@BeuvingJordy Avatar @BeuvingJordy Jordy Beuving

Jordy Beuving posts on X about asml, $asml, $besi, ai the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 63.5% technology brands 57.66% finance 21.17% countries 11.68% financial services 6.57% social networks 2.19% cryptocurrencies 2.19% automotive brands 2.19% currencies 1.46% travel destinations 0.73%

Social topic influence asml #146, $asml 16.79%, $besi 16.79%, ai 16.79%, $nvda #3143, $amd 12.41%, nvda 8.03%, strong 7.3%, $googl 7.3%, $aixa 7.3%

Top accounts mentioned or mentioned by @bpol69 @deaandeelhouder @nicoinberg @beursanalist @asmlcompany @skundojjala @techfund1 @koyfincharts @merwinbisseling @nuttycld @gilluria @techfundnotep186595407r15csu @financefilosoof @bnr @jitsegroen @justeattakeaway @albertjellema @cardanonl @euronext @rtlz

Top assets mentioned NVIDIA Corp. (NVDA) Advanced Micro Devices (AMD) Alphabet Inc Class A (GOOGL) Taiwan Semiconductor (TSM) Intel Corporation (INTC) Micron Technology, Inc. (MU) Uber Technologies, Inc. (UBER) Now Coin (NOW) Lam Research Corporation (LRCX) Metadium (META) Microsoft Corp. (MSFT) Amazon.com, Inc. (AMZN) Goldman Sachs (GS) Applied Materials, Inc. (AMAT) ServiceNow Inc (NOW) Datadog Inc (DDOG) Broadcom, Inc. (AVGO) Assemble Protocol (ASM) Newmont Corporation (NEM) Marvell Technology Inc (MRVL) Tesla, Inc. (TSLA) Navitas Semiconductor Corporation Common Stock (NVTS) KLA Corp (KLAC) Arista Networks Inc (ANET) Apple, Inc. (AAPL) Bank of America (BAC) Salesforce Inc (CRM) Morgan Stanley (MS) ON Semiconductor, Corp. (ON) Kulicke & Soffa Industries Inc (KLIC) Synopsys, Inc. (SNPS) Cadence Design Systems Inc (CDNS) QUALCOMM, Inc. (QCOM)

Top Social Posts

Top posts by engagements in the last [--] hours

"Still waiting on semiconductor tariffs"
X Link 2025-04-18T12:18Z [----] followers, [----] engagements

"🌐 📈 ✅ 🚀 👇 Goldman: China [--] years behind on lithography $ASML According to Goldman Sachs it suggests China's lithography progress is [--] years behind based on the roadmap position of Chinese companies and ASML. https://t.co/X4Lz5jh7dv According to Goldman Sachs it suggests China's lithography progress is [--] years behind based on the roadmap position of Chinese companies and ASML. https://t.co/X4Lz5jh7dv"
X Link 2025-09-01T09:46Z [----] followers, [----] engagements

"(Dutch) semi equipment sentiment changing fast now Derisked taxations and attractive multiples combined with general AI/HBM optimism Real trigger would be a permanent solution for $INTC foundry Coming soon with US stake Time will tell $ASML $ASM.AS $BESI"
X Link 2025-09-16T07:26Z [----] followers, [----] engagements

"BofA $ASML PT $724 - $941 @BeuvingJordy https://t.co/8s4z1S5yUG @BeuvingJordy https://t.co/8s4z1S5yUG"
X Link 2025-09-18T14:04Z [----] followers, [----] engagements

"🌐 ✅ 📈 🚀 👇 Earnings $ASML tomorrow Results out at 07:00 AM CET Consensus below Focus on bookings + growth story [----] and onwards Memory orders surprise 📊 Orders Q3 Net bookings: 52B 📊Results Q3 Rev: 765B GM: 513% EPS: [---] 📊 Outlook Q4 Rev: 93B GM: 51%"
X Link 2025-10-14T15:00Z [----] followers, [----] engagements

"✅ 📈 🚀 👇 BREAKING: ASM International Q3 financial results are out $ASM.AS 👉 Summary: orders below estimates strong Q3 results Q4 guide below expectations outlook [----] sort of reiterated (around +10% YoY) and growth foreseen in [----] despite slow start of the year 📈 Orders: [---] million (-17% YoY at cc) 📊 Guidance ASM: above Q2 orders (702 mil) but book-to-bill below [--] 🔎 Analyst estimates: [---] million "The sequential decrease in order is predominantly attributable to orders from the Chinese market which were strong in the first half year as highlighted in the previous quarter. Advanced"
X Link 2025-10-28T17:14Z [----] followers, [----] engagements

"✅ 🎬 📈 👍 ONLINE NOW: Exclusive interview with $BESI CEO Richard Blickman It was a great pleasure to host BE Semiconductor Industries (#BESI) CEO Richard Blickman together with @NicoInberg in our studio at @deaandeelhouder. In our view this is an absolute must-watch for anyone interested in or invested in BESI. You can watch the full episode on YouTube: In this extensive interview we discussed the company its history and its future prospects especially now that innovations in artificial intelligence are advancing at a tremendous pace. What lies behind the companys success formula in this"
X Link 2025-10-29T12:02Z [----] followers, 13.7K engagements

"$MU $BESI $NVDA $AMD Despite Hanmi Semiconductors courting Samsung Electronics is unlikely to accept delivery of TC bonders. U.S. Micron the worlds No. [--] player in the high-bandwidth memory (HBM) market after SK hynix and Samsung Electronics is increasingly expected to face difficulty https://t.co/q8rqUhD7Bc Despite Hanmi Semiconductors courting Samsung Electronics is unlikely to accept delivery of TC bonders. U.S. Micron the worlds No. [--] player in the high-bandwidth memory (HBM) market after SK hynix and Samsung Electronics is increasingly expected to face difficulty https://t.co/q8rqUhD7Bc"
X Link 2025-11-04T11:23Z [----] followers, [----] engagements

"AMD hit with lawsuit over hybrid bonding tech behind potent 3D V-Cache Adeia claims company's gaming chip infringes [--] of its patents $AMD $TSM $BESI https://www.tomshardware.com/tech-industry/semiconductors/adeia-sues-amd-over-hybrid-bonding-tech-behind-3d-v-cache https://www.tomshardware.com/tech-industry/semiconductors/adeia-sues-amd-over-hybrid-bonding-tech-behind-3d-v-cache"
X Link 2025-11-04T12:22Z [----] followers, [----] engagements

"$GOOGL $NVDA $AVGO A Chinese Blogger's Recent Commentary on the Google TPU vs. NVIDIA GPU Debate Why Can't Broadcom Clone the Google TPU / Will Google's TPU Truly Seize NVIDIA's Market Share ------------------------------------------------------------ [--]. The Interface Issue Between Google and A Chinese Blogger's Recent Commentary on the Google TPU vs. NVIDIA GPU Debate Why Can't Broadcom Clone the Google TPU / Will Google's TPU Truly Seize NVIDIA's Market Share ------------------------------------------------------------ [--]. The Interface Issue Between Google and"
X Link 2025-12-08T06:48Z [----] followers, [----] engagements

"🌐 📈 ✅ 🚀 👇 $BESI @BeuvingJordy SK hynix Reportedly Accelerates Hybrid Bonding for 300-Layer V10 NAND Eying [----] Mass Production $BESI @BeuvingJordy SK hynix Reportedly Accelerates Hybrid Bonding for 300-Layer V10 NAND Eying [----] Mass Production $BESI"
X Link 2025-12-08T10:21Z [----] followers, [----] engagements

"🌐 ✅ 📈 🚀 Needham $BESI Top Pick [---] PT The firm upgraded BE Semiconductor to Buy from Hold put a [---] price target named BESI as its top pick for [----] and added it to its Needham Conviction List. https://seekingalpha.com/news/4536964-cohu-be-semiconductor-upgraded-by-needham-on-hbm-momentum https://seekingalpha.com/news/4536964-cohu-be-semiconductor-upgraded-by-needham-on-hbm-momentum"
X Link 2026-01-06T13:21Z [----] followers, [----] engagements

"🌐 ✅ 📈 🚀 Straks om 12:30 verzorg ik weer een livestream over techaandelen voor leden van @deaandeelhouder Uiteraard staat het semi vuurwerk deze week met o.a. $ASML $BESI $ASM $TSM & $MU centraal"
X Link 2026-01-08T09:12Z [----] followers, [----] engagements

