#  @BeuvingJordy Jordy Beuving Jordy Beuving posts on X about $besi, asml, $asml, $nvda the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1336702899724955651/interactions)  - [--] Week [-------] +396% - [--] Month [-------] +148% - [--] Months [---------] +43% - [--] Year [---------] +105% ### Mentions: [--] [#](/creator/twitter::1336702899724955651/posts_active)  - [--] Week [---] -14% - [--] Month [---] +38% - [--] Months [-----] +38% - [--] Year [-----] +30% ### Followers: [-----] [#](/creator/twitter::1336702899724955651/followers)  - [--] Week [-----] +0.22% - [--] Month [-----] +2.10% - [--] Months [-----] +15% - [--] Year [-----] +44% ### CreatorRank: [-------] [#](/creator/twitter::1336702899724955651/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 58.33% [technology brands](/list/technology-brands) 56.55% [finance](/list/finance) 23.81% [countries](/list/countries) 10.71% [financial services](/list/financial-services) #2510 [cryptocurrencies](/list/cryptocurrencies) 4.17% [social networks](/list/social-networks) 1.79% [automotive brands](/list/automotive-brands) 1.79% [currencies](/list/currencies) 1.19% [travel destinations](/list/travel-destinations) 0.6% **Social topic influence** [$besi](/topic/$besi) #2, [asml](/topic/asml) #41, [$asml](/topic/$asml) #20, [$nvda](/topic/$nvda) #1245, [nvda](/topic/nvda) #364, [$amd](/topic/$amd) #336, [$intc](/topic/$intc) #202, [ai](/topic/ai) 12.5%, [$tsm](/topic/$tsm) #100, [$mu](/topic/$mu) #256 **Top accounts mentioned or mentioned by** [@deaandeelhouder](/creator/undefined) [@bpol69](/creator/undefined) [@asmlcompany](/creator/undefined) [@nicoinberg](/creator/undefined) [@skundojjala](/creator/undefined) [@techfund1](/creator/undefined) [@beursanalist](/creator/undefined) [@nuttycld](/creator/undefined) [@gilluria](/creator/undefined) [@techfundnotep186595407r15csu](/creator/undefined) [@financefilosoof](/creator/undefined) [@koyfincharts](/creator/undefined) [@merwinbisseling](/creator/undefined) [@bnr](/creator/undefined) [@jitsegroen](/creator/undefined) [@justeattakeaway](/creator/undefined) [@albertjellema](/creator/undefined) [@cardanonl](/creator/undefined) [@euronext](/creator/undefined) [@rtlz](/creator/undefined) **Top assets mentioned** [NVIDIA Corp. (NVDA)](/topic/$nvda) [Advanced Micro Devices (AMD)](/topic/$amd) [Intel Corporation (INTC)](/topic/$intc) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Micron Technology, Inc. (MU)](/topic/$mu) [Lam Research Corporation (LRCX)](/topic/$lrcx) [Applied Materials, Inc. (AMAT)](/topic/$amat) [KLA Corp (KLAC)](/topic/$klac) [Assemble Protocol (ASM)](/topic/$asm) [Metadium (META)](/topic/$meta) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Microsoft Corp. (MSFT)](/topic/$msft) [Now Coin (NOW)](/topic/$now) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [ServiceNow Inc (NOW)](/topic/servicenow) [Datadog Inc (DDOG)](/topic/$ddog) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Morgan Stanley (MS)](/topic/morgan-stanley) [Goldman Sachs (GS)](/topic/goldman-sachs) [Arista Networks Inc (ANET)](/topic/$anet) [Newmont Corporation (NEM)](/topic/$nem) [Tesla, Inc. (TSLA)](/topic/$tsla) [Apple, Inc. (AAPL)](/topic/$aapl) [Salesforce Inc (CRM)](/topic/$crm) [Axcelis Technologies Inc (ACLS)](/topic/$acls) [Kulicke & Soffa Industries Inc (KLIC)](/topic/$klic) ### Top Social Posts Top posts by engagements in the last [--] hours "$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](https://x.com/BeuvingJordy/status/2020854772895502478) 2026-02-09T13:38Z [----] followers, [----] engagements "🌐 📈 ✅ 🚀 👇 Goldman: China [--] years behind on lithography $ASML According to Goldman Sachs it suggests China's lithography progress is [--] years behind based on the roadmap position of Chinese companies and ASML. https://t.co/X4Lz5jh7dv According to Goldman Sachs it suggests China's lithography progress is [--] years behind based on the roadmap position of Chinese companies and ASML. https://t.co/X4Lz5jh7dv" [X Link](https://x.com/BeuvingJordy/status/1962452115785216248) 2025-09-01T09:46Z [----] followers, [----] engagements "$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](https://x.com/BeuvingJordy/status/2021841996240105757) 2026-02-12T07:01Z [----] followers, [----] engagements "Axcelis Technologies and Veeco Instruments to