ASML Holding NV. Every tracked FinTwit mention of $ASML, newest first. 543 mentions since the first on Jul 18, 2025. See the price chart.
July 2026 · 74 mentions
Jul 17
unusual_whales — $ASML is giving employees globally a one time bonus of $22,862↗
Jul 17
unusual_whales — $ASML is giving employees worldwide a one-time bonus of $22,862, per Bloomberg.↗
Jul 17
Leandro — In today's article I explain why I believe $ASML can potentially generate up to €68 billion in revenue in 2028
This would be 13% above the company's current 2030 (!) guide (which…↗
Jul 17
Leandro — Just published this article on $ASML $TSM and the state of the AI industry
I go over...
- The earnings of both companies
- The state of capacity in the industry
- Why ASML can be…↗
Jul 17
Leandro — Publishing this in a few hours!
Put a lot of effort into it and it will be open to read.
$ASML https://t.co/398KyLygYo↗
Jul 16
Michael | Hypermarkets — The AI "bubble" already popped.
Average drawdown: -42% from peaks so far:
🔴 NuScale $SMR -85%
🔴 Oklo $OKLO -76%
🔴 Redwire $RDW -69%
🔴 Navitas $NVTS -63%
🔴 Oracle $ORCL -62%
�…↗
KaizenInvestor — @ftr_investors I would pick $ASML out of the 2. But I sold my ASML shares for SK Hynix a couple of months ago so would pick them over these 2 😅↗
Jul 16
amit — its hard to say that semis have topped or that capex beneficiaries have topped
but the sentiment shift has absolutely been violent away from semis/capex names
$TSM $ASML crush e…↗
Jul 16
Jerry Capital — "you can legitimately argue $ASML may have been one of the most charitable monopolists on earth." - @borrowed_ideas
https://t.co/hood4hjeLM↗
Jul 16
CK Capital — $ASML raised full year guidance by up to 7 billion euros.
$TSM guided 30% growth with record margins and new fabs in three countries. Both sold off.
That is what priced for perfe…↗
Jul 16
Shay Boloor — @FuturumEquities You can watch my full $ASML breakdown here:
https://t.co/xysULENJO1↗
Jul 16
Shay Boloor — $ASML has become one of the clearest ways to invest in the global AI chip buildout because it controls one of the most important bottlenecks in semiconductor manufacturing.
Its li…↗
Jul 16
Jose Najarro Stocks — $TSMC $ASML AI DEMAND IS SO STRONG THE ENTIRE SUPPLY CHAIN IS RAMPING CAPACITY!!
ASML just raised its full-year 2026 guidance to €43-45B in sales (gross margin 54-56%) after Q2 be…↗
Jul 16
Shay Boloor — Futurum Equities reiterates a Buy rating on $ASML with a $2,580 price target.
We model ~$80B in 2028 revenue as EUV capacity approaches 110 systems and raise our 2028 wafer-fab eq…↗
Jul 16
Jose Najarro Stocks — $TSM $ASML TSMC JUST DROPPED A RECORD Q2 BEAT & AI DEMAND IS NOT SLOWING!!
Revenue came in at $40.2B (high end of guidance), +36% YoY. Gross margin expanded to a strong 67.7% (bea…↗
The Future Investors — Both $ASML and $TSM delivered outstanding quarterly results, showing that demand for AI chips remains incredibly strong 💪🚀
If you could only own one for the next 5 years:
🇳🇱…↗
Jul 16
KaizenInvestor — Just like $ASML and $AEHR, $TSM reports a strong beat today.
The fact that the market looks red today and $TSM is down 4%, tells you everything you need to know about the current…↗
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Momentum stocks are getting crushed in July. Goldman Sachs’ High-Beta Momentum Index is down 24% month…↗
Jul 16
Jerry Capital — "The customer mix is nearly as important as the aggregate number. In 2028, BofA expects logic customers to take 59 Low-NA tools and DRAM customers to take 51. DRAM also represents…↗
Jul 15
Jerry Capital — "We lift ASML 2027/28 revenue to €56bn/72bn, GM to 56.2%/57.0%, and EPS to €53.6/75.3 (prior €48.7/67.4). Our 2028 EPS is 37% above consensus. Current share price implies only 20x…↗
Jul 15
Shay Boloor — @FuturumEquities You can watch my full $ASML breakdown here:
https://t.co/EcSZnkxoWz↗
Jul 15
Shay Boloor — $ASML makes the machines that every advanced AI chip depends on and just raised its 2026 outlook for the second time this year.
When $TSM $INTC $SKHY and $MU place orders with ASM…↗
Jul 15
Trade Whisperer — Capacity maxed at every layer
$ASML: €44B midpoint guide, second raise this year, can't build EUV machines FAST enough.
"Taiwan accounted for 30% of revenue during the quarter, u…↗
Jul 15
Shay Boloor — $ASML and $INTC Foundry become the first to use High-NA EUV in high-volume manufacturing for select Panther Lake processors.
The milestone validates High-NA in production and mark…↗
Jul 15
PhotonBull — Korea green, first few AI earnings reports went well ($PENG, $ASML and $AEHR for example).
Then CPI and PPI were very good.
And we are still getting cooked.
Well played market,…↗
Jul 15
Daave “3 and 30” Tepper — jensen might have to call the dutch and tell em stfu
$asml https://t.co/8yNKoDjZnB↗
Shay Boloor — $ASML plans to raise chipmaking equipment prices despite reported resistance from its largest customer $TSM.
Surging AI and memory demand is strengthening its pricing power with s…↗
Jul 15
CK Capital — Companies can’t even get rewarded for outstanding earnings these days. $ASML https://t.co/lAmtCR6qwQ↗
Jul 15
Shay Boloor — $ASML memory revenue has nearly doubled over the past three years and is expected to grow ~75% this year as HBM is becoming a massive growth engine.
With $MU, $SKHY and Samsung r…↗
Jul 15
Shay Boloor — $ASML says it is already close to securing all the EUV orders needed for 2027 as memory lithography revenue surges 75% this year.
The company is expanding Low-NA EUV capacity by 3…↗
Jul 15
InvestmentGuru — $ASML delivered a stronger-than-expected second quarter, beating revenue and profit estimates while sharply raising its 2026 outlook.↗
Shay Boloor — $ASML CRUSHED THEIR Q2 EARNINGS
• Revenue $10.9B vs Est. $10.4B
• EPS $8.88 vs Est. $8.07
• Net Income $3.4B vs. Est. $3.1B
• Gross margins 54% vs. Est. 52%
Q3 Guidance
• Revenu…↗
Jul 15
The Future Investors — $ASML ASML said its 2027–2028 capacity plans already include demand from Elon Musk's planned Terafab chip factory in Texas. The company also revealed that 2027 EUV capacity is near…↗
TheValueist — $ASML Installed Base services revenue is growing quickly and is becoming a larger part of the overall business. Services revenue will only keep growing as the installed base increa…↗
KaizenInvestor — $ASML opens 6% higher this morning in Europe after stellar results. They delivered €9.33 billion in top-line revenue and a EPS of 7.59, beating both top- and bottom-line.
The hidd…↗
Jul 15
PhotonBull — Cool CPI
$ASML beat
$AEHR beat
Feels like we might be ready for some good days finally↗
Jul 15
Ben Pouladian — ASML CEO Fouquet today: “we are pretty much already close to receive all the EUV orders we need for 2027”
Memory litho revenue up 75% this year, now half of system sales
Everyone…↗
Jul 15
TheValueist — $ASML (Bloomberg) -- ASML boosted its net sales guidance for the full year; the guidance beat the average analyst estimate.
YEAR FORECAST
•Sees net sales EU43 billion to EU45 billi…↗
Jul 15
Leandro — ASML’s 2027 EUV order book is pretty much full already even after a 30% expected capacity increase
2028 starting to get filled up
$ASML https://t.co/DlbJZzBHmk↗
Jul 15
Leandro — ASML pretty strong. Raises 2026 guide by 16% (!) and hints a raise to 2030 guide in the next capital markets day.
