Semiconductor family more than

2023-10-20

Semiconductor family more than has fall eps Q323

Example :

$TSM not beat Q2

$ASML has down

$LRCX beat the expt but not beat Q2

One-sentence Review of a Company's Earnings

The earnings season is kicking off! Among the many companies recently releasing earnings reports (Tesla, Netflix, ASML holdings, etc.), which one are you most bullish/bearish on? Feel free to pick one company and use only ONE SENTENCE to comment on its Q3 earnings! ----------- Every insightful post over 30 words will earn 5 Tiger coins! 🎁 What's more, we'll randomly select 5 lucky participants to send exclusive Tiger gifts!🏅

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Comments

fizzik
2023-10-20
fizzik
Asml forecast may not be accurate. Tsmc is ahead of asml and asml follows after. If tsmc is doing great, then there will be a delay of demand increase for asml afterward. So I believe this is a signal that there will be growth in 2024. Asml has to be conservative with guidance.
- KHILWA:
  nice info but asml current PE not fair value
mizzle
2023-10-20
mizzle
asml reports and it goes down 4% and the next day tsmc reports and it goes back up 4% . Which one is it, the truth or the spin ?
jingli
2023-10-20
jingli
can you elaborate on your views?

Leave a comment

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