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# ![@BeuvingJordy Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1336702899724955651.png) @BeuvingJordy Jordy Beuving

Jordy Beuving posts on X about asml, $besi, $asml, $amd the most. They currently have XXXXX followers and 3289 posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::1336702899724955651/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1336702899724955651/c:line/m:interactions.svg)

- X Week XXXXXX +103%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX +28%
- X Year XXXXXXXXX +108%

### Mentions: XX [#](/creator/twitter::1336702899724955651/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1336702899724955651/c:line/m:posts_active.svg)

- X Week XX +22%
- X Month XXX -XX%
- X Months XXX +22%
- X Year XXXXX +50%

### Followers: XXXXX [#](/creator/twitter::1336702899724955651/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1336702899724955651/c:line/m:followers.svg)

- X Week XXXXX +0.88%
- X Month XXXXX +2.70%
- X Months XXXXX +20%
- X Year XXXXX +57%

### CreatorRank: XXXXXXX [#](/creator/twitter::1336702899724955651/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1336702899724955651/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1336702899724955651/influence)
---

**Social category influence**
[technology brands](/list/technology-brands)  [stocks](/list/stocks)  [finance](/list/finance)  [currencies](/list/currencies)  [countries](/list/countries)  [automotive brands](/list/automotive-brands) 

**Social topic influence**
[asml](/topic/asml) #93, [$besi](/topic/$besi) #1, [$asml](/topic/$asml) #67, [$amd](/topic/$amd) #69, [$googl](/topic/$googl) #3683, [$tsm](/topic/$tsm) #16, [$nvda](/topic/$nvda) #1649, [$ddog](/topic/$ddog) #14, [$intc](/topic/$intc) #37, [nvda](/topic/nvda) #598

**Top accounts mentioned or mentioned by**
[@deaandeelhouder](/creator/undefined) [@nicoinberg](/creator/undefined) [@skundojjala](/creator/undefined) [@lithosgraphein](/creator/undefined) [@beursstier68](/creator/undefined) [@ftrinvestors](/creator/undefined) [@dylan522p](/creator/undefined) [@techfund1](/creator/undefined) [@bnr](/creator/undefined) [@ericjhonsa](/creator/undefined) [@tomshardware](/creator/undefined) [@clausaasholm](/creator/undefined) [@chipsandwafers](/creator/undefined) [@semianalysis](/creator/undefined) [@danielnewmanuv](/creator/undefined) [@reuters](/creator/undefined) [@nikkeiasia](/creator/undefined) [@albertjellema](/creator/undefined) [@asmlcompany](/creator/undefined) [@koyfincharts](/creator/undefined)

**Top assets mentioned**
[Advanced Micro Devices (AMD)](/topic/$amd) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Taiwan Semiconductor (TSM)](/topic/$tsm) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Datadog Inc (DDOG)](/topic/$ddog) [Intel Corporation (INTC)](/topic/$intc) [GitLab Inc. Class A Common Stock (GTLB)](/topic/$gtlb) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Micron Technology, Inc. (MU)](/topic/$mu) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Salesforce Inc (CRM)](/topic/salesforce) [Cream (CRM)](/topic/$crm) [Adobe, Inc. (ADBE)](/topic/$adbe) [Lam Research Corporation (LRCX)](/topic/$lrcx) [GlobalFoundries, Inc. (GFS)](/topic/$gfs) [Morgan Stanley (MS)](/topic/morgan-stanley) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [KLA Corp (KLAC)](/topic/kla-corp) [HSBC Holdings PLC (HSBC)](/topic/$hsbc) [Axcelis Technologies Inc (ACLS)](/topic/$acls) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Navitas Semiconductor Corporation Common Stock (NVTS)](/topic/$nvts) [The Walt Disney Company (DIS)](/topic/walt-disney) [Home Depot, Inc. (HD)](/topic/$hd) [Tesla, Inc. (TSLA)](/topic/$tsla) [Texas Instruments (TXN)](/topic/texas-instruments) [Amazon.com, Inc. (AMZN)](/topic/$amzn)
### Top Social Posts [#](/creator/twitter::1336702899724955651/posts)
---
Top posts by engagements in the last XX hours