Planning aggressive capacity expansion to satisfy demand:
“Based…↗
Jul 15
The Future Investors — 𝗔𝗦𝗠𝗟 𝗤𝟮 𝟮𝟬𝟮𝟲 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 $ASML
EPS: €7.59 vs €6.88 est. ✅
Revenue: €9.33B vs €8.87B est. ✅
Gross Margin: 54.0% vs 51.9% est. ✅
𝗢𝘂𝘁𝗹𝗼𝗼𝗸 𝗤𝟯 𝟮𝟬𝟮𝟲
Revenue…↗
Jul 14
KaizenInvestor — $ASML to report earnings tomorrow morning.
Expected EPS: 6.9 - a 17% YoY growth and a 6% QoQ decline.
Expected Revenues: €8,879 - a 15% YoY growth and 1% QoQ growth.
Other poin…↗
Jul 13
KaizenInvestor — Sentiment will change.
Earning season starts this week with $ASML and $TSM.
We’ll see new record earnings and new record CapEx cycles. There is no signal of lower demand in the…↗
Jul 13
Leandro — A couple of years ago I read an interview made by @JRogrow to Jerome Dodson (founder of Parnassus Investments).
The quote below stuck with me and molded by investment philosophy:…↗
Jul 13
InvestmentGuru — Earnings Week Ahead (Jul 13-17)
Big week for reads across the market — banks, semis, healthcare, and industrials all report.
Banks/Financials (Tue-Wed): $JPM $GS $BAC $C $WFC $MS…↗
Jul 12
InvestmentGuru — Week Ahead: Earnings Bonanza Meets Cooling Inflation.
Inflation data + peak bank/Big Tech earnings collide this week. Here’s the setup:
Macro
Tue: CPI cooling hard — MoM seen at…↗
Jul 12
PhotonBull — Excited for $AEHR $ASML and $TSM this week
What are you guys going to be monitoring in terms of earnings?↗
Jul 12
Shay Boloor — @fiscal_ai I’ll be sharing my thoughts on $ASML earnings Wednesday with the video available here:
https://t.co/T7JKP9MIMs↗
Jul 12
Shay Boloor — $ASML is one of the cleanest ways to own the AI semiconductor buildout because every major chip trend ultimately requires lithography.
Memory rose to 51% of net system sales in Q1…↗
Shay Boloor — Three companies still control ~90% of the global DRAM market:
• Samsung ~37%
• $SKHY ~30%
• $MU ~23%
The important point is that the value inside DRAM is shifting toward HBM and…↗
Jul 11
The Future Investors — Q2 earnings season starts next week 📊🚀
The big U.S. banks will officially kick things off 🏦
Our focus is on $ASML, $TSM, $NFLX, and $ISRG.
Which company are you watching most…↗
Jul 10
Evergreen Capital — With the emergence of $SPCX and $META, the Western frontier is on the verge of expanding from 3 to 5 players. This is a phenomenal development that should have a meaningfully posit…↗
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #48
Daniel & I will be live today at 1PM ET exclusively on the Futurum Equities YouTube channel covering:
• Is the memory trade over for $MU, $S…↗
Frenchie — Voici 5 boites qui me paraissent prometteuse à horizon 2030 :
$STMPA / $STM — MCAP ~$66.6B / ~€58.3B
Le semi européen le plus stratégique selon moi après $ASML
La boite est sur…↗
Jul 6
InvestmentGuru — Semis & AI Infra Stocks Rally Overnight
Strong broad-based move across memory, optical, and semiconductor names in overnight trading.
Memory / Storage
$SNDK jumps ~10%
$MU +7%…↗
Jul 5
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:
• $TSLA 4.5x
• $SPCX 3.8x
• $GOOGL 2.9x
•…↗
Jul 4
Martin Shkreli — while everyone says DRAM is a 'commodity', i disagree. the word commodity means 'anyone can make this with a little capex'. cleanroom and commodity are not in the same universe! $A…↗
Leandro — Let’s not forget that around a year ago a “VP of R&D at TSMC” (lol) claimed that the deepseek moment for lithography was around the corner and was getting thousands of likes
$…↗
Jul 3
InvestmentGuru — SEMICONDUCTOR EQUIPMENT:
Smart money is watching who BUILDS the machines that make those chips.
Here’s the full value chain:
making the wafer:
Lithography: $ASML (the undispute…↗
Jul 2
Shay Boloor — Semiconductors are extending their pullback for a second straight day:
• $AAOI -17%
• $SNDK -14%
• $KLAC -13%
• $AMKR -12%
• $MRVL -10%
• $COHR -10%
• $LITE -9%
• $CRDO -8%
• $AR…↗
Jul 1
KaizenInvestor — Monthly portfolio update.
MTD performance: -3.7%
YTD performance: 94.1%
I did not make any trades this month but allocation wise a few things has changed due to the performance o…↗
June 2026 · 66 mentions
Jun 30
Leandro — Wondering if I should trim a bit more of my $ASML so ASML shareholders keep enjoying the run as it skyrockets to $3,000
Should I?↗
Jun 30
TheValueist — $AMAT $KLAC $LRCX $ASML Another very strong start to the day for WFE. There will be many more new fabs built in US/NATO/Western Allies and China well into the 2030s. The market has…↗
Serenity — Hard to see a world where US AI hyperscaler capex drops dramatically from $GOOGL to $META.
When China entities like 360 go and claim:
They now have a "AI cyber nuclear weapon" th…
May 2026 · 60 mentions
May 31
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
Leandro — Gonna have to agree with this take.
If anything, the increasing participation of memory players in EUV and the US' fight to keep Intel $INTC alive only transfers more leverage int…↗
Apr 28
Jerry Capital — Name me an underearning semiconductor company ?
What is $ASML?
March 2026 · 64 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…↗
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…↗
Serenity — Second order effects from $AAOI earnings:
-> Extreme demand for MBE/MOCVD reactors.
They're needed for epiwafers.
This signals two things for "manufacturing":
- $IQE is sitt…↗
Feb 28
Jason Luongo — Seven layers of AI. The full stack from power to the battlefield.
1 | Power: $GEV $BE $CEG $VG $ENS
2 | Chips: $NVDA $AMKR $TSM $ASML $AVGO
3 | Data centers: $NBIS $IREN $CRWV $CI…↗
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…↗
Shay Boloor — $ASML just raised EUV machine prices ~50% since last year to $284M per machine.
This is what true monopoly power looks like when demand explodes and customers have zero alternativ…↗
Shay Boloor — $ASML CEO warns that without major gains in power efficiency, training frontier AI models could eventually consume the world’s energy supply.
If scaling laws hold and no breakthro…↗
Shay Boloor — TOP GROWTH THEMES TO WATCH IN 2026
• Crypto | $HOOD, $COIN, $BMNR
• Quantum | $IONQ, $RGTI, $QBTS
• Robotics | $TSLA, $SYM, $ISRG, $RR
• Nuclear | $OKLO, $LEU, $GEV, $UUUU
• AI Ut…↗
Dec 29
Jose Najarro Stocks — $TSM $ASML $NVDA $AAPL $INTC
TSMC kept prices flat for 15 years to corner the market, but now is extracting monopoly rents as EUV complexity creates a massive lead (per SemiAnaly…↗
Dec 28
Shay Boloor — PETER LYNCH’S FAVORITE METRIC IS THE PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Popular names right now:
• $PLTR ~4.6x
• $TSLA ~…↗
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…↗
Jukan @COMPUTEX — According to Korean media reports, Samsung will start using High-NA EUV from its 1.4nm node.
