring; and also, if chip nationalism becomes a thing, maybe demand would grow much more. At the same time, I missed it when it was under 550€. Such is life.

[@sepolopez6706]

The EXE:5000 high NA is not expensive, it is a machine that is almost impossible to manufacture and contains the latest technology in the world. That is why it is worth what it costs and ASML customers should buy it to remain competitive. I think ASML, TSM and Samsung are by far the most prominent companies in the sector.

[@chipstockinvestor]

Nice point @sepolopez6706, in absolute dollar terms this machine is expensive, but the value is clearly there for customers. Exciting times for the chip industry!

[@kanlu5199]

ASML product booking dropped over 60%, at Q1 2024.

[@mblvckiii6267]

Patiently waiting for the ALTM update video 🙇🏽‍♂

[@chipstockinvestor]

Hey! While you wait, did you see our ALTM article on the community board?

[@FreyrDK]

Thank you for sharing! Because of your videos I got the confidence of my first positions ever a few days ago. I invested in Qualcomm, AMD and Tsmc and I'm looking for a position in of these equipment manufacturers. I'm considering Besi. Should I wait for a good opportunity because they might have the same volatility as some of these other fab equipment companies, or should i get in as soon as possible? I have already read the motley fool article about Besi that you referred to in other comments, but it reads ambiguous to me. Would appreciate your guys' take on it.

[@Fitwithdriesandjolien]

Personnaly i would wait for a dip for besi. Fantastic company bit now high prized. I have an alert when it goes under 130€.

[@chipstockinvestor]

Thanks @FreyrDK! We really need to get around to that BESI video... Personally, we are on hold, valuation is a bit high for our taste for an equipment stock. But that's just us.

[@KenjiEspresso]

I recently got into ASML but I’m in 3 shares for 900 each roughly. Makes me worried they could drop.

[@superbaran9042]

I'm an absolute moron for selling ASML last morning. Made about $4000 in profit, but could have made a lot more if I kept them for longer.

[@chipstockinvestor]

It's ok! Investing is messy.

[@CreamPieSundays]

Thanks, for all the information you provide I'm glad I found the channel. I've been a chip investor for 4yrs now, thankfully I got into asml around 300, 500, 600, sold ( had to 😢) for a nice amount around 760's. The nerd in me loves the semiconductor industry, I'm thrilled for the asml stock investors. I'll continue watching for now, I will add asml to my portfolio for the long term (10-20yrs) once we get a little pull back.

[@chipstockinvestor]

Thank you! And all the best with ASML. Patience is a virtue, sitting on your hands a valuable skill. Cheers!

[@morlandoemtp]

How much do you think it will pull back and your price targets to buy? How do you see China invading Taiwan affecting the price?

[@keepitraw1]

Invested 12k € in October 2023 for 575€ avg. 20% of my portfolio. Bought earlier only 4 for 420€.

[@kanlu5199]

ASML product booking dropped over 60%, at Q1 2024.

[@keepitraw1]

@@kanlu5199 i know, Q4 was 9B. Still way up and never gonna sell

[@ndalal100]

Thank you for the informative easy to understand assessment. Your chip investor channel is gold and has improved my ability to know when to invest in the chip names I love.

[@townhome-p9j]

Thanks!

[@chipstockinvestor]

Thank YOU!

[@tamasberki7758]

Can't wait for the next video, thank you guys! 😉🙃

[@jtjt376]

I learned something every time!

[@chipstockinvestor]

We're happy to hear that, that's all we really want!

[@davidcherve]

In this or in other companies, do you ever consider selling (and ever have done it) because you think prices are way too high, and your money would be working better for you in other assets/stocks?

[@chipstockinvestor]

Sure, we sold all of our AEHR position late last summer for this reason. We tend to buy and hold, but if a valuation gets particularly egregious we'll consider selling.

[@Carol-cb9yu]

ASML and TSM had optimistic earnings calls. LRCX saw no improvement in their market but their stock went up like most Lg Cap Tech. This is a trading market, it goes up and then down. I think you people are translators or cynical mystics. Good job again.

[@chipstockinvestor]

Lol stocks are weird during earnings season. Reflection of humanity's (at least the wealthy part of it) collective crazy. Thanks Carol!

[@Mems12342]

The optical system of EUV weighs just over 1 ton, while the optical system of High NA EUV weighs 1X tons. There is an exponential relationship between the weight of the optical system and the selling price, so of course High NA EUV is quite expensive~

[@davidcherve]

I know you mention them in the semi flowchart, but, could you share your take on asm international? Thanx

[@chipstockinvestor]

We will try to get to this company as well

[@danzigle]

New to learning about the semiconductor space and market. Learned so much from you two and bingeing your vids to get up to speed. Amazing content!

[@chipstockinvestor]

Thanks Daniel, and welcome, we really appreciate it! Did you find the link to the Discord channel?

[@danzigle]

Not yet... Will find my way there soon for sure. @@chipstockinvestor

[@andyhyatt-d5j]

Great to have you back KC

[@alexanderbluhm8841]

Amazing channel

[@sebasvis537]

We do appreciate it Casey.

[@chipstockinvestor]

Thank you!! ❤️

[@владши-о8з]

Thanks you

[@xantos5043]

Are these hosts robots. I swear to god they dont sound human to me.

[@davidcherve]

Muchas gracias

[@shannonoliver7992]

Excited to hear about your take on LAM and KLAC. KLAC was down 5/6% after posting a profit miss, and LAM up 2%. Exciting time to be an investor; so much is happening in his space. Thanks for the awesome reporting as always. I'll probably hold my nose on ASML and go all in on a full position at some point, it's a long-term play for me. Kasey, it's good to have you back!!!

[@chipstockinvestor]

Stocks do weird things during earnings season! We're doing the digging on Lam and KLA now, video probably not ready until Monday though. ASML is rock solid. At this point we'd scale in slowly though, that price tag is getting up there, but that's just us!

[@shannonoliver7992]

@@chipstockinvestor DCA it is, thanks for the love. Very grateful.

[@shannonoliver7992]

@@chipstockinvestor Ha! I heeded your advice and only nibbled back in January. Patience has saved the day again. It's on sale now, so I will buy a few more shares. Hopefully it gets cheaper.

[@chipstockinvestor]

@@shannonoliver7992 nibble nibble! More often than not, patience is rewarded. Investing (different from trading) is about endurance, not a sprint. You've nailed it Shannon!

[@shannonoliver7992]

@@chipstockinvestor Thanks to the CSI community, I'm starting to see the light. I had FOMO, but that disease is long gone now. Mastering your own internal psychology is an excellent investment. 🧠🦍⏳

[@ggbr07]

Congratulations, you look infinitely better without that cap. I wish you a speedy recovery.

[@chipstockinvestor]

😂 Thanks! Glad to be back! But I do like to wear a cap sometimes... 🙃

[@Macro-Mark]

love your wall art 😍

[@chipstockinvestor]

Why thank you!

[@kanesuresh559]

Thanks!

[@chipstockinvestor]

Thank YOU!

[@Macro-Mark]

Those Tulips cost a lot, wait a few years and they will be bottom dollar.

[@ultraSabotaj]

Tulips... sure.

[@Macro-Mark]

dutch tulips are the one and only

[@chipstockinvestor]

Do the tulips also come in violet?

[@Macro-Mark]

ultra violet 😀@@chipstockinvestor