Calls
4
Christophe Fouquet
CEO, ASML Holding NV
Win Rate
50.0%
return
-1.0%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 17
$2510000.00
-26.0%
Massive DRAM fab projects in Korea, with millions of wafer capacity, are a significant driver in the semiconductor build-out, reinforcing the growth in memory manufacturing and equipment demand.
AI Memory
Long
Jun 17
$345250.00
-24.4%
Massive DRAM fab projects in Korea, with millions of wafer capacity, are a significant driver in the semiconductor build-out, reinforcing the growth in memory manufacturing and equipment demand.
AI Memory
Long
Jan 28
$414.79
+38.0%
The semiconductor industry is moving past earlier uncertainty about AI. Over the last three months, ASML's customers have gained clarity and started to believe AI demand is sustainable, so they are aggressively building capacity across logic and DRAM, including advanced nodes like 2nm logic and 1c DRAM. This capacity buildout is positive for the broader semiconductor industry and equipment demand.
Thematic ETFs
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Christophe Fouquet has 4 trade ideas tracked on Buzzberg across 4 tickers since January 2026. Most covered: ASML, SMH, 000660.KS.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