$ASML https://t.co/CjHhgZoyga↗
Jun 30
Michael | Hypermarkets — $AEHR — Reports Jul 21 ✅
Revenue: $10.3M vs Est. $10.8M ❌ | EPS: -$0.05 vs Est. -$0.07 ✅
Q4 FY2026 Guidance: Revenue $25M–$30M | Return to profitability expected
🔴 Beat estimat…↗
Jun 29
TheValueist — $AMAT $KLAC $LRCX $ASML WFE lighting it up again today. https://t.co/YtjnIpc65f↗
Jun 29
Daave “3 and 30” Tepper — This aged well
$acmr up 225% since then, outperforming $Asml by 100% (for cost of capital reference)↗
Jun 28
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:
• $ALAB ~3.6x
• $INTC ~2.7x
• $LRCX…↗
Jun 26
Tech Fund — Rising DRAM capex will drive a boom in EUV orders
The reason is that Litho intensity at the next DRAM nodes will grow even faster than in TSMC's logic roadmap - $ASML https://t.co…↗
Jun 25
Jerry Capital — $ASML Sell Discipline https://t.co/fug0lh6AgN↗
Jun 25
JC Investing — This morning I opened a starter position into $SMH
I rolled some of my $MU profit into this to essentially de risk slightly
This will be the beginning of a multi multi year lon…↗
Jun 25
Michael | Hypermarkets — BOOKMARK this so you know when the NEXT massive earnings plays are.
$AEHR Jul 21
$ASML Jul 15
blockstack:native Jul 16
$TSM Jul 16
$TE Aug 18
$INTC Jul 23
$AMKR Jul 27
$GEV Jul 29…↗
Jun 25
TheValueist — If you are investing in any part of the GAI infrastructure trade, I highly highly highly recommend you listen to the entire $MU earnings and callback calls. The analysts asking que…↗
Jun 24
Michael | Hypermarkets — $MU is the biggest bottleneck for AI infrastructure.
It's revenue increased 346% in 1 year.
Here's 20 AI bottleneck stocks to buy:
Memory / Storage
1. $MU — HBM monopoly w/ SK…↗
Jun 23
Shay Boloor — @FuturumEquities You can watch my full $ASML breakdown here along with two other semiconductor names I’m watching around $MU earnings:
https://t.co/vAlIgUyOuM↗
Jun 23
Shay Boloor — If $MU confirms tomorrow that DRAM, NAND and HBM tightness can last into 2027 or 2028 then memory companies have more reason to keep spending on capacity and advanced manufacturing…↗
Jun 23
Shay Boloor — @FuturumEquities $ASML is bottleneck supplier to the bottleneck supplier and whether next shortage is HBM, DRAM, advanced logic or leading-edge capacity, the industry still needs l…↗
Jun 22
Michael | Hypermarkets — In 2 years, $MU squeezed from 1430% from $85 to $1220.
It will 3x-5x after its earnings on June 24.
These 12 companies have parternships with $MU:
1. $ASML – Sells EUV lithograp…↗
Jun 22
Leandro — @Midnight_Captl There’s a reason why $ASML, $TSM et al don’t price gauge their customers, and it’s not because they can’t↗
Jun 22
KaizenInvestor — I finally found a new stock that looks very attractive.
It's a small cap supplier to the Aerospace, Space, Semiconductor and Medical industry.
Some confirmed customers include:…↗
Jun 22
Midas — Leopold Aschenbrenner is betting AGAINST the markets with an $8.5B short on chip stocks:
$2B against $SMH
$1.6B against $NVDA
Alongside $AVGO, $AMD, $ASML, $MU, $INTC, $TSM,
$ORC…↗
Jun 21
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:
• $SPCX ~4.7x
• $TSLA ~4.6x
• $GOOGL…↗
Jun 21
Serenity — Trump administration is prob realizing now that the key to winning Trade Wars:
Is through frontier supply chains like Quantum, AI, Robotics.
Not cheap Nike sock exports.
With $A…↗
InvestmentGuru — How to play memory super cycle
➡️ $MU / $SNDK — direct memory producers, pricing power = margin expansion
➡️ $WDC — enterprise HDD supply already booked out for 2026
➡️ $ARW / $…↗
Jun 20
Leandro — The “China will copy EUV soon” discourse is back, only now with a 150% higher stock price!
$ASML↗
Jun 19
The Future Investors — $ASML ASML denies U.S. claims that an advanced EUV chipmaking machine reached China. The company says it has never shipped EUV systems or EUV-specific parts to China, while the U.S…↗
Jun 19
Shay Boloor — $ASML says U.S. officials raised concerns that one of its advanced EUV lithography systems may have reached China.
ASML denies the claim stating it has never shipped an EUV machin…↗
Jun 19
Serenity — How does China manage to smuggle in something the size of a school bus from $ASML?
Is the real question. https://t.co/Yru8VY5hPO↗
InvestmentGuru — How to play it:
➡️ $MU / $SNDK — direct memory producers, pricing power = margin expansion
➡️ $WDC — enterprise HDD supply already booked out for 2026
➡️ $ARW / $AVT — distributor…↗
Jun 18
Alex A.C. — "A supply limited market for AI, for semiconductors, for quite a few years [ie., for SEVERAL years but he can't say that yet 😅]
$ASML CEO said demand has been pulled forward and…↗
Jun 18
TheValueist — $AMAT $KLAC $LRCX $ASML WFE going Donkey Kong again today. Many of the names sitting at all time highs. https://t.co/e762RSxqof↗
Jun 17
TheValueist — $AMAT $KLAC $LRCX $ASML Some of the WFE names going Donkey Kong today. AMAT up 9% is nuts. Still lots and lots more to go.
These are highly specialized companies within their rel…↗
Jun 17
Shay Boloor — $INTC 18A-P node entered risk production on schedule and semi equipment names are rallying because every advanced node needs more EUV, deposition, etch and inspection intensity:…↗
Jun 17
Tech Fund — Moore's Law will continue to get extended, which means we'll get $ASML high-NA and even hyper-NA. Peak litho is decades away↗
Jun 15
Shay Boloor — Lynx Equity says smarter way to play a $SPCX IPO is through $NVDA arguing xAI & Terafab capex could drive another leg of AI infra demand.
They see $LRCX, $AMAT, $ASML & $KLAC bene…↗
Jun 15
TheValueist — $ASML ASML: The AI Semiconductor Infrastructure Bottleneck. Investment Thesis. New: 6/14/26.
ASML occupies a position in the semiconductor supply chain that has no parallel in any…↗
Jun 14
InvestmentGuru — MEMORY SUPERCYCLE: The 40-Year Price Decline Just Broke
For four decades, more memory always meant cheaper memory. That cycle has reversed — and it’s the next leg of the AI infras…↗
Jun 14
TheValueist — $AMAT $KLAC $LRCX $ASML If you've been following me, you know I've been sharing extensively on the WFE market. The stocks are ripping and many others are catching on. The drum beat…↗
TheValueist — $AMAT $KLAC $LRCX $ASML Not as strong as yesterday, but Blue Horseshoe still likes WFE. https://t.co/UK2X45JGnB↗
Jun 12
KaizenInvestor — I think so, with a forward P/E of 5.81 there is still room to grow. I sold my $ASML shares for it who has a forward P/E of 46 atm. Not saying that SK Hynix should have the same mul…↗
Jun 11
TheValueist — $AMAT $KLAC $LRCX $ASML I can feel the momentum building even greater in the WFE names. Many at all time highs and many with +2z moves today. Looks like big money is chasing this t…↗
Jun 11
Leandro — EUVs on the moon gonna look sick!
$ASML https://t.co/FMlTlaPwaE↗
Jun 11
Jerry Capital — Elon Musk is another $ASML customer?! lfg↗
Jun 11
TheValueist — $AMAT $KLAC $LRCX $ASML WFE printing again 🔥🔥🔥. List sorted by distance from all-time high. https://t.co/QCYfSwpe65↗
Jun 11
Michael | Hypermarkets — When $SPY crashes 10%-20% this summer, I'd BUY ONLY bottleneck AI stocks.