Combine Creating a Leading Semiconductor Equipment Company (6 Oct) $VECO $ACLS https://ir.veeco.com/news-and-events/news-details/2025/Axcelis-Technologies-and-Veeco-Instruments-to-Combine-Creating-a-Leading-Semiconductor-Equipment-Company-2025-ueyd_cjQXq/default.aspx https://ir.veeco.com/news-and-events/news-details/2025/Axcelis-Technologies-and-Veeco-Instruments-to-Combine-Creating-a-Leading-Semiconductor-Equipment-Company-2025-ueyd_cjQXq/default.aspx" [X Link](https://x.com/BeuvingJordy/status/1978020949757689973) 2025-10-14T08:51Z [----] 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](https://x.com/BeuvingJordy/status/1983504624981000341) 2025-10-29T12:02Z [----] followers, 13.7K 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](https://x.com/BeuvingJordy/status/2010966372927394019) 2026-01-13T06:45Z [----] 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](https://x.com/BeuvingJordy/status/2013540380776566908) 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](https://x.com/BeuvingJordy/status/2014342434617020657) 2026-01-22T14:20Z [----] 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](https://x.com/BeuvingJordy/status/2015450095559320003) 2026-01-25T15:42Z [----] followers, [----] engagements "JP Morgan Nemetschek $NEM upgrade Sell - Buy PT [---] (up 22%) @BeuvingJordy https://t.co/pIhmEPQxkt @BeuvingJordy https://t.co/pIhmEPQxkt" [X Link](https://x.com/BeuvingJordy/status/2015698903593546216) 2026-01-26T08:10Z [----] followers, [----] engagements "$MSFT $NVDA $MRVL @BeuvingJordy $MSFT $NVDA https://t.co/OhRkuY9OKw @BeuvingJordy $MSFT $NVDA https://t.co/OhRkuY9OKw" [X Link](https://x.com/BeuvingJordy/status/2015845931451638264) 2026-01-26T17:54Z [----] followers, [----] engagements "Tencent $TCEHY $TCEHY @BeuvingJordy https://t.co/igi5pY91SO $TCEHY @BeuvingJordy https://t.co/igi5pY91SO" [X Link](https://x.com/BeuvingJordy/status/2016084158762627250) 2026-01-27T09:41Z [----] 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](https://x.com/BeuvingJordy/status/2016768517761032590) 2026-01-29T07:00Z [----] 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](https://x.com/BeuvingJordy/status/2016791842239496514) 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](https://x.com/BeuvingJordy/status/2016800176946499932) 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](https://x.com/BeuvingJordy/status/2017238526564135243) 2026-01-30T14:08Z [----] followers, [----] engagements "@NuttyCLD Don't forget tool suppliers like AIXTRON $AIXA" [X Link](https://x.com/BeuvingJordy/status/2017577650026397757) 2026-01-31T12:36Z [----] followers, [----] engagements "$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](https://x.com/BeuvingJordy/status/2017628446260707490) 2026-01-31T15:58Z [----] 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](https://x.com/BeuvingJordy/status/2018035339726594457) 2026-02-01T18:54Z [----] followers, [----] engagements "Nemetschek up = Bank of America $NEM" [X Link](https://x.com/BeuvingJordy/status/2018235942998319391) 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](https://x.com/BeuvingJordy/status/2018238783628407234) 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](https://x.com/BeuvingJordy/status/2018333934543593551) 2026-02-02T14:41Z [----] followers, [----] engagements "Green day for software. really that's possible $CRM $NOW $ADBE $CSU" [X Link](https://x.com/BeuvingJordy/status/2018341325104382106) 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](https://x.com/BeuvingJordy/status/2018341425662881832) 2026-02-02T15:11Z [----] 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](https://x.com/BeuvingJordy/status/2018386837224505831) 2026-02-02T18:11Z [----] followers, [----] engagements "China massively increasing memory output $MU $LRCX Here it comes. https://t.co/VQazHOHodp Here it comes. https://t.co/VQazHOHodp" [X Link](https://x.com/BeuvingJordy/status/2018670652849353093) 2026-02-03T12:59Z [----] followers, [----] engagements "$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](https://x.com/BeuvingJordy/status/2018811734195323209) 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](https://x.com/BeuvingJordy/status/2018812103017333184) 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](https://x.com/BeuvingJordy/status/2019058375372243392) 