u/LawPlane4548 · 12d agono track record yet
Current state of the market/AI trade (my view)
ASML guidance is a leading indicator for AI capex cycle strength. Hyperscalers will maintain $150bn+ annual capex spending for 2-3+ years driven by AI competition and moat defense, supporting sustained semiconductor equipment demand regardless of near-term rate environment.
At post $1,641.52Now $1,662.85+1.3% since postedas of Oct 28, 4:45 PM ET
1d—
3d+0.3%
1w-4.2%
1m—
3m—
6m—
1y—