ASML Holding NV. Every tracked FinTwit mention of $ASML, newest first. 179 mentions since the first on Jun 28, 2025. See the price chart.
June 2026 · 2 mentions
Jun 3
Jerry Capital — "We came away thinking that the company could do 110 low NA EUV tools or more without needing new buildings." $ASML https://t.co/clBo4NThFN↗
KaizenInvestor — Time for my monthly portfolio update.
MTD performance: +40.4%.
YTD performance: +97.8%
I made a couple of trades this month. Bought some $WOLF and $FLNC in the beginning of the…↗
May 31
Shay Boloor — POPULAR STOCKS BY PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Here’s how they stack up now:
• $TSLA ~5.0x
• $GOOGL ~3.1x
• $ALAB…↗
May 31
InvestmentGuru — Computex 2026 kicks off June 2nd.
Theme: “AI Together.”
$NVDA $AMD $INTC all expected on stage. But the real alpha isn’t on the mainstage — it’s in the supply chain sitting behin…↗
Serenity — I am now long MSSCorps (6830) ~$1.4B MC
This appears to be a functional monopoly in CPO for inspection.
But markets might have conflated that with Material/Failure Analysis with…↗
Apr 28
Jerry Capital — If NATO dies does $ASML ramp China sales or what 🚀↗
Apr 28
Jerry Capital — Name me an underearning semiconductor company ?
What is $ASML?↗
Apr 27
Michael | Hypermarkets — CHEATSHEAT and price targets for PHOTONICS STOCKS:
Here’s the full stack + WHY each matters + price targets 1 year from now:
1. MATERIALS & WAFERS
$AXTI — Enables indium phosp…
March 2026 · 30 mentions
Mar 31
Daave “3 and 30” Tepper — entered the AI trade full bore in 2023 as a hedge to personal earnings value.
thesis: my terminal value is reduced by AGI
only hedge is own AI profit takers who stand in the way…↗
Mar 30
Serenity — @FascismIsBack @BillAckman This is factually not true and this is the exact same reasoning why we're in this mess.
US is completely reliant on Japan/China. eg. InP feedstock/subs…↗
The Future Investors — $ASML ASML secured its largest disclosed order ever: SK Hynix will buy $8B of EUV machines through 2027 to ramp advanced memory chip production 🚀 https://t.co/2vKpwTdukl
February 2026 · 13 mentions
Feb 27
KaizenInvestor — February Portfolio Recap
February Performance: -15.6%
Year-to-Date (YTD) Performance: -0.9%
If you only looked at February, you might think the sky was falling. A -15.6% drop in…↗
Feb 26
KaizenInvestor — $ASML is cutting 1,700 middle management roles, even after record profits.
Official reason: Cutting bureaucratic drag, to let engineers be engineers again.
The subtext: AI is sta…↗
Feb 26
Jerry Capital — Trimmed some $MRVI (turning into only a modest lost from disaster) and $ASML to buy back some $MA↗
Ray Wang — $ASML: Over half over half of low NA EUV orders were from DRAM customers. Memory exposure in EUV in % will increase significantly in '26
Litho intensity UP. Strong node migration…↗
Jan 28
Daave “3 and 30” Tepper — seagate (HDD) and asml
both had earnings last night
this morning $stx +13, $asml +1
this was a good call
sorry asml fan boys, i dont make the rules↗
Jan 28
The Future Investors — $ASML Last year in April we recommended ASML as a Best Buy at $662.63 🎯
Today it's set to open around $1,545. That’s +133% in less than a year 📈🚀
Next week we’ll share our Bes…↗
The Future Investors — $ASML China has built a factory-scale EUV chipmaking prototype using reverse-engineered ASML technology. Working advanced chips could arrive around 2030. 🧑🏻🏭🇨🇳
Can China cat…↗
Dec 17
Tech Fund — UBS also has a peak litho thesis for $ASML but in the reverse - that we'll be heading towards peak litho later this decade:
"Our analysis suggests that High NA could account for 1…↗
Tech Fund — Goldman on $ASML Scandinavia roadshow => sounds like major revenue upgrades are coming once newly announced AI capacity gets translated into TSMC orders and then ASML orders..