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](https://x.com/BeuvingJordy/status/2019110650836889897) 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](https://x.com/BeuvingJordy/status/2019113143096733905) 2026-02-04T18:17Z [----] 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](https://x.com/BeuvingJordy/status/2019442131018936706) 2026-02-05T16:04Z [----] 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](https://x.com/BeuvingJordy/status/2019526384323019025) 2026-02-05T21:39Z [----] 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](https://x.com/BeuvingJordy/status/2019790678750859548) 2026-02-06T15:09Z [----] followers, [----] engagements "@techfund1 Implications for $AIXA AIXTRON No GaN equip orders until '27 or coming earlier already" [X Link](https://x.com/BeuvingJordy/status/2019793868284187021) 2026-02-06T15:22Z [----] followers, [---] engagements "Goldman x Anthropic Goldman Sachs has spent the past six months working with embedded Anthropic engineers to co-develop autonomous agents in at least two specific areas: accounting for trades and transactions and client vetting and onboarding. https://t.co/73Q3nVws0R Goldman Sachs has spent the past six months working with embedded Anthropic engineers to co-develop autonomous agents in at least two specific areas: accounting for trades and transactions and client vetting and onboarding. https://t.co/73Q3nVws0R" [X Link](https://x.com/BeuvingJordy/status/2020133119999857065) 2026-02-07T13:50Z [----] followers, [----] engagements "$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](https://x.com/BeuvingJordy/status/2020423932386685102) 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](https://x.com/BeuvingJordy/status/2020434619951387127) 2026-02-08T09:48Z [----] followers, [----] engagements "🌐 📈 ✅ $UBER #UBER is getting aggressive with buybacks as shown in the Q4 results. Rightfully so. The stock has never been this cheap. Trailing free cash flow yield: 6.4% Not based on forecasts. Based on the last four quarters. Free cash flow will grow double digits in the coming years. https://t.co/fnTTXcKLkA #UBER is getting aggressive with buybacks as shown in the Q4 results. Rightfully so. The stock has never been this cheap. Trailing free cash flow yield: 6.4% Not based on forecasts. Based on the last four quarters. Free cash flow will grow double digits in the coming years." [X Link](https://x.com/BeuvingJordy/status/2020620400804422040) 2026-02-08T22:06Z [----] followers, [----] engagements "$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](https://x.com/BeuvingJordy/status/2020857199111643458) 2026-02-09T13:47Z [----] 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](https://x.com/BeuvingJordy/status/2020857616621093268) 2026-02-09T13:49Z [----] followers, [----] engagements "@FinanceFilosoof Zijn er wel aan aantal oa: ServiceNow CEO $NOW Gitlab CEO $GTLB Constellation CEO + insiders $CSU" [X Link](https://x.com/BeuvingJordy/status/2020862265105269173) 2026-02-09T14:08Z [----] followers, [----] engagements "Databricks CEO on AI I now constantly get questions about the SAAS meltdown role of AI system of records etc. I don't have an answer to all these. But I do know that we saw an acceleration in our business in Q2 Q3 and now finished the year with accelerating Q4. The question is why Short I now constantly get questions about the SAAS meltdown role of AI system of records etc. I don't have an answer to all these. But I do know that we saw an acceleration in our business in Q2 Q3 and now finished the year with accelerating Q4. The question is why Short" [X Link](https://x.com/BeuvingJordy/status/2020931001896271973) 2026-02-09T18:41Z [----] followers, [----] engagements "Wolters These professionals require high-quality data from validated sources embedded within domain-specific analytical and workflow tools. The intrinsic value of these businesses is not primarily in their distribution infrastructure but rather in their domain-specific data These professionals require high-quality data from validated sources embedded within domain-specific analytical and workflow tools. The intrinsic value of these businesses is not primarily in their distribution infrastructure but rather in their domain-specific data" [X Link](https://x.com/BeuvingJordy/status/2020931207522095586) 