ASMLSemiconductors
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Get what investors say about ASML next
6 investor calls on ASML in the last 90 days (6 bullish, 0 bearish). Follow ASML free and new calls come to you in The Brief, our morning email, the day after we record them. This page shows them a week later.
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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.
Who’s talking about ASML
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-15 | Erin GibbsChief Equity Strategist, SlateStone Wealth | Bullish | CNBC (uncut) | As a tertiary semiconductor equipment supplier with locked-in contracts and 12-24 month order visibility… |
| 2026-10-14 | Cameron DawsonCIO, NewEdge Wealth | Bullish | Bloomberg Surveillance | ASML's monopoly market structure insulates it from the competitive dynamics hitting memory names — it cannot… |
| 2026-10-14 | Jim Cramer (CNBC)Host, CNBC's Mad Money | Bullish | CNBC (uncut) | ASML's blowout quarter with guidance raised three times and order interest through 2030 confirms sustained… |
| 2026-10-07 | John ArmitageCo-founder & CIO, Egerton Capital | Bullish | In Good Company | ASML is owned as part of the AI semiconductor equipment chain—its lithography monopoly positions it to… |
| 2026-09-22 | Glen KacherCIO, Light Street Capital | Bullish | The Big Picture (Ritholtz) | As the dominant provider of semiconductor lithography equipment, ASML holds an oligopolistic position in the… |
| 2026-09-15 | Alice HanDirector (China), Greenmantle | Bullish | Prof G Pod (Galloway) | Taiwan, ASML, and Nvidia maintain a clear, durable lead in cutting-edge chip production and GPU design that… |
| 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… |
| 2026-06-23 | Philippe LaffontFounder & CIO, Coatue Management | Bullish | CNBC Television | Semicap equipment suppliers are agnostic winners of the chip race because every competitor — Nvidia, Amazon… |
Show all 19 mentions
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 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… |
| 2026-04-01 | Pat DorseyFounder & Portfolio Manager, Dorsey Asset Management | Bullish | Morningstar, Inc. | Hyperscaler CapEx expansion drives incremental chip demand, which inevitably requires more lithography… |
| 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… |
| 2025-08-16 | Robert HagstromCIO, EquityCompass Investment Management | Bullish | Bill Miller | ASML's earnings per share grew faster than its share price over 2023-24 meaning the multiple contracted… |
| 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 ShilpiekandulaGLG; winner, 2024 Sohn Idea Contest (ASML long) | 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… |
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× — 5 of 120 sessions qualified.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-10-15 | ||||||
| 2026-10-14 | ||||||
| 2026-10-13 | ||||||
| 2026-07-15 | ||||||
| 2026-06-11 |
ASML on the Wheel
ASML passed our 1-month put test (30-delta put, 30–45 days, sold at the bid, bought back at half the credit), 2016–2026.
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