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@BeuvingJordy "Imec launches 300mm GaN program to develop advanced power devices and reduce manufacturing costs AIXTRON GlobalFoundries KLA Corporation Synopsys and Veeco join imecs GaN power electronics program track on 300mm as first partners $AIXA $VECO $KLAC"
X Link @BeuvingJordy 2025-10-13T15:25Z 6379 followers, 1326 engagements

"🌐 ✅ 📈 🚀 👇 Semiconductor Foundries Utilisation Rate % $ASML $TSM $GFS"
X Link @BeuvingJordy 2025-10-14T20:37Z 6379 followers, 1640 engagements

"$INTC $TSM $ASML"
X Link @BeuvingJordy 2025-10-09T17:21Z 6376 followers, 1882 engagements

"Applied Materials teams up with GlobalFoundries to advance photonics for AI and AR $AMAT $GFS"
X Link @BeuvingJordy 2025-09-24T08:00Z 6371 followers, 1004 engagements

"No SK Hynix for $BESI $ASMPT"
X Link @BeuvingJordy 2025-09-15T05:47Z 6355 followers, 4841 engagements

"🌐 ✅ 📈 🚀 👇 BREAKING: $ASML Q3 results Orders 5.4B (3.6B EUV) 📊 Q3-25 Net bookings: 5.4B (Css: 5.2B) Rev: 7.5B (Css: 7.65B) GM: XXX% (Css: 513%) 📊 Outlook Q4 Rev: 9.2-9.8B (Css: 9.3B) GM: 51-53% (Css: 51%) @ASMLcompany link:"
X Link @BeuvingJordy 2025-10-15T05:05Z 6379 followers, 22.2K engagements

"🌐 ✅ 📈 🚀 👇 Earnings $ASML tomorrow Results out at 07:00 AM CET Consensus below Focus on bookings + growth story 2026 and onwards Memory orders surprise 📊 Orders Q3 Net bookings: 52B 📊Results Q3 Rev: 765B GM: XXX% EPS: XXX 📊 Outlook Q4 Rev: 93B GM: 51%"
X Link @BeuvingJordy 2025-10-14T15:00Z 6379 followers, 4850 engagements

"🌐 📈 ✅ 🚀 👇 New all time high Arista Networks +8.6% today $ANET"
X Link @BeuvingJordy 2025-10-08T17:44Z 6377 followers, 2239 engagements

"🌐 ✅ 📈 🚀 👇 Applied Materials launches Kinex first integrated die-to-wafer Hybrid Bonding system $AMAT $BESI"
X Link @BeuvingJordy 2025-10-07T13:05Z 6355 followers, 2476 engagements

"JPMorgan $ASML PT XXX - 1000"
X Link @BeuvingJordy 2025-10-06T07:16Z 6356 followers, 2755 engagements

"$DDOG PT $180"
X Link @BeuvingJordy 2025-10-03T10:35Z 6355 followers, 1605 engagements

"Would be absolutely hilarious if OpenAI + Intel would follow in X weeks from now $INTC $AMD $NVDA"
X Link @BeuvingJordy 2025-10-06T17:25Z 6357 followers, 9069 engagements

"🌐 ✅ 📈 🚀 👇 Tomorrow #Arista Networks Analyst Day / Webcast Thursday September 11th 2025 XXXXX PM - XXXXX PM (PT) XXXXX PM - XXXXX PM (ET) Link: $ANET"
X Link @BeuvingJordy 2025-09-10T19:44Z 6379 followers, 1605 engagements

"🌐 ✅ 📈 🚀 👇 Fireworks: ASML ASM BESI another +5% today $ASML $ASM.AS $BESI News OpenAIs Stargate 900k DRAM Wafers Could Hit XX% of Global Output Led by Samsung & SK hynix"
X Link @BeuvingJordy 2025-10-02T07:06Z 6376 followers, 2200 engagements

"@ASMLcompany China accounting for XX% of revenue again after it was XX% for the two previous quarters"
X Link @BeuvingJordy 2025-10-15T05:13Z 6379 followers, 1531 engagements

"The holy three #SKHynix #Micron #Samsung Memory markets on fire #HBM #DRAM #NAND Main reason why semi equip (especially high memory exposure $LRCX) suddenly started rallying last month Less cyclicality + more structural growth $NVDA $AMD $MU $ASML $AMAT $KLAC $LRCX"
X Link @BeuvingJordy 2025-10-14T09:47Z 6378 followers, 1966 engagements

"@ASMLcompany Solid bookings by the memory market XX% of total"
X Link @BeuvingJordy 2025-10-15T05:12Z 6379 followers, 1533 engagements

"@JuanILebedev It's significant after XX% for a couple of quarters. Very curious about Q4 but seems like it will be XX% of sales this year for sure. The harder the tailwind the worse the headwind later though"
X Link @BeuvingJordy 2025-10-15T11:04Z 6379 followers, XX engagements

"First NVIDIA two weeks later AMD Now Broadcom in two weeks. Marvell $NVDA $AMD $AVGO $MRVL"
X Link @BeuvingJordy 2025-10-13T14:18Z 6378 followers, 1981 engagements

"🌐 📈 ✅ 🚀 👇 Street high $XXX $NVDA HSBC"
X Link @BeuvingJordy 2025-10-15T11:23Z 6379 followers, 2117 engagements

"Array of semiconductor stocks stay strong on AI demand as Cantor ups targets - Broadcom $XXX to $XXX $AVGO - Applied Materials $XXX to $XXX $AMAT - Lam Research $XXX to $XXX $LRCX - Micron $XXX to $XXX $MU"
X Link @BeuvingJordy 2025-10-14T14:43Z 6379 followers, 1266 engagements

"Chinas Wingtech Dives XX% After Dutch Take Control of Chip Unit #Nexperia"
X Link @BeuvingJordy 2025-10-13T05:29Z 6377 followers, 1831 engagements

"Or Broadcom. shares +8% OpenAI and Broadcom announce strategic collaboration to deploy XX gigawatts of OpenAI-designed AI accelerators $AVGO"
X Link @BeuvingJordy 2025-10-13T13:50Z 6379 followers, 3101 engagements

"📈 Wolters Kluwer accelerates 2025 share buyback - guidance reiterated"
X Link @BeuvingJordy 2025-09-17T16:51Z 6379 followers, 8197 engagements

"Just in time before markets open 😂"
X Link @BeuvingJordy 2025-10-12T16:00Z 6357 followers, 3531 engagements

"🌐 📈 ✅ 🚀 👇 BREAKING: ASM International hosts Investor Day today $ASM.AS New 2030 targets XXX bil revenue / CAGR at least XX% GM 47%-51% (2026-2030) OM 28%-32% and 30%+ by 2030 FCF above X billion by 2030 Revision H2 outlook Q4 below expectations H2 low end of 10-20% H2 book to bill below X Link:"
X Link @BeuvingJordy 2025-09-23T06:01Z 6356 followers, 6439 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 @BeuvingJordy 2025-10-15T15:18Z 6379 followers, 4016 engagements

"Goldman on Semicon West 2025 $AMAT $LRCX $TSM $ASML"
X Link @BeuvingJordy 2025-10-09T18:46Z 6376 followers, 2080 engagements

"$ASML earnings preview (Citi)"
X Link @BeuvingJordy 2025-10-10T13:25Z 6379 followers, 4986 engagements