Stocks / Semiconductors
ASMLSemiconductors
ASML Holding NV
$1,626.461d +0.7%5d -3.5%settled close · 2026-09-17
The tape, with the calls on it
Who said what, and what ASML did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
bullish
bearish
both sides
Who’s talkingIdea Scout · free
Who’s talking about ASML
9 long1 shortlatest 2026-08-04
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-08-04 | Gavin BakerFounder & CIO, Atreides Management | Bullish | Invest Like the Best | The selloff in semi-cap equipment triggered by reports of China acquiring a DUV machine is likely an… |
| 2026-07-07 | Masahiro WakasugiSenior Analyst, Bloomberg Intelligence | Bullish | Bloomberg Television | Samsung and SK Hynix have committed to doubling memory capacity over the next five years, creating sustained… |
| 2026-07-06 | Pat DorseyFounder & Portfolio Manager, Dorsey Asset Management | Bullish | Capital Allocators | ASML holds a monopoly on a critical node in the semiconductor equipment value chain and has demonstrated… |
| 2026-06-09 | Alex SacerdoteFounder & Portfolio Manager, Whale Rock Capital Management | Bullish | Invest Like the Best | ASML holds irreplaceable critical IP in EUV lithography — no chip can be made without it — making it a… |
| 2026-05-28 | Dan LoebFounder/CEO, Third Point | Bullish | Invest Like The Best | ASML is held as a European exception because it is a globally dominant semi-cap equipment company benefiting… |
| 2025-08-27 | Ryan HendersonHead of Research, Fiscal.ai | Bullish | Dev Kantesaria | ASML is a monopoly EUV lithography equipment maker with strong pricing power and a small but vital role in… |
| 2025-05-27 | Tim Seymour (Seymour Asset Mgmt)CIO, Seymour Asset Management | Bullish | CNBC Fast Money Final Trade | Semiconductor equipment names are recovering and ASML specifically is coming back after a rough earnings… |
| 2024-04-09 | Vijay Shilpiekandula | Bullish | Sohn Investment Conference | ASML's near-monopoly in EUV lithography (80%+ share) positions it as the unavoidable arms dealer in the chip… |
| 2023-04-17 | Christina PartsinevelosCNBC reporter | Bearish | CNBC Halftime Committee | ASML faces a near-term demand hit as its largest customer TSMC reportedly plans to cut orders by 40% or delay… |
| 2023-03-14 | Marko PapicGeopolitical macro strategist | Bullish | The Montgomery Summit | European companies like ASML in semiconductors represent the kind of hard industrial technology that will… |
1 new mention of ASML this week is in The Brief — who, which way, and what they said, in subscribers’ inboxes every morning. Free pages update a week later.
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The options tapeThe Brief · paid
Notable options days
Sessions in the last 120 where ASML’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 7 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are Brief subscriber content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-07-15 | ||||||
| 2026-06-11 | ||||||
| 2026-04-21 | ||||||
| 2026-04-20 | ||||||
| 2026-04-15 | ||||||
| 2026-04-08 | ||||||
| 2026-03-27 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
Today’s tape on
ASML is in this morning’s Brief.
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