"SK Hynix to build $13 billion chip packaging plant in South Korea $BESI $ASMPT $KLIC @BeuvingJordy https://t.co/AMEwaJrk9j @BeuvingJordy https://t.co/AMEwaJrk9j"
X Link 2026-01-13T06:45Z [----] followers, [----] engagements

"🌐 ✅ 📈 🚀 👇🏼 Massive semi equip rally now with $ASML +7% $ASMI.AS +10% and $BESI +8% after exceptionally strong $TSM results/guidance with CapEx projections $52-56 billion for [----] while consensus was aiming for 'only' $46 billion"
X Link 2026-01-15T08:14Z [----] followers, [----] engagements

"Hanmi ASMPT BESI $BESI Sell Hanmi Semiconductor https://t.co/2gmPkwZCpa Sell Hanmi Semiconductor https://t.co/2gmPkwZCpa"
X Link 2026-01-16T11:04Z [----] followers, [----] engagements

"Semi equipment companies (@KoyfinCharts) $ASML $ASMI.AS $BESI $AMAT $KLAC $LRCX"
X Link 2026-01-16T14:39Z [----] followers, [----] engagements

"$ASMI.AS stronger-than-expected bookings driven by a rebound in orders from China + solid bookings in the advanced logic/foundry segment Press release: $TSM $INTC $ASML $BESI $MU $NVDA $AMD https://www.asm.com/press-releases/3220703 https://www.asm.com/press-releases/3220703"
X Link 2026-01-19T07:57Z [----] followers, [----] engagements

"🌐 📈 ✅ 🚀 👇🏼 Citi semi upgrades $ASML PT [----] - [----] $ASMI.AS PT [---] - [---] $BESI PT [---] - [---] $BESI $ASML $ASM @BeuvingJordy https://t.co/c1wd7X5z0u $BESI $ASML $ASM @BeuvingJordy https://t.co/c1wd7X5z0u"
X Link 2026-01-20T06:54Z [----] followers, [----] engagements

"Semi software OP $SNPS $CDNS not much to add to the SaaS debate other thanlook at $CDNS and $SNPS EDA literally the only software category where seats are like definitely increasing rel to enterprise PM workflow mumbojumbo numbers set up well and cheap rel to history not much to add to the SaaS debate other thanlook at $CDNS and $SNPS EDA literally the only software category where seats are like definitely increasing rel to enterprise PM workflow mumbojumbo numbers set up well and cheap rel to history"
X Link 2026-01-20T09:13Z [----] followers, [----] engagements

"What's going on with Arista Networks $ANET Shares up 10% premarket. BNP Paribas Top AI Stocks report was yesterday right"
X Link 2026-01-22T14:20Z [----] followers, [----] engagements

"$ANET What's going on with Arista Networks $ANET Shares up 10% premarket. BNP Paribas Top AI Stocks report was yesterday right What's going on with Arista Networks $ANET Shares up 10% premarket. BNP Paribas Top AI Stocks report was yesterday right"
X Link 2026-01-22T14:43Z [----] followers, [----] engagements

"Semicon value chain Great to see AIXTRON $AIXA finally making it to these infographics as well 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 edge & automotive SoCs $AMD CPUs and GPUs for compute and AI $AAPL in-house SoCs for https://t.co/YzbxMwPM8w 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 edge & automotive SoCs $AMD CPUs and GPUs for compute"
X Link 2026-01-25T15:42Z [----] followers, [----] engagements

"JP Morgan Nemetschek $NEM upgrade Sell - Buy PT [---] (up 22%) @BeuvingJordy https://t.co/pIhmEPQxkt @BeuvingJordy https://t.co/pIhmEPQxkt"
X Link 2026-01-26T08:10Z [----] followers, [----] engagements

"UBS raising $BESI PT [---] - [---] $BESI @merwinbisseling @BeuvingJordy https://t.co/7hne0o47WR $BESI @merwinbisseling @BeuvingJordy https://t.co/7hne0o47WR"
X Link 2026-01-26T09:09Z [----] followers, [----] engagements

"$MSFT $NVDA $MRVL @BeuvingJordy $MSFT $NVDA https://t.co/OhRkuY9OKw @BeuvingJordy $MSFT $NVDA https://t.co/OhRkuY9OKw"
X Link 2026-01-26T17:54Z [----] followers, [----] engagements

"Tencent $TCEHY $TCEHY @BeuvingJordy https://t.co/igi5pY91SO $TCEHY @BeuvingJordy https://t.co/igi5pY91SO"
X Link 2026-01-27T09:41Z [----] followers, [----] engagements

"SK Hynix fireworks $ASML $BESI $ASMI.AS $NVDA $AMD SK HYNIX Q4 EARNINGS HIGHLIGHTS 🔹 Sales: 32.83T won (Est. 31.3T won) 🟢 🔹 Operating Profit: 19.17T won (Est. 16.69T won) 🟢 🔹 Net Income: 15.22T won (Est. 13.31T won) 🟢 🔹 FY26 capex: expects considerable increase 🔹 HBM revenue more than doubled Y/Y 🔹 HBM4 mass output in https://t.co/45kIfBox7B SK HYNIX Q4 EARNINGS HIGHLIGHTS 🔹 Sales: 32.83T won (Est. 31.3T won) 🟢 🔹 Operating Profit: 19.17T won (Est. 16.69T won) 🟢 🔹 Net Income: 15.22T won (Est. 13.31T won) 🟢 🔹 FY26 capex: expects considerable increase 🔹 HBM revenue more than"
X Link 2026-01-28T08:03Z [----] followers, [----] engagements

"$UBS take on $ASML results $ASML color on orders: EUR7.4bn from memory vs. prev high of 4.3bn in Q4'24. Memory/EUV a reliable driver of 26/27 revenue with high NA just starting to take off. https://t.co/VcjLxLPDoM $ASML color on orders: EUR7.4bn from memory vs. prev high of 4.3bn in Q4'24. Memory/EUV a reliable driver of 26/27 revenue with high NA just starting to take off. https://t.co/VcjLxLPDoM"
X Link 2026-01-28T11:16Z [----] followers, [----] engagements

"🌐 ✅ 📈 🚀 👇🏼 Lam Research $LRCX $LRCX Q226 EARNINGS HIGHLIGHTS 🔹 Revenue: $5.34B (Est. $5.21B) 🟢 🔹 Non-GAAP EPS: $1.27 (Est. $1.16) 🟢 🔹 Non-GAAP Gross Margin: 49.7% 🔹 Japan shipments (future revenue estimate): $226M Q3 Guide: 🔹 Revenue: $5.4B-$6.0B (Est. $5.33B) 🟢 🔹 EPS: $1.25-$1.45 (Est. $1.20) 🟢 $LRCX Q226 EARNINGS HIGHLIGHTS 🔹 Revenue: $5.34B (Est. $5.21B) 🟢 🔹 Non-GAAP EPS: $1.27 (Est. $1.16) 🟢 🔹 Non-GAAP Gross Margin: 49.7% 🔹 Japan shipments (future revenue estimate): $226M Q3 Guide: 🔹 Revenue: $5.4B-$6.0B (Est. $5.33B) 🟢 🔹 EPS: $1.25-$1.45 (Est. $1.20) 🟢"
X Link 2026-01-29T07:00Z [----] followers, [----] engagements

"Samsung on Hybrid Bonding $BESI * Samsung: Planning to commercialize hybrid bonding in part for HBM4E. $BESI * Samsung: Planning to commercialize hybrid bonding in part for HBM4E. $BESI"
X Link 2026-01-29T08:30Z [----] followers, [----] engagements

"Preliminary results Nemetschek $NEM rock solid Nemetschek Group closes a very successful fiscal year [----] with strong performance and well achieving both its already previously raised revenue forecast and its profitability target https://www.nemetschek.com/en/news-media/ngroup-closes-very-successful-fy2025 https://www.nemetschek.com/en/news-media/ngroup-closes-very-successful-fy2025"
X Link 2026-01-29T08:33Z [----] followers, [----] engagements

"Lam Research $LRCX thread by @SKundojjala Lam Research QDec25 - Revenue up 7% q/q and 27% y/y to $5.34B at 49.7% GM; 10th consecutive quarter of revenue growth - QMar26 guidance: $5.7B (+/- $300M) at 49% GM; GM slight headwind from customer mix - CY25 revenue record at $20.6B; GM of 49.9% (highest since Novellus merger https://t.co/gxwSlp13De Lam Research QDec25 - Revenue up 7% q/q and 27% y/y to $5.34B at 49.7% GM; 10th consecutive quarter of revenue growth - QMar26 guidance: $5.7B (+/- $300M) at 49% GM; GM slight headwind from customer mix - CY25 revenue record at $20.6B; GM of 49.9%"
X Link 2026-01-29T09:06Z [----] followers, [----] engagements