2026-02-09T18:42Z [----] followers, [----] engagements "$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](https://x.com/BeuvingJordy/status/2014348185578230008) 2026-01-22T14:43Z [----] followers, [----] engagements "✅ 📈 🚀 Thomson Reuters to the rescue - growth acceleration $TRI @BeuvingJordy https://t.co/anud0Dfo8e $TRI @BeuvingJordy https://t.co/anud0Dfo8e" [X Link](https://x.com/BeuvingJordy/status/2019402278101479723) 2026-02-05T13:26Z [----] followers, [----] engagements "$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](https://x.com/BeuvingJordy/status/1985669347847913776) 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 $BESI https://www.tomshardware.com/tech-industry/semiconductors/adeia-sues-amd-over-hybrid-bonding-tech-behind-3d-v-cache https://www.tomshardware.com/tech-industry/semiconductors/adeia-sues-amd-over-hybrid-bonding-tech-behind-3d-v-cache" [X Link](https://x.com/BeuvingJordy/status/1985683960807231926) 2025-11-04T12:22Z [----] followers, [----] engagements "$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](https://x.com/BeuvingJordy/status/1997921144964309428) 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](https://x.com/BeuvingJordy/status/1997974792688034131) 2025-12-08T10:21Z [----] 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](https://x.com/BeuvingJordy/status/2009191548270031101) 2026-01-08T09:12Z [----] followers, [----] engagements "Hanmi ASMPT BESI $BESI Sell Hanmi Semiconductor https://t.co/2gmPkwZCpa Sell Hanmi Semiconductor https://t.co/2gmPkwZCpa" [X Link](https://x.com/BeuvingJordy/status/2012118724552294449) 2026-01-16T11:04Z [----] followers, [----] engagements "$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](https://x.com/BeuvingJordy/status/2013158970228191593) 2026-01-19T07:57Z [----] followers, [----] engagements "SK Hynix fireworks $ASML $BESI $ASMI.AS $NVDA $AMD SK HYNIX Q4 EARNINGS HIGHLIGHTS 🔹 Sales: 32.83T won (Est. 31.3T won) 🟢 🔹 Operating Profit: 19.17T won (Est. 16.69T won) 🟢 🔹 Net Income: 15.22T won (Est. 13.31T won) 🟢 🔹 FY26 capex: expects considerable increase 🔹 HBM revenue more than doubled Y/Y 🔹 HBM4 mass output in https://t.co/45kIfBox7B SK HYNIX Q4 EARNINGS HIGHLIGHTS 🔹 Sales: 32.83T won (Est. 31.3T won) 🟢 🔹 Operating Profit: 19.17T won (Est. 16.69T won) 🟢 🔹 Net Income: 15.22T won (Est. 13.31T won) 🟢 🔹 FY26 capex: expects considerable increase 🔹 HBM revenue more than" [X Link](https://x.com/BeuvingJordy/status/2016421783197372454) 2026-01-28T08:03Z [----] followers, [----] engagements "$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 $ASML color on orders: EUR7.4bn from memory vs. prev high of 4.3bn in Q4'24. Memory/EUV a reliable driver of 26/27 revenue with high NA just starting to take off. https://t.co/VcjLxLPDoM" [X Link](https://x.com/BeuvingJordy/status/2016470406924824729) 2026-01-28T11:16Z [----] followers, [----] engagements "$BESI $AAPL $TSM The news that Apples high-end M5 chip uses SoIC packaging came out back in February last year. Pretty much everyone in the industry already knows about it. For the SoIC packaging in this high-end M5 chip BESIs hybrid bonding equipment was used. https://t.co/JZoH7xJm80 The news that Apples high-end M5 chip uses SoIC packaging came out back in February last year. Pretty much everyone in the industry already knows about it. For the SoIC packaging in this high-end M5 chip BESIs hybrid bonding equipment was used. https://t.co/JZoH7xJm80" [X Link](https://x.com/BeuvingJordy/status/2017898345172242623) 2026-02-01T09:50Z [----] followers, [----] engagements "$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](https://x.com/BeuvingJordy/status/2018035248378843430) 2026-02-01T18:54Z [----] 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$218.5 billion). [----] [---] (2185 ) https://t.co/2P0xJTenqe" [X Link](https://x.com/BeuvingJordy/status/2018341670501151159) 2026-02-02T15:12Z [----] followers, [----] engagements "$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](https://x.com/BeuvingJordy/status/2018581489047466445) 2026-02-03T07:05Z [----] followers, [----] engagements "🌐 📈 ✅ 🚀 👇🏼 Baidu Announces New Share Repurchase Program and Dividend Policy $BIDU https://ir.baidu.com/news-releases/news-release-details/baidu-announces-new-share-repurchase-program-and-dividend-policy