"AS…↗
October 2025 · 8 mentions
Oct 26
The Future Investors — $ASML The power of ASML lies in its ecosystem. A global network of partners, suppliers, and customers — all driving chip innovation forward 🚀 https://t.co/mDZ2i39Uqe↗
Oct 16
Ray Wang — 3) WFE companies are rather familiar (including Deposition (CVD/PVD), Lithography, Etch, Implantation, CMP/Polishing).
Companies includes: TEL, $AMAT, $LRCX, $ASML, Canon, Sumito…↗
Oct 16
Tech Fund — $ASML's CEO on why high-NA is ahead of EUV at a similar stage of its introduction. For those that remember, EUV was a big mess 10 years ago with continuous market fears that the te…↗
Oct 15
Ray Wang — $ASML CEO: "And I think, you know, I think you all know that usually this doesn't translate immediately into order for us. So this takes quite some time. But if you look at the som…
September 2025 · 5 mentions
Sep 28
Tech Fund — $ASML's rally explained - full article in bio https://t.co/P6B1FW85wj↗
Sep 21
Tech Fund — Goldman buy thesis on $ASML:
"We believe the pause in Lithography intensity is temporary, and as such see an increase in EUV exposed layers in the subsequent nodes post the 2nm…↗
Sep 10
Tech Fund — UBS buy thesis on $ASML
"Following a year of underperformance with the stock down c20%, we see the declining lithography intensity thesis and overhang from the Chinese market…↗
Sep 8
Tech Fund — The big upside for $ASML and semicap in general is that TSMC's current capex-to-revenues ratio is still bottoming. In a big investment upcycle (like we will have in the coming year…
July 2025 · 2 mentions
Jul 18
Tech Fund — A bull case for Semicap in 2 charts - $ASML $LRCX $AMAT $KLAC Tokyo Electron etc:
1) TSMC is planning a wave of capex in the coming years with the buildout of leading edge fab clu…↗
Jul 10
Nancy Pelosi Stock Tracker ♟ — One of the wealthiest politicians in congress just filed new trades
Rep. Mike McCaul disclosed up to $19,000,000 of new buys & sells
- Buying ~$300K of $ASML
- Selling ~$850K of…↗
— $ASML CLEANROOM SPACE WAS A MATERIAL TOPIC IN THE CALL, BUT ASML FRAMED IT AS A MANAGEABLE CONSTRAINT RATHER THAN A STRUCTURAL BOTTLENECK.
ASML addressed cleanroom space in 2 dist…
The Future Investors — 𝗧𝗵𝗲 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗚𝗮𝗺𝗲 🎯
Let's play a game. Every investor has these 7 types of positions in their portfolio.
We’ll start 👇
🌱 First position: $SHEL
🆕 Newest posi…↗
May 27
Jerry Capital — The Dutch blocked a potential US acquisition of a Dutch "main digital ID platform"
cc: $ASML
re: US/Netherland relations.↗
May 27
Daave “3 and 30” Tepper — $tsm has been the sphincter of the ai market; holding capacity nice and tight
raising price is a precursor to bringing capacity online
Jensen ain’t playing with cc price hikes w…↗
May 26
Jerry Capital — $ASML
I read the note, and my reaction is: interesting, but absolutely not “ASML broken.”
making a subtle argument that people will likely oversimplify into something much dumbe…↗
May 26
TheValueist — $TSM $ASML $NVDA $AMCR $ASX
Huawei is transitioning from traditional geometric transistor shrinking to a holistic engineering framework called τ Scaling to circumvent internation…↗
May 25
TheValueist — $TSM $ASML $NVDA Even if this @Huawei Tau is more smoke than fire, it demonstrates how hyper-focused the CCP is on being chip independent. $ACMR is a great way to trade it.↗
May 25
TheValueist — This response below is the general legitimate consensus I’m gathering. I will look to add $TSM $ASML or anything related if there is a gap down on the @Huawei Tau news.↗
May 25
TheValueist — $TSM $ASML $NVDA $INTC $AMD EXECUTIVE CONCLUSION
Huawei’s announcement should be treated as a strategically important semiconductor road map, not as verified evidence that Huawei…↗
May 24
InvestmentGuru — QUANTUM COMPUTING — The Full Sector Map. Every Play. One Post.