Without them there is no AI:
$MU — Micron Technology
Current: ~$879 | Buy Zone: $680–$700
HBM demand flo…↗
Jun 9
Jerry Capital — $NVDA vs $ASML NTM P/E https://t.co/sC5Vokoeo4↗
Jun 9
Shay Boloor — $ASML JUST CROSSED $700B MARKET CAP FOR FIRST TIME EVER https://t.co/5hghHaGm99↗
The Future Investors — $ASML is now by far the largest company in Europe, with a market cap of nearly $670B 📈
When do you think ASML will reach a $1 lT market cap? 🤔👇 https://t.co/AZAl7kwHhs↗
Jun 9
Tech Fund — The advantage of $ASML not selling any high-NA tools is that capacity can be redirected towards selling much higher margin EUV tools. EPS will come in much higher than consensus is…↗
Jun 8
InvestmentGuru — Overnight Market Movers
🔥 Semiconductors
• $MRVL +6%+
• $MU +3%+
• $ASML +2%+
• $AMD +2%+
AI, memory, and semiconductor infrastructure continue to attract capital as investors p…↗
Jun 7
The Future Investors — $ASML Do you agree with Elon? Is ASML the greatest company in Europe? 🇪🇺 👇↗
Jun 7
Leandro — Pretty obvious that $ASML’s leverage is going up (not down) despite monopsony fears a couple of months ago!↗
Shay Boloor — $ASML is bringing Elon Musk into a closed-door employee conference to discuss the $55B $TSLA and $SPCX Terafab project.
Terafab would target leading-edge 2nm chips for AI, robotic…↗
Jun 6
Jerry Capital — "Elon Musk to Attend $ASML's Private Tech Event to Discuss Terafab"↗
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:
• $ALAB ~2.9x
• $ARM ~2.4x
• $INTC…↗
Jun 6
Shay Boloor — UPDATED FIB LEVELS FOR POPULAR STOCKS
AI Utilities
• $IREN $51
• $NBIS $177
• $CIFR $17
• $CRWV $100
AI Power
• $EOSE $7
• $BE $237
• $NVTS $22
• $VRT $282
AI Hardware
• $NVDA $…↗
Jun 6
Shay Boloor — AI suppliers are on pace to generate massive profits over the next three years:
• $NVDA ~$1.1T
• Samsung ~$807B
• SK Hynix ~$611B
• $MU ~$356B
• $TSM ~$354B
• $AVGO ~$342B
• $AMD…↗
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↗
— $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
PhotonBull — China is escalating the AI war and you are bearish AI?
$NVDA $GOOG $ASML↗
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
Alphatica — JUST IN: Huawei just announced a new chip architecture called LogicFolding.
The claim: 1.4nm chips by 2031 using a proprietary design principle they call the Tau Scaling Law. 381…↗
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↗
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 8
Trade Whisperer — $MU Insane
Micron will generate more revenue next quarter than $ASML, $AMD, $AMAT, and $KLAC combined ($33.5B vs $31.2B).
Their combined market cap is $1.86T. $MU sits at $0.75T.…↗
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
Leandro — Don't know if it's a sign of sentiment or whatnot, but saw someone reply to a post on semiconductors with the meme of "come on, do something" citing $ASML
The stock is not up 100%…↗
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 3
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 ~4.9x
• $GOOGL ~3.2x
• $PLTR…↗
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↗
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…↗
Trade Whisperer — $TSM is advancing chip technology without expensive High-NA EUV tools from $ASML through clever engineering: advanced packaging and stacking, optical shrink, multi-patterning, and…↗
Apr 25
Shay Boloor — PETER LYNCH’S FAVORITE METRIC IS THE PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Semiconductor multi-year PEG ratios:
• $INTC ~3.…↗
Jerry Capital — Asked the robot what's a CPU?
follow up... does it need $ASML?
thank god↗
Apr 23
Shay Boloor — $TSM laid out its process roadmap through 2029 and still doesn’t plan to use $ASML High-NA EUV over that time.
Roadmap details:
• New client chip node every year
• New AI/HPC node…↗
Apr 23
Trade Whisperer — $MU Holy Shit
Micron will generate more revenue next quarter ($33.5B) than $AMD, $ASML, $AMAT, and $SNDK combined ($31.5B).
Their combined market cap is $1.92T. $MU sits at $0.55…↗
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
Trade Whisperer — $ASML trades at 40x. $AMD trades at 42x.
What if $MU re-rates to just half their average, 21x.
That puts $MU at $1,325.
Not asking for moonshot Just half of what they get. https:…↗
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…↗
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…↗
Apr 22
Shay Boloor — $TSM said it can keep shrinking chips without $ASML newest high-NA tools for now as the latest machines are still seen as too expensive.
The company is reportedly pushing adoption…↗
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
Jukan @COMPUTEX — An interesting sell-side prediction I came across: TSMC is expected to unveil its A14 enhanced node on April 22, and this node will likely signal the initial adoption of High-NA EU…↗
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…↗
Shay Boloor — $ASML is the AI kingmaker because $TSM cannot make $NVDA most advanced GPUs without its EUV systems.
It just raised full-year guidance to $43B from $41B showing AI chip demand is…↗
Apr 15
Shay Boloor — @VanquishTrader There is no AI without $ASML↗
Apr 15
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
Shay Boloor — $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…↗
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 15
Jukan @COMPUTEX — To those shorting ASML, you might want to be careful. TSMC earnings are tomorrow, right?
We already know what Uncle C.C. Wei is going to say there.
$ASML↗
Apr 14
Alphatica — ASML reports tomorrow pre-market.
Street EPS: $7.72
Last Quarter: -14.65% miss
ALPHATICA EARNINGS RISK SIGNAL:
Expected Move: ±5.15% ($78)
EVRP: +36.58% is EXTREME
IV Spread: NE…↗
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…↗
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 6
Trade Whisperer — $MU The following earnings are about to tell us everything we need to know about the AI memory cycle.
The dates:
🗓 $ASML — Apr 15
🗓 $TSM — Apr 16
🗓 SK Hynix — Apr 24
🗓 Samsung…↗
Apr 6
Shay Boloor — $ASML is reportedly supplying ~20 EUV tools for Samsung’s P5 expansion as Samsung gets its next major chip facility ready for production next year.
Samsung is pushing aggressively…↗
Apr 6
Jukan @COMPUTEX — Samsung Electronics Orders ~20 EUV Tools for P5… "First Cleanroom Completion Next Year"
Samsung Electronics has reportedly placed orders for approximately 20 extreme ultraviolet (…↗
Apr 6
Jukan @COMPUTEX — SK Hynix Triples EUV Investment… Strengthening 1c DRAM
SK Hynix is accelerating efforts to strengthen competitiveness in its leading-edge 10nm-class 6th-generation (1c) DRAM proce…↗
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
InvestmentGuru — AI Bottleneck = Opportunity?
Chip shortages are starting to slow down AI adoption — not demand.
$ORCL confirmed what many suspected: Demand for AI infrastructure (GPU + CPU) is…↗
Apr 3
Serenity — @Huntsman7615 Is it possible to buy $ASML for $600m? Sign me up↗
Apr 2
Jukan @COMPUTEX — ASML’s DUV demand is apparently going through the roof, and CXMT is said to be buying up other companies’ reserved DUV slots at higher prices.
Insane. Long $ASML↗
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…↗
— $GOOG - TurboQuant
Google’s latest breakthrough in AI memory compression is making headlines:
- Up to 6x reduction in memory usage
- Faster, more efficient AI models
- Lower inf…
InvestmentGuru — The sectors that will define the next decade of wealth. Bookmark this. Your future self will thank you.
