ASM ASM International N.V. Loading...

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00:05
May 15
TheValueist Founder, Atlas Peak Research
Long ASM on ALD intensity from Gate-All-Around adoption and broader AI-driven equipment cycle.
ASM
HIGH
22:54
May 04
Adam Mancini Author, Trade Companion (Substack)
Bearish view on semiconductor capital equipment suppliers as analog/power recovery utilizes existing capacity rather than driving new wafer-fab capex.
ASM
HIGH
10:36
Apr 22
Matt Bloxham Head of Research, The Block Bloomberg Markets
ASM International boosted by AI chip demand.
ASM International is benefiting from strong demand for chipmaking equipment driven by AI adoption and data center buildout, leading to record highs and upgraded profit expectations.
ASM 1ST
HIGH
18:21
Feb 02
Mark Skousen Founder/Editor, The Skousen Report The David Lin Report
Skousen mentions "Kinross Gold... Avino Silver... Newmont... have just gone through the roof" but believes the secular bull market continues due to supply shortages (silver coins being melted down). The "wealth effect" and "Trump accounts" (retail inflows) are chasing performance. With silver specifically facing a physical shortage (US Mint suspending production) and high industrial use in chips, miners offer leveraged exposure to the metal price. LONG specific miners (Kinross, Avino, Newmont) to capture the leverage on continued metal price appreciation. Windfall profit taxes or nationalization risks in foreign jurisdictions; rising energy costs hurting mining margins.
ASM 1ST

About ASM Analyst Coverage

Buzzberg tracks ASM (ASM International N.V.) across 3 sources. 2 bullish vs 0 bearish calls from 4 analysts. Sentiment: predominantly bullish (50%). 4 total trade ideas tracked.