https://ir.baidu.com/news-releases/news-release-details/baidu-announces-new-share-repurchase-program-and-dividend-policy" [X Link](https://x.com/BeuvingJordy/status/2019321575556936000) 2026-02-05T08:05Z [----] followers, [---] engagements "$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](https://x.com/BeuvingJordy/status/2020857349078946282) 2026-02-09T13:48Z [----] 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](https://x.com/anyuser/status/2020939416576066017) 2026-02-09T19:14Z [----] followers, [----] engagements "Memory $MU Supply Shortage Reshapes LTA Dynamics Contract Periods Shrink and Power Balance Flips As the supply shortage drags on the trading order in the memory semiconductor market is rapidly being reorganized. With the semiconductor supply crunch persisting over an extended period https://t.co/u6f0EYj3Ju Supply Shortage Reshapes LTA Dynamics Contract Periods Shrink and Power Balance Flips As the supply shortage drags on the trading order in the memory semiconductor market is rapidly being reorganized. With the semiconductor supply crunch persisting over an extended period" [X Link](https://x.com/BeuvingJordy/status/2020943515812036662) 2026-02-09T19:30Z [----] followers, [----] engagements "SemiAnaly$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](https://x.com/BeuvingJordy/status/2020952821399695655) 2026-02-09T20:07Z [----] followers, [----] engagements "🌐 ✅ 📈 🚀 👇🏼 AIXTRON +8% $AIXA" [X Link](https://x.com/anyuser/status/2021176611610014154) 2026-02-10T10:57Z [----] followers, [----] engagements "Sell side achter de koers aan - Jefferies upgrade vandaag" [X Link](https://x.com/BeuvingJordy/status/2021180260478222364) 2026-02-10T11:11Z [----] 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](https://x.com/anyuser/status/2021242217415807228) 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 $185 Datadog reported yet another solid quarter with Q4 revenue growth of 29% 3.8% above our 24.5% forecast (following similar beat in Q3) 3.7% above consensus and beating guidance at mid-point by 4.3%. With strong operating" [X Link](https://x.com/BeuvingJordy/status/2021282778357141665) 2026-02-10T17:59Z [----] followers, [----] engagements "$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](https://x.com/BeuvingJordy/status/2021283148307243240) 2026-02-10T18:00Z [----] 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](https://x.com/BeuvingJordy/status/2021835489045884962) 2026-02-12T06:35Z [----] followers, [----] engagements "RELX AI $RELX AI embedded products will drive growth for many years https://t.co/Ohus7TJYyg $RELX AI embedded products will drive growth for many years https://t.co/Ohus7TJYyg" [X Link](https://x.com/BeuvingJordy/status/2021907464804045229) 2026-02-12T11:21Z [----] followers, [----] engagements "$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](https://x.com/BeuvingJordy/status/2021947225828733047) 2026-02-12T13:59Z [----] followers, [----] engagements "Still waiting on semiconductor tariffs" [X Link](https://x.com/BeuvingJordy/status/1913205423043203180) 2025-04-18T12:18Z [----] 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](https://x.com/BeuvingJordy/status/1967852602441490522) 2025-09-16T07:26Z [----] followers, [----] engagements "BofA $ASML PT $724 - $941 @BeuvingJordy https://t.co/8s4z1S5yUG @BeuvingJordy https://t.co/8s4z1S5yUG" [X Link](https://x.com/BeuvingJordy/status/1968677500839399844) 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](https://x.com/BeuvingJordy/status/1978113789825310959) 2025-10-14T15:00Z [----] 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](https://x.com/BeuvingJordy/status/1978480496507027789) 2025-10-15T15:18Z [----] followers, 16.8K 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](https://x.com/BeuvingJordy/status/1983220747800547689) 2025-10-28T17:14Z [----] 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](https://x.com/BeuvingJordy/status/2008529352468951334) 2026-01-06T13:21Z [----] 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](https://x.com/BeuvingJordy/status/2011713504244613485) 2026-01-15T08:14Z [----] followers, [----] engagements "Semi equipment companies (@KoyfinCharts) $ASML $ASMI.AS $BESI $AMAT $KLAC $LRCX" [X Link](https://x.com/BeuvingJordy/status/2012172852892454982) 2026-01-16T14:39Z [----] 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](https://x.com/BeuvingJordy/status/2013505500428509273) 2026-01-20T06:54Z [----] followers, [----] engagements "UBS raising $BESI PT [---] - [---] $BESI @merwinbisseling @BeuvingJordy https://t.co/7hne0o47WR $BESI @merwinbisseling @BeuvingJordy https://t.co/7hne0o47WR" [X Link](https://x.com/BeuvingJordy/status/2015713769662419237) 2026-01-26T09:09Z [----] 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](https://x.com/BeuvingJordy/status/2019046498462314975) 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](https://x.com/BeuvingJordy/status/2019501485470474457) 2026-02-05T20:00Z [----] 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](https://x.com/BeuvingJordy/status/2020931440675012783) 2026-02-09T18:42Z [----] 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](https://x.com/BeuvingJordy/status/2021241663008502189) 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](https://x.com/BeuvingJordy/status/2021241733640523954) 2026-02-10T15:15Z [----] 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](https://x.com/BeuvingJordy/status/2021882842918400203) 2026-02-12T09:43Z [----] 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. $BESI" [X Link](https://x.com/BeuvingJordy/status/2016791112904532045) 2026-01-29T08:30Z [----] followers, [----] engagements "$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](https://x.com/BeuvingJordy/status/2021287233559441463) 2026-02-10T18:16Z [----] 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](https://x.com/BeuvingJordy/status/2022259287712743426) 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](https://x.com/BeuvingJordy/status/2022489466825568496) 2026-02-14T01:53Z [----] 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](https://x.com/BeuvingJordy/status/1533730325293146113) 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](https://x.com/BeuvingJordy/status/1604536203780317186) 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](https://x.com/BeuvingJordy/status/1698963750181597413) 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](https://x.com/BeuvingJordy/status/1704437800458694939) 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](https://x.com/BeuvingJordy/status/1756991017197211798) 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](https://x.com/BeuvingJordy/status/1790411308459827397) 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](https://x.com/BeuvingJordy/status/1798707628681658575) 2024-06-06T13:24Z [----] followers, 22.8K engagements "🌐 📈 👇 #ASML cijfers online ✅ Q2 omzet: [--] miljard (Vw: 57-62B) ✅ Brutomarge: 515% (Vw: 50-51%) ✅ Nettowinst: [--] miljard (Css: 14B) 🚀 Orders: [--] miljard (Q1: 36B / Css: 45B+) 📊 Q3 Outlook: 67-73 miljard $ASML $TSM $INTC $NVDA $ASM $AMAT" [X Link](https://x.com/BeuvingJordy/status/1813442886425350279) 2024-07-17T05:17Z [----] followers, [----] engagements "🌐 📈 ✅ 🚀 👇 This data center AI chip roadmap shows #NVIDIA will dominate far into [----] and beyond $NVDA $AMD $INTC $GOOGL $AMZN $META $AVGO $ASML $BESI https://www.tweaktown.com/news/100151/this-data-center-ai-chip-roadmap-shows-nvidia-will-dominate-far-into-2027-and-beyond/index.html https://www.tweaktown.com/news/100151/this-data-center-ai-chip-roadmap-shows-nvidia-will-dominate-far-into-2027-and-beyond/index.html" [X Link](https://x.com/BeuvingJordy/status/1828700625988641280) 2024-08-28T07:46Z [----] followers, 37.8K engagements "🌐 ⚠ ⛔ 📉 Pre release $ASML results. ouch - Q3 bookings: [--] billion (css 4-6 billion) - [----] revenue guide: 30-35 billion (css 36B) - [----] gross margin guide: 51-53% (before 54-56%) Full press release: https://www.asml.com/en/news/press-releases/2024/q3-2024-financial-results-dd3ac76a9d4d0f8c https://www.asml.com/en/news/press-releases/2024/q3-2024-financial-results-dd3ac76a9d4d0f8c" [X Link](https://x.com/BeuvingJordy/status/1846205204946899265) 2024-10-15T15:03Z [----] followers, 12.2K engagements "Negative impact of Intel $INTC foundry delays/issues on semi equip became clear with $ASML revising [----] outlook downwards last week. So how about Intel and packaging Especially relevant for $BESI with $INTC being basically the second adopter of Hybrid Bonding (Foveros) after $TSM with SoIC platform. Part of $INTC Citi Tech Conference (4 