"ServiceNow $NOW Bernstein Bernstein on $NOW Reiterates Outperform PT $219 https://t.co/Qe4oTnPBSN Bernstein on $NOW Reiterates Outperform PT $219 https://t.co/Qe4oTnPBSN"
X Link 2026-01-30T14:08Z [----] followers, [----] engagements

"@NuttyCLD Don't forget tool suppliers like AIXTRON $AIXA"
X Link 2026-01-31T12:36Z [----] followers, [----] engagements

"$KLAC $LRCX KLA's advanced packaging process control share went from 10% in [----] to 50% in [----]. $950M in [----] (+70% y/y). But growth will decelerate to mid-to-high teens % in '26. Lam probably had $1B+ AP revenue in [----] but issued 40% growth for '26. Overall AP WFE size was $11B in '25 https://t.co/CetQ4xj4l4 KLA's advanced packaging process control share went from 10% in [----] to 50% in [----]. $950M in [----] (+70% y/y). But growth will decelerate to mid-to-high teens % in '26. Lam probably had $1B+ AP revenue in [----] but issued 40% growth for '26. Overall AP WFE size was $11B in '25"
X Link 2026-01-31T15:58Z [----] followers, [----] engagements

"$BESI $AAPL $TSM The news that Apples high-end M5 chip uses SoIC packaging came out back in February last year. Pretty much everyone in the industry already knows about it. For the SoIC packaging in this high-end M5 chip BESIs hybrid bonding equipment was used. https://t.co/JZoH7xJm80 The news that Apples high-end M5 chip uses SoIC packaging came out back in February last year. Pretty much everyone in the industry already knows about it. For the SoIC packaging in this high-end M5 chip BESIs hybrid bonding equipment was used. https://t.co/JZoH7xJm80"
X Link 2026-02-01T09:50Z [----] followers, [----] engagements

"$GOOGL $BIDU $UBER 📢 : $GOOGL Waymo Seeking About $16 Billion Near $110 Billion Valuation - Bloomberg - $TSLA $WRD $PONY $AMZN Waymo Alphabet Inc.s autonomous driving unit is aiming to raise about $16 billion in a financing round that would value the unit at nearly $110 billion https://t.co/eCc2dNsy6A 📢 : $GOOGL Waymo Seeking About $16 Billion Near $110 Billion Valuation - Bloomberg - $TSLA $WRD $PONY $AMZN Waymo Alphabet Inc.s autonomous driving unit is aiming to raise about $16 billion in a financing round that would value the unit at nearly $110 billion https://t.co/eCc2dNsy6A"
X Link 2026-02-01T18:54Z [----] followers, [----] engagements

"Constellation Software $CSU Reflecting on AI and $CSU Im reminded of the internal tools Ive worked on at tech companies over the last 8+ years. (I'm trying to poke holes in my thesis. I welcome any and all feedback. This is mostly rambling and thinking out loud.) Those systems were probably pretty https://t.co/PaYe1eKxJ9 Reflecting on AI and $CSU Im reminded of the internal tools Ive worked on at tech companies over the last 8+ years. (I'm trying to poke holes in my thesis. I welcome any and all feedback. This is mostly rambling and thinking out loud.) Those systems were probably pretty"
X Link 2026-02-01T18:54Z [----] followers, [----] engagements

"Nemetschek up = Bank of America $NEM"
X Link 2026-02-02T08:12Z [----] followers, [----] engagements

"Deutsche $ASML Deutsche buy thesis on $ASML https://t.co/6Vu2g1M0B5 Deutsche buy thesis on $ASML https://t.co/6Vu2g1M0B5"
X Link 2026-02-02T08:23Z [----] followers, [----] engagements

"Marvell completes $3.25B Celestial AI acquisition $MRVL https://seekingalpha.com/news/4545457-marvell-completes-325b-celestial-ai-acquisition https://seekingalpha.com/news/4545457-marvell-completes-325b-celestial-ai-acquisition"
X Link 2026-02-02T14:41Z [----] followers, [----] engagements

"Green day for software. really that's possible $CRM $NOW $ADBE $CSU"
X Link 2026-02-02T15:10Z [----] followers, [----] engagements

"Datadog $DDOG Top Pick DA Davidson PT $225 $DDOG We are Bullish on Datadog as a Top Pick in Software PT $225 - DA Davidson @gilluria - We continue to view Datadog as a high growth company with a long runway and clear AI winner $DDOG We are Bullish on Datadog as a Top Pick in Software PT $225 - DA Davidson @gilluria - We continue to view Datadog as a high growth company with a long runway and clear AI winner"
X Link 2026-02-02T15:11Z [----] followers, [----] engagements

"Samsung $200 billion operating profit in [----] $ASML $BESI $MU $NVDA $AMD $INTC $TSM Morgan Stanley estimates Samsung Electronics [----] operating profit at KRW [---] trillion (US$218.5 billion). [----] [---] (2185 ) https://t.co/2P0xJTenqe Morgan Stanley estimates Samsung Electronics [----] operating profit at KRW [---] trillion (US$218.5 billion). [----] [---] (2185 ) https://t.co/2P0xJTenqe"
X Link 2026-02-02T15:12Z [----] followers, [----] engagements

"ServiceNow $NOW Goldman Fav $NOW GS adds to conviction one list 85% upside lol they will all start to realize this particular software brand is very different than the rest https://t.co/N4P4vOfvmj $NOW GS adds to conviction one list 85% upside lol they will all start to realize this particular software brand is very different than the rest https://t.co/N4P4vOfvmj"
X Link 2026-02-02T18:11Z [----] followers, [----] engagements

"$GOOGL $BIDU $UBER $TSLA A new era for Waymo. Weve raised $16B to accelerate our mission valuing the company at $126B. This capital is an investment in a future where more cities get a safer more reliable way to move. Let's go. 🚀 https://t.co/UPBroOeWcR A new era for Waymo. Weve raised $16B to accelerate our mission valuing the company at $126B. This capital is an investment in a future where more cities get a safer more reliable way to move. Let's go. 🚀 https://t.co/UPBroOeWcR"
X Link 2026-02-03T07:05Z [----] followers, [----] engagements

"China massively increasing memory output $MU $LRCX Here it comes. https://t.co/VQazHOHodp Here it comes. https://t.co/VQazHOHodp"
X Link 2026-02-03T12:59Z [----] followers, [----] engagements

"$UBER $UBER : Bernstein reiterates maintains $ Analyst flags valuation disconnect says even under AV disruption scenario fair value would be $65$70 well below current target of $115. https://t.co/G8ihqtAJrG $UBER : Bernstein reiterates maintains $ Analyst flags valuation disconnect says even under AV disruption scenario fair value would be $65$70 well below current target of $115. https://t.co/G8ihqtAJrG"
X Link 2026-02-03T22:19Z [----] followers, [----] engagements

"Good for AIXTRON $AIXA $LITE Q226 EARNINGS HIGHLIGHTS 🔹 Revenue: $665.5M (Est. $646.72M) 🟢 🔹 EPS: $1.67 (Est. $1.39) 🟢 Q3 Guide: 🔹 EPS: $2.15$2.35 (Est. $1.60) 🟢 🔹 Revenue: $780M$830M (Est. $706.4M) 🟢 https://t.co/FV2yUp8aIa $LITE Q226 EARNINGS HIGHLIGHTS 🔹 Revenue: $665.5M (Est. $646.72M) 🟢 🔹 EPS: $1.67 (Est. $1.39) 🟢 Q3 Guide: 🔹 EPS: $2.15$2.35 (Est. $1.60) 🟢 🔹 Revenue: $780M$830M (Est. $706.4M) 🟢 https://t.co/FV2yUp8aIa"
X Link 2026-02-03T22:21Z [----] followers, [----] engagements

"Morgan Stanley $AMD $AMD RISK-REWARD (MS) https://t.co/LK4zP153fa $AMD RISK-REWARD (MS) https://t.co/LK4zP153fa"
X Link 2026-02-04T14:40Z [----] followers, [----] engagements

"Semi's selling off during a software sell off which was sparked by a sudden realization that AI is amazing Newsflash: Claude AI runs on semi's too 😂 (Yes I know it's $AMD and rotation)"
X Link 2026-02-04T18:07Z [----] followers, [----] engagements