"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](https://x.com/BeuvingJordy/status/1977757568274420187) [@BeuvingJordy](/creator/x/BeuvingJordy) 2025-10-13T15:25Z 6417 followers, 1586 engagements


"🌐 βœ… πŸ“ˆ πŸš€ πŸ‘‡ BREAKING: $ASML Q3 results Orders 5.4B (3.6B EUV) πŸ“Š Q3-25 Net bookings: 5.4B (Css: 5.2B) Rev: 7.5B (Css: 7.65B) GM: XXX% (Css: 513%) πŸ“Š Outlook Q4 Rev: 9.2-9.8B (Css: 9.3B) GM: 51-53% (Css: 51%) @ASMLcompany link:"  
[X Link](https://x.com/BeuvingJordy/status/1978326381621637486) [@BeuvingJordy](/creator/x/BeuvingJordy) 2025-10-15T05:05Z 6419 followers, 23.4K engagements


"🌐 πŸ“ˆ βœ…  Awesome to join BBC Business today to provide some live commentary about $ASML's financial results this morning πŸ‘ Thanks for having me again BBC Great to see that ASML is being watched closely overseas 😎"  
[X Link](https://x.com/BeuvingJordy/status/1978480496507027789) [@BeuvingJordy](/creator/x/BeuvingJordy) 2025-10-15T15:18Z 6418 followers, 7096 engagements


"🌐 βœ… πŸ“ˆ πŸš€ πŸ‘‡ Semiconductor sales could approach $1T by 2027 BofA says "We continue to believe the current AI infrastructurebuild out is structurally more durable than prior large cycles and remain bullish on AI capex" $ASML $TSM $MU $NVDA $AMD $INTC"  
[X Link](https://x.com/BeuvingJordy/status/1980584392520266182) [@BeuvingJordy](/creator/x/BeuvingJordy) 2025-10-21T10:38Z 6419 followers, 1040 engagements


"HSBC raises $BESI PT XX - 122"  
[X Link](https://x.com/BeuvingJordy/status/1947533499449151584) [@BeuvingJordy](/creator/x/BeuvingJordy) 2025-07-22T05:45Z 6413 followers, 2145 engagements


"🌐 πŸ“ˆ βœ… πŸš€ πŸ‘‡ 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](https://x.com/BeuvingJordy/status/1970367929049821370) [@BeuvingJordy](/creator/x/BeuvingJordy) 2025-09-23T06:01Z 6413 followers, 6444 engagements


"🌐 βœ… πŸ“ˆ πŸš€ πŸ‘‡ 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](https://x.com/BeuvingJordy/status/1973645703739220320) [@BeuvingJordy](/creator/x/BeuvingJordy) 2025-10-02T07:06Z 6414 followers, 2207 engagements


"$ASML earnings preview (Citi)"  
[X Link](https://x.com/BeuvingJordy/status/1976640164760867179) [@BeuvingJordy](/creator/x/BeuvingJordy) 2025-10-10T13:25Z 6411 followers, 5011 engagements


"Or Broadcom. shares +8% OpenAI and Broadcom announce strategic collaboration to deploy XX gigawatts of OpenAI-designed AI accelerators $AVGO"  
[X Link](https://x.com/BeuvingJordy/status/1977733670237503949) [@BeuvingJordy](/creator/x/BeuvingJordy) 2025-10-13T13:50Z 6412 followers, 3112 engagements


"🌐 βœ… πŸ“ˆ πŸš€ πŸ‘‡ Salesforce +8% $CRM $GOOGL"  
[X Link](https://x.com/BeuvingJordy/status/1978817612764037351) [@BeuvingJordy](/creator/x/BeuvingJordy) 2025-10-16T13:37Z 6406 followers, 2401 engagements


