Creator sentiment
8 creators · 8 views · past 7 days
Updated October 20, 2026
The bull case
- +One of his favorite holdings with one of the best return profiles in his portfolio.
- +Bought after a 10% selloff triggered by cautious 2026 growth commentary that was really about tariff/geopolitical uncertainty, not fundamentals.
- +Contract liabilities skyrocketed from €3.5B to €9.3B, indicating a surge in orders for chipmaking machines.
- +Wall Street may be underestimating ASML's backlog, which could be meaningfully higher than expected.
- +A coming chip shortage will drive demand for ASML's advanced lithography machines.
- +ASML management says the AI buildout remains very robust, with supply shortages increasing and customers accelerating capacity buildout plans.
- +Customers are placing orders out to 2029 and 2030, and demand is broad-based across multiple customers, not just one or two.
- +ASML was added to his top stocks list in 2021 and is up almost 200%.
The bear case
Nothing notable in the past 7 days.
What StockTubers recently said
📹 This Stock Is Undervalued
One of his favorite holdings with one of the best return profiles in his portfolio. · Bought after a 10% selloff triggered by cautious 2026 growth commentary that was really about tariff/geopolitical uncertainty, not fundamentals.
📹 The UNTHINKABLE is About to Happen to the Stock Market
Contract liabilities skyrocketed from €3.5B to €9.3B, indicating a surge in orders for chipmaking machines. · Wall Street may be underestimating ASML's backlog, which could be meaningfully higher than expected. · A coming chip shortage will drive demand for ASML's advanced lithography machines.
📹 The AI Crash Is Here - What You Need to Know
ASML management says the AI buildout remains very robust, with supply shortages increasing and customers accelerating capacity buildout plans. · Customers are placing orders out to 2029 and 2030, and demand is broad-based across multiple customers, not just one or two.
