ASML HOLDING NV forum
ASML what a shit
ASML lets go for 800ASML deepseek banned from EU appstoreASML we lost 700s
NVDA If 8-bit and classification AI acceleration help bring AI to consumer and edge computing, it’s not a threat. It’s actually expanding the market for NVDA and the chip industry. Just like when China introduced budget smartphones, they made devices more affordable but never replaced high-end flagship models because the demand and use cases were completely different.Deepseek and similar lower-spec solutions won’t impact enterprise AI chip demand. Companies aren’t reducing their AI ambitions just because a cost-effective alternative exists. These solutions don’t meet the performance requirements for high-end AI workloads. If anything, they add another layer to the AI ecosystem, driving competition and accelerating innovation. At the same time, wider AI adoption will only increase overall demand for GPUs and chips. Thinking Deepseek will slow down the AI chip market is like believing budget smartphones would make high-end tech obsolete. That’s just not how it works.
TSM 
AVGO ASML 
INTC
ASML My take is that they will project the weaker outlook and sell sell sell. Meantime, I will Load up $$$.