# Dips Never Last. I'm Buying These 5 Stocks Now. Source: https://www.youtube.com/watch?v=oYL9n9A2keg Recap page: https://rapidrecap.app/video/oYL9n9A2keg Generated: 2026-07-22T04:55:34.868+00:00 --- ## The Gist The title promises a guide on buying five specific stock market dips. The real answer is that the host is buying shares of ASML, KLA, Lam Research, Vertiv, and TSMC while navigating supply chain bottlenecks. ## Quick Overview The host is buying five specific semiconductor and infrastructure stocks during a market downturn driven by supply chain constraints, geopolitical risks in Taiwan, and packaging bottlenecks. Semiconductor contract manufacturer TSMC, lithography leader ASML, inspection giant KLA, etch and deposition specialist Lam Research, and cooling infrastructure provider Vertiv represent the core of this long-term investment strategy. Despite short-term pain, including margin compression and facility shipment delays, these five companies control irreplaceable bottlenecks in the artificial intelligence hardware ecosystem. **Key Points:** - Taiwan Semiconductor Manufacturing Company reported Q2 revenue exceeding 40 billion dollars, with earnings per share jumping 77 percent year over year. - ASML remains the sole manufacturer on Earth capable of building extreme ultraviolet lithography machines, with guidance of 65 machines this year and 85 next year. - KLA holds over 50 percent market share in semiconductor process control and inspection, with advanced packaging inspection revenue expected to grow over 50 percent this year. - Lam Research supplies etching and deposition equipment required to build high-density NAND and DRAM chips, with stock down 25 percent over the last month. - Vertiv provides advanced liquid cooling and 800V DC power portfolios designed to support high-density NVIDIA server racks running up to 600 kilowatts. - Nvidia experienced delays on its Kyber rack for Rubin Ultra chips, pushed back to 2028 due to PCB midplane lamination problems. - TSMC packaging nodes like CoWoS remain fully booked into 2027, creating a fundamental limit on how fast other artificial intelligence companies can deploy hardware. ![Screenshot at 08:40: ASML stock chart showing a 10 percent decline over the last month, presenting a long-term buying opportunity.](https://ss.rapidrecap.app/screens/oYL9n9A2keg/00-08-40.jpg) **Context:** Investors in artificial intelligence face a critical disconnect between software growth and physical hardware infrastructure constraints. While tech giants pour hundreds of billions of dollars into capital expenditures, the specialized companies building the chip-making machines, inspection tools, packaging lines, and cooling systems are facing deep market drawdowns and supply chain bottlenecks. ## Detailed Analysis The host breaks down five critical stocks experiencing short-term market corrections that present long-term buying opportunities for patient investors. ASML, TSM, Lam Research, KLA, and Vertiv all suffer from temporary pain caused by semiconductor manufacturing bottlenecks, supply chain constraints, and geopolitical risks around the Strait of Hormuz and Taiwan. Despite these drawdowns, each company occupies an absolute monopoly position or insurmountable market share in critical nodes of the artificial intelligence hardware supply chain. As demand for compute infrastructure continues to outpace manufacturing capacity, accumulating shares during these pullbacks positions investors to capture massive long-term gains when supply finally catches up. ### #1 ASML Holding NV ASML remains the single indispensable gatekeeper for advanced microchip manufacturing. - ASML is the only company on Earth that builds extreme ultraviolet lithography machines, giving them absolute pricing power. - Management plans to build roughly 65 EUV machines this year and around 85 next year. - The stock is down about 10 percent over the past month, offering a buying opportunity for long-term investors. ![Screenshot at 08:49: An ASML facility worker examining a silicon wafer produced by EUV lithography.](https://ss.rapidrecap.app/screens/oYL9n9A2keg/00-08-49.jpg) ### #2 Taiwan Semiconductor Manufacturing Co Ltd TSMC produces the world's most advanced chips, making every AI company dependent on their fabrication capacity. - TSMC reported Q2 revenue over 40 billion dollars, up 34 percent year over year, with earnings per share up 77 percent. - CoWoS advanced packaging capacity is fully booked into 2027, creating a hard limit on hardware deployment speed. - The stock is down nearly 15 percent over the last month due to short-term margin pressures and geopolitical risks. ![Screenshot at 11:30: TSMC stock chart reflecting a 13.91 percent drop over the past month.](https://ss.rapidrecap.app/screens/oYL9n9A2keg/00-11-30.jpg) ### #3 Lam Research Corp Lam Research supplies the vital etching, deposition, and wafer cleaning machines that chipmakers rely on. - Lam Research stock is down 25 percent over the last month as the market questions equipment demand. - Deposition machines lay down ultra-thin films layer by layer, while etching selectively removes material to carve circuit patterns. - As foundries like TSMC and Samsung expand their fabs, they must buy Lam Research machines to scale production. ![Screenshot at 13:23: Lam Research stock chart showing a 25.01 percent decline over the past month.](https://ss.rapidrecap.app/screens/oYL9n9A2keg/00-13-23.jpg) ### #4 KLA Corp KLA builds the inspection and measurement machines required to quality-control microscopic chip production. - KLA holds over 50 percent share of the overall semiconductor process control market and 80 percent in optical wafer inspection. - Advanced packaging inspection revenue is expected to hit one billion dollars this year, up over 50 percent year over year. - Catching manufacturing defects early prevents multi-million-dollar losses, making KLA essential for every expanding fab. ![Screenshot at 13:33: KLA stock chart showing a 22.38 percent drop over the past month.](https://ss.rapidrecap.app/screens/oYL9n9A2keg/00-13-33.jpg) ### #5 Vertiv Holdings Co Vertiv provides the high-density power and liquid cooling infrastructure necessary to run modern artificial intelligence data centers. - Liquid cooling is now the default for new AI data centers, and Vertiv is a primary partner building this architecture. - Vertiv supports high-density racks like Nvidia's GB200 NVL72, which consumes up to 600 kilowatts of power. - The stock is down about 18 percent over the past month, and the host is waiting for their upcoming earnings report before buying the dip. ![Screenshot at 15:58: Vertiv stock chart reflecting an 18.15 percent decline over the past month.](https://ss.rapidrecap.app/screens/oYL9n9A2keg/00-15-58.jpg)