"Axcelis Technologies and Veeco Instruments to Combine Creating a Leading Semiconductor Equipment Company (6 Oct) $VECO $ACLS"  
[X Link](https://x.com/BeuvingJordy/status/1978020949757689973) [@BeuvingJordy](/creator/x/BeuvingJordy) 2025-10-14T08:51Z 6418 followers, XXX engagements


"DB $BESI PT XXX - 150"  
[X Link](https://x.com/BeuvingJordy/status/1978348527458685421) [@BeuvingJordy](/creator/x/BeuvingJordy) 2025-10-15T06:33Z 6417 followers, 2383 engagements


"🌐 Wow - Chinese memory chip maker CXMT plans listing @ $42B $MU $NVDA $AMD $TSM"  
[X Link](https://x.com/BeuvingJordy/status/1980558584858751281) [@BeuvingJordy](/creator/x/BeuvingJordy) 2025-10-21T08:55Z 6418 followers, 1485 engagements


"SpaceX $GOOGL"  
[X Link](https://x.com/BeuvingJordy/status/1980584828002017716) [@BeuvingJordy](/creator/x/BeuvingJordy) 2025-10-21T10:39Z 6417 followers, 1460 engagements


"🌐 βœ… πŸš€ πŸ“ˆ πŸ‘‡ $BESI earnings Thursday All about orders css XXX mil Focus on HB + TCB orders after recent newsflow (1) AMD needs to start ramping for OpenAI with Hybrid Bonding via TSMC SoiC (2) Intel ramping Panter Lake CPU with Hybrid Bonding as well $INTC $TSM $AMD"  
[X Link](https://x.com/BeuvingJordy/status/1980624337540407479) [@BeuvingJordy](/creator/x/BeuvingJordy) 2025-10-21T13:16Z 6417 followers, 4064 engagements


"'Software is back' day on a market down day $CRM Salesforce +2% $GTLB Gitlab +5% $ADBE Adobe +2% $DDOG Datadog +1% $PLNW Planisware +5%"  
[X Link](https://x.com/BeuvingJordy/status/1980641029436109087) [@BeuvingJordy](/creator/x/BeuvingJordy) 2025-10-21T14:23Z 6418 followers, 1080 engagements


"🌐 ⚠ πŸ‘‡ Oof. Intel evaluating continuing leading edge or not $INTC Profitability needs scale + volume Definitely keep an eye on this for $ASML $ASM.AS $BESI $AMAT $LRCX and other tool suppliers"  
[X Link](https://x.com/BeuvingJordy/status/1948681832863564032) [@BeuvingJordy](/creator/x/BeuvingJordy) 2025-07-25T09:48Z 6414 followers, 3421 engagements


"JP Morgan $BESI PT XXX - 135"  
[X Link](https://x.com/BeuvingJordy/status/1949707655615783236) [@BeuvingJordy](/creator/x/BeuvingJordy) 2025-07-28T05:45Z 6415 followers, 2741 engagements


"$TSM $ASML $BESI"  
[X Link](https://x.com/BeuvingJordy/status/1955269546731876382) [@BeuvingJordy](/creator/x/BeuvingJordy) 2025-08-12T14:06Z 6414 followers, 1667 engagements


"No SK Hynix for $BESI $ASMPT"  
[X Link](https://x.com/BeuvingJordy/status/1967465370048233483) [@BeuvingJordy](/creator/x/BeuvingJordy) 2025-09-15T05:47Z 6414 followers, 4846 engagements


"Applied Materials teams up with GlobalFoundries to advance photonics for AI and AR $AMAT $GFS"  
[X Link](https://x.com/BeuvingJordy/status/1970760210500243704) [@BeuvingJordy](/creator/x/BeuvingJordy) 2025-09-24T08:00Z 6416 followers, 1009 engagements


