Calls
2
u/BassFull0
Reddit r/wallstreetbets
Win Rate
100.0%
return
+3.6%
Loading charts...
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Short
Jul 27
$1632.68
+3.8%
China’s domestic DUV machines could eventually reduce ASML’s DUV sales to China, a key revenue stream. Export restrictions already limit ASML; self‑sufficiency in older DUV further curbs future orders. Negative for ASML’s China exposure, though immediate revenue impact is minimal. ASML’s EUV and High‑NA EUV monopoly remains unchallenged; China already had access to DUV via ASML; production numbers are trivial.
China’s domestic DUV machines could eventually reduce ASML’s DUV sales to China, a key revenue stream. Export restrictions already limit ASML; self‑sufficiency in older DUV further curbs future orders. Negative for ASML’s China exposure, though immediate revenue impact is minimal. ASML’s EUV and High‑NA EUV monopoly remains unchallenged; China already had access to DUV via ASML; production numbers are trivial.
Foundry Equipment
Short
Jul 27
$541.04
+3.3%
China is manufacturing DUV lithography tools domestically, targeting delivery to leading Chinese foundries. If scaled, this reduces reliance on ASML imports and could boost Chinese chipmaking capacity, pressuring global semiconductor margins and pricing. A long‑term structural headwind, but near‑term impact is negligible given tiny production volumes. Production is only 5 units in 2026 and 20 in 2027; technology is immersion DUV (two generations old); China has a history of overhyped tech breakthroughs.
China is manufacturing DUV lithography tools domestically, targeting delivery to leading Chinese foundries. If scaled, this reduces reliance on ASML imports and could boost Chinese chipmaking capacity, pressuring global semiconductor margins and pricing. A long‑term structural headwind, but near‑term impact is negligible given tiny production volumes. Production is only 5 units in 2026 and 20 in 2027; technology is immersion DUV (two generations old); China has a history of overhyped tech breakthroughs.
Thematic ETFs
Showing 2 of 2 calls · sorted by mentions
Choose a mentions count to open ticker posts.
u/BassFull0 has 2 trade ideas tracked on Buzzberg across 2 tickers since July 2026. Most covered: SMH, ASML.