AI → $GOOGL $NBIS $ $PLTR
Chips → $TSM $ASML $NVDA $AMD
Space → $RKLB $AST…↗
Mar 29
Shay Boloor — $ASML isn’t just powering the AI economy through lithography anymore but now has direct exposure to the model layer through Mistral.
The company at the core hardware bottleneck is…↗
Mar 28
Shay Boloor — THE SEMICONDUCTOR VALUE CHAIN
Fabless Chip Designers
• $QCOM mobile, automotive & edge AI chips
• $NVDA AI accelerators & data center GPUs
• $TSLA in-house FSD & Dojo AI training…↗
Shay Boloor — SK Hynix has confidentially filed for a U.S. listing in the second half of 2026 that could raise ~$14B.
The move comes just after the company placed a record ~$8B EUV order with…↗
Mar 24
Shay Boloor — SK Hynix is ordering ~$8B of $ASML EUV tools in the largest publicly disclosed order in ASML’s history highlighting strong AI memory demand.
The tools will be delivered through t…↗
Mar 24
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↗
Mar 24
Jukan @COMPUTEX — Just in: SK hynix to purchase $8 billion worth of EUV equipment
$ASML↗
Mar 22
Shay Boloor — AI SEMIS KEEPING THE MOST OF EVERY DOLLAR
Operating margin breakdown:
• Best-in-class (50%+) | $NVDA, $TSM
• Elite (40–49%) | $MU, $ANET, $KLAC, $AVGO
• Strong (30–39%) | $ASML, $…↗
Mar 22
Ben Pouladian — I’m still waiting on my Roadster, @elonmusk.
But I’ll give you this building $ASML + $TSM + $MU under one roof.
Mask making. Fab. Test. Redesign. One recursive loop.
Doesn’t exi…↗
Serenity — @Durrutius $AIXA is like the $ASML for photonics and captures a large capex cycle this year.
Even so, I personally don't have positions, since I'm not a fan of equipment sellers…↗
Mar 20
Serenity — @Iamgerman__ I've never heard about $M7U before, but I'll take a look at it later. Typically not as much of a fan of $ASML type equipment sellers like $AIXA, but I like your though…↗
Mar 19
Jukan @COMPUTEX — TSMC said in its meeting with Bernstein that it will not adopt high-NA EUV for A16 or A14.
$ASML↗
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
BULL OF BRITAIN — $NVDA GTC - Quick Fire Long positions
-> Fabs ($TSM, $INTC)
-> HBM4 / Memory ( $MU, SK Hynix, Samsung) Feynman = die stacking with custom HBM.
-> Co-Packaged Optics ( $TSEM, $L…↗
Mar 16
Jerry Capital — checking in on my LTM returns with and without the $ASML subsidy https://t.co/hbXfMJTrEa↗
Mar 16
BULL OF BRITAIN — THE US DEFENCE INDUSTRIAL BASE + THE AI BUILDOUT ARE ABOUT TO COLLIDE IN THE SAME SUPPLY CHAIN, CREATING THE FIRST TUNGSTEN SUPERCYCLE.
Bloomberg just reported on the 557% tungste…↗
Mar 16
Jason Luongo — Photonics is the hottest theme in the market right now.
Here’s every company you need to add to your watchlist:
Photonics / Lasers
$LITE $COHR $MTSI $AAOI $IPGP $POET
Optical Mo…↗
Shay Boloor — @VanquishTrader $ASML belongs on this list because $TSM cannot fab $NVDA Blackwell or Rubin GPUs without ASML's EUV systems which means every AI dollar spent anywhere in the world…↗
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
Serenity — I realized by the amount of bookmarks.
I lowkey dropped a banger ETF?
AI Displacement Equal Weighted YTD:
$AXTI: +191.53%
$AAOI: +144.47%
$SNDK: +140.38%
$SOI: +114.3%
$LITE: +6…↗
Mar 14
Serenity — The news is pretty heartbreaking:
$META 20% layoffs
$ORCL layoffs
$AMZN 600,000 workers long term layoffs as they get replaced by robotics and AI.
This is a dystopian future.…↗
Mar 14
Shay Boloor — PETER LYNCH’S FAVORITE METRIC IS THE PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Popular names right now:
• $TSLA ~3.5x
• $AAPL ~…↗
Mar 14
Jerry Capital — it always comes back to the real chokepoint $ASML↗
Mar 13
Serenity — @endz_on_x I did look through all the photonics equipment related from sellers from Oxford to $AIXA.
They get a material bump from photonics demand, similar to $ASML capex cycles…↗
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
Shay Boloor — Daniel & I will be live on the Futurum Equities YouTube channel at 1PM EST covering:
• Earnings reactions: $ORCL, $ADBE, $RBRK, $PATH
• $NVDA CEO Jensen Huang’s five-layer cake: $…↗
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 13
Shay Boloor — $ASML is developing hybrid bonding equipment for next-generation HBM, expanding beyond lithography into advanced packaging.
That puts ASML directly into one of the fastest-growing…↗
Mar 13
Jukan @COMPUTEX — ASML to Develop ‘Hybrid Bonder,’ a Key Equipment for Next-Generation HBM
ASML is set to enter the back-end semiconductor equipment market, targeting the rapidly growing advanced p…↗
Mar 12
Jerry Capital — @QualityInvest5 the government could do $FICO not $ASML?↗
Mar 11
Jason Luongo — BREAKING: NVIDIA CEO Jensen Huang just called AI "the largest infrastructure buildout in human history."
He says AI is a 5-layer cake. Here are the best stocks in each layer:
Lay…↗
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 10
Shay Boloor — SK Hynix is paying ~20% above list price for $ASML EUV lithography tools to accelerate delivery.
If the leading HBM supplier is paying a premium just to secure EUV capacity, it me…↗
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 9
シバイヌおやびん（投資系VTuber） — SK Hynixは、ASMLのEUVツールの価格に加えて追加の15～20％を支払い、納品を加速させています。（Dealsite）
$ASML↗
Mar 9
Jukan @COMPUTEX — SK Hynix is paying ASML an additional 15–20% on top of the price of its EUV tools in order to accelerate delivery. (Dealsite)
$ASML↗
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 5
Tigris 会讲课教授是好老师 — This headline is bigger than Hormuz. Oil is a flow problem. Compute is a control problem.
First take, minutes after the news
if Washington turns global AI chip exports into a lic…↗
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…↗
Mar 2
Shay Boloor — $ASML plans to expand beyond its EUV roots moving into several new chipmaking equipment categories.
The company is targeting advanced packaging, building tools that glue and conne…↗
Mar 1
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $SNDK +168%
2. $AAOI +142%
3. $AEHR +85%
4. $BE +79%
5. $WDC +62%
6. $NTLA +53%
7. $TWST +48%
8. $CRML +46%
9. $AMAT +45%
10. $MU +44%
11…↗
— Thanks! I know a some followers recommended Aixtorn, but there's other interesting suppliers like Oxford Instruments out there.
I already did more DD into $IQE and the epiwafer m…
Serenity — $AAOI's 10x projected rev surge in optical transceiver demand by 2027 for $4.3B ARR off a $5.5B MC...
Is enormous.
$LITE and $COHR might be crowded, but.
We'll likely see rotat…↗
Feb 26
Jason Luongo — Big Tech just committed $650B+ in 2026 capex.
Here's how that money flows through every layer of the AI stack:
Compute: GPUs and Accelerators
$NVDA - Blackwell shipping now, Rubi…↗
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
Serenity — A simpler overview of $AEHR - $1.1B (without the jargon). One of my long positions:
With AI, thermal is a known bottleneck.
