ASML
ASML Holding NV
stock NASDAQ ADR

ASML

I never see my boy ASML under those posts

BMNR NVDA MU ASML AMZN TER GOOG MRVL

In a small way, yes, DRAM adds some very specific diversity and is okay in a small high risk dose. FLKR would be a cheaper and better compliment to VOO than DRAM for zero overlap. But this doesn't mean DRAM is bad, it is just super new and solves a very specific technology demand problem moreso than a regional/international diversity question.
DRAM doesn't carry TSM or ASML which are two of the largest international stocks and arguably very important to consider. DRAM also carries Sandisk, Western Digital, Seagate which are US stocks that would already be held in the S&P500 for example. This creates overlap with VOO which is careless if done unintentionally. FLKR or Korea specific etfs with a low expense ratio would be a better long term compliment to VOO unless someone super wanted to do something silly like dramatically increase their sandisk concentration.
Please keep in mind, DRAM and FLKR will absolutely crash with VOO in an AI, NAND, RAM, semi conductor bubble pop. So this is that illusion of diversity element I mentioned earlier because yes DRAM and FLKR carry some stocks not held by VOO which is diversity on paper but functionally, it's actually increasing concentration in a tech vulnerable portfolio.
That's not bad, just people need to know that's being done intentionally for anyone going that route. I don't want anyone crying because they just ran with the sparknotes and were caught pants down with an overly heavy DRAM or FLKR buy.

Yea... it's a case of how realistic it is for "competitors to race to meet demand".
You don't just become a viable competitor to ASML or SK Hynix/Micron in a couple years. Ths hardware we're talking about here is peak sophistication and innovation in a sector that is moving fast and where the leaders own crucial patents.
But sure. There's always a point where supply ends up catching up to the demand in one way or another. The question is what sector exactly is/is going to be the biggest bottleneck, and for how long.
> The question then becomes how much has already been priced-in?
Well this is not perfect but you can calculate that somehow with foward P/E.
For example for MU, which is my biggest position, even after the massive rally of the last month or two, the actual P/E has priced in about two years of memory shortage, which is pretty much the actual contractual backlog of the company, because there's a lot of demand and customers are rushing to make sure they get their hands on HBM. Sure these DRAM companies are starting to expand to meet demand, but it takes time. The actual price is not at all overhyping the memory shortage, if anything it's still pretty conservative and I would imagine a more fair price would be around $1k. Analysts are more and more giving 1k+ as a target price because they now account for a super cycle of 3+ years.

I'm well aware, thanks. You mentioned upstream companies IN Japan/Taiwan, but then listed ASML as US just because it's listed there?

This is the first comment I am responding on . I’ve been reading hundreds of comments and it’s awesome to see people making so much money, and others up astronomical amounts .
To answer your question, at this point, nobody knows how far AMD will go. I thought 300-350 was priced in for amazing growth. As you can tell I was wrong. A lot of this is psychological and you need to be comfortable with your execution. That said, it’s never wrong to take profits and realize your gains. A method that I am seeing a lot on here is selling in chunks on the way up. Have a set amount you want to “let it ride” and go reinvest those gains into some more undervalued plays in the market.
Half of my shares in AMD were actually gains I realized from ASML, where I rebalanced and reinvested into different companies. That’s what successful investors usually do, so I am just following their queue😎
Good luck and congrats!

ASML can be bought on the US stock exchange. Ticker is ASMl

I am not only invested in AI stocks I have also invested a large sum of my money in Banks & Big Pharma. But yeah with that being said AI is in a bubble for sure but for companies like Google,Meta,Microsoft,ASML & AMD are diversified and big enough if the bubble bursts I believe they will still do fine

I’m heavily invested in MU and INTC and that’s about it. Held TSM and ASML until recently but sold most of it. I think Intel is gonna make a huge comeback.

ASML is a Dutch company involved in manufacturing the critical equipment and components needed to produce AI chips, rather than developing AI models themselves. Beyond the Netherlands and ASML, Europe has very limited presence in the AI hardware industry. Europe also lacks the capability to manufacture advanced chips independently and remains heavily dependent on the United States and Taiwan. Similarly, Europe’s involvement in developing leading AI models is non existent.

getting real tired of seeing all these hit pieces on fintwit and cnbc saying that LLMs have hit a wall so obviously nvidia is going to crash. like yeah no shit predicting the next token isn't going to solve everything. the doomposters are missing the forest for the trees

Was catching up on some of the Milken Conference streams from tuesday. specifically the supply and demand one where the ASML ceo and google cloud president were speaking. there was also a founder from logical intelligence on the panel talking about moving away from basic llms toward deterministic ai and energy-based models (ebms) for complex reasoning