"Nowhere to hide except value . Oh and AIXTRON $AIXA 📈 ✅ 🚀 😎 BREAKING: US technology stocks drop sharply amid a mounting selloff in crypto and rising tensions between US and Iran: [--]. AMD $AMD: -17% [--]. Palantir $PLTR: -14% [--]. Micron $MU: -12% [--]. Broadcom $AVGO: -8% [--]. Nvidia $NVDA: -5% [--]. Tesla $TSLA: -5% [--]. Intel $INTC: -5% [--]. BREAKING: US technology stocks drop sharply amid a mounting selloff in crypto and rising tensions between US and Iran: [--]. AMD $AMD: -17% [--]. Palantir $PLTR: -14% [--]. Micron $MU: -12% [--]. Broadcom $AVGO: -8% [--]. Nvidia $NVDA: -5% [--]. Tesla $TSLA: -5% [--]. Intel $INTC: -5% 8"
X Link 2026-02-04T18:17Z [----] followers, [----] engagements

"🌐 📈 ✅ 🚀 👇🏼 Baidu Announces New Share Repurchase Program and Dividend Policy $BIDU https://ir.baidu.com/news-releases/news-release-details/baidu-announces-new-share-repurchase-program-and-dividend-policy https://ir.baidu.com/news-releases/news-release-details/baidu-announces-new-share-repurchase-program-and-dividend-policy"
X Link 2026-02-05T08:05Z [----] followers, [---] engagements

"✅ 📈 🚀 Thomson Reuters to the rescue - growth acceleration $TRI @BeuvingJordy https://t.co/anud0Dfo8e $TRI @BeuvingJordy https://t.co/anud0Dfo8e"
X Link 2026-02-05T13:26Z [----] followers, [----] engagements

"Tbh $NVDA long right now seems very logical Am I missing sth - AI-Infra CapEx wave increasing - Earnings incoming end of month - Valuation not demanding - Sold off last days during rotation - Within semi's fabless AI-exposed seems a logical next rotation fundamentally imo The CapEx explosion keeps exploding $GOOGL $MSFT $AMZN $META The CapEx explosion keeps exploding $GOOGL $MSFT $AMZN $META"
X Link 2026-02-05T16:04Z [----] followers, [----] engagements

"@techfund1 Implications for $AIXA AIXTRON No GaN equip orders until '27 or coming earlier already"
X Link 2026-02-06T15:22Z [----] followers, [---] engagements

"Goldman x Anthropic Goldman Sachs has spent the past six months working with embedded Anthropic engineers to co-develop autonomous agents in at least two specific areas: accounting for trades and transactions and client vetting and onboarding. https://t.co/73Q3nVws0R Goldman Sachs has spent the past six months working with embedded Anthropic engineers to co-develop autonomous agents in at least two specific areas: accounting for trades and transactions and client vetting and onboarding. https://t.co/73Q3nVws0R"
X Link 2026-02-07T13:50Z [----] followers, [----] engagements

"🌐 🚀 ✅ 📈 👇 $NVDA $AMD Total AI capex https://t.co/IcW0twoU2T Total AI capex https://t.co/IcW0twoU2T"
X Link 2026-02-07T13:57Z [----] followers, [----] engagements

"$AMZN UBS calling +38% [----] growth for $AMZN AWS https://t.co/E0PEwQmqJu UBS calling +38% [----] growth for $AMZN AWS https://t.co/E0PEwQmqJu"
X Link 2026-02-08T09:06Z [----] followers, [----] engagements

"Contrarion bull case for software by @techfund1 - recommended read Link: https://substack.com/@techfund/note/p-186595407r=15csu https://substack.com/@techfund/note/p-186595407r=15csu"
X Link 2026-02-08T09:48Z [----] followers, [----] engagements

"🌐 📈 ✅ $UBER #UBER is getting aggressive with buybacks as shown in the Q4 results. Rightfully so. The stock has never been this cheap. Trailing free cash flow yield: 6.4% Not based on forecasts. Based on the last four quarters. Free cash flow will grow double digits in the coming years. https://t.co/fnTTXcKLkA #UBER is getting aggressive with buybacks as shown in the Q4 results. Rightfully so. The stock has never been this cheap. Trailing free cash flow yield: 6.4% Not based on forecasts. Based on the last four quarters. Free cash flow will grow double digits in the coming years."
X Link 2026-02-08T22:06Z [----] followers, [----] engagements

"$ASML 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 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"
X Link 2026-02-09T13:38Z [----] followers, [----] engagements

"$CRM $NOW We are adding Salesforce and ServiceNow to the IVES AI [--] list after taking them off in early December with this software Armageddon sell-off the last few weeks assuming software/tech behemoths like Salesforce and ServiceNow are structurally brokenand we strongly disagree 🔥🐂 We are adding Salesforce and ServiceNow to the IVES AI [--] list after taking them off in early December with this software Armageddon sell-off the last few weeks assuming software/tech behemoths like Salesforce and ServiceNow are structurally brokenand we strongly disagree 🔥🐂"
X Link 2026-02-09T13:47Z [----] followers, [----] engagements

"$BESI Hybrid Bonding Accretech FY27 outlook bullish for #HybridBonding $BESI #Disco https://t.co/k80gsGlwRH Accretech FY27 outlook bullish for #HybridBonding $BESI #Disco https://t.co/k80gsGlwRH"
X Link 2026-02-09T13:48Z [----] followers, [----] engagements

"Navitas GaN $NVTS Relevant for AIXTRON $AIXA 📢 : $NVTS Navitas Unveils GaN DC-DC Platform for AI Data Centers 👉 : ➤ Navitas launches DC-DC platform with .% peak efficiency. ➤ Designed for next-gen using 📢 : $NVTS Navitas Unveils GaN DC-DC Platform for AI Data Centers 👉 : ➤ Navitas launches DC-DC platform with .% peak efficiency. ➤ Designed for next-gen using"
X Link 2026-02-09T13:49Z [----] followers, [----] engagements

"Databricks CEO on AI I now constantly get questions about the SAAS meltdown role of AI system of records etc. I don't have an answer to all these. But I do know that we saw an acceleration in our business in Q2 Q3 and now finished the year with accelerating Q4. The question is why Short I now constantly get questions about the SAAS meltdown role of AI system of records etc. I don't have an answer to all these. But I do know that we saw an acceleration in our business in Q2 Q3 and now finished the year with accelerating Q4. The question is why Short"
X Link 2026-02-09T18:41Z [----] followers, [----] engagements

"Wolters These professionals require high-quality data from validated sources embedded within domain-specific analytical and workflow tools. The intrinsic value of these businesses is not primarily in their distribution infrastructure but rather in their domain-specific data These professionals require high-quality data from validated sources embedded within domain-specific analytical and workflow tools. The intrinsic value of these businesses is not primarily in their distribution infrastructure but rather in their domain-specific data"
X Link 2026-02-09T18:42Z [----] followers, [----] engagements

"Sell side achter de koers aan - Jefferies upgrade vandaag"
X Link 2026-02-10T11:11Z [----] followers, [---] engagements

"Citi on software citi How Terminal Is Software Our view is that the recent Software & Services price action reflects terminal multiple compression driven by AI disruption concerns. While near-term fundamentals remain robust the market is pricing in future margin degradation and lower https://t.co/RkS11shM5E citi How Terminal Is Software Our view is that the recent Software & Services price action reflects terminal multiple compression driven by AI disruption concerns. While near-term fundamentals remain robust the market is pricing in future margin degradation and lower https://t.co/RkS11shM5E"
X Link 2026-02-16T03:00Z [----] followers, [----] engagements

"Software https://t.co/KRlTbtnA8A https://t.co/KRlTbtnA8A"
X Link 2026-02-16T03:10Z [----] followers, [----] engagements

"Infineon $IFX Infineon's AI server revenue to grow from 1.5B in FY26 to 2.5B. It was 250M in FY23. 10x in [--] years. The company is pulling in capacity investments to support AI growth. https://t.co/LO81nFLNi2 Infineon's AI server revenue to grow from 1.5B in FY26 to 2.5B. It was 250M in FY23. 10x in [--] years. The company is pulling in capacity investments to support AI growth. https://t.co/LO81nFLNi2"
X Link 2026-02-04T13:52Z [----] followers, [----] engagements