With new gen $NVDA or $AMD type chips that gets hot,…↗
Feb 26
Jerry Capital — Trimmed some $MRVI (turning into only a modest lost from disaster) and $ASML to buy back some $MA↗
Feb 25
Shay Boloor — @PolymarketMoney The winners here are $NVDA, $TSM & $ASML↗
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…↗
Feb 23
Shay Boloor — @FuturumEquities This is pretty huge announcement from $ASML because 50% more output per tool means 50% more capacity without building new fabs or buying more machines.↗
Feb 23
Shay Boloor — $ASML is upgrading EUV source power to 1,000W lifting throughput to ~330 wafers/hour.
That’s a path to ~50% more chip output per tool by 2030. https://t.co/dM8LZh4wgW↗
Feb 22
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $SNDK +174%
2. $BE +70%
3. $AEHR +66%
4. $WDC +66%
5. $TWST +53%
6. $MU +50%
7. $AMAT +46%
8. $ENPH +45%
9. $LRCX +43%
10. $NTLA +41%
11.…↗
Feb 21
Trade Whisperer — AI Infra is run by monopolies/oligopolies but valuation follows bottlenecks:
$MU SK Hynix Samsung: Memory oligopoly. HBM3E Market Share: SK hynix: ~59%, Micron ~21%; Samsung ~20%…↗
Black Panther Capital — 👀The ONLY watchlist you need for 2026.
EVERY sector the government and hyperscalers are pouring money into.
49 stocks across AI, hardware, defense, energy, and space.
→ Save th…↗
Feb 16
Shay Boloor — PETER LYNCH’S FAVORITE METRIC IS THE PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Popular names right now:
• $TSLA ~3.8x
• $PLTR ~…↗
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $SNDK +164%
2. $WDC +63%
3. $BE +61%
4. $TWST +55%
5. $MU +44%
6. $APLD +44%
7. $AEHR +43%
8. $DOCN +42%
9. $AMAT +38%
10. $LRCX +38%
11.…↗
Feb 14
Tradable Astronaut — Me at the gym and the guy behind me started talking about $ASML
I asked him what he does
Response: "My dad manages BILLIONS"
Goes back to do set 😒
https://t.co/6TTYUZBMQv↗
Feb 13
KaizenInvestor — We’re still in the early innings of the AI boom. Don’t let the price swings scare you! Every drop can be a buy signal.
Here’s a breakdown of the sectors and stocks that should be…↗
Feb 11
Shay Boloor — $ASML EUV tools print features as small as ~13nm making them essential for manufacturing AI chips.
Every chip like $NVDA Blackwell, $AMD MI300, $AAPL M4, $GOOGL TPU & $AMZN Tr…↗
Feb 11
Jerry Capital — Mistral's revenues soar over $400mn as Europe seeks Al independence
cc: $ASML
https://t.co/WMsMV2Lnc2↗
Leandro — I remember as if it was less than a year ago (it was) when ASML’s management was ridiculed on X for saying exactly this
$ASML↗
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 8
Shay Boloor — $GOOGL, $MSFT, $META & $AMZN just confirmed $600B+ in 2026 CapEx.
Here’s how that money flows through the AI stack:
GPUs, Accelerators
• $AMD provides second source AI GPUs with…↗
Feb 7
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #29
Daniel & I dove into four big themes:
• Earnings reactions: $GOOGL, $AMZN, $PLTR
• Latest thoughts on software: $NOW, $MDB, $SNOW, $MNDY, $CR…↗
Feb 7
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $SNDK +152%
2. $BE +65%
3. $WDC +64%
4. $CRML +59%
5. $ENPH +55%
6. $TWST +55%
7. $APLD +43%
8. $ASTS +40%
9. $NXT +39%
10. $MU +38%
11.…↗
Feb 6
Shay Boloor — Daniel & I will live on the Futurum Equities YouTube channel at 10AM EST covering:
• Earnings reactions: $GOOGL, $AMZN, $IREN, $AMD, $PLTR
• Latest thoughts on software: $NOW, $M…↗
Feb 6
KaizenInvestor — Some recent corrections vs April 25'
$BTC: -46.37% vs -25.38%
$PLTR: -35.15% vs -33.72%
$HOOD: -52.33% vs -39.27%
$IREN: -41.47% vs -65.56%
$RKLB: -26.93% vs -45.06%
$CRWD: -30.91…↗
IvanaSPEAR — There are not many days in the year where you see high quality (60%+ GM) businesses pull back 10%+
If you missed semi-cap in 4Q25, here is your entry point $ASML $KLA $LRCX
Lov…↗
Feb 4
Leandro — Publishing this in a few hours.
Better late than never!
$ASML https://t.co/9cFfkR33tg↗
Feb 3
Serenity — @JoeNezitic So made the mistake earlier with $SSYS regarding the fact they print the frames for the prototypes of the robotics.
They're more like an $ASML for robotics.
For the…↗
Feb 2
KaizenInvestor — Kaizen Portfolio update of January. The portfolio was up 11.56% with some big shifts in the distribution. I did not buy or sold anything this month. For the first time since 2 year…↗
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↗
Feb 1
Shay Boloor — $ASML machines use extremely tiny light (~13.5 nanometers wide) to draw patterns on computer chips allowing chipmakers to create features thousands of times thinner than a human ha…↗
— Are we going to talk about this?
First open market purchases by insiders in the history of the company and they are up 76% in 5 months
👑 $ASML https://t.co/M5mnewqLsq
TheValueist — $ASML $MU $000660 $005930
DRAM AND DRAM-DERIVED PRODUCTS: WHAT WAS SAID AND WHAT IT IMPLIES
The ASML call’s memory discussion was overwhelmingly DRAM-centric and was explicitly…↗
Jan 28
Shay Boloor — @VanquishTrader $TSM & $ASML earnings proved this rally will continue↗
Jan 28
TheValueist — $ASML EXECUTIVE CALL SUMMARY: ASML HOLDING N.V. (01/28/26)
ASML reported a strong Q4 2025 print with record quarterly revenue and a step-function increase in order intake, alongsi…↗
Jan 28
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
IvanaSPEAR — The next leg of the AI trade isn’t just chips. It’s the machines that build them.
$ASML results tell you everything you need to know:
- Bookings at €13.2bn, 89% above the Street…↗
Jan 28
Shay Boloor — $ASML just posted the largest single-quarter bookings print on record in the modern EUV era.
That level of early, front-loaded demand suggests we’re still in the opening phase of…↗
Lando — We should’ve bought $ASML in August, anyone else buy some and hold?
+120% in 5 months!! https://t.co/Wyj8ET6s50↗
Jan 28
Shay Boloor — @FuturumEquities $ASML 2030 guide suggests they see 4+ more years of compounding from the AI supercycle↗
Jan 28
Shay Boloor — We just got more proof of how early we are in the AI cycle.
$TSM (the AI factory) crushed guidance by ~10% while $ASML (the AI kingmaker) nearly doubled expected bookings.
A mon…↗
Jan 28
Jerry Capital — I didn't even know what memory was when the robot told me to buy $ASML https://t.co/MXvRQceG3B↗
Jan 28
Jason Luongo — @StockSavvyShay Great earnings for $ASML↗
Jan 28
InvestmentGuru — $ASML Q4’25 Earnings — Key Takeaways
ASML delivered a strong quarter highlighted by massive order momentum and clear confidence tied to sustained AI-driven demand.
What stood out…↗
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…↗
Jan 28
Jerry Capital — New ATH for $ASML you need this machine to make AI guys↗
Jan 28
Shay Boloor — $ASML Q4 EARNINGS
• Revenue $11.5B vs Est. $11.3B
• EPS $8.67 vs Est. $8.91
• Bookings $15.5B vs Est. $8.1B
• Gross margins 52.2% vs. Est. 51.9%
• EUV system sales 14 vs. Est. 12…↗
Jan 28
KaizenInvestor — $ASML opens 5% higher in Europe after strong Q4 earnings. Now at a fresh ATH. https://t.co/Jja2v6iFng↗
Jan 28
TheValueist — $ASML (Bloomberg) -- ASML 4Q bookings beat estimates, company announces a buyback of up to €12 billion by Dec. 31, 2028.
