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Frontier AI model achieving 90% on FrontierMath directly measures SOTA model capability advancement, a core metric tracking the frontier model race and compute/AI development trajectory.
AI industry downturn triggered by multiple events including NVIDIA performance decline, directly matching capex-cycle overshoot and crash scenario with GPU/data center overbuild resolution criteria.
EU AI Act enforcement action against frontier AI lab directly materializes regulatory constraint on AI infrastructure development and compliance obligations.
Frontier models and compute allocation post-April 2026 directly tracks the infrastructure race outcome and model deployment strategy within the frontier model race.
EU AI Act enforcement action against frontier AI labs directly tests whether European regulatory framework creates divergence in compliance costs and operational constraints versus U.S. approach to AI infrastructure gove
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ASML's EUV monopoly is irreplaceable for leading-edge nodes. High-NA EUV shipping to Intel, TSMC, Samsung. Chinese DUV restrictions tightened but China revenue remains material. Service revenue growing as installed base expands. Memory recovery and AI capex provide multi-year tailwinds. Reset valuation post correction is attractive.
Thesis reviewed May 29, 2026
ASML Holding N.V. is headquartered in Netherlands, which is currently showing moderate signals.
🇳🇱Netherlands68NEUTRALView Netherlands risk detail →💻Semiconductors2WATCH| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| 2330.TW | TSMC | 12 | — | ↓54% | NEUTRAL |
| ONTO | Onto Innovation Inc. | 12 | +17% | ↓54% | EARLY |
| TSM | Taiwan Semiconductor Manufacturing Company | 12 | +12% | ↓54% | NEUTRAL |
| AMD | Advanced Micro Devices, Inc. | 12 | +14% | ↓54% | EARLY |
| WOLF | Wolfspeed Inc. | 12 | -29% | ↓54% | AVOID |
| MU | Micron Technology, Inc. | 12 | +16% | ↓54% | EARLY |
| UMC | United Microelectronics Corporation | 12 | +7% | ↓54% | NEUTRAL |
Investors who hold ASML may also have indirect exposure through these country funds.
First high-NA EUV system at TSMC operational
ASML 2027 guidance reiterates 30%+ revenue growth
Memory orders inflection visible in bookings
Estimates · Yahoo Finance · Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Alan Armstrong | Buy | $1k–$15k | Mar 31, 26 | ||
| Alan Armstrong | Buy | $50k–$100k | Mar 30, 26 | ||
| Jared MoskowitzFL | D | Buy | $1k–$15k | Mar 31, 26 | +12.1% |
| Jared MoskowitzFL | D | Buy | $1k–$15k | Mar 23, 26 | +12.1% |
| Gilbert CisnerosCA | D | Buy | $1k–$15k | Jan 30, 26 | +14.9% |
| Jonathan JacksonIL | D | Buy | Unknown amount | Oct 28, 24 | +138.0% |
| Marjorie Taylor Mrs GreeneGA | R | Buy | $1k–$15k | Nov 25, 24 | +143.7% |
| Marjorie Taylor Mrs GreeneGA | R | Buy | $1k–$15k | Oct 21, 24 | +127.2% |
| Marjorie Taylor Mrs GreeneGA | R | Buy | $1k–$15k | Oct 4, 24 | +98.7% |
| Josh GottheimerNJ | D | Sell | $1k–$15k | Sep 23, 24 | +96.7% |
| Marjorie Taylor Mrs GreeneGA | R | Buy | $1k–$15k | Jun 24, 24 | +59.6% |
| Thomas H Tuberville | Sell | $15k–$50k | May 3, 24 | +59.6% |