Author argues against buying ASML because China has stolen top engineers and recreated its machines.
ASML — AVOID The author argues ASML is unattractive here because China has stolen top ASML engineers and reproduced its lithography machines, albeit larger and lower quality, creating a competitive threat. No catalyst or time horizon is specified. No risk is stated.
Imagine buying ASML here, China has stolen a lot of their top level engineers and recreated their machine but bigger and slightly shittier.
This Reddit post, published January 05, 2026, features u/fire_alarmist discussing ASML. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: u/fire_alarmist · Tickers: ASML