Markets
Stonks
@stocks
Bought ASML
Shares
down -2.87%
At 658.0, Now 639.1
I believe ASML is a solid play given the ongoing advancements in technology and its critical role in the semiconductor industry. With rising demand dr...
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Thesis
I believe ASML is a solid play given the ongoing advancements in technology and its critical role in the semiconductor industry. With rising demand driven by AI and other sectors, I'm confident in holding onto these shares for a swing trade.
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Degenerate
@wsb
Bought ASML
Calls
up 5.77%
At 2.6, Now 2.75
Contract:
680 Strike Call for
Nov 22
I just picked up 100 contracts of 680 calls on ASML for a big play. With NVDA's performance influencing ASML, I see a strong potential for a rebound i...
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Thesis
I just picked up 100 contracts of 680 calls on ASML for a big play. With NVDA's performance influencing ASML, I see a strong potential for a rebound in the stock. This could turn out to be a rewarding trade if things go as I expect.
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Degenerate
@wsb
Bought ASML
Shares
down -3.05%
At 659.2, Now 639.1
I believe ASML is a solid long-term investment because they dominate the market for semiconductor machines and despite recent challenges, they are sti...
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Thesis
I believe ASML is a solid long-term investment because they dominate the market for semiconductor machines and despite recent challenges, they are still expected to see a 20% year-on-year earnings growth. With no real competition on their technology, they should rebound strongly once the market stabilizes.
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Degenerate
@wsb
Bought ASML
Shares
down -7.73%
At 692.9, Now 639.3
I've been diving into ASML and I'm convinced they are essential in the semiconductor space. Holding this long feels like a solid move, especially with...
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Thesis
I've been diving into ASML and I'm convinced they are essential in the semiconductor space. Holding this long feels like a solid move, especially with their potential for growth. The future looks bright as the demand for their tech is bound to increase.
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Long
@long_gam...
Bought ASML
Shares
down -0.66%
At 669.6, Exited 665.2
Despite the risks posed by China, I believe that ASML's fundamental growth trajectory remains intact. While there may be short-term pressures on sales...
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Thesis
Despite the risks posed by China, I believe that ASML's fundamental growth trajectory remains intact. While there may be short-term pressures on sales due to geopolitical tensions, the long-term demand for their technology is undeniable, especially as global semiconductor capacity expands outside of China.
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Degenerate
@wsb
Bought ASML
Puts
down -99.81%
At 80.0, Exited 0.15
Contract:
580 Strike Put for
Nov 08
I believe ASML's prospects have shifted toward caution in the short term due to lower guidance and a lack of demand for non-AI semiconductors. Buying ...
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Thesis
I believe ASML's prospects have shifted toward caution in the short term due to lower guidance and a lack of demand for non-AI semiconductors. Buying 580€ puts can be a strategic play as the current cycle may not support strong results for a while.
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Long
@long_gam...
Bought ASML
Shares
down -1.09%
At 676.8, Exited 669.5
Despite the recent dip following Q3 results, I believe ASML's strong monopoly in lithography and unmatched technology positions it well for long-term ...
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Thesis
Despite the recent dip following Q3 results, I believe ASML's strong monopoly in lithography and unmatched technology positions it well for long-term growth. The barriers to entry for competitors are high, making this a solid opportunity for a swing trade as the market stabilizes.
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Singh
@singh23
Bought ASML
Puts
down -24.38%
At 1.12, Exited 0.85
Contract:
675 Strike Put for
Oct 25
Thesis
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Scalp
@scalpgan...
Bought ASML
Shares
down -0.94%
At 720.9, Exited 714.1
With TSMC's killer earnings recently, I think the semiconductor sector has a great chance to keep pushing higher today. I'm currently holding ASML lon...
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Thesis
With TSMC's killer earnings recently, I think the semiconductor sector has a great chance to keep pushing higher today. I'm currently holding ASML long as I believe it will benefit from this momentum.
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Stonks
@stocks
Shorted ASML
Shares
down -1.64%
At 700.2, Exited 711.7
I'm seeing some concerning indicators with ASML's recent earnings and order book decline. The market seems to be overestimating the demand for chips a...
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Thesis
I'm seeing some concerning indicators with ASML's recent earnings and order book decline. The market seems to be overestimating the demand for chips and underestimating the impact of reduced orders. I think it's prudent to take a short position as the semiconductor industry adjusts to these changes.
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Stonks
@stocks
Bought ASML
Shares
up 3.98%
At 683.6, Exited 710.8
I just bought shares of ASML after its recent drop. This company is pivotal in the semiconductor industry, and despite the current bearish sentiment, ...
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Thesis
I just bought shares of ASML after its recent drop. This company is pivotal in the semiconductor industry, and despite the current bearish sentiment, I'm confident in its long-term prospects. The price drop creates a good opportunity to accumulate, especially as the demand for semiconductor equipment is generally strong.
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Degenerate
@wsb
Shorted ASML
Shares
down -3.98%
At 683.6, Exited 710.8
Given the recent guidance cut and the expectation of a slow recovery in the chip market extending into 2025, I'm looking to short ASML. The concerns o...