"$BESI $AMD - Thanks @EricieVDH"  
[X Link](https://x.com/BeuvingJordy/status/1975209020454756486) [@BeuvingJordy](/creator/x/BeuvingJordy) 2025-10-06T14:38Z 6414 followers, 2466 engagements


"🌐 βœ… πŸ“ˆ πŸš€ πŸ‘‡ Applied Materials launches Kinex first integrated die-to-wafer Hybrid Bonding system $AMAT $BESI"  
[X Link](https://x.com/BeuvingJordy/status/1975548140079157757) [@BeuvingJordy](/creator/x/BeuvingJordy) 2025-10-07T13:05Z 6416 followers, 2490 engagements


"First NVIDIA two weeks later AMD Now Broadcom in two weeks. Marvell $NVDA $AMD $AVGO $MRVL"  
[X Link](https://x.com/BeuvingJordy/status/1977740732568846724) [@BeuvingJordy](/creator/x/BeuvingJordy) 2025-10-13T14:18Z 6416 followers, 2009 engagements


"🌐 βœ… πŸ“ˆ πŸ‘‡ Navitas semiconductor again +25% Positive for equipment supplier AIXTRON $AIXA as well Navitas soars on progress in XXX VDC power devices for Nvidia AI platforms $NVTS $NVDA"  
[X Link](https://x.com/BeuvingJordy/status/1978017984481288290) [@BeuvingJordy](/creator/x/BeuvingJordy) 2025-10-14T08:40Z 6414 followers, 1615 engagements


"$ASML backlog fully covered for DUV/EUV in 2025 XX% of backlog stretching into CY2026 and beyond XX% of system revenue CY2026 covered (flat y/y) Next two quarters 3.1B orders avg = enough Consensus orders Q3 = 5.36B Thnx @SKundojjala"  
[X Link](https://x.com/BeuvingJordy/status/1978052246106427506) [@BeuvingJordy](/creator/x/BeuvingJordy) 2025-10-14T10:56Z 6415 followers, 4904 engagements


"Salesforce partners with Anthropic to provide AI for regulated industries $CRM"  
[X Link](https://x.com/BeuvingJordy/status/1978083717642862920) [@BeuvingJordy](/creator/x/BeuvingJordy) 2025-10-14T13:01Z 6415 followers, 1003 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](https://x.com/BeuvingJordy/status/1978109330755871099) [@BeuvingJordy](/creator/x/BeuvingJordy) 2025-10-14T14:43Z 6415 followers, 1299 engagements


"🌐 βœ… πŸ“ˆ πŸš€ πŸ‘‡ Earnings $ASML tomorrow Results out at 07:00 AM CET Consensus below Focus on bookings + growth story 2026 and onwards Memory orders surprise πŸ“Š Orders Q3 Net bookings: 52B πŸ“ŠResults Q3 Rev: 765B GM: XXX% EPS: XXX πŸ“Š Outlook Q4 Rev: 93B GM: 51%"  
[X Link](https://x.com/BeuvingJordy/status/1978113789825310959) [@BeuvingJordy](/creator/x/BeuvingJordy) 2025-10-14T15:00Z 6415 followers, 4913 engagements


"🌐 βœ… πŸ“ˆ πŸš€ πŸ‘‡ Semiconductor Foundries Utilisation Rate % $ASML $TSM $GFS"  
[X Link](https://x.com/BeuvingJordy/status/1978198456498786362) [@BeuvingJordy](/creator/x/BeuvingJordy) 2025-10-14T20:37Z 6414 followers, 1750 engagements


"Gitlab $GTLB on $DDOG takeover spec"  
[X Link](https://x.com/BeuvingJordy/status/1978920633053352281) [@BeuvingJordy](/creator/x/BeuvingJordy) 2025-10-16T20:27Z 6415 followers, 2349 engagements