"Infineon raising prices $IFX Shortage AI/DC power semi's Infineon Infineon https://t.co/BOoIdTPk8x Infineon Infineon https://t.co/BOoIdTPk8x"
X Link 2026-02-05T20:00Z [----] followers, [----] engagements

"Rock solid #Fortinet results shares up 9% after hours $FTNT $FTNT Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $1.91B (Est. $1.86B) 🟢; +14.8% YoY 🔹 Adj. EPS: $0.81 (Est. $0.74) 🟢 🔹 Billings: $2.37B; +18% YoY 🔹 Unified SASE Billings: +40% YoY Q1 Guide: 🔹 Revenue: $1.70B$1.76B (Est. $1.72B) 🟡 🔹 Adj. EPS: $0.59$0.63 (Est. $0.65) 🔴 🔹 https://t.co/lwVIpVlUfJ $FTNT Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $1.91B (Est. $1.86B) 🟢; +14.8% YoY 🔹 Adj. EPS: $0.81 (Est. $0.74) 🟢 🔹 Billings: $2.37B; +18% YoY 🔹 Unified SASE Billings: +40% YoY Q1 Guide: 🔹 Revenue: $1.70B$1.76B (Est. $1.72B) 🟡 🔹 Adj."
X Link 2026-02-05T21:39Z [----] followers, [----] engagements

"@FinanceFilosoof Zijn er wel aan aantal oa: ServiceNow CEO $NOW Gitlab CEO $GTLB Constellation CEO + insiders $CSU"
X Link 2026-02-09T14:08Z [----] followers, [----] engagements

"Tech 30% of retail volume 📈 ✅ 🚀 Trading in the tech sector makes up 30% of retail trading volumes--one of the highest shares since [----] --Citi https://t.co/6pvw7muvfj Trading in the tech sector makes up 30% of retail trading volumes--one of the highest shares since [----] --Citi https://t.co/6pvw7muvfj"
X Link 2026-02-09T18:42Z [----] followers, [----] engagements

"Datadog $DDOG earnings preview $DDOG Q4'25 Earnings Preview Consensus Estimates: Revenue $915M (+24.0% YoY) EPS $0.55 (-8.3% YoY) If $DDOG beat estimates by 4.2% (same as last quarter) Q4'25 Revenue Growth will be +29.3% YoY Management Guidance: Q4'25 $912 - $916M guide (+23.9% YoY) $3386 - $3390M FY https://t.co/SDlLreiYKu $DDOG Q4'25 Earnings Preview Consensus Estimates: Revenue $915M (+24.0% YoY) EPS $0.55 (-8.3% YoY) If $DDOG beat estimates by 4.2% (same as last quarter) Q4'25 Revenue Growth will be +29.3% YoY Management Guidance: Q4'25 $912 - $916M guide (+23.9% YoY) $3386 - $3390M FY"
X Link 2026-02-09T19:14Z [----] followers, [----] engagements

"Memory $MU Supply Shortage Reshapes LTA Dynamics Contract Periods Shrink and Power Balance Flips As the supply shortage drags on the trading order in the memory semiconductor market is rapidly being reorganized. With the semiconductor supply crunch persisting over an extended period https://t.co/u6f0EYj3Ju Supply Shortage Reshapes LTA Dynamics Contract Periods Shrink and Power Balance Flips As the supply shortage drags on the trading order in the memory semiconductor market is rapidly being reorganized. With the semiconductor supply crunch persisting over an extended period"
X Link 2026-02-09T19:30Z [----] followers, [----] engagements

"SemiAnaly$i$ SemiAnalysis autists spent all Superbowl Sunday Claude coding. Daily Claude Code spend hit $6k on Sunday and it's trending higher today. It was less than 1k just [--] weeks ago. "Fast mode is expensive" is pure cope. https://t.co/nkJRMGisr9 SemiAnalysis autists spent all Superbowl Sunday Claude coding. Daily Claude Code spend hit $6k on Sunday and it's trending higher today. It was less than 1k just [--] weeks ago. "Fast mode is expensive" is pure cope. https://t.co/nkJRMGisr9"
X Link 2026-02-09T20:07Z [----] followers, [----] engagements

"🌐 ✅ 📈 🚀 👇🏼 AIXTRON +8% $AIXA"
X Link 2026-02-10T10:57Z [----] followers, [----] engagements

"🌐 SMIC results SMIC 4Q25 - revenue up 4% q/q and 13% y/y to $2.489B; 9thstraight quarter of y/y growth; 19.2% GM due depreciation load; 96% utilization rate; QMar revenue to be flat - 1.1M wafer shipments at $2.4k ASP - $8.1B capex in [--] vs $7.3B in [--] - [----] capex to remain same; SMIC https://t.co/I6TBgUHoIe SMIC 4Q25 - revenue up 4% q/q and 13% y/y to $2.489B; 9thstraight quarter of y/y growth; 19.2% GM due depreciation load; 96% utilization rate; QMar revenue to be flat - 1.1M wafer shipments at $2.4k ASP - $8.1B capex in [--] vs $7.3B in [--] - [----] capex to remain same; SMIC"
X Link 2026-02-10T15:15Z [----] followers, [----] engagements

"Broadcom $AVGO by UBS UBS has $AVGO [----] EPS at $18 Trades now at 19x [----] EPS https://t.co/pOkKeBUQEx UBS has $AVGO [----] EPS at $18 Trades now at 19x [----] EPS https://t.co/pOkKeBUQEx"
X Link 2026-02-10T15:15Z [----] followers, [----] engagements

"🌐 ✅ 📈 🚀 👇🏼 Rock solid Datadog $DDOG results shares up 15% $DDOG Q4: Revenue Re-Accelerates to +29% as Platform Expansion Deepens Datadog printed a strong Q4 with revenue of $953M up 29% YoY and 8% QoQ beating expectations by over 4%. More important than the headline beat growth excluding AI-native customers accelerated to 23% YoY https://t.co/6PDBQ16hd9 $DDOG Q4: Revenue Re-Accelerates to +29% as Platform Expansion Deepens Datadog printed a strong Q4 with revenue of $953M up 29% YoY and 8% QoQ beating expectations by over 4%. More important than the headline beat growth excluding"
X Link 2026-02-10T15:17Z [----] followers, [----] engagements

"Datadog $DDOG $DDOG Future Remains Bright - ROSENBLATT PT $185 Datadog reported yet another solid quarter with Q4 revenue growth of 29% 3.8% above our 24.5% forecast (following similar beat in Q3) 3.7% above consensus and beating guidance at mid-point by 4.3%. With strong operating $DDOG Future Remains Bright - ROSENBLATT PT $185 Datadog reported yet another solid quarter with Q4 revenue growth of 29% 3.8% above our 24.5% forecast (following similar beat in Q3) 3.7% above consensus and beating guidance at mid-point by 4.3%. With strong operating"
X Link 2026-02-10T17:59Z [----] followers, [----] engagements

"$META $META Reiterated at Market Outperform Citizens: Engagement Still Up PT $900 Instagram engagement momentum continues. Global time spent growth has grown 18% Y/Y or faster for the last six months with January up 19.2% Y/Y while U.S. time spent growth has grown at least 16% Y/Y $META Reiterated at Market Outperform Citizens: Engagement Still Up PT $900 Instagram engagement momentum continues. Global time spent growth has grown 18% Y/Y or faster for the last six months with January up 19.2% Y/Y while U.S. time spent growth has grown at least 16% Y/Y"
X Link 2026-02-10T18:00Z [----] followers, [----] engagements

"$NVDA by UBS $NVDA : UBS reiterates maintains $ Analyst points to strong Taiwan ADP export data signaling potential upside to NVDAs data center print. https://t.co/xEu9GlbWEK $NVDA : UBS reiterates maintains $ Analyst points to strong Taiwan ADP export data signaling potential upside to NVDAs data center print. https://t.co/xEu9GlbWEK"
X Link 2026-02-10T18:16Z [----] followers, [----] engagements

"Micron $MU $MU +6% premarket after saying at the Wolfe conference its financial outlook has strengthened since its last earnings call and that its HBM performance/yields are fine (transcript via Quartr). https://t.co/PbK34RHAqc $MU +6% premarket after saying at the Wolfe conference its financial outlook has strengthened since its last earnings call and that its HBM performance/yields are fine (transcript via Quartr). https://t.co/PbK34RHAqc"
X Link 2026-02-12T06:35Z [----] followers, [----] engagements

