Settled on the T+20 window — a call counts only if it beat SPY. Same rules as the scorecard. Fewer than 3 settled calls are not scored; small samples say nothing about skill.
Consensus reflects only the views of covered YouTubers. It is not market expectation and not investment advice.
As the lithography supplier to TSMC further down the chain, ASML should also be dragged down by the NVIDIA fallout, in the host's view.
SourceASML is the only maker of machines for printing the most advanced chips, and demand exceeding supply gives it pricing power; he forecasts ~26% annual growth and bought it Thursday.
SourceASML, like NVIDIA, is unchanged fundamentally; the sell-off is a sentiment shock rather than any deterioration in the business.
SourceASML fell so sharply that the host added to it despite having no prior plan; the disclosed personal position makes this a bullish view.
SourceThe host names ASML alongside TSM as leaders also moving lower and tracking the after-hours slide; it is a brief present-state assessment with no forward call.
SourceASML is the host's only bottleneck holding; it has done incredibly well this year but is the sole red position today, which he finds predictable amid the rotation.
Source1 YouTuber has mentioned ASML in the last 7 days; 3 are needed to form a consensus. Their own words are below, each with a link back to the source video.
Last consensus (as of 2026-11-12): +50 Leaning bullish · 4 YouTubers
As the lithography supplier to TSMC further down the chain, ASML should also be dragged down by the NVIDIA fallout, in the host's view.