"Gitlab $GTLB takeover spec $60/share by $DDOG"  
[X Link](https://x.com/BeuvingJordy/status/1978921291194241210) [@BeuvingJordy](/creator/x/BeuvingJordy) 2025-10-16T20:29Z 6415 followers, 3307 engagements


"@samsolid57 New takeover spec $DDOG $GOOGL"  
[X Link](https://x.com/BeuvingJordy/status/1980641433372749830) [@BeuvingJordy](/creator/x/BeuvingJordy) 2025-10-21T14:24Z 6419 followers, XXX engagements


"🌐 βœ… πŸ“ˆ πŸš€ πŸ‘‡ AMD +26% premarket huge OpenAI deal $AMD - X Gigawatts deployment AMD GPU's - 1st Gigawatt in H2-2026 - Warrants up to XXX million AMD shares for OpenAI AMD and OpenAI Announce Strategic Partnership to Deploy X Gigawatts of AMD GPUs"  
[X Link](https://x.com/BeuvingJordy/status/1975160752374796396) [@BeuvingJordy](/creator/x/BeuvingJordy) 2025-10-06T11:26Z 6417 followers, 9099 engagements


"ASM International CFO about leading edge gate-all-around capcity dynamics with #TSMC / #Intel / #Samsung. Relevant for $ASML and other tool suppliers. Geopolitics & tariffs sure but imo it's mainly CapEx shifts/pauses. Same reason why ASML guided 30-40B to 30-35B earlier"  
[X Link](https://x.com/BeuvingJordy/status/1950183303689933263) [@BeuvingJordy](/creator/x/BeuvingJordy) 2025-07-29T13:15Z 6419 followers, 4348 engagements


"I'll happily admit the retail investor army on X (combined with X weeks of usage) convinced me about $GRAB Great way to diversify a tech portfolio with software/platform exposure in SEA as well Analysts upgrading $GRAB PT's this week Citi $XXXX - $XXXX DBS $XXXX - $7.55"  
[X Link](https://x.com/BeuvingJordy/status/1978770396125262101) [@BeuvingJordy](/creator/x/BeuvingJordy) 2025-10-16T10:30Z 6419 followers, 2379 engagements


"Waymo $GOOGL + Apollo Go $BIDU Good luck $TSLA"  
[X Link](https://x.com/BeuvingJordy/status/1980558320722407889) [@BeuvingJordy](/creator/x/BeuvingJordy) 2025-10-21T08:54Z 6419 followers, 1611 engagements


"53% adj EBITDA CAGR 2024-2027 $GRAB"  
[X Link](https://x.com/BeuvingJordy/status/1980559324167459309) [@BeuvingJordy](/creator/x/BeuvingJordy) 2025-10-21T08:58Z 6418 followers, 2426 engagements


"Another +4% today for Gitlab $GTLB Something brewing $DDOG $XX and $GOOGL $XX let's go :)"  
[X Link](https://x.com/BeuvingJordy/status/1980640299979534703) [@BeuvingJordy](/creator/x/BeuvingJordy) 2025-10-21T14:20Z 6417 followers, 3244 engagements


"Texas Instruments results $TXN"  
[X Link](https://x.com/BeuvingJordy/status/1980729812546400540) [@BeuvingJordy](/creator/x/BeuvingJordy) 2025-10-21T20:16Z 6418 followers, 2084 engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@BeuvingJordy Avatar @BeuvingJordy Jordy Beuving

Jordy Beuving posts on X about asml, $besi, $asml, $amd the most. They currently have XXXXX followers and 3289 posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

Engagements Line Chart

  • X Week XXXXXX +103%
  • X Month XXXXXXX -XX%
  • X Months XXXXXXXXX +28%
  • X Year XXXXXXXXX +108%

Mentions: XX #

Mentions Line Chart

  • X Week XX +22%
  • X Month XXX -XX%
  • X Months XXX +22%
  • X Year XXXXX +50%

Followers: XXXXX #

Followers Line Chart

  • X Week XXXXX +0.88%
  • X Month XXXXX +2.70%
  • X Months XXXXX +20%
  • X Year XXXXX +57%