"$NVDA $NVDA : UBS raises $ reiterates Analyst sees positive earnings setup bullish supply chain signals and rising focus into GTC as NVDA prepares to address growth and margin doubts. https://t.co/t0VWhJ241C $NVDA : UBS raises $ reiterates Analyst sees positive earnings setup bullish supply chain signals and rising focus into GTC as NVDA prepares to address growth and margin doubts. https://t.co/t0VWhJ241C"
X Link 2026-02-12T07:01Z [----] followers, [----] engagements

"ASMI long + Adyen short gaat voorlopig prima. 😁 STOXX [---] met de NL SOXX [--] aan kop $ASML $ASMI.AS $BESI Je zou maar $ASMI.AS hebben ingevuld als long [----] in de jaarenquete van @beursanalist 😁 (Wel een beetje jammer dat de short nog niet daalt) STOXX [---] met de NL SOXX [--] aan kop $ASML $ASMI.AS $BESI Je zou maar $ASMI.AS hebben ingevuld als long [----] in de jaarenquete van @beursanalist 😁 (Wel een beetje jammer dat de short nog niet daalt)"
X Link 2026-02-12T09:43Z [----] followers, [----] engagements

"$MELI JPMorgan Upgrades $MELI to Overweight from Neutral Raises PT to $2800 from $2650 Analyst comments: "Following significant underperformance versus the MSCI Latin America in the last year (flat vs. +65%) we upgrade MELI to Overweight from Neutral on three accounts: (1) Shopee https://t.co/0o31RRJ0mP JPMorgan Upgrades $MELI to Overweight from Neutral Raises PT to $2800 from $2650 Analyst comments: "Following significant underperformance versus the MSCI Latin America in the last year (flat vs. +65%) we upgrade MELI to Overweight from Neutral on three accounts: (1) Shopee"
X Link 2026-02-12T13:59Z [----] followers, [----] engagements

"🌐 📈 ✅ 🚀 👇🏼 $AMAT confirming WFE bonanza for [----] and onwards $AMAT CEO: ".we expect to grow our semiconductor equipment business more than 20% this calendar year. We see the demand profile weighted towards the second half of the calendar year with availability of customer clean room space being a key factor pacing the rate of investment" https://t.co/PkRWv9A9Nw $AMAT CEO: ".we expect to grow our semiconductor equipment business more than 20% this calendar year. We see the demand profile weighted towards the second half of the calendar year with availability of customer clean room space"
X Link 2026-02-13T10:39Z [----] followers, [----] engagements

"🌐 ✅ 📈 🚀 👇🏼 Applied Materials by @SKundojjala $AMAT AMAT QJan26 - Revenue $7.01B up % q/q & down -2% y/y at 49.1% GM; QApr26 guide $7.65B (+9% q/q) - Semi Systems revenue up 8% q/q and down -4% y/y; QApr guided to all-time high for semi systems - Semi Equipment business expected to grow 20% in C26; 2H weighted; cleanroom https://t.co/SeARIQ8r2w AMAT QJan26 - Revenue $7.01B up % q/q & down -2% y/y at 49.1% GM; QApr26 guide $7.65B (+9% q/q) - Semi Systems revenue up 8% q/q and down -4% y/y; QApr guided to all-time high for semi systems - Semi Equipment business expected to grow 20% in C26;"
X Link 2026-02-14T01:53Z [----] followers, [----] engagements

"$AMAT $AMAT : TD Cowen reiterates raises $ Analyst sees 20%+ C26 semi system growth exposure as DRAM node complexity and GAA foundry transition lift dep/etch intensity. https://t.co/Y7PH3n2lUx $AMAT : TD Cowen reiterates raises $ Analyst sees 20%+ C26 semi system growth exposure as DRAM node complexity and GAA foundry transition lift dep/etch intensity. https://t.co/Y7PH3n2lUx"
X Link 2026-02-16T15:44Z [----] followers, [---] engagements

"🌐 📈 ✅ Awesome to join BBC Business today to provide some live commentary about $ASML's financial results this morning 👍 Thanks for having me again BBC Great to see that ASML is being watched closely overseas 😎"
X Link 2025-10-15T15:18Z [----] followers, 16.9K engagements

"Finally markets seem to be making (a bit) more sense right now with $NVDA up 5% and $AMD up 5% after huge CapEx increase by $AMZN and $GOOGL earlier this week"
X Link 2026-02-06T15:08Z [----] followers, [----] engagements

"RELX AI $RELX AI embedded products will drive growth for many years https://t.co/Ohus7TJYyg $RELX AI embedded products will drive growth for many years https://t.co/Ohus7TJYyg"
X Link 2026-02-12T11:21Z [----] followers, [----] engagements

"$UBER I own a material amount of $UBER and if the wife thought she could stop hearing about it she was WRONG. One of the first things that should jump out to you from 4Q results is that user counts were very strong. The first chart way down below is quarterly MAPC y/y which the last https://t.co/bfZfjbyw6A I own a material amount of $UBER and if the wife thought she could stop hearing about it she was WRONG. One of the first things that should jump out to you from 4Q results is that user counts were very strong. The first chart way down below is quarterly MAPC y/y which the last"
X Link 2026-02-16T12:14Z [----] followers, [---] engagements

"$GOOGL Waymo $GOOG : TD Cowen reiterates maintains $ Analyst highlights Waymo scaling momentum with 280K+ weekly trips improving utilization and stronger geo expansion in CA. https://t.co/yir8UcRQYY $GOOG : TD Cowen reiterates maintains $ Analyst highlights Waymo scaling momentum with 280K+ weekly trips improving utilization and stronger geo expansion in CA. https://t.co/yir8UcRQYY"
X Link 2026-02-16T15:45Z [----] followers, [---] engagements

"Funny thing is that $NVDA pouring more money into OpenAI is actually a good thing for $AMD *HUANG SAYS NVIDIA TO JOIN OPENAI'S CURRENT FUNDING ROUND *HUANG SAYS NVIDIA TO JOIN OPENAI'S CURRENT FUNDING ROUND"
X Link 2026-01-31T16:18Z [----] followers, [----] engagements

"Bank of America $GOOGL earnings preview $GOOGL 4Q Preview: Expecting an upside quarter on usage ramp - BofA PT $370 Reports 2/4. Strong Meta results suggest a stable 4Q ad market and we think usage may have accelerated on Gemini [--] release we are slightly raising search estimates (to 15% growth vs 14%). We think $GOOGL 4Q Preview: Expecting an upside quarter on usage ramp - BofA PT $370 Reports 2/4. Strong Meta results suggest a stable 4Q ad market and we think usage may have accelerated on Gemini [--] release we are slightly raising search estimates (to 15% growth vs 14%). We think"
X Link 2026-01-31T16:58Z [----] followers, [----] engagements

"Semi equip The common theme between ASML Lam and KLA earnings call is that all calling out fab clean room constraints as a bottleneck not their tools. Their service businesses will benefit in '26 in the absence of new capacity adds as customers try to squeeze existing equipment with https://t.co/8Zlvi8b17y The common theme between ASML Lam and KLA earnings call is that all calling out fab clean room constraints as a bottleneck not their tools. Their service businesses will benefit in '26 in the absence of new capacity adds as customers try to squeeze existing equipment with"
X Link 2026-02-01T17:53Z [----] followers, [----] engagements

"AMD Q4 earnings preview: Data center expansion and AI momentum in focus $AMD https://seekingalpha.com/news/4545424-amd-q4-earnings-preview-data-center-expansion-and-ai-momentum-in-focus https://seekingalpha.com/news/4545424-amd-q4-earnings-preview-data-center-expansion-and-ai-momentum-in-focus"
X Link 2026-02-02T14:38Z [----] followers, [----] engagements

"Memory $INTC No relief on memory until [----] per $INTC CEO Lip Bu Tan. No relief on memory until [----] per $INTC CEO Lip Bu Tan"
X Link 2026-02-03T17:55Z [----] followers, [----] engagements

