Reddit's Catching On: ASML and TSMC Are the Quiet Winners While Everyone Fights About Iran
While WSB debates AI shoe companies and ceasefire timelines, the smart money is quietly stacking chips — literally
Ticker Ratings
Let's set the scene: S&P 500 above 7,000 for the first time ever, Nasdaq 100 on an 11-day winning streak (rarest of rare — happened roughly 10 times this century per Jefferies Research), and the top post gaining traction in investing subs right now is asking whether we're in a 'ceasefire rally or cope rally.' Fair question, honestly.
But here's the Reddit DD nobody is writing: $TSMC just dropped a massive earnings beat, raised its revenue outlook, and signaled AI chip demand is bulletproof even amid Strait of Hormuz chaos — and $ASML gets ~17% of its revenue from TSMC directly, meaning it's along for the ride whether Reddit notices or not. Meanwhile, $EZJ (EasyJet, London-listed, so skip it) is cratering, but domestic travel plays are quietly getting repriced. The Mad Money oscillator swung from -8 to +8 in under 10 days — one of the fastest on record — which historically means the easy gains are mostly gone.
The real WSB play here isn't catching falling airline knives or panic-buying oil futures — it's recognizing that AI infrastructure demand doesn't care who controls the Strait of Hormuz, and $ASML is sitting right in that sweet spot while everyone else is distracted by a sneaker company that rebranded itself as a GPU farm.