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All semiconductor stocks are being sold off heavily after some numbskull released the ASML earnings and CEO comments online a day earlier than scheduled. The notes were hurriedly removed but the internet remembers everything. The market has read the CEO comments of a disappointing outlook with reduced revenue from their equipment used in making analog chips. Apparently customers are delaying their orders for this equipment (uncertainty over tariffs?). ASML, and all the SCs have been sold mercilessly. This includes NVDA however reports state that the demand for NVDA AI chips is huge with orders expected to take 12 months to fill. Orders for the ASML equip that makes these AI chips won't be delayed. I'm buying this dip (adding to existing position) on NVDA.
Expect SEMI to open a lot lower tomorrow (damn).
Expect SEMI to open a lot lower tomorrow (damn).