"🌐 📈 ✅ 🚀 👇🏼 Solid $AMD results $AMD Q4 EARNINGS HIGHLIGHTS 🔹 Revenue: $10.27B (Est. $9.65B) 🟢; +34% YoY +11% QoQ 🔹 Adj. EPS: $1.53 (Est. $1.32) 🟢 🔹 Adj. oper margin: 28% (Est. 25.4%) 🟢 🔹 Data Center: $5.4B; +39% YoY 🔹 Client & Gaming: $3.9B; +37% YoY Q1'26 Guide: 🔹 Rev: $9.5B$10.1B (Est $9.4B) 🟢 https://t.co/nuefKPzeZn $AMD Q4 EARNINGS HIGHLIGHTS 🔹 Revenue: $10.27B (Est. $9.65B) 🟢; +34% YoY +11% QoQ 🔹 Adj. EPS: $1.53 (Est. $1.32) 🟢 🔹 Adj. oper margin: 28% (Est. 25.4%) 🟢 🔹 Data Center: $5.4B; +39% YoY 🔹 Client & Gaming: $3.9B; +37% YoY Q1'26 Guide: 🔹 Rev: $9.5B$10.1B"
X Link 2026-02-03T22:20Z [----] followers, [----] engagements

"Tech 🐻's this week"
X Link 2026-02-04T17:31Z [----] followers, [----] engagements

"$GOOGL $GOOGL : Stifel reiterates maintains $ Analyst sees strong revenue beat massive [----] capex guide and calls AI threat narrative overdone core ad biz remains & . https://t.co/ETcphc4ixN $GOOGL : Stifel reiterates maintains $ Analyst sees strong revenue beat massive [----] capex guide and calls AI threat narrative overdone core ad biz remains & . https://t.co/ETcphc4ixN"
X Link 2026-02-05T06:54Z [----] followers, [----] engagements

"The CapEx explosion keeps exploding $GOOGL $MSFT $AMZN $META 🚨 BREAKING: Hyperscaler capex just got revised UP $58B to $660B for [----] Alphabet dropped a BOMB: $175-185B guidance vs $119.5B estimate That's +$55B from Google alone The AI infrastructure arms race just went nuclear ☢ $GOOGL $META $MSFT $AMZN https://t.co/lAj5B21KDB 🚨 BREAKING: Hyperscaler capex just got revised UP $58B to $660B for [----] Alphabet dropped a BOMB: $175-185B guidance vs $119.5B estimate That's +$55B from Google alone The AI infrastructure arms race just went nuclear ☢ $GOOGL $META $MSFT $AMZN https://t.co/lAj5B21KDB"
X Link 2026-02-05T06:59Z [----] followers, [----] engagements

"$UBER $UBER Citizens Upgrades to Market Outperform PT $100 $UBER Citizens Upgrades to Market Outperform PT $100"
X Link 2026-02-05T07:01Z [----] followers, [----] engagements

"JP Morgan Software "It feels like an illogical leap to extrapolate from Claude Cowork Plugins to this expectation that every company will hereby write and maintain a bespoke product to replace every layer of mission-critical enterprise software they have ever deployed." - JPM https://t.co/bA7CLuykKk "It feels like an illogical leap to extrapolate from Claude Cowork Plugins to this expectation that every company will hereby write and maintain a bespoke product to replace every layer of mission-critical enterprise software they have ever deployed." - JPM https://t.co/bA7CLuykKk"
X Link 2026-02-05T10:24Z [----] followers, [----] engagements

"$UBER $UBER PT Lowered to $125 at Goldman Sachs On todays stock price UBER is currently trading at a P/E of 15x on our [----] estimate and at a EV/FCF multiple of 10x on out [----] estimate $UBER PT Lowered to $125 at Goldman Sachs On todays stock price UBER is currently trading at a P/E of 15x on our [----] estimate and at a EV/FCF multiple of 10x on out [----] estimate"
X Link 2026-02-05T16:13Z [----] followers, [----] engagements

"Goldman embedding Anthropic AI model GOLDMAN SACHS $GS IS TAPPING ANTHROPICS AI MODEL TO AUTOMATE ACCOUNTING COMPLIANCE ROLES Embedded Anthropic engineers have spent six months at Goldman building autonomous systems for time-intensive high-volume back-office work - CNBC https://t.co/BcVwYUj301 GOLDMAN SACHS $GS IS TAPPING ANTHROPICS AI MODEL TO AUTOMATE ACCOUNTING COMPLIANCE ROLES Embedded Anthropic engineers have spent six months at Goldman building autonomous systems for time-intensive high-volume back-office work - CNBC https://t.co/BcVwYUj301"
X Link 2026-02-06T15:09Z [----] followers, [----] engagements

"China's Ant Group launches digital bank ANEXT in Singapore $BABA https://asia.nikkei.com/Business/China-tech/China-s-Ant-Group-launches-digital-bank-ANEXT-in-Singapore https://asia.nikkei.com/Business/China-tech/China-s-Ant-Group-launches-digital-bank-ANEXT-in-Singapore"
X Link 2022-06-06T08:39Z [----] followers, [--] engagements

"China sends another strong signal of support for Big Tech companies as Beijing seeks to bolster faltering economy https://amp-scmp-com.cdn.ampproject.org/c/s/amp.scmp.com/tech/policy/article/3203647/china-sends-another-strong-signal-support-big-tech-companies-beijing-seeks-bolster-faltering-economy https://amp-scmp-com.cdn.ampproject.org/c/s/amp.scmp.com/tech/policy/article/3203647/china-sends-another-strong-signal-support-big-tech-companies-beijing-seeks-bolster-faltering-economy"
X Link 2022-12-18T17:56Z [----] followers, [----] engagements

"😁 ASML-topman noemt samenleving 'dik dom en blij' (@BNR) "Als we niet uitkijken dan rijden we straks in een Chinese auto gebruiken we alleen nog maar Amerikaanse technologie en halen we onze gespecialiseerde materialen uit Japan." #ASML $ASML https://www.bnr.nl/nieuws/technologie/10523913/asml-topman-noemt-samenleving-dik-dom-en-blij https://www.bnr.nl/nieuws/technologie/10523913/asml-topman-noemt-samenleving-dik-dom-en-blij"
X Link 2023-09-05T07:38Z [----] followers, [----] engagements

"✅ Opname podcast @deaandeelhouder in volle gang 👤 Met special guest @jitsegroen CEO van @JustEatTakeaway en host @AlbertJellema 🎬 Vanmiddag online op YouTube 👇 Abonneer op het kanaal van @deaandeelhouder en ontvang direct melding als de uitzending online staat"
X Link 2023-09-20T10:10Z [----] followers, [----] engagements

"✅📈 Collega @NicoInberg had begin [----] het geniale inzicht om long semi's (#BESI) en short China (#Prosus) te kiezen als winnende beleggingsstrategie bij de jaarlijkse prijsvraag van Corne van Zeijl @beursanalist van @Cardano_NL Met de titel beste beleggingsexpert van [----] op zak mocht Nico daarom vanochtend de beurs openen bij @euronext door op de gong te slaan. Met heel team @deaandeelhouder een mooie ervaring om bij te mogen wonen. Bedankt @beursanalist & @euronext Video @RTLZ toelichting @NicoInberg bij @durkveenstra vanochtend:"
X Link 2024-02-12T10:37Z [----] followers, [----] engagements

"✅ 😁👇 Jazeker @NicoInberg en Jerome Powell. Even vragen of hij in @deaandeelhouder podcast wil Ja ja .@NicoInberg in gesprek met FED voorzitter Jerome Powell. Wat gaat de rente doen Nico @deaandeelhouder https://t.co/LGJWsFN0cI Ja ja .@NicoInberg in gesprek met FED voorzitter Jerome Powell. Wat gaat de rente doen Nico @deaandeelhouder https://t.co/LGJWsFN0cI"
X Link 2024-05-14T15:58Z [----] followers, [----] engagements

"Changes from $BESI on Hybrid Bonding potential compared to last CMD in June [----] below: - Potential increased 6% - Estimated 900-2000 systems by [----] - Logic adoption increased (read: bc Intel) - Memory adoption shifted [--] year (but: known) - Edge AI driving mobile adoption Hybrid Bonding"
X Link 2024-06-06T13:24Z [----] followers, 22.8K engagements

"Friendly reminder to use ChatGPT for investing Why does $BESI outperform the A&P market Answers are pretty solid imo"
X Link 2024-10-25T10:02Z [----] followers, [----] engagements

"Markets will be all about #DeepSeek No idea what's going on Great write up below 👇"
X Link 2025-01-27T07:00Z [----] followers, [----] engagements

"🌐 ✅ 📈 👇 Tommorrow $ASML results 07:00 CET. Press conference 11:00 CET. Investor call 15:00 CET. 📊 Consensus Orders: [--] billion Revenue: [--] billion Gross margin: 497% EPS: [---] Link @ASMLcompany investor relations: $ASML $NVDA $TSM $INTC $AMD https://www.asml.com/en/investors/financial-results/q4-2024 https://www.asml.com/en/investors/financial-results/q4-2024"
X Link 2025-01-28T13:08Z [----] followers, [----] engagements