CreatorRank: XXXXXXX #

CreatorRank Line Chart

Social Influence #


Social category influence technology brands stocks finance currencies countries automotive brands

Social topic influence asml #93, $besi #1, $asml #67, $amd #69, $googl #3683, $tsm #16, $nvda #1649, $ddog #14, $intc #37, nvda #598

Top accounts mentioned or mentioned by @deaandeelhouder @nicoinberg @skundojjala @lithosgraphein @beursstier68 @ftrinvestors @dylan522p @techfund1 @bnr @ericjhonsa @tomshardware @clausaasholm @chipsandwafers @semianalysis @danielnewmanuv @reuters @nikkeiasia @albertjellema @asmlcompany @koyfincharts

Top assets mentioned Advanced Micro Devices (AMD) Alphabet Inc Class A (GOOGL) Taiwan Semiconductor (TSM) NVIDIA Corp. (NVDA) Datadog Inc (DDOG) Intel Corporation (INTC) GitLab Inc. Class A Common Stock (GTLB) Applied Materials, Inc. (AMAT) Micron Technology, Inc. (MU) Broadcom, Inc. (AVGO) Salesforce Inc (CRM) Cream (CRM) Adobe, Inc. (ADBE) Lam Research Corporation (LRCX) GlobalFoundries, Inc. (GFS) Morgan Stanley (MS) Grab Holdings Limited Class A Ordinary Shares (GRAB) KLA Corp (KLAC) HSBC Holdings PLC (HSBC) Axcelis Technologies Inc (ACLS) Marvell Technology Inc (MRVL) Navitas Semiconductor Corporation Common Stock (NVTS) The Walt Disney Company (DIS) Home Depot, Inc. (HD) Tesla, Inc. (TSLA) Texas Instruments (TXN) Amazon.com, Inc. (AMZN)

Top Social Posts #


Top posts by engagements in the last XX hours

"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 6417 followers, 1586 engagements

"🌐 βœ… πŸ“ˆ πŸš€ πŸ‘‡ BREAKING: $ASML Q3 results Orders 5.4B (3.6B EUV) πŸ“Š Q3-25 Net bookings: 5.4B (Css: 5.2B) Rev: 7.5B (Css: 7.65B) GM: XXX% (Css: 513%) πŸ“Š Outlook Q4 Rev: 9.2-9.8B (Css: 9.3B) GM: 51-53% (Css: 51%) @ASMLcompany link:"
X Link @BeuvingJordy 2025-10-15T05:05Z 6419 followers, 23.4K engagements

"🌐 πŸ“ˆ βœ… Awesome to join BBC Business today to provide some live commentary about $ASML's financial results this morning πŸ‘ Thanks for having me again BBC Great to see that ASML is being watched closely overseas 😎"
X Link @BeuvingJordy 2025-10-15T15:18Z 6418 followers, 7096 engagements

"🌐 βœ… πŸ“ˆ πŸš€ πŸ‘‡ Semiconductor sales could approach $1T by 2027 BofA says "We continue to believe the current AI infrastructurebuild out is structurally more durable than prior large cycles and remain bullish on AI capex" $ASML $TSM $MU $NVDA $AMD $INTC"
X Link @BeuvingJordy 2025-10-21T10:38Z 6419 followers, 1040 engagements

"HSBC raises $BESI PT XX - 122"
X Link @BeuvingJordy 2025-07-22T05:45Z 6413 followers, 2145 engagements

"🌐 πŸ“ˆ βœ… πŸš€ πŸ‘‡ 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 6413 followers, 6444 engagements

"🌐 βœ… πŸ“ˆ πŸš€ πŸ‘‡ 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 6414 followers, 2207 engagements

"$ASML earnings preview (Citi)"
X Link @BeuvingJordy 2025-10-10T13:25Z 6411 followers, 5011 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 6412 followers, 3112 engagements