FIRST QUARTER FORECAST
Sees net sales EU8.2 billion to EU…↗
Jan 28
The AI Investor — Semi is hot again. $ASML Earnings:
Sales: €9.72B vs €9.57B est
Bookings: €13.16B vs €6.85B est (huge beat) https://t.co/CLSN3lQtEX↗
Jan 28
The Future Investors — 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…↗
Jan 28
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 28
KaizenInvestor — $ASML with a strong Q4 earnings report. They missed EPS but did beat the Revenue expectations. Stock is up 7% overnight.
The headline number is a massive explosion in bookings to…↗
Jan 28
TheValueist — $ASML $AFX ASML and Zeiss: Future Capacity and Market Growth Analysis
EXECUTIVE SUMMARY
The post’s central causal chain is directionally plausible: Zeiss SMT projection optics are…↗
Jan 28
Lando — Tomorrows earnings will be telling
We've got $TSLA $MSFT $META $ASML $NOW
HUGE companies, let's see if it's a bubble and if there's enough compute
https://t.co/iSU6IURuy1↗
Jan 27
KaizenInvestor — All eyes on $ASML as they report first thing tomorrow morning. Expectations are sky-high following a massive 61% rally in the last six months.
Tomorrow’s report is largely a refer…↗
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 25
Shay Boloor — THE SEMICONDUCTOR VALUE CHAIN
The AI Brain
• $NVDA data center & AI accelerators
• $META custom inference silicon for AI
• $MSFT AI acceleration silicon for Azure
• $QCOM mobile,…↗
Jan 24
Leandro — Buried in the Intel $INTC call...more good news for WFE!
$ASML https://t.co/J5wnsL5fif↗
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 24
Jukan @COMPUTEX — 《GF Overseas Electronics Communication》 ASML Analysis
☄️ASML: Customers Scrambling for Orders
☀️SPE Now Shifts to a Seller's Market: We believe the WFE market has recently tu…↗
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 23
Shay Boloor — NEXT WEEK MARKS THE HARD LAUNCH OF EARNINGS SEASON
Tuesday | $UNH, $BA, $TXN, $NXT
Wednesday | $TSLA, $MSFT, $META, $NOW, $ASML, $IBM, $LRCX
Thursday | $AAPL, $V, $KLAC, $SNDK,…↗
Jerry Capital — "we estimate $ASML ’s 2027 EPS at €43.8, implying a 2027 P/E of 24.8x."
reasonable for AI monopoly https://t.co/1JgWPza2EV↗
Jan 22
Jerry Capital — $ASML ’s "China revenue is poised to grow 20% in 2026, with our industry contacts believing this growth magnitude is sustainable through 2027-2028."
https://t.co/M5zYCU7Q5z↗
Jan 22
Jukan @COMPUTEX — "ASML’s DUV upside is currently overlooked by the market."
$ASML https://t.co/ugdWA4I1B5↗
Jan 21
Jerry Capital — @PythiaR Gentleman prefer equal weight $ASML $CSU to protect yourself in an unknowable world↗
Jan 21
KaizenInvestor — @StockSavvyShay $ASML is the big winner of the $TSM capex guidance↗
Jan 21
Shay Boloor — $TSM is the AI factory that builds the chips that power every AI model on earth.
Here’s how TSMC’s capex flows through the supply chain:
• $ASML gates leading-edge AI output by co…↗
Jan 20
Jerry Capital — Time to sell as many $ASML machines as possible to China↗
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 19
Shay Boloor — HERE’S TODAY’S FOX BUSINESS SEGMENT
• What $TSM earnings revealed about the AI cycle: $NVDA, $ASML, $AMD
• SMID names riding TSMC’s dominance: $AMKR, $AEHR, $ALAB, $PSTG
• The spa…↗
Jan 19
Shay Boloor — The past five years have made it clear where the real power in the AI economy sits.
Sitting at the top you have $MSFT, $GOOGL, $AMZN & $META getting bigger because they control de…↗
Jan 19
Shay Boloor — 10 BIGGEST MOATS IN THE AI ECONOMY
1. $NVDA controls the full-stack AI compute layer from CUDA to Blackwell with 90%+ data center GPU share while inference growth, sovereign AI bu…↗
Tradable Astronaut — $ASML one of the charts that got away from me and i forgot about.
Didn't catch the move at all, but kudos to those who did https://t.co/DiWjrLDIsT↗
Shay Boloor — Peter Thiel’s argues that we spent 40 years innovating in software while neglecting the physical world & AI is now forcing that gap to close to enable the new digital economy.
Th…↗
Jan 17
The AI Investor — SaaS got murdered
It was the FinX dream before: asset-light, high gross margins, near-zero marginal cost.
AI flipped the narrative: hardware is cool again
$NVDA $MU $TSM $ASML h…↗
Shay Boloor — Daniel and I will live on the Futurum Equities YouTube channel right now covering:
• $TSM earnings reactions
• Space Economy : $RKLB, $ASTS
• The Claude cowork effect: $NOW, $MND…↗
Jan 16
Jukan @COMPUTEX — Morgan Stanley: Raising ASML’s price target to €1,400:
Demand in advanced logic seeing upside, at least at TSMC.
At its 4Q25 print earlier this week, TSMC gave a 2026 capex guide…↗
Jan 16
Jukan @COMPUTEX — "Based on our estimates of TSMC’s EUV demand of 25/36 tools in 2026/2027, we expect capex to reach US$54 billion in 2026 and US$64 billion in 2027, maintaining a normal level of ca…↗
Jan 16
Jukan @COMPUTEX — Bernstein: Why would TSMC’s strong capex guidance benefit ASML the most among semicap names?
Yesterday (Jan 15th), TSMC smashed market expectations with a strong capex guidance of…↗
Jan 16
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #27
Daniel and I will go live exclusively on the Futurum Equities YouTube channel tomorrow at 9:30 AM ET.
We’ll be covering:
• $TSM earnings reac…↗
Shay Boloor — 5 BIGGEST WINNERS FROM $TSM DOMINATE EARNINGS
1. $ASML sits at the choke point TSMC just confirmed with rising EUV intensity keeping wafer supply constrained into 2028–29
2. $NVDA…↗
Jan 15
Jose Najarro Stocks — $TSM $NVDA $AMD $ASML $AMAT $LRCX $KLAC
TSMC JUST MASSIVELY RAISED AI GROWTH FORECAST + $52-56B CAPEX FOR 2026 (from TSMC Q4 2025 earnings call, Jan 15 2026)
🔹 "AI accelerator re…↗
Jan 15
Jerry Capital — $ASML services business
https://t.co/mhJkNv3U4X↗
Jerry Capital — Sell discipline on $ASML from the robot https://t.co/6JfBtgvr6G↗
Jan 15
Jerry Capital — you can own $TSM without the risk via $ASML seems obvious. Both up 5% in early trading.↗
Jan 15
Shay Boloor — Holy moly $TSM just said it expects the next three years of capex to be significantly higher than the last three years combined (~$100B).
The AI factory of the global economy jus…↗
Jan 14
Jukan @COMPUTEX — Morgan Stanley: Robust 2nm demand is driving a sharp increase in TSMC’s EUV tool deliveries
In a prior report, we mentioned that 2026 EUV scanner deliveries to TSMC have been pul…↗
Jan 12
Shay Boloor — @danielnewmanUV This also shows why $ASML is also the AI kingmaker↗
Shay Boloor — $MU just announced the largest semiconductor manufacturing facility in U.S. history with a $100B advanced memory megafab in New York.