PURE-PLAY QUANTUM
$IONQ → Trapped-ion leader. Best-in-class qubit fidelity. Customers include Airbus, AstraZeneca,…↗
May 24
Tech Fund — The data center CPU market is getting crowded, with large players looking to gain share:
$AMD $NVDA $INTC $ARM $QCOM $AMZN $MSFT $GOOGL
The most obvious ways to play the growth…↗
May 24
InvestmentGuru — THE THEMATIC WATCHLIST — 2025 EDITION
Every mega-trend. Every sector. One list.This is how I’m thinking about capital allocation across the next cycle 👇
AI
→ $GOOGL $PLTR $NVDA $…↗
May 23
Jerry Capital — Solid objects behave like jello at this scale $ASML https://t.co/b9QM6FuNZ2↗
Jerry Capital — @Hottie_Baker_ Haha ya I'm only joking $TSM obviously a moated AF semi monopoly. Just loving that $ASML customer list is broadening right now. The trend you identify is likely one…↗
May 21
Jerry Capital — @GavinSBaker I'll never forget when you first discussed $ASML almost a decade ago. I took note of what you were saying. You identified a clear under the radar stock that was a mono…↗
May 21
Jerry Capital — There really isn't a better company to own than $ASML. In comparison to the goated $ASML monopoly $TSM looks like it operates in perfect competition.
$ASML "CEO Christophe Fouquet…↗
Midas — AMD $AMD
Solaris $SEI
Intel $INTC
Core Scientific $CORZ
Bitdeer $BTDR
Micron $MU
Sandisk $SNDK
Babcock and Wilcox $BW
Cleanspark $CLSK
T1 Energy $TE
Bloom Energy $BE
ASML $ASML
Cor…↗
May 21
Midas — $20.2M of $AMD
$62.5M of Solaris $SEI
$8.9M of Intel $INTC
$389.1M of Core Scientific $CORZ
$29.8M of Bitdeer $BTDR
$5.9M of Micron $MU
$724.4M of Sandisk $SNDK
$19.9M of Babcock a…↗
May 21
Jerry Capital — Elon another customer of $ASML https://t.co/0Poan2B1uq↗
May 20
Jerry Capital — My second playthrough of cyberpunk got me long $ASML↗
May 20
The Future Investors — $ASML CEO Christophe Fouquet says the semiconductor market could remain supply-constrained for years as AI, robotics, hyperscaler capex, Musk’s “TeraFab” plans, and Starlink contin…↗
May 19
Dylan Patel — Breaking: Andrej Karpathy just filed his Q1 2026 13F.
Here's everything you need to know about his recent 13F Top 10 positions:
1. VanEck Semiconductor ETF - $SMH - [Put] — $2.04…↗
May 19
The Future Investors — $ASML ASML expects the first chips made with its next-generation High-NA EUV machines to arrive within months 🚀
Intel and SK hynix already preparing for adoption, while TSMC is s…↗
May 18
Nick Colas & Jessica Rabe (DataTrek) — Every major European equity market has lagged the S&P 500 in both April and May to date, with the one notable exception of MSCI Netherlands, which has a 24% weighting to chip m…↗
May 18
Michael | Hypermarkets — 🟢 NEW POSITIONS (he's now long the chip complex)
$AMD MI450 GPU cycle incoming, hyperscaler locked
$NVDA still buying Blackwell dips
$MU HBM4 memory supercycle play
$TSM TSMC,…↗
May 18
Jason's Chips — Leopold released his 13F and uhh... WHAT IS THIS?
Puts in $SMH $NVDA $ORCL $AVGO $AMD $MU $TSM $ASML
Bro turned into Michael Burry
However, the fact that he was in these positio…↗
May 18
Shay Boloor — LEOPOLD’S SITUATIONAL AWARENESS 13F IS OUT
New positions included $NVDA, $AMD, $INTC, $TSM, $ASML, $MU, $SMH, $GLW, $HIVE, $TE and $SHAZ.
Added to AI power and compute names incl…↗
May 17
Serenity — When I see comments like this (and there are a lot) from retail investors:
I immediately think they lack the technical depth.