"🌐 βœ… πŸ“ˆ πŸš€ πŸ‘‡ Salesforce +8% $CRM $GOOGL"
X Link @BeuvingJordy 2025-10-16T13:37Z 6406 followers, 2401 engagements

"Axcelis Technologies and Veeco Instruments to Combine Creating a Leading Semiconductor Equipment Company (6 Oct) $VECO $ACLS"
X Link @BeuvingJordy 2025-10-14T08:51Z 6418 followers, XXX engagements

"DB $BESI PT XXX - 150"
X Link @BeuvingJordy 2025-10-15T06:33Z 6417 followers, 2383 engagements

"🌐 Wow - Chinese memory chip maker CXMT plans listing @ $42B $MU $NVDA $AMD $TSM"
X Link @BeuvingJordy 2025-10-21T08:55Z 6418 followers, 1485 engagements

"SpaceX $GOOGL"
X Link @BeuvingJordy 2025-10-21T10:39Z 6417 followers, 1460 engagements

"🌐 βœ… πŸš€ πŸ“ˆ πŸ‘‡ $BESI earnings Thursday All about orders css XXX mil Focus on HB + TCB orders after recent newsflow (1) AMD needs to start ramping for OpenAI with Hybrid Bonding via TSMC SoiC (2) Intel ramping Panter Lake CPU with Hybrid Bonding as well $INTC $TSM $AMD"
X Link @BeuvingJordy 2025-10-21T13:16Z 6417 followers, 4064 engagements

"'Software is back' day on a market down day $CRM Salesforce +2% $GTLB Gitlab +5% $ADBE Adobe +2% $DDOG Datadog +1% $PLNW Planisware +5%"
X Link @BeuvingJordy 2025-10-21T14:23Z 6418 followers, 1080 engagements

"🌐 ⚠ πŸ‘‡ Oof. Intel evaluating continuing leading edge or not $INTC Profitability needs scale + volume Definitely keep an eye on this for $ASML $ASM.AS $BESI $AMAT $LRCX and other tool suppliers"
X Link @BeuvingJordy 2025-07-25T09:48Z 6414 followers, 3421 engagements

"JP Morgan $BESI PT XXX - 135"
X Link @BeuvingJordy 2025-07-28T05:45Z 6415 followers, 2741 engagements

"$TSM $ASML $BESI"
X Link @BeuvingJordy 2025-08-12T14:06Z 6414 followers, 1667 engagements

"No SK Hynix for $BESI $ASMPT"
X Link @BeuvingJordy 2025-09-15T05:47Z 6414 followers, 4846 engagements

"Applied Materials teams up with GlobalFoundries to advance photonics for AI and AR $AMAT $GFS"
X Link @BeuvingJordy 2025-09-24T08:00Z 6416 followers, 1009 engagements

"$BESI $AMD - Thanks @EricieVDH"
X Link @BeuvingJordy 2025-10-06T14:38Z 6414 followers, 2466 engagements

"🌐 βœ… πŸ“ˆ πŸš€ πŸ‘‡ Applied Materials launches Kinex first integrated die-to-wafer Hybrid Bonding system $AMAT $BESI"
X Link @BeuvingJordy 2025-10-07T13:05Z 6416 followers, 2490 engagements

"First NVIDIA two weeks later AMD Now Broadcom in two weeks. Marvell $NVDA $AMD $AVGO $MRVL"
X Link @BeuvingJordy 2025-10-13T14:18Z 6416 followers, 2009 engagements

"🌐 βœ… πŸ“ˆ πŸ‘‡ Navitas semiconductor again +25% Positive for equipment supplier AIXTRON $AIXA as well Navitas soars on progress in XXX VDC power devices for Nvidia AI platforms $NVTS $NVDA"
X Link @BeuvingJordy 2025-10-14T08:40Z 6414 followers, 1615 engagements

"$ASML backlog fully covered for DUV/EUV in 2025 XX% of backlog stretching into CY2026 and beyond XX% of system revenue CY2026 covered (flat y/y) Next two quarters 3.1B orders avg = enough Consensus orders Q3 = 5.36B Thnx @SKundojjala"
X Link @BeuvingJordy 2025-10-14T10:56Z 6415 followers, 4904 engagements

"Salesforce partners with Anthropic to provide AI for regulated industries $CRM"
X Link @BeuvingJordy 2025-10-14T13:01Z 6415 followers, 1003 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 6415 followers, 1299 engagements

"🌐 βœ… πŸ“ˆ πŸš€ πŸ‘‡ Earnings $ASML tomorrow Results out at 07:00 AM CET Consensus below Focus on bookings + growth story 2026 and onwards Memory orders surprise πŸ“Š Orders Q3 Net bookings: 52B πŸ“ŠResults Q3 Rev: 765B GM: XXX% EPS: XXX πŸ“Š Outlook Q4 Rev: 93B GM: 51%"
X Link @BeuvingJordy 2025-10-14T15:00Z 6415 followers, 4913 engagements

"🌐 βœ… πŸ“ˆ πŸš€ πŸ‘‡ Semiconductor Foundries Utilisation Rate % $ASML $TSM $GFS"
X Link @BeuvingJordy 2025-10-14T20:37Z 6414 followers, 1750 engagements

"Gitlab $GTLB on $DDOG takeover spec"
X Link @BeuvingJordy 2025-10-16T20:27Z 6415 followers, 2349 engagements

"Gitlab $GTLB takeover spec $60/share by $DDOG"
X Link @BeuvingJordy 2025-10-16T20:29Z 6415 followers, 3307 engagements

"@samsolid57 New takeover spec $DDOG $GOOGL"
X Link @BeuvingJordy 2025-10-21T14:24Z 6419 followers, XXX engagements

"🌐 βœ… πŸ“ˆ πŸš€ πŸ‘‡ AMD +26% premarket huge OpenAI deal $AMD - X Gigawatts deployment AMD GPU's - 1st Gigawatt in H2-2026 - Warrants up to XXX million AMD shares for OpenAI AMD and OpenAI Announce Strategic Partnership to Deploy X Gigawatts of AMD GPUs"
X Link @BeuvingJordy 2025-10-06T11:26Z 6417 followers, 9099 engagements

"ASM International CFO about leading edge gate-all-around capcity dynamics with #TSMC / #Intel / #Samsung. Relevant for $ASML and other tool suppliers. Geopolitics & tariffs sure but imo it's mainly CapEx shifts/pauses. Same reason why ASML guided 30-40B to 30-35B earlier"
X Link @BeuvingJordy 2025-07-29T13:15Z 6419 followers, 4348 engagements

"I'll happily admit the retail investor army on X (combined with X weeks of usage) convinced me about $GRAB Great way to diversify a tech portfolio with software/platform exposure in SEA as well Analysts upgrading $GRAB PT's this week Citi $XXXX - $XXXX DBS $XXXX - $7.55"
X Link @BeuvingJordy 2025-10-16T10:30Z 6419 followers, 2379 engagements

"Waymo $GOOGL + Apollo Go $BIDU Good luck $TSLA"
X Link @BeuvingJordy 2025-10-21T08:54Z 6419 followers, 1611 engagements

"53% adj EBITDA CAGR 2024-2027 $GRAB"
X Link @BeuvingJordy 2025-10-21T08:58Z 6418 followers, 2426 engagements

"Another +4% today for Gitlab $GTLB Something brewing $DDOG $XX and $GOOGL $XX let's go :)"
X Link @BeuvingJordy 2025-10-21T14:20Z 6417 followers, 3244 engagements

"Texas Instruments results $TXN"
X Link @BeuvingJordy 2025-10-21T20:16Z 6418 followers, 2084 engagements

@BeuvingJordy
/creator/twitter::BeuvingJordy