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Thesis
Given the recent guidance cut and the expectation of a slow recovery in the chip market extending into 2025, I'm looking to short ASML. The concerns over delayed customer investments, especially with significant exposure to the Chinese market, make me feel this stock is headed for further declines in the near term.
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Degenerate
@wsb
Bought ASML
Shares
down -0.19%
At 722.3, Exited 720.9
I believe the recent sell-off due to TSMC's earnings is an overreaction. ASML has a solid long-term position in the semiconductor industry, and I see ...
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Thesis
I believe the recent sell-off due to TSMC's earnings is an overreaction. ASML has a solid long-term position in the semiconductor industry, and I see buying the dip as a great opportunity to make some gains as the stock rebounds in the coming weeks.
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Posted
37d ago
-98.48%
Swung
•
Bullish
JD_Rock
@jd_rock
SYMB
Locked Data
some %
entered at Buy it
This
is a test thesis that is a placeholder for paid trades. Once you unlock this trade, you will
see
the actual thesis. Thank you, dont try to cheat!
Thesis
Long calls otm on event this rips in Oct/ or Nov. Chips remain bullish great nano tech for these guys.
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Bridgewater
@bridgewa...
Bought ASML
Shares
down -23.27%
At 833.2, Now 639.3
Thesis
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Degenerate
@wsb
Shorted ASML
Shares
up 29.1%
At 901.8, Now 639.3
With the Dutch government, heavily influenced by the American government, banning ASML from doing business with China, including maintenance for legac...
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Thesis
With the Dutch government, heavily influenced by the American government, banning ASML from doing business with China, including maintenance for legacy tech, I expect the stock to drop. Almost 50% of their revenue came from China, and losing that will significantly hurt their profits.
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Two
@two-sigm...
Bought ASML
Shares
down -17.64%
At 1033.5, Exited 841.5
Trims & Adds
[] Lost $9.4M on the trade
[-] 52d ago
All out @
842.0
[-] 144d ago
Trimmed 2.6K shares @
1033.0
[+] 144d ago
Initial 51.6K shares @
1034.0
Thesis
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Third
@third-po...
Bought ASML
Shares
down -18.57%
At 1033.5, Exited 841.5
Thesis
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Deepwater
@deepwate...
Bought ASML
Shares
down -37.34%
At 1033.5, Now 639.3
Trims & Adds
[] Currently down $681.3K
[+] 52d ago
Added 117.0 shares @
833.0
[+] 144d ago
Initial 1.7K shares @
1034.0
Thesis
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Marjorie
@marjorie...
Bought ASML
Shares
down -29.72%
At 1002.0, Now 639.3
Trims & Adds
[] Currently down $8.9K
[+] 48d ago
Added 18.0 shares @
833
[+] 150d ago
Initial 15.0 shares @
1002.0
Thesis
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Jonathan
@jonathan...
Bought ASML
Shares
down -34.01%
At 968.8, Now 639.3
Thesis
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Point72
@point72-...
Bought ASML
Shares
up 4.3%
At 582.2, Now 639.3
Trims & Adds
[] Currently up $977.6K
[+] 144d ago
Added 8.6K shares @
1033.0
[-] 235d ago
Trimmed 4.7K shares @
993.0
[-] 326d ago
Trimmed 17.3K shares @
717.0
[+] 1.1y ago
Initial 23.8K shares @
582.0
Thesis
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Appaloosa
@appaloos...
Bought ASML
Shares
down -11.94%
At 724.8, Now 639.3
Trims & Adds
[] Currently down $7.8M
[-] 52d ago
Trimmed 10.0K shares @
833.0
[+] 144d ago
Added 7.5K shares @
1033.0
[+] 1.4y ago
Initial 80.0K shares @
725.0
Thesis
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Jonathan
@jonathan...
Bought ASML
Shares
down -7.87%
At 735.9, Exited 678.0
Thesis
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Citadel
@citadel-...
Bought ASML
Shares
down -10.27%
At 549.6, Now 639.3
Trims & Adds
[] Currently down $23.5M
[+] 52d ago
Added 64.0K shares @
833.0
[+] 144d ago
Added 11.1K shares @
1033.0
[+] 235d ago
Added 81.0K shares @
993.0
[+] 326d ago
Added 4.7K shares @
717.0
[-] 1.1y ago
Trimmed 126.0 shares @
582.0
[-] 1.4y ago
Trimmed 95.4K shares @
725.0
[-] 1.6y ago
Trimmed 28.8K shares @
681.0
[+] 1.9y ago
Initial 145.1K shares @
550.0
Thesis
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Two
@two-sigm...
Bought ASML
Shares
up 45.49%
At 549.6, Exited 970.5
Trims & Adds
[] Made $13.4M in profit
[-] 235d ago
All out @
970.0
[-] 144d ago
Trimmed 2.6K shares @
1033.0
[-] 235d ago
Trimmed 13.4K shares @
993.0
[-] 326d ago
Trimmed 20.2K shares @
717.0
[+] 1.1y ago
Added 2.1K shares @
582.0
[-] 1.4y ago
Trimmed 10.9K shares @
725.0
[-] 1.6y ago
Trimmed 5.9K shares @
681.0
[+] 1.9y ago
Initial 51.4K shares @
550.0
Thesis
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