I'll walk through each one from $SIVE to $LPK:
1.…↗
May 16
The Future Investors — $ASML ASML and Tata Electronics announced a strategic partnership to support India’s first commercial 300mm semiconductor fab 🇮🇳🤝
ASML will provide lithography tools and help d…↗
May 15
Jerry Capital — I think a really good way to think this through is at what's price is $ASML too rich vs these names and I'm not sure after tax the swap makes sense. $ASML is your quality garp comp…↗
May 14
Jerry Capital — $CSU +2% $ASML +1% https://t.co/uEEpd19V7C↗
May 13
Jerry Capital — $CSU +2% $ASML +5% https://t.co/yCfZqX4Ioo↗
May 11
Daave “3 and 30” Tepper — @PythiaR $ACMR crushing $LMRX and $ASML
wait til Intel announces ACMR on line↗
Shay Boloor — SEMICONDUCTOR STOCKS BY PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Here’s how they stack up:
• $INTC ~2.8x
• $LRCX ~2.0x
• $KLAC…↗
May 9
InvestmentGuru — The Complete Semiconductor Playbook — AI Supercycle 2026
🤖 EDGE AI
$QUIK · $CEVA · $SYNA · $QCOM · $INDI · $VLN · $SMTC
→ AI leaves the data center. Devices. Cars. Factories…↗
May 9
Shay Boloor — UPDATED FIB LEVELS FOR POPULAR STOCKS
AI Utility
• $IREN $50
• $NBIS $133
• $CIFR $17
• $CRWV $103
AI Power
• $EOSE $7
• $BE $194
• $NVTS $13
• $VRT $258
AI Hardware
• $NVDA $17…↗
May 8
Shay Boloor — $MU just became an $800B company for the first time ever as inference demand turns memory into the bottleneck layer of the AI economy.
Micron is now officially bigger than:
• $AMD…↗
May 8
Shay Boloor — Big Tech is reportedly offering to fund dedicated SK Hynix memory production lines and $ASML EUV purchases to secure chip supply.
Available capacity is “essentially zero right now…↗
May 7
Serenity — @Matej91030183 For me, probably until start of H2 2027.
I don't like long term holding equipment sellers like $ASML, $AIXA, even $TOWA etc.. Monopolies are usually exceptions sin…↗
May 6
Jerry Capital — "TSMC High-NA diss: "it doesn't really matter"-they'll use it eventually." $ASML↗
May 6
Jerry Capital — "On Substrate: We had EUV SEM images 30 years ago" $ASML↗
May 6
Jason Luongo — The AI supply chain is massive. From the machines that make the chips to the software that runs on top of them.
Here are 15 stocks that make up the entire AI stack:
1. $ASML - AS…↗
May 6
Tech Fund — "Shortages are spreading from Memory to wafers, CPUs, optics" - $ANET
Gross margins will be coming down due to silicon price inflation. Expect all companies reliant on silicon an…↗
May 5
Jerry Capital — I say $ASML raises prices on the memory guys until $ASML stock goes vertical and bends backwards like their customers.↗
May 3
Mike Investing — The best way to get rich in 2026 is by simply owning the entire AI ecosystem…
Cloud Infrastructure ~ $GOOGL, $AMZN, $MSFT
NeoCloud ~ $CRWV, $NBIS, $CIFR, $IREN
Security ~ $CRWD…↗
May 2
Daave “3 and 30” Tepper — Tsmc said “we’re not paying your gross margins” so ASML said “we’ll just eat it”
$asml
Not a great business↗
Jerry Capital — Asked the robot what's a CPU?
follow up... does it need $ASML?
thank god↗
Apr 23
KaizenInvestor — Have you ever seen better earnings than those of SK Hynix?
EPS surged 163% quarter-over-quarter and 397% year-over-year, alongside robust revenue growth of 56% QoQ and 197% YoY.…↗
Apr 23
Serenity — @northyvt I feel like $TSM and OSAT/advanced packaging partners are the main beneficiaries apart from $AMD?
Maybe like $AMAT, $LRCX, $KLAC, $ASML and others too?
$INTC also have…↗
Apr 22
The Future Investors — $TSM $ASML TSMC unveiled new chip technologies, including the A13 (expected in 2029) and N2U nodes, and said it can produce smaller and faster chips using existing ASML EUV machine…↗
Serenity — @Jornka329996 Nah, full steam ahead. Two nations in US/China are racing to see who can reach the singularity first in recursive self-improvement.
