To The Moon

As the lithography giant, $ASML Holding NV(ASML)$ fully benefits from AI. After all, $NVIDIA Corp(NVDA)$ 's GPU needs to use EUV lithography machines.That's why its stock price has skyrocketed, up over 29% this year, significantly outperforming the index.However, the latest quarterly report just hit, and it's not what we expected. New lithography machine orders for the quarter came in at €3.6 billion, falling short of analysts' predictions of €4.6 billion. And new EUV orders? Just €656 million, a far cry from the €5.6 billion in the previous quarter.Yikes! ASML's stock price plunged in Amsterdam.As a result, with the stock at record highs and these disappointing results, is the AI bull stock ASML heading

The situation in the Middle East has once again become the focus of the market in recent days, with some concerns about the conflict between Iran and Israel. Although both sides have shown signs of perseverance, it is more likely that there will be “big thunder, little rain”. At the same time, referring to the geopolitical conflicts and small-scale military operations that have occurred several times before, the financial market can basically digest the impact within a week, so short-term fluctuations are difficult to shake the market trend.In theory, gold and crude oil are naturally the most sensitive to this topic. Last Friday's rise and fall seem to have previewed the weekend's soap opera in advance: Compared with a real fight, it seems more cost-effective to make a tough statement to g