The main thing that struck me is how the bottleneck is evolving. if the industry shifts from models that just spit out text to architectures that actually have to "think" and run strict constraint checks for critical systems, the compute cost per inference is going to absolutely explode. Google cloud isn't hoarding hopper and blackwell chips just to run slightly better customer service bots. they are preparing for a massive shift in how much compute each query takes.

it just feels like the broader market is pricing in this weird AI fatigue while the actual infrastructure guys are basically screaming that the buildout is barely starting. holding my shares and just ignoring the macro noise tbh. the transition to heavy reasoning compute is the real catalyst here, not chatbot user retention.

i would at least take that $2k a month and put it into a.i. memory stocks, the segment is red-hot and it's going to continue running hot for the near future.
better yet, sell off a bit of VOO, and get into this now.
here are the returns from yesterday, yeah it was a fluke but you'll never get that with VOO:
DRAM etf: +13.43%
MU stock: +15.49%
SNDK stock: +16.6%
FLKR etf: +7.2%
the DRAM etf has 0.65% overhead, and it uses derivatives, so it's risky, but these etfs are the only way for americans to buy overseas memory stocks, at least until this happens:
Key Offering Details
* **The Goal:** SK Hynix is pursuing the Wall Street listing to gain access to a wider pool of capital and revalue its corporate presence against U.S.-listed competitors.
* **Listing Type:** The company is issuing American Depositary Receipts (ADRs) rather than a full primary U.S. initial public offering (IPO).
* **Target Size:** The offering is expected to represent about \\(2\\%\\) to \\(3\\%\\) of the company's total shares, potentially raising up to \\(\\$14\\) billion. \[[1](https://finance.yahoo.com/markets/stocks/articles/sk-hynix-may-raise-10-074337172.html), [2](https://www.msn.com/en-us/money/companies/sk-hynix-stock-jumps-6-in-seoul-as-us-listing-plans-move-forward/ar-AA1ZlWyi?ocid=finance-verthp-feeds), [3](https://www.cnbc.com/2026/03/25/sk-hynix-confidential-us-listing-adr-ai-memory.html), [4](https://www.reuters.com/world/asia-pacific/sk-hynix-files-confidentiality-2026-us-listing-2026-03-24/)\]
Why the Funds are Needed
* **Aggressive Expansion:** Capital will directly support the construction of its massive \\(15\\) billion semiconductor manufacturing hub in Yongin, South Korea, as well as an advanced packaging facility in Indiana.
* **ASML Equipment:** The fundraising coincides with a massive purchasing agreement—nearly \\(\\$8\\) billion—for advanced extreme ultraviolet (EUV) lithography machines to secure long-term HBM production.
* **Global Tech Funding:** The memory shortage has been so severe that tech companies worldwide have proactively offered to finance SK Hynix's production lines and expensive machinery directly in exchange for guaranteed supply.

VXUS holds about 8,500-8,800 stocks so it adds a lot of bulk. Thousands of those stocks have been on the decline.
The main things pulling VXUS up especially for its best year in 2025 are tech related stocks like TSM, ASML, Samsung, SK hynix, and similar. Basically, unless there is a major stock market correction which will absolutely suck, VXUS is going to move in a similar direction with VOO and the S&P500.
It can be really good discussing some of the individual holdings of VXUS because it might reveal some of the diversity being added by VXUS is great while other parts are just an illusion.

Brother have you heard of ASML.. bro is so overconfident that whole of Europr has no role in AI

When they pull back, MSFT, GOOGL, SMH, ASML, AVGO.

So if ASML is 1,319 whats the potential of Intel ? I think in the future 2029 can reach 500$ per stock

the AVGO case basically proves your thesis on the high end -- Broadcom raised its dividend dramatically over the past decade and FCF coverage is genuinely solid. but it's not universal across the sector. Intel CUT its dividend significantly in 2023 when the cycle turned and capex demands piled up. that's the thing people miss -- semis are probably the most capex-intensive sector in manufacturing, new fabs can run $20B+ to build, so a lot of that "excess cash" is pre-committed well before shareholders see it.

the names where your thesis actually holds up are AVGO, TSM, maybe ASML -- high ROIC, real moats, FCF growth that genuinely supports payout increases. the broader sector though is more cyclical than the current AI supercycle narrative suggests. worth distinguishing between the infrastructure layer (those 3) vs the fabless names that are more tied to product cycles.

ASML is a European ticker

Many great upstream supply chain companies in Japan and Taiwan but for US I would look at equipment companies: ASML, LRCX, AMAT are 3 I would recommend you look at.