ASML Trade Ideas
CommonQuant has published 14 trade ideas mentioning ASML.
Recent trade ideas mentioning ASML
ASML shatters earnings expectations while chip stocks are beaten down — long the semiconductor rebound
LONG · 2026-07-15Tech and chip stocks recently took a beating on fears that the AI boom was moving too fast, causing a massive sell-off. But ASML—the company that makes the essential machines for building AI chips—just blew past expectations, raised their forecasts, and said they can't build equipment fast enough to keep up with demand.
Massive $5.4 billion floods into chip stocks — ride the wave on SOXX
LONG · 2026-07-12A massive $5.4 billion poured into the main semiconductor ETF in a single day, signaling huge investor confidence in the chip sector. This tidal wave of fresh money suggests big institutions are positioning for a continued rally in computer chip stocks.
Chip giants TSMC and ASML kicking off earnings season — position for a sector-wide rally
LONG · 2026-07-11The biggest chipmakers in the world, TSMC and ASML, are about to report their financial results, kicking off a wave of earnings reports for the entire tech sector. Good numbers from these companies could lift the whole semiconductor industry.
TSMC and ASML kick off chip earnings season — ride the pre-report momentum
LONG · 2026-07-11The tech earnings season is officially starting with reports from the world's most important computer chip makers and banks. Because these companies are the backbone of the AI boom, their results will set the mood for the entire stock market.
Nvidia's AI rack is delayed a year but memory chips are printing money — buy the dip on Samsung and chip-equipment makers
LONG · 2026-07-08Nvidia's next big AI system is delayed by over a year, which means companies will keep buying today's AI chips for longer than expected. Meanwhile Samsung just posted a 19x profit jump on memory demand — yet its stock fell because investors are spooked about the AI narrative. That gap between massive earnings and fear is the opportunity.
Memory chip giants crushing earnings + $29B IPO — buy the US sympathy play on Micron
LONG · 2026-07-05Samsung's profit is exploding because of demand for AI memory chips, and SK Hynix just announced a massive US stock listing to capitalize on the AI boom. With US markets at record highs and Micron highlighting tight memory supply, investors are lining up to buy chip stocks.
Big tech is dumping $84B into AI infrastructure — buy the chip equipment makers they're forced to buy from
LONG · 2026-06-29The big tech companies are panicking to get their hands on enough AI chips, with Google's parent company Alphabet raising a record $84.75 billion to fund the buildout. At the same time, the equipment makers who actually build the chip factories are seeing massive order growth — making them a smarter way to play the AI boom than the overvalued tech giants themselves.
Wall Street upgrades pile up for chip gear makers as AI spending boom continues
LONG · 2026-06-29Major banks are aggressively raising their price targets for Lam Research, citing a massive, multi-year boom in chip factory spending. With memory chip makers like Micron also seeing huge demand, the companies that actually manufacture the equipment to make these chips are in the perfect position to profit.
Chip stocks hammered last week now rebounding — dip buy on Lam Research
LONG · 2026-06-29Tech and chip stocks took a beating last week but are starting to rebound. Meanwhile, Wall Street analysts are upgrading chip equipment makers like Lam Research, citing massive long-term investment booms from countries like South Korea.
TSMC earnings prove AI capex is real while Microsoft gets punished for spending — the buildout continues
LONG · 2026-06-27Taiwan Semiconductor's strong earnings prove that companies are spending billions on AI infrastructure. Meanwhile, Microsoft's stock is dropping because investors are worried about how much they're spending — but that spending is exactly what fuels TSMC's business.
Chip gear stocks hit record highs while the broader market tanks — buy the AI momentum
LONG · 2026-06-18Companies that make the machines used to manufacture computer chips saw their stock prices hit all-time highs today. This happened even as the broader stock market fell after the Federal Reserve's latest update.
Market tanks on Fed news but chip gear stocks hit record highs — buy the strength
LONG · 2026-06-17The stock market overall tanked on the Fed's rate news, with the S&P 500 having its worst reaction to a new Fed Chair since 1994. But the companies that make the machines building computer chips actually hit all-time highs, completely ignoring the broader market panic.