Dutch chip giant ASML faces uncertainty amid missed order expectations and potential impacts from new U.S. trade restrictions, threatening its revenue forecast.
Dutch chip giant ASML faces uncertainty amid missed order expectations and potential impacts from new U.S. trade restrictions, threatening its revenue forecast.

First Quarter Blues? I've Seen Worse...

Alright listen up you punks. Word on the street is ASML these Dutch guys makin' chip machines they ain't hit their numbers. Sales are 7.74 billion euros they wanted 7.8. Net profit? 2.36 billion a little better than the 2.3 they expected. But the real kick in the teeth? Orders are down 3.94 billion euros when they were lookin' at almost 5 billion! That's like showin' up to a gunfight with a water pistol eh? Shares are takin' a dive six percent just like Sosa's empire after I was done with him!

AI is Hot But Tariffs are Hotter!

This Fouquet guy ASML's CEO he's sayin' AI is keepin' demand strong but these damn tariffs are givin' him the jitters! He's talkin' 'uncertainty,' like he's never seen a real problem before. Uncertainty? I'll show you uncertainty! Try dealin' with Sosa and the DEA breathing down your neck then you'll know what uncertainty is! These tariffs are like a 'dynamic' he's gotta watch careful. But he still thinks they'll pull in 30 to 35 billion euros this year. We'll see about that.

Choosing Sides? I Only Choose Money!

Some pencil pusher Barringer he's yappin' about ASML not choosin' sides. Like they're playin' patty cake with Trump and China. ASML they just wanna sell their machines make the big bucks. Like I always said "Money talks bullshit walks." They're gonna play the game whatever it takes. Remember what I told Manny "You wanna be a success you gotta be smart." And these ASML guys they ain't dumb.

Trump's Tariff Tango: One Step Forward Two Steps Back!

This Trump guy he's all over the place! First he says no tariffs on smartphones computers and chips. Then he's like "Nah just kiddin'! They're in a different bucket!" What a freakin' clown show! It's like tryin' to hit a moving target while snorting a mountain of coke. Makes no freakin' sense. But you know what they say "In this country you gotta make the money first. Then when you get the money you get the power. Then when you get the power then you get the women." And Trump? He just wants more power.

National Security? Or Just a Freakin' Power Grab?

Now the U.S. Commerce Department is sniffin' around sayin' they need to investigate chip imports for 'national security.' Yeah right! It's all about control takin' what they can get. They're gonna slap on more tariffs squeeze everyone dry. They always find a way to screw you just like Sosa tried to screw me! But I ain't goin' down without a fight and neither will these chip companies.

Nvidia's Pain is Everyone's Problem or is it?

Nvidia big shot chip maker they're lookin' at a $5.5 billion hit 'cause they can't sell their fancy H20 graphics cards to China. That's a lot of freakin' money even for me! This whole trade war thing is gettin' outta hand. Everyone's losin' their shirt except maybe Trump who's probably laughin' all the way to the bank. But remember "Every dog has his day." Maybe these tariffs will come back to bite him in the ass.


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