Samsung is listed as a potential recipient of ASML's EUV systems, highlighting its role in the global semiconductor market.
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These Are The Stocks I Would OWN After ASML EARNINGS REPORT!!
Jose Najarro StocksApr 17, 2026
The creator discusses ASML's recent earnings report, highlighting strong underlying demand for chip manufacturing equipment despite a slight stock dip. The report indicates a bottleneck in cleanroom capacity and continued supply constraints in the semiconductor industry, particularly for AI and high-performance computing. The creator identifies TSMC, Micron Technologies, and Nvidia as three stocks they would consider owning in this market environment.
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SK Hynix is mentioned as a company that would receive EUV systems from ASML, indicating its involvement in advanced chip manufacturing.
Nebius is mentioned as a neo cloud company that Nvidia supported, highlighting the growth of AI cloud infrastructure.
Coreweave is highlighted for securing a significant AI cloud agreement with Jane Street and receiving a substantial investment, indicating strong demand for its services.
Intel is mentioned as a chip manufacturer that orders equipment from ASML, indicating its role in the semiconductor supply chain.
Nvidia is a stock the creator would buy right now, believing it will continue to dominate the AI industry and experience sustained high demand.
Micron is another manufacturer the creator wouldn't mind owning long-term, benefiting from the overall demand in the memory market.
ASML's earnings report showed strong demand and potential for future growth, despite current supply constraints in the semiconductor industry.
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NVDA
buy opened Apr 17, 2026
+12.34%