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bicameral_mind t1_ism8rlm wrote

Reply to comment by thatfreshjive in ASML shares fall 9% after Taiwan customer says it's cutting capital spending by benh999

The question is if an investor can deploy that capital elsewhere for better returns in the meantime, if they believe that the semi industry is cooling in the short term.

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thatfreshjive t1_isqee71 wrote

There's definitely a dip related to cryptocurrency mining drop off, but ASML is going no where, and has no competition.

It's curious that investors would abandon such a solid investment, unless they desperately need liquidity.

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thatfreshjive t1_isqf1cp wrote

My hunch: most involved in finance don't actually understand the semiconductor industry, and drop the stocks they don't understand first.

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