$TSM earnings indicated massive…↗
Apr 19
mon — $CIFR has made it into the IBD 50 List.
Other notable stocks:
2. $APLD
3. $MU
15. $RKLB
23. $MRVL
27. $DAVE
28. $ALAB
35. $LUMN
38. $TSM
43. $HUT
47. $ASML
The IBD 50 is a weekly…↗
Apr 18
Serenity — Just some TLDRs to save you time:
1. $ASML, $TSM earnings = Good Outlook. Semis + capex go brrr.
2. Opus 4.7 + Anthropic go brrr. Software = sad.
3. Samsung go brrr because of…↗
Apr 17
Jerry Capital — $AMZN $ASML $CSU seems like a perfect three stock portfolio. There is a high probably all three are AI winners. But at worst you're hedged.↗
Apr 17
The Future Investors — The Future Investors presents the Profit Machines 🤑. 25 High-Quality stocks with the highest net margins 📈
1. $APP | AppLovin - 60.8%
2. $NVDA | Nvidia - 55.6%
3. $V | Visa - 5…↗
Apr 17
AlmaCap — $LPK, >80% of TGV/metallisation players have already qualified and purchased equipment.
Where could valuation go? Some speculation, as glass substrates are an entirely new and eme…↗
Apr 17
Tech Fund — Deutsche - "Semicap buyside expectations have reached extraordinary levels (consensus now ~$170b+ WFE in 2027)"
I'm still long $ASML, but closed $LRCX. Thinking what to do with $B…↗
Apr 16
Jerry Capital — "TSMC’s monopsony power over $ASML is almost certainly not increasing" - @borrowed_ideas
https://t.co/hoFCoxYNB0↗
TheValueist — $ASML (Bloomberg) -- (Updates with share-price moves and adds more comments.)
ASML shares advance as much as 1.5% after the Dutch firm raised full-year sales guidance, a signal of…↗
Apr 15
InvestmentGuru — Risk-On Rally Continues as Tech & Geopolitics Drive Momentum
• 📈 S&P 500 nears record highs as bullish momentum continues across large caps and AI leaders
• 🌍 U.S. & Iran report…↗
Apr 15
InvestmentGuru — $ASML Q1 EARNINGS
• Revenue $10.3B vs Est. $10.1B
• EPS $8.43 vs Est. $7.83
• Net Income $3.3B vs. Est. $3.0B
• Gross margins 53% vs. Est. 52%
Q2 Guidance
• Revenue $10.3B vs Es…↗
Apr 15
The Future Investors — 𝗔𝗦𝗠𝗟 𝗤𝟭 𝟮𝟬𝟮𝟲 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 $ASML
EPS: €7.15 vs €6.64 est. ✅
Revenue: €8.77B vs €8.65B est. ✅
Gross Margin: 53.0% vs 52.0% est. ✅
𝗢𝘂𝘁𝗹𝗼𝗼𝗸 𝗤𝟮 𝟮𝟬𝟮𝟲
Revenue…↗
Apr 14
BULL OF BRITAIN — What I'm looking for in the upcoming earnings season of AI/Photonics/Space/Cloud servicing
$ASML - Apr 15: Do orders confirm the AI capex cycle is accelerating or decelerating
$T…↗
Apr 13
Jerry Capital — "model for global semiconductor demand in the range of $1.8-$2.2tr... points to a 2030E EPS range between €58.4 and €89.5 (mid-point €73.2), up from previously €52.5 to €73.8 (mid-…↗
Apr 13
Jerry Capital — FundaAI $ASML Preview:
"In our Base Case, we estimate ASML’s 2027 EPS to be €43.4, corresponding to a 2027 P/E of 28.4x.
https://t.co/haUXnqtRVe↗
Apr 11
Serenity — If you want to trade hyperscaler qualification cycles…
And quantum dot like QD Laser (TYO: 6613) up 226% YTD:
IMO safest way to do it are their unknown MBE machine suppliers lik…↗
Apr 11
The Future Investors — Next week it’s that time again. Earnings season kicks off 🔥
On the calendar: U.S. banks, plus $ASML, $TSM, and $NFLX.