sept) below. Packaging revenue in H2 of this year + nice growth next few years. Interesting development imo. Packaging seems to be doing okay/good. Intel reducing CapEx and revising investments but probably not/less for advanced packaging. It's part of their" [X Link](https://x.com/BeuvingJordy/status/1848650488826171853) 2024-10-22T08:59Z [----] followers, [----] engagements "Friendly reminder to use ChatGPT for investing Why does $BESI outperform the A&P market Answers are pretty solid imo" [X Link](https://x.com/BeuvingJordy/status/1849753413313028141) 2024-10-25T10:02Z [----] followers, [----] engagements "🌐 ✅ 📈 🚀 👇 $ASM International results are out 👉 Orders beat revenue upper end gross margin beats outlook [----] slightly higher (lower band) & GAA ramps continuing. 👉 Q3 results ✅ Revenue: [---] million 📊 Guidance: 740-780 million 🔎 Estimates: [---] million ✅ Gross margin: 494% 🔎 Estimates: 475% - 487% ✅ Orders: [---] million 🔎 Estimates: 771-786 million 👉 Outlook Q4 📊 Revenue 770-810 million ✅ Orders solid but lower than Q3 👉 Outlook [----] 📊 Consensus: [--] billion ✅ ASM: 32-36 billion (+200 million lower end) "While recently announced capex reductions have somewhat impacted the outlook" [X Link](https://x.com/BeuvingJordy/status/1851311438020952310) 2024-10-29T17:13Z [----] followers, [----] engagements "🌐 ✅ 🚀 📈 #ASML reduced its [----] outlook whilst #ASM increased its [----] outlook. Confusing for some investors so here is why👇 Small part from earnings call below. ASM International CEO explains what's happening. - ASML reducing outlook [----] mainly due to CapEx cuts and litho pushouts of two important customers: Intel & Samsung. - ASM however is seeing some impact but 'not really a huge impact' in [----]. Instead of lowering their [----] guidance they increased it slightly. - ASM is not that vulnerable as ASML to these CapEx cuts and specific fab delays. Difference in lead times compared to ASML" [X Link](https://x.com/BeuvingJordy/status/1853739266867654823) 2024-11-05T10:00Z [----] followers, [----] engagements "🌐 ⚠ 📈 ✅ 🚀 👇 ASML investor day starting soon $ASML $AMAT $ASM.AS $BESI $KLAC $LRCX The program will run from 13:00 to 17:30 CET Link: https://www.asml.com/en/investors/investor-days/2024 https://www.asml.com/en/investors/investor-days/2024" [X Link](https://x.com/BeuvingJordy/status/1857029757533110386) 2024-11-14T11:56Z [----] followers, 10.1K engagements "ASML [----] financial model assumptions $ASML 🌐 ⚠ 📈 ✅ 🚀 👇 ASML investor day starting soon $ASML $AMAT $ASM.AS $BESI $KLAC $LRCX The program will run from 13:00 to 17:30 CET Link: https://t.co/j7Lh27am70 https://t.co/wqSn5sAHca 🌐 ⚠ 📈 ✅ 🚀 👇 ASML investor day starting soon $ASML $AMAT $ASM.AS $BESI $KLAC $LRCX The program will run from 13:00 to 17:30 CET Link: https://t.co/j7Lh27am70 https://t.co/wqSn5sAHca" [X Link](https://x.com/BeuvingJordy/status/1857078783473299516) 2024-11-14T15:10Z [----] followers, [----] engagements "📈 ✅ 🚀 Great [----] so far for Semi Equip in - BE Semi +14% $BESI - ASML +10% $ASML - ASM International +9% $ASM.AS Mind you: this is without a clear visible recovery path for a lot of traditional end market demand (consumer industrial & automotive) Triple A: All About AI" [X Link](https://x.com/BeuvingJordy/status/1876582069192839608) 2025-01-07T10:50Z [----] followers, [----] engagements "Intel shares up 5% premarket. Seems to be acquisition speculation. $INTC $ASML $TSM $NVDA $AMD Intel Rumored to Be Target of Potential Acquisition https://bigbreakingwire.in/intel-rumored-to-be-target-of-potential-acquisition/ https://bigbreakingwire.in/intel-rumored-to-be-target-of-potential-acquisition/" [X Link](https://x.com/BeuvingJordy/status/1880247795330007471) 2025-01-17T13:36Z [----] followers, [----] engagements "Bernstein: "Overall our own (semi-informed layperson's) reaction is not to buy into the doomsday scenarios currently playing out in the Twitterverse." "We continue to like the Al stories in our coverage particularly NVDA and AVGO." $AVGO $NVDA $MRVL $TSM U.S. Semiconductors: Is DeepSeek doomsday for AI buildouts We don't think so - Bernstein https://t.co/KRfF8eK1ZO U.S. Semiconductors: Is DeepSeek doomsday for AI buildouts We don't think so - Bernstein https://t.co/KRfF8eK1ZO" [X Link](https://x.com/BeuvingJordy/status/1883949604959621201) 2025-01-27T18:46Z [----] 