ASML ASML Holding N.V. Loading... : Investor Sentiment and Bull/Bear Views

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Time Author Thesis Company / ticker Signal Since call Position Source
06:02
Oct 19
r/ETFs
ASML order book supports continued AI capex
Author holds ASML and cites its record results and order book as proof AI demand has not disappeared, framing the nine-day chip decline as a crowded-trade flush. He notes the first US chip-equipment report since ASML lands Wednesday as a near-term catalyst. Stated risk is oil feeding inflation and pushing the 10-year above 5.25%.
ASML ASML Holding N.V. Long Position: Holding —
23:58
Oct 17
ASML orders cited; WFE names to boom News
Cites customer interest in ASML orders for 2029 and 2030, then predicts WFE names are about to boom, with ASML included in the named WFE basket.
ASML ASML Holding N.V. Long — —
05:28
Oct 16
r/StockMarket
Holds ASML on record sales and 2029-30 orders
The author holds ASML and highlights record Q3 sales of 11.7 billion euros, Q4 guidance of 14.2-15.2 billion euros and customers already asking about 2029 and 2030 orders. He uses this as evidence that multi-year foundry demand survives one weak private AI lab growth print, so he stays invested. He warns that crowded AI trades have little room for narrative shocks and that the 10-year yield reaction matters more than any single headline.
ASML ASML Holding N.V. Long 1ST Position: Holding —
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About ASML Investor Commentary

Across the available history and selected sources, Buzzberg tracks ASML (ASML Holding N.V.) across 142 sources: 332 bullish vs 4 bearish calls from 281 authors. Historical directional balance: 33% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 993 total trade ideas tracked. Past 7 days, before deduplication: 8 bullish, 108 other directions. Latest voices: u/rudolf_de_Leeuw, liwei_twcapital.