Anything you’re looking forward to? 👀 https://t.co/9Gw0oG…↗
Apr 10
Jerry Capital — "Wolfe says WFE growth is tracking ~22–23% in CY26/27, driven by DRAM and leading-edge logic demand, with supply/demand imbalance likely persisting through ’28. The firm highlights…↗
Daave “3 and 30” Tepper — Who GPU prices were lifting off BEFORE Anthropic released Mythos
May see price wars for installed compute
OAI and Google will be fast follows
NVL72 ftw
$nbis $crwv $nvda $asml↗
Apr 8
Jerry Capital — $ASML could signal the need to increase capacity in 28 to >100 tools... progress on high-NA... likely enough for $TSM/SK Hynix to drive high-NA demand in '28E (15 tools) https:/…↗
Apr 7
Ray Wang — @TBU12345678 lol. damn dont forget his call on $ASML and last time he disappeared!↗
Apr 7
Daave “3 and 30” Tepper — 1. AI works - llm winner doesn't matter. if never train another model, compute demand still grows.
2. AI commoditizes knowledge. value accrues to the compute, not to the software.…↗
Apr 4
Serenity — Who is even writing this?
We don't need more leverage over our allies like Japan, Europe, or South Korea.
We need them over Russia and China.
- In SEA over 40% of gas stations i…↗
Apr 4
Daave “3 and 30” Tepper — couple things
1. Pls dont takeaway leading models in Claude code pro plan
2. If anthro thinks the window for massive consumer surplus is over:
A) they see enterprise taking off…↗
Apr 3
Serenity — @Huntsman7615 Is it possible to buy $ASML for $600m? Sign me up↗
Apr 2
Serenity — @Sofigoodboy 미국 기업들이 스웨덴의 $SIVE 와 같은 최첨단 레이저 공급업체를 이용하고 있다는 사실을 보면 공급망이란 정말 흥미롭습니다!
하지만 유럽은 $ASML 처럼 뛰어난 기술력을 보유한 것으로 잘 알려져 있으니, 그리 유별난 일도 아니지요.↗
Apr 1
KaizenInvestor — 3. SK Hynix
SK Hynix has a forward P/E of 4.47...
Ridiculous for a company that is completely sold out for the whole year. There are many bottlenecks in the AI supply chain but…↗
Apr 1
Black Panther Capital — THE AI SUPPLY CHAIN — COMPLETE MAP
I've spent a few hours mapping the entire AI supply chain. Hyperscalers are spending $750 billion. These are the 42 companies building, powering…↗
The Future Investors — You have $100,000 to invest 💰
Two semiconductor giants are on the table — but you can only choose one for the next 5 years $ASML $TSM
Which do you pick, and why? 🤔 https://t.co…↗
Mar 16
TheValueist — Looking at $ASML Jan-2028 ~50 delta calls. https://t.co/Wv1ZelYcaF↗
Mar 16
Jerry Capital — checking in on my LTM returns with and without the $ASML subsidy https://t.co/hbXfMJTrEa↗
Mar 15
The Future Investors — The AI era runs on semiconductors 🤖⚙️
4 giants powering the AI revolution.
Who wins the next 5 years?
Choose your fighter 🥊👇
$NVDA $AVGO $ASML $AMD https://t.co/G5sFi6iEXK↗
Mar 14
KaizenInvestor — Big companies are announcing huge layoffs.
$AMZN to cut 30,000 jobs, $META potentially 15,000 jobs.
$ORCL, $XYZ, $CRM, $ASML,… all announced cuts as well.
It’s not that those…↗
Mar 14
Jerry Capital — it always comes back to the real chokepoint $ASML↗
Mar 13
KaizenInvestor — @JosephineS40946 $ASML is a great company, would not discourage anyone to invest. For me it was more a portfolio decision. I could have sold $ASM instead of $ASML but made the deci…↗
Mar 13
Tech Fund — $ASML EUV layers per node (Goldman) https://t.co/Nc9si3xuqr↗
Mar 13
The Future Investors — $ASML ASML is entering the advanced chip packaging market with hybrid bonding systems using MagLEV technology — targeting the fast-growing 3D chip stacking market 🚀 https://t.co/T…↗
Mar 13
KaizenInvestor — Big move for $ASML as they step into advanced packaging.