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](https://x.com/BeuvingJordy/status/1884227117640249735) 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](https://x.com/BeuvingJordy/status/1884264361474363656) 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](https://x.com/BeuvingJordy/status/1884483488474402997) 2025-01-29T06:07Z [----] followers, 10.1K engagements "🌐 ✅ 📈 🎙 👇 This morning I joined @BBCBusiness to briefly discuss @ASMLcompany's latest results We also touched on the #DeepSeek news and stock market sell-off earlier this week. A snapshot below😁 #Tech #Semiconductors #ASML #Stocks $ASML $NVDA $TSM $INTC $AVGO $MRVL" [X Link](https://x.com/BeuvingJordy/status/1884608749349863648) 2025-01-29T14:25Z [----] followers, [----] engagements "🌐✅📈 Let me just quickly fix this meme. $ASML $NVDA $AMD $INTC $AMAT $LRCX $INTC $TSM $BESI $KLAC $MSFT $AMZN $META $MSFT" [X Link](https://x.com/BeuvingJordy/status/1885677886557880603) 2025-02-01T13:13Z [----] followers, [----] 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](https://x.com/BeuvingJordy/status/1885718418520715584) 2025-02-01T15:54Z [----] followers, [----] engagements "Corsair Gaming surges as TD Cowen pleased with Q4 results GPU commentary $NVDA $AMD https://seekingalpha.com/news/4407770-corsair-gaming-surges-as-td-cowen-pleased-with-q4-results-gpu-commentary https://seekingalpha.com/news/4407770-corsair-gaming-surges-as-td-cowen-pleased-with-q4-results-gpu-commentary" [X Link](https://x.com/BeuvingJordy/status/1890058217209909347) 2025-02-13T15:19Z [----] followers, [---] engagements "How waiting for $NVDA results without a Bloomberg terminal looks like 😁 👇" [X Link](https://x.com/BeuvingJordy/status/1894854719379587465) 2025-02-26T20:59Z [----] followers, [----] engagements "👇 Intel yesterday during MS Tech Conference about #HybridBonding Advanced packaging issues with Hybrid Bonding are fixed Very relevant for tool supplier $BESI since $INTC has the highest installed base after $TSM (using HB for $AMD)" [X Link](https://x.com/BeuvingJordy/status/1897751082354213299) 2025-03-06T20:48Z [----] followers, [----] engagements "🌐 ✅ 📈 🚀 👇 Happy as a kid visiting $ASML today. The innovation behind the worlds most important technology is truly mind-blowing. Thanks for the warm welcome @ASMLcompany" [X Link](https://x.com/BeuvingJordy/status/1902816869553254754) 2025-03-20T20:17Z [----] followers, 33.4K engagements "🌐 ✅ 📈 Good news for semi equip - additional $54 bil for #Rapidus Japan to pour additional $5.4 bn into chipmaker Rapidus $ASML $KLAC $AMAT $BESI $MU $NVDA $AMD $LRCX $TSM $INTC https://techxplore.com/news/2025-03-japan-additional-bn-chipmaker-rapidus.html https://techxplore.com/news/2025-03-japan-additional-bn-chipmaker-rapidus.html" [X Link](https://x.com/BeuvingJordy/status/1906644723458068972) 2025-03-31T09:48Z [----] followers, 10.2K engagements "🌐 ✅ 📈 👇 Seems like someone was right about exclusion for semiconductor equipment 😁 $ASML $ASM $BESI $AMAT $KLAC $LRCX $MU $NVDA $AMD *US PUBLISHES TARIFF EXCLUSIONS FOR SPECIFIED PRODUCTS *US TARIFF EXCLUSIONS APPLY TO COMPUTERS SMARTPHONES *US TARIFF EXCLUSIONS ALSO APPLY TO CHIP-MAKING EQUIPMENT *TARIFF EXCLUSIONS APPLY TO SO-CALLED RECIPROCAL' TARIFFS *US PUBLISHES TARIFF EXCLUSIONS FOR SPECIFIED PRODUCTS *US TARIFF EXCLUSIONS APPLY TO COMPUTERS SMARTPHONES *US TARIFF EXCLUSIONS ALSO APPLY TO CHIP-MAKING EQUIPMENT *TARIFF EXCLUSIONS APPLY TO SO-CALLED RECIPROCAL' TARIFFS" [X Link](https://x.com/BeuvingJordy/status/1911039881473572951) 2025-04-12T12:53Z [----] followers, [----] engagements "🌐 ✅ 📈 🚀 👇 BREAKING: $ASML Q1 results Orders 39B (1.2B EUV) 📊 Q1-25 Net bookings: 39B (VA: 4.88B) Rev: 774B (Css: 7.75B) GM: 54% (Css: 52%) 📊 Outlook Q2 Rev: 7.2-7.7B (Css: 7.77B) GM: 50-53% (Css: 52.3%) @ASMLcompany: https://www.asml.com/en/investors/financial-results/q1-2025 https://www.asml.com/en/investors/financial-results/q1-2025" [X Link](https://x.com/BeuvingJordy/status/1912373322563625185) 2025-04-16T05:11Z [----] followers, [----] engagements "$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](https://x.com/BeuvingJordy/status/1912405851224056222) 2025-04-16T07:21Z [----] 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](https://x.com/BeuvingJordy/status/1912482138890387884) 2025-04-16T12:24Z [----] followers, