ASML

First, we have ASML, a company with one of the strongest competitive positions in the entire semiconductor industry.

the AI supply chain still offers attractive riskreward after the recent pullback calling the selloff largely technical and driven by profit taking

I did another trim around 1750, so around the price it trades today.

I've recently done some trims of ASML that I'll touch on a little bit later.

I've made two trims of ASML. Both of them around one around $1,900 per share, the other around $1,750. And I trimmed both of these because I believe that ASML has ran up a lot.

In fact, last Friday was the first time I've ever sold a share of ASML, and I just trimmed the position by 10%.

I think you should own some companies from phase 1. For example, I chose ASML.

adding more to ASML

My fourth company on my list is one that cannot be replaced. It’s ASML.

ASML, one of the stocks I added heavily last year, up 156%.

He has built a short position of up to 8.5 billion dollars across the entire semiconductor supply chain, including Nvidia, AMD, Broadcom, and ASML.

you had stalwarts that really broke out of that cyclicality, Lam Research and ASML, which are still, by the way, very good stocks I think.

It's not a stock we'd be stepping into at this point in time, but if we found it at a more attractive valuation, we sure would.

That would certainly be a place that I would want to buy the stock if it gets down there.

I want to sell a downside put spread because I think there's some support there.

you want to own these names. You want to own ASML. It's the premier picks and shovels play for AI plays.

the progress economically of companies such as Micron Technology, SanDisk, Broadcom, ASML as the company that serves them with tools.

my gut says the answer is ASML. Like if I had to pick one stock that people should be talking about way more, uh it's ASML.

Wonderful business to own.

Number two on this list, it shouldn't surprise nobody. It is ASML, a company out of the Netherlands of all places, places where you can find bicycles, a lot of canals, and ASML.

ASML and TSM

I think it's oversold. I think all these names guys are strong continuation plays.

I like these for continuation plays, especially if the AI trade kind of stabilizes.

...go someplace where you can buy fractional shares. You will not be disappointed owning um ASML...

And the first one is ASML… ASML has a ton of upside right now.

Analysts are giving ASML a Strong Buy, seeing around 19% upside from here.

So, here are the five stocks I'm buying when the rest of the market panics. Let's start with ASML itself since their stock is down by 10% over the last month.

At the absolute foundation sits ASML, the undisputed monopoly of lithography. They build the extreme ultraviolet machines required to print every single advanced AI chip on the planet.

Think ASML, Applied Materials, Lamb Research