The Joseph Carlson Show ASML Stock Jumps +30% In One Month, Here’s Why
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Sep 22, 2025 Discover why ASML's stock soared nearly 30% in just one month, driven by analyst upgrades and surging demand for EUV technology. Explore Nvidia's massive $100 billion investment in OpenAI, and hear about significant changes to the H-1B visa that could impact tech companies. Plus, don’t miss the drama of Meta's failed live demo and a humorous segment on the week's biggest flop!
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ASML's Monopoly And Recent Rerating
- ASML's EUV machines create a near-monopoly because competitors are roughly a decade behind.
- The stock can re-rate quickly when analysts and investors reconnect the company to AI-driven chip demand.
Personal ASML Purchase And Outcome
- Joseph Carlson bought $15,000 of ASML at $750 and later saw a $20,700 gain as the stock surged.
- He emphasizes buying quality at reasonable prices, not predicting specific catalysts.
Sentiment Can Reverse Without New Earnings
- ASML fell after earnings due to tariff concerns but later rallied as analysts upgraded forecasts and demand signals returned.
- Market sentiment can flip quickly when visibility on multi-year demand (AI chips) improves.