I guess this is what all those memes about selling the shovel when everyone is digging for gold were talking about
Normal_Elevator_8398 on
What is the nvidia news?
totallymagotes on
As someone who is balls deep in semis it’s very justified, it’s a huge miss from one of the largest players in the game, them citing less demand recovery in other sectors and EUV specifically does not bode well for the short term. Especially since we’re reaching price premiums after immensely rallying.
Semi bros we are suffering today and will continue to suffer this year it seems.
Normal_Elevator_8398 on
Can someone tell me why it fell tho? What was the bad news?
No-Monitor-5333 on
yo this is the funniest shit, someone getting fired
Dmoan on
Net bookings for the September quarter came in at 2.6 billion euros ($2.83 billion), the company said — well below the 5.6 billion euro LSEG consensus estimate.
Lmao only 50% miss definitely not seeing a bubble here s
fondle_my_tendies on
We’re are the point where people are taking profits. They are going drive it down 10%, then rinse and repeat.
TomatoSpecialist6879 on
Overreaction on the restriction news.
If TSMC give shit earnings and guidance, then it’s a justifiable selloff since TSMC makes most of NVDA’s GPUs. ASML sells the machine that makes the shovels, you don’t need millions of shovel makers to make millions of shovel so they don’t benefit from AI rush unless there’s consistent design improvements and/or new designs that requires new machines.
VoidHelloWorld on
Down for -14 today,
According to my credo it’s time to buy the dip…
Lower_Skin_3683 on
Will recover we could see an all time high tomorrow or Wednesday $140. It likes an Aries moon better. Will take a massive shit on Friday, October 18th, tho. It’s down today because when the moon is in Pisces it’s moderate. It’s also Libra season. Nivida don’t like Leo season or Libra season.
lee82gx on
I’m speculating Intel is pulling the brakes on euv equipment buys. Maybe the whole world needs to deal with that, Intel shrinking.
mogarottawa on
I think we are approaching where is the beef moment for AI. Where is the evidence that AI will generate more revenue and or profit in company that uses them? I mean if Adobe can’t make money from AI or gaming industry can’t make money from AI. Then why should companies pour buckets of cash to use it..
AdFeeling842 on
i’ve had my low end chinese smart phone for newly 4 years and it was supposed to be a temporary replacement for my broken high end phone. it’s still going strong. looking at the specs it can’t compete with the higher end phones processor power but they made the camera as high end as they could to kind of compensate and the battery is great
i’m waiting for gta 6 to buy my first ps5..so i guess i’ll upgrade my phone when gta 6 is released on the google play store in the 2030s?
lolstockslol on
To make matters worse the Robinhood gang can’t buy the dip.
HadrianVI on
I think it’s an overreaction but it’s painful to watch.
-BabysitterDad- on
ASML is quite volatile, but in the end, the fact remains that the world needs ASML. For now and in the near future.
AdApart2035 on
Opportunity
Skeezerman on
You don’t need EUV for advanced packaging it turns out.
18 Comments
I guess this is what all those memes about selling the shovel when everyone is digging for gold were talking about
What is the nvidia news?
As someone who is balls deep in semis it’s very justified, it’s a huge miss from one of the largest players in the game, them citing less demand recovery in other sectors and EUV specifically does not bode well for the short term. Especially since we’re reaching price premiums after immensely rallying.
Semi bros we are suffering today and will continue to suffer this year it seems.
Can someone tell me why it fell tho? What was the bad news?
yo this is the funniest shit, someone getting fired
Net bookings for the September quarter came in at 2.6 billion euros ($2.83 billion), the company said — well below the 5.6 billion euro LSEG consensus estimate.
Lmao only 50% miss definitely not seeing a bubble here s
We’re are the point where people are taking profits. They are going drive it down 10%, then rinse and repeat.
Overreaction on the restriction news.
If TSMC give shit earnings and guidance, then it’s a justifiable selloff since TSMC makes most of NVDA’s GPUs. ASML sells the machine that makes the shovels, you don’t need millions of shovel makers to make millions of shovel so they don’t benefit from AI rush unless there’s consistent design improvements and/or new designs that requires new machines.
Down for -14 today,
According to my credo it’s time to buy the dip…
Will recover we could see an all time high tomorrow or Wednesday $140. It likes an Aries moon better. Will take a massive shit on Friday, October 18th, tho. It’s down today because when the moon is in Pisces it’s moderate. It’s also Libra season. Nivida don’t like Leo season or Libra season.
I’m speculating Intel is pulling the brakes on euv equipment buys. Maybe the whole world needs to deal with that, Intel shrinking.
I think we are approaching where is the beef moment for AI. Where is the evidence that AI will generate more revenue and or profit in company that uses them? I mean if Adobe can’t make money from AI or gaming industry can’t make money from AI. Then why should companies pour buckets of cash to use it..
i’ve had my low end chinese smart phone for newly 4 years and it was supposed to be a temporary replacement for my broken high end phone. it’s still going strong. looking at the specs it can’t compete with the higher end phones processor power but they made the camera as high end as they could to kind of compensate and the battery is great
i’m waiting for gta 6 to buy my first ps5..so i guess i’ll upgrade my phone when gta 6 is released on the google play store in the 2030s?
To make matters worse the Robinhood gang can’t buy the dip.
I think it’s an overreaction but it’s painful to watch.
ASML is quite volatile, but in the end, the fact remains that the world needs ASML. For now and in the near future.
Opportunity
You don’t need EUV for advanced packaging it turns out.