To make AI chips faster and more powerful, the industry is shifting from just shrinking chips to stacking them on top of e…↗
Mar 12
Jerry Capital — @QualityInvest5 the government could do $FICO not $ASML?↗
Mar 11
The Future Investors — 🟢 𝗟𝗮𝘆𝗲𝗿 𝟮: 𝗖𝗵𝗶𝗽𝘀
AI chips convert energy into computation. They are the engines powering the AI revolution.
Key companies:
$NVDA | Nvidia
$TSM | TSMC
$AMD | AMD
$AVGO…↗
Mar 10
Jerry Capital — Long AI Ramp Stocks $ASML https://t.co/NSz5D69Xze↗
Mar 10
Jerry Capital — $ASML What if China Semicap export ban is lifted?
"relaxing Semicap export control rules against increasing supply of rare earth. Recall that in Oct last year, a phone call betwee…↗
Mar 10
KaizenInvestor — @BramVGenechten They won’t break any contracts with existing customers. The 20% extra is mainly to expedite critical components, working double shifts, prioritise air freight,… thi…↗
Mar 10
KaizenInvestor — A 20% premium on $ASML tools is a massive CapEx pill to swallow, but SK Hynix wouldn't do it unless they had ironclad, forward-booked orders from $NVDA and the hyperscalers guarant…↗
Mar 9
Jerry Capital — $ASML EUV Systems use 50% less energy per wafer in 2025 vs 2018 https://t.co/C9dh246PJ2↗
Mar 9
Jerry Capital — $ASML R&D % of Sales
14 to 15 https://t.co/MBOGvyrGuP↗
Mar 9
KaizenInvestor — I made four changes to my portfolio today.
My first decision was to sell my $ASML shares. I bought the shares 6 months ago at €676 and closed the position today at €1,085, a 60.5%…↗
Mar 7
KaizenInvestor — You can now listen to my article about the AI supply chain. It’s a cool new feature from X.
Do you want to know why $AXTI, $AAOI, and $LITE are critical bottlenecks?
Why SK Hyni…↗
Mar 4
KaizenInvestor — I have written a full article on the AI chip supply chain.
The supply chain is structured into 4 different phases with 13 layers:
1. Raw Materials: $SHECY, $SUOPY, GlobalWafers,…↗
The Future Investors — $ASML ASML is expanding beyond EUV lithography into advanced AI chip packaging, larger chips, and AI-driven tool improvements under new CTO Marco Pieters 🚀🤖. https://t.co/c6jecwu…↗
The Future Investors — $ASML ASML unveiled a major EUV breakthrough, boosting light source power from 600W to 1,000W ⚡
This could increase wafer output from 220 to 330 per hour by 2030 —potentially enab…↗
Jerry Capital — Mistral's revenues soar over $400mn as Europe seeks Al independence
cc: $ASML
https://t.co/WMsMV2Lnc2↗
Feb 9
Tech Fund — JP Morgan notes after $ASML meeting - litho intensity will continue to step in logic with the biggest increase coming at the A10 node https://t.co/H6ZNnOlUjA↗
Feb 2
The Future Investors — The first month of 2026 is over. Here are the 25 stocks with the strongest start 📈👇
1. $SDNK | Sandisk - 156.7%
2. $BE | Bloom Energy - 74.2%
3. $FLNC | Fluence Energy - 55.6%
4…↗
Feb 2
Tech Fund — Remember, when bears are getting all the airtime on X, it's a good time to take a look at those stocks.
This is what we wrote in July with $ASML's shares at EUR 600 https://t.co/…↗
Feb 2
Tech Fund — Deutsche buy thesis on $ASML https://t.co/6Vu2g1M0B5↗
— 𝗔𝗦𝗠𝗟 𝗤𝟰 𝟮𝟬𝟮𝟱 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 $ASML
EPS: €7.35 vs €7.55 est. ❌
Revenue: €9.72B vs €9.58B est. ✅
Gross Margin: 52.2% vs 52.0% est. ✅
Quarterly net bookings: €13.2B vs €7B…
Ray Wang — Q: What market outlook supports the guidance
$ASML: Outlook has improved, driven by AI capacity build-up; Logic customers are accelerating 3nm/2nm plans; DRAM is seeing strong HBM…↗
Jan 28
Ray Wang — $ASML. Super beat.