Memory is only one layer, so here’s what AI o…↗
Jan 11
Shay Boloor — 15 STOCKS THAT SCALE WITH $NVDA AI ENGINE
1. $IREN builds low-cost, energy-backed compute at industrial scale
2. $ALAB removes GPU-to-memory bottlenecks so inference doesn’t stall…↗
Jan 11
Shay Boloor — $INTC showed $ASML EUV lithography tools from its new Arizona fab during the Core Ultra Series 3 launch.
ASML remains the AI kingmaker https://t.co/mvIQ9MT5Tg↗
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 10
Leandro — This is $ASML 1Y stock price chart.
From Sept 2025 to today (when the stock worked), 100% of analyst ratings were upgrades/raises.
From Jan 2025 to Sept 2025 (when the stock was…↗
Jan 10
KaizenInvestor — @meeijer Would buy $NVO, $HIMS atm. Would hold $NBIS, $GOOGL, and $ASML.↗
Jan 10
KaizenInvestor — @TacticzH Got $IREN and $ASML in my portfolio, they should at least be well positioned to profit from the growing TAM.↗
Jan 10
Trade Whisperer — My $ASML thesis from 2024 was spot on: I argued that the real upside would align with the commencement and completion of mega-fabs from $MU, $INTC, and $TSM.
"That is not until 20…↗
Jan 9
Jerry Capital — @PythiaR @Breadcrumb_Cap well we get to capacity on what $ASML can produce I think its something like 80 machines. you can take the implied earnings at 80 machines and put 40x that…↗
Jan 8
Jerry Capital — "It's cool finally seeing $ASML multiple compress, and it's funny because it's just in time for reacceleration" 🚀🚀🚀↗
Jan 7
Jerry Capital — @PythiaR @WaterworldCapi1 @evrgn11112231 why buy TSM which is going to zero when $ASML will be worth 2x when you gotta rebuild post war↗
Jan 7
InvestmentGuru — 𝗧𝗵𝗲 𝗟𝗲𝗮𝗱𝗶𝗻𝗴 𝗦𝘁𝗼𝗰𝗸𝘀 𝗶𝗻 𝟮𝟬𝟮𝟲
Markets in 2026 are being driven by AI infrastructure, semiconductors, energy transition, aerospace, automation, and digital plat…↗
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
Jerry Capital — $CSU vs $ASML
Software vs Semis https://t.co/uJwBj7YSZc↗
Leandro — The cascade of sell-siders upgrading $ASML close to ATHs has been very entertaining to watch
In April-June it was a clear “sell” because somehow high-NA was cooked and AI demand w…↗
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…↗
Shay Boloor — THE 8 LAYERS OF THE REAL-WORLD AI BOOM
1. $NVDA, $AMD, $ASML, $ARM & $AVGO design & manufacture the processors that AI models run on.
2. Those chips only work at scale because of…↗
Jan 4
Shay Boloor — Modern chips only keep getting faster because we can pack billions of tiny switches onto silicon at scales so small that only one machine in the world can make them.
$ASML EUV too…↗
Jan 3
Shay Boloor — AI JUST OPENED THE RESTAURANT
$NVDA designed the kitchen
$ASML built the machines that made the appliances possible
$TSM built the appliances
$AMD adds extra burners so the kit…↗
Jan 3
Shay Boloor — KEY FIB LEVELS TO WATCH AS 2026 BEGINS
AI Utility
• $IREN -- $33
• $NBIS -- $87
• $CIFR -- $15
• $WULF -- $11
• $GLXY -- $22
AI Power
• $EOSE -- $12
• $VST -- $140
• $NVTS -- $7…↗
Jan 3
Shay Boloor — Every layer of the AI trade is now financially linked where each dollar of AI revenue ultimately flows back into power, chips & data centers.
• Upstream are the chipmakers like $N…↗
Ben Pouladian — Happy New Year!
Excited for 2026!
The AI chip bottleneck nobody's talking about isn't 2nm.
It's CoWoS.
New analysis on why TSMC's packaging capacity is the real constraint…↗
Jan 2
Shay Boloor — 2026 OFF TO A HOT START FOR AI DATA CENTER NAMES
• $NVTS +10%
• $ASML +8%
• $MU +8%
• $AMKR +8%
• $ALAB +7%
• $WDC +7%
• $LRCX +6%
• $INTC +6%
• $NBIS +6%
• $IREN +5%
• $ARM +5%
•…↗
Jan 2
Leandro — Double upgrade due to something everyone knew: ASML benefits from AI
$ASML https://t.co/b58JWxdBZx↗
Jan 2
Jerry Capital — Robot on $ASML at $1200
"This is not euphoria. This is fair-to-slightly-rich relative to base case, cheap relative to where the industry is actually headed."↗
The Future Investors — $ASML Great docu about the world’s most important machine. This technology literally powers modern life 🌍⚙️
https://t.co/XR7zfqmZqT↗
Jerry Capital — $ASML mooning pre market https://t.co/E1QMh4mX4Q↗
Jan 2
Tigris 会讲课教授是好老师 — Intel $INTC just put the newest High-NA EUV on the floor (ASML EXE:5200B) for 14A, price: ~$380M.
This is the printing press for the AI era.But investors don’t get paid for “cool…↗
Jan 2
Tigris 会讲课教授是好老师 — Q2 note: $ASML stock was ~$720. I anchored 30x ($850).
Now it’s rerated to ~40x.
So the question is not “is High-NA real”. The question is “how much of the future are you prepayin…↗
Serenity — @LucasFdez87 @pennycheck $SHMD reminds me of $ASML for the Fab cycle, but there's going to be one for glass substrates.
Apparently they provide 70% of the equipment for substrate…↗
— $INTC shared a look inside Fab 52 showing $ASML EUV systems on the fab floor.
Fab 52 is expected to run at over 40K wafers per month which is actually larger than $TSM Arizona sit…
Shay Boloor — 5 BIGGEST WINNERS FROM $NVDA + GROQ DEAL
1. $MSFT & $AMZN benefit because AI inference stays anchored to a unified Nvidia platform making it easier to deploy & scale AI services w…↗
Dec 23
Jerry Capital — $ASML
Do You See It? https://t.co/1HIQ4XD8AU↗
Dec 22
Leandro — Last week I held a webinar with subscribers where I went over ASML's China risk and the Reuters article
Here are some slides I prepared for the occasion (1/2)...
$ASML https://t.…↗
Dec 22
Jerry Capital — How Collaboration in High NA EUV and Transistor R&D Are Shaping Future Waves of Device Innovation
$INTC x $ASML
https://t.co/AtCkXA9jrx https://t.co/u3nWcncIIr↗
Dec 21
Jerry Capital — @SpaceGrenadier @teortaxesTex this is the best part its just a time thing, by the time someone else does it the target is 10 to 15 years ahead. China is where $ASML is in early 200…↗
Dec 21
Jerry Capital — "You must walk the same road, and that road takes decades." $ASML↗
Dec 21
Jerry Capital — $ASML has a path dependent integration moat↗
Shay Boloor — $ASML is projecting ~$55B in revenue by 2030 with gross margins approaching 60%.
That only works because every advanced chip built by $TSM and designed by $NVDA still has to pass…↗
Dec 18
Shay Boloor — INVESTING WITH THE BOYS PODCAST Grid & Power: $CEG, $NEE, $VST, $EOSE AI Data Platforms: $PLTR, $SNOW, $MDB AI Cloud: $MSFT, $AMZN, $GOOGL, $ORCL AI Utility / Compute: $CRW…↗
Dec 18
Jerry Capital — @evrgn11112231 my ChatGPT $ASML 'Masterfile' (has everything I've researched on $ASML in a project).↗
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
Jerry Capital — Update your priors its even better than you thought $ASML https://t.co/361466exZt↗
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…↗
Dec 16
Jerry Capital — "Our analysis suggests that High NA could account for 15-20% of system sales by the end of the decade, driving a 3-5 percentage point increase in lithography intensity share" $ASML…↗
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…↗