"Ex-Intel CEO Pat Gelsinger loads up on Nvidia stock says the market's reaction to DeepSeek is wrong $NVDA $AMD $ASML $TSM $INTC https://www.tomshardware.com/tech-industry/artificial-intelligence/ex-intel-ceo-pat-gelsinger-loads-up-on-nvidia-stock-says-the-markets-reaction-to-deepseek-is-wrong https://www.tomshardware.com/tech-industry/artificial-intelligence/ex-intel-ceo-pat-gelsinger-loads-up-on-nvidia-stock-says-the-markets-reaction-to-deepseek-is-wrong"
X Link 2025-01-28T15:36Z [----] followers, [----] engagements

"🌐 ✅ 📈 👇 BREAKING: $ASML Q4 results online Orders way above css with [--] billion (30B EUV) 📊 Q4-2024 Net bookings: 7.1billion (Css: 35-40B) Revenue: [---] billion (Css: 90B) Gross margin: 51.7% (Css: 497%) EPS: [----] (Css: 671) Link @ASMLcompany $ASML $NVDA $TSM $INTC $AMD https://asml.com/en/investors/financial-results/q4-2024 https://asml.com/en/investors/financial-results/q4-2024"
X Link 2025-01-29T06:07Z [----] followers, 10.1K engagements

"Zuckerberg basically saying long #NVIDIA $NVDA $META $NVDA is the ultimate pick-and-shovel play for AI powering data centers AR VR quantum robotics & generative AI -- and even $META's Zuckerberg sees it. https://t.co/BFRVfSi2o3 $NVDA is the ultimate pick-and-shovel play for AI powering data centers AR VR quantum robotics & generative AI -- and even $META's Zuckerberg sees it. https://t.co/BFRVfSi2o3"
X Link 2025-02-01T15:54Z [----] followers, [----] engagements

"🌐 ✅ 📈 🚀 👇 BREAKING: $ASML Q1 results Orders 39B (1.2B EUV) 📊 Q1-25 Net bookings: 39B (VA: 4.88B) Rev: 774B (Css: 7.75B) GM: 54% (Css: 52%) 📊 Outlook Q2 Rev: 7.2-7.7B (Css: 7.77B) GM: 50-53% (Css: 52.3%) @ASMLcompany: https://www.asml.com/en/investors/financial-results/q1-2025 https://www.asml.com/en/investors/financial-results/q1-2025"
X Link 2025-04-16T05:11Z [----] followers, [----] engagements

"$NVDA received $18 billion in orders for H20 since the start of [----] NVIDIA DID NOT INFORM SOME MAJOR CUSTOMERS ABOUT NEW U.S. EXPORT RESTRICTIONS FOR CHINA-FOCUSED H20 CHIP AFTER RECEIVING NOTICE. NVIDIA HAS RECEIVED ABOUT $18 BILLION IN ORDERS FOR H20 CHIPS SINCE START OF [----]. #CHINA #NVDIA #H20 $NVDA https://t.co/GTNLTA0W2i https://t.co/DnFGnM6JnZ NVIDIA DID NOT INFORM SOME MAJOR CUSTOMERS ABOUT NEW U.S. EXPORT RESTRICTIONS FOR CHINA-FOCUSED H20 CHIP AFTER RECEIVING NOTICE. NVIDIA HAS RECEIVED ABOUT $18 BILLION IN ORDERS FOR H20 CHIPS SINCE START OF [----]. #CHINA #NVDIA #H20 $NVDA"
X Link 2025-04-16T07:21Z [----] followers, [----] engagements

"🌐 📢 ✅ For UK followers curious to $ASML results today around [-----] CET I will provide some insights on the #ASML results and tariff uncertainty LIVE on BBC Business 👍"
X Link 2025-04-16T07:40Z [----] followers, [----] engagements

"FYI: $ASML upgraded their 'China guidance' for [----] - Previously projected China to be 20% of [----] net system sales - Now adjusted to 25% because ostronger than anticipated demand - Both Q4 + Q1 China was 27% of system sales - New projection more in line with other semi equip"
X Link 2025-04-16T12:24Z [----] followers, [----] engagements

"🌐 ✅ 📈 🚀 👇 Microsoft cloud +39%() ex FX versus est. 34.2% $MSFT Shares up 6% after hours"
X Link 2025-07-30T20:07Z [----] followers, [----] engagements

"🌐 ✅ 📈 Great to meet with @XFAB_FOUNDRY management today following their solid Q2 results last week. Valuable insights into recent developments in the analog foundry space - especially around EVs Silicon Carbide (SiC) and data center applications. And yes they brought a wafer 👇 $XFAB $MELE $AIXA $STM $ON $IFX $ASM $WOLF"
X Link 2025-08-05T13:29Z [----] followers, [----] engagements

"Jaartje ouder vandaag en tegelijkertijd 2442% rendement bij @ProBeleggen📈 Met cashcorrectie komt het in de buurt van de nieuwe leeftijd 😅 Verjaardagskado inmiddels al gehad: alle semi's door het dak 😁 Techexpert @BeuvingJordy gefeliciteerd met je verjaardag Je trakteert je leden van @probeleggen met een mooi rendement dit jaar :). Geniet van de dag https://t.co/7S976wIXSy Techexpert @BeuvingJordy gefeliciteerd met je verjaardag Je trakteert je leden van @probeleggen met een mooi rendement dit jaar :). Geniet van de dag https://t.co/7S976wIXSy"
X Link 2025-10-10T07:58Z [----] followers, [----] engagements

"🌐 ✅ 📈 👇 Navitas semiconductor again +25% Positive for equipment supplier AIXTRON $AIXA as well Navitas soars on progress in [---] VDC power devices for Nvidia AI platforms $NVTS $NVDA https://seekingalpha.com/news/4503761-navitas-soars-on-progress-in-800-vdc-power-devices-for-nvidia-ai-platforms https://seekingalpha.com/news/4503761-navitas-soars-on-progress-in-800-vdc-power-devices-for-nvidia-ai-platforms"
X Link 2025-10-14T08:40Z [----] followers, [----] engagements

"🌐 📈 ✅ 🚀 👇 Bullish for AIXTRON $AIXA GlobalFoundries and Navitas Semiconductor Partner to Accelerate U.S. GaN Technology and Manufacturing for AI Datacenters and Critical Power Applications $NVTS $GFS https://navitassemi.com/globalfoundries-and-navitas-semiconductor-partner-to-accelerate-u-s-gan-technology-and-manufacturing-for-ai-datacenters-and-critical-power-applications/ https://navitassemi.com/globalfoundries-and-navitas-semiconductor-partner-to-accelerate-u-s-gan-technology-and-manufacturing-for-ai-datacenters-and-critical-power-applications/"
X Link 2025-11-20T15:08Z [----] followers, [----] engagements

"STOXX [---] met de NL SOXX [--] aan kop $ASML $ASMI.AS $BESI Je zou maar $ASMI.AS hebben ingevuld als long [----] in de jaarenquete van @beursanalist 😁 (Wel een beetje jammer dat de short nog niet daalt) Er staan maar liefst [--] Nederlandse bedrijven in de top [--] van de STOXX [---] ytd. Dat verklaart gelijk waarom de AEX het zo goed doet. https://t.co/VfMjXRohJo Er staan maar liefst [--] Nederlandse bedrijven in de top [--] van de STOXX [---] ytd. Dat verklaart gelijk waarom de AEX het zo goed doet. https://t.co/VfMjXRohJo"
X Link 2026-01-16T08:58Z [----] followers, [----] engagements

"Custom silicon $MRVL $AGO $GOOGL is rolling out Ironwood its most powerful TPU yet competing with $NVDA AI chip. Google's Ironwood (7th-gen TPU) is 4x faster than the prior version and can scale up to [----] chips in a pod to run massive AI models without bottlenecks. https://t.co/jnQaDPVsY7 $GOOGL is rolling out Ironwood its most powerful TPU yet competing with $NVDA AI chip. Google's Ironwood (7th-gen TPU) is 4x faster than the prior version and can scale up to [----] chips in a pod to run massive AI models without bottlenecks. https://t.co/jnQaDPVsY7"
X Link 2025-11-06T14:29Z [----] followers, [----] engagements

"It's all about memory. 56% of order inflow"
X Link 2026-01-28T06:19Z [----] followers, [----] engagements

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