Booming business, falling stocks: scarcity caps ASML and Applied Materials upside
TiernanRayTech · x · 2026-10-15
Tiernan Ray notes that AI demand has made business outstanding for chip equipment makers ASML and Applied Materials, yet their shares lag. The scarcity theme dominates: they can't fulfill all demand, capping upside, while investors fear what happens if scarcity disappears and supply catches up with demand — a damned-if-you-do, damned-if-you-don't situation.
More from Infra
- Gartner says 80% of neoclouds will die by 2030 — investor argues it's a supply problem, not demand — JOBhakdi · 2026-10-15
- Nvidia B300 residual value up 40% in 3 months as Kimi K3 fuels GPU demand — AccBalanced · 2026-10-15
- The world still spends more on alcohol ($1.7T) than AI infrastructure ($1.5T) — wgrathwohl · 2026-10-15
- Epic's Lore vs Anthropic's Scion: two post-Git, centralized VCS architectures compared — ssh4net · 2026-10-15
- NVIDIA recaps GTC Berlin: open models to physical AI — NVIDIA Developer · 2026-10-15
- Listed quantum computing companies top $50B market cap on just $132M in quarterly revenue — hardimanjames · 2026-10-15