"4Q bookings came in at €13.2 billion vs. ~ €6.3billion analyst's consensus." https://t.co/oBb11N2mhh↗
Jan 25
Mike Investing — The earnings & macroeconomic lineup for this week is INSANE…
This week we have $TSLA, $META, $MSFT, $AAPL, $UNH, $ASML, & $SOFI all reporting earnings.
On the macroeconom…↗
Jan 25
Mike Investing — These 3 sectors will dominate the markets in 2026:
1. AI compute & Infrastructure ~ $IREN, $NBIS, $CIFR, $ZETA, $AMD, $MU, $NVDA, $ASML
2. Robotics & Drones ~ $ONDS, $TSL…↗
Jan 24
The Future Investors — Get ready for next week!
It’s going to be absolutely wild, loaded with earnings reports 📊🔥
Wednesday: $ASML, $MSFT, $TSLA, $META, $NOW
Thursday: $MA, $AAPL, $V
Friday: $SOFI
An…↗
Jan 23
Mike Investing — These 10 stocks are the backbone behind the $NVDA AI engine:
1. $IREN converts cheap renewable energy into large scale, compute capacity design for AI.
2. $CIFR controls, power ri…↗
Jan 20
The Future Investors — Here are the 40 quality business with the most free cash flow 💰💎 (without stock-based compensation)
🍏 1. $AAPL | Apple - $85.9B
🤖 2. $NVDA | Nvidia - $71.3B
💻 3. $MSFT | Mic…↗
Jan 11
The Future Investors — The AI era runs on semiconductors 🤖⚙️
4 giants. Who’s your long-term winner? Choose your fighter!🥊👇
$NVDA $TSM $ASML $AMD https://t.co/KwRwInXecX↗
Jan 6
The Future Investors — Who Leads Each Continent? 🌎
The Biggest Companies by Marketcap 👇
𝗡𝗼𝗿𝘁𝗵 𝗔𝗺𝗲𝗿𝗶𝗰𝗮
🇺🇸 1. $NVDA | Nvidia - $4.58T
🇺🇸 2. $AAPL | Apple - $3.90T
🇺🇸 3. $GOOGL | Alphab…↗
Jan 5
The Future Investors — $ASML ASML reached a new all-time high 🚀
It was one of our Top Stocks for 2025 and we highlighted it as a Best Buy in April.
Want to see our 𝗝𝗮𝗻𝘂𝗮𝗿𝘆 𝗕𝗲𝘀𝘁 𝗕𝘂𝘆𝘀?🎯…↗
Jan 4
Mike Investing — These 6 layers are responsible for the immense AI boom that we have seen…
1. AI Compute & Chips
~ $NVDA, $AMD, $ASML, $ARM, $AVGO
These companies design and manufacture the proces…↗
Jan 2
The Future Investors — $ASML Great docu about the world’s most important machine. This technology literally powers modern life 🌍⚙️
https://t.co/XR7zfqmZqT↗
The Future Investors — $ASML The U.S. is investing up to $150M in xLight, a startup building ultra-efficient lasers for chip machines. It’s the first CHIPS R&D deal under Trump — and former Intel CEO…↗
Ray Wang — Couple important lines from $ASML CEO Christophe Fouquet.
1) "We see continued momentum around customers adopting more EUV layers in both logic and DRAM."
2) "We expect to see C…↗
Oct 15
The Future Investors — 𝗔𝗦𝗠𝗟 𝗤𝟯 𝟮𝟬𝟮𝟱 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 $ASML
EPS: €5.49 vs €5.35 est. ✅
Revenue: €7.52B vs €7.73B est. ❌
Gross Margin: 51.6% vs 51.3% est. ✅
Quarterly net bookings: €5.40B vs €5.…↗
Oct 12
Ray Wang — What a productive weekend. Just end until the mail sent out successfully as scheduled. Earnings week is back.
$ASML and $TSM. Fun time!↗
Tech Fund — Barclays' bottom-up $ASML EUV model - muted outlook:
"Though we model large leading-edge capacity additions, we do not see any increase in EUV exposures at N2 vs N3, and expect a…↗