Why I doubled down on ASML in July’s crash... and see more upside ahead. $ASML Holding NV(ASML)$ In mid-July, ASML shares were hit hard after management warned that 2026 growth could slow due to export controls and delayed capex from customers. The stock dropped sharply, and sentiment soured overnight. While many took profits or sat out, I saw an opportunity. I bought the dip, and here’s why I’m still holding with conviction today. 1. The drop was fear, not fundamentals ASML’s Q2 numbers were actually solid. Net sales came in at €7.7 billion, gross margin at ~53.7 %, and net bookings reached €5.5 billion, including fresh EUV orders. The sell-off wasn’t about operational weakness, but investor nerves over trade policy. To me, that made t
The markets have been on a wild ride lately. Just last Friday, we saw a sharp and gut-wrenching dip that rattled even seasoned traders. Some believe margin calls may have forced a wave of selling. The question now is simple but crucial: can the bull trend hold from here? Over the past few days, U.S. equities have rebounded after a volatile stretch. The dip on Friday was particularly harsh, triggered by weak macro headlines, trade worries, and a sudden spike in volatility that flushed out leveraged positions. The rebound since then appears to be driven mainly by dip-buyers who saw value after the plunge. However, not all stocks have recovered equally. High-beta names and leveraged plays remain under pressure. Why did the crash happen on Friday? A few factors likely came together: sudden neg
$NVIDIA(NVDA)$ Timing the market is always risky, but Nvidia’s long-term fundamentals—like its dominance in AI and data center markets—remain strong. If you believe in their growth trajectory, buying in increments (dollar-cost averaging) near $100 could be a solid strategy, as waiting for $90 might mean missing the dip entirely. That said, keep an eye on macroeconomic factors like interest rates and global demand, which could push the stock lower short-term."