[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Roy [@ruiheh](/creator/twitter/ruiheh) on x XXX followers Created: 2025-07-23 02:47:28 UTC I am long also but the issue with this one is that it’s too obviously a value stock. People forget that ASML earns only about X cents on every $XXX (For each $10,000+ NVIDIA GPU like the H100, ASML earns about $X in revenue — a tiny fraction, but still one of the most critical links in making it possible). It is a tiny fraction of the whole chip for others as well. When average out about X cent on XXX dollar. $NVDA, $AMD, $Apple makes about XX - XX% of that $XXX depending on type of chip, maker, and year. So even though it’s critical, this Dutch firm isn’t fully capitalizing on its technology as it has positioned itself as a strategic partner, almost a charity firm in someway with little pricing power. I am only long because they are changing their revenue model and that could be a great catalyst as it may give more pricing power a few years out. The second issue is the potential surprise from China. There’s a real chance China could reverse-engineer this and undercut them. Just putting out the real risks. I’m long. Here are my follow-ups on this after the most recent call if anyone is interested in it XXX engagements  **Related Topics** [cent](/topic/cent) [gpu](/topic/gpu) [asml](/topic/asml) [roy](/topic/roy) [$nvda](/topic/$nvda) [stocks technology](/topic/stocks-technology) [Post Link](https://x.com/ruiheh/status/1947851024578056284)
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Roy @ruiheh on x XXX followers
Created: 2025-07-23 02:47:28 UTC
I am long also but the issue with this one is that it’s too obviously a value stock. People forget that ASML earns only about X cents on every $XXX (For each $10,000+ NVIDIA GPU like the H100, ASML earns about $X in revenue — a tiny fraction, but still one of the most critical links in making it possible). It is a tiny fraction of the whole chip for others as well. When average out about X cent on XXX dollar. $NVDA, $AMD, $Apple makes about XX - XX% of that $XXX depending on type of chip, maker, and year. So even though it’s critical, this Dutch firm isn’t fully capitalizing on its technology as it has positioned itself as a strategic partner, almost a charity firm in someway with little pricing power. I am only long because they are changing their revenue model and that could be a great catalyst as it may give more pricing power a few years out.
The second issue is the potential surprise from China. There’s a real chance China could reverse-engineer this and undercut them. Just putting out the real risks. I’m long. Here are my follow-ups on this after the most recent call if anyone is interested in it
XXX engagements
