$ASML Holding NV(ASML)$ whoeve

$ASML Holding NV(ASML)$ whoever believe those analysts will never be part of this easy 2x run for ASML. Yes china is a big market about 10-15% of its revenue, but do you think the growth and demand for this monopoly machine will weaken for the next few years?

We are at the early stage of a hypergrowth of AI demand, the demand will skyrocket from 30% to 70-80% between 2026-2030.

To reach this scale of AI data center demandn and AI chip production. They will need more than double the current ASML machines.

It is lagging behind but the growth is obvious guys.

TSMC Beats and Leads! Chip Sector Rebound to Pick?

ASML delivered strong Q2 results but management warned that it may not be able to achieve growth in 2026. The stock fell 10%. Taiwan Semiconductor Manufacturing Co. reported a better-than-expected 61% jump in profit for the June quarter, bolstering confidence in the momentum of the global AI spending spree. TSMC expects Q3 revenue of $31.8-33 bln in its earnings call (vs Q3 2024 revenue $23.5 bln). TSM jumps 4% in the overnight trading and leads chip sector to rebound.

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