ASML stock has been off to the races again, and is homing back in on all-time highs last reached in 2021. It’s been an endurance race for shareholders, but the critical semiconductor manufacturing equipment provider is putting up great growth numbers and setting new financial records.
And yet, 2024 looks like it could be a dud, a “transition year” as ASML and its customers – including Intel (INTC), Taiwan Semiconductor (TSM), Samsung, SK Hynix, and Micron (MU) – get ready for the next bull market that is only just now getting started.
Is it too late to buy ASML stock after the recent rally? How expensive is the stock really? Or are investors better off buying now and waiting out the next five to seven years? Chip Stock Investors Nick and Kasey discuss these topics and more about this top chip manufacturing stock.
00:00 Introduction and Overview
00:32 ASML Earnings and Impact on Semiconductor Industry
01:14 Financial Performance
02:21 Order Bookings and Market Reaction
04:18 High NA Machine and Its Impact
05:13 Outlook for the Semiconductor Industry
10:02 Revenue Breakdown and Future Prospects
19:23 Dividend Policy and Share Buybacks
22:19 Valuation and Investment Considerations
26:46 Conclusion and Final Thoughts
Check out all our ASML videos here: https://chipstockinvestor.com/asml/
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If you missed our Semiconductor Industry Flow 2024 and chip industry manual, you can purchase it here:👉 https://ko-fi.com/s/90c74a988a. Get your investment journey off on the right foot to kick off the new year.
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We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇
https://mainstreetdata.com/subscription?via=chipstockinvestor
Find this episode and more on Spotify Podcasts: https://open.spotify.com/show/4QSHBYlMjTwwy1qK2mlM1F
You can also find us on Apple and Google Podcasts!
Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.
#ASML #lithography #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks
Nick and Kasey own shares of ASML and Applied Materials
And yet, 2024 looks like it could be a dud, a “transition year” as ASML and its customers – including Intel (INTC), Taiwan Semiconductor (TSM), Samsung, SK Hynix, and Micron (MU) – get ready for the next bull market that is only just now getting started.
Is it too late to buy ASML stock after the recent rally? How expensive is the stock really? Or are investors better off buying now and waiting out the next five to seven years? Chip Stock Investors Nick and Kasey discuss these topics and more about this top chip manufacturing stock.
00:00 Introduction and Overview
00:32 ASML Earnings and Impact on Semiconductor Industry
01:14 Financial Performance
02:21 Order Bookings and Market Reaction
04:18 High NA Machine and Its Impact
05:13 Outlook for the Semiconductor Industry
10:02 Revenue Breakdown and Future Prospects
19:23 Dividend Policy and Share Buybacks
22:19 Valuation and Investment Considerations
26:46 Conclusion and Final Thoughts
Check out all our ASML videos here: https://chipstockinvestor.com/asml/
Join this channel to get access to perks:
https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join
If you missed our Semiconductor Industry Flow 2024 and chip industry manual, you can purchase it here:👉 https://ko-fi.com/s/90c74a988a. Get your investment journey off on the right foot to kick off the new year.
Consider saying "thanks" here on YouTube with a Super Thanks or joining the channel membership for some custom badges and emojis!!
We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇
https://mainstreetdata.com/subscription?via=chipstockinvestor
Find this episode and more on Spotify Podcasts: https://open.spotify.com/show/4QSHBYlMjTwwy1qK2mlM1F
You can also find us on Apple and Google Podcasts!
Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.
#ASML #lithography #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks
Nick and Kasey own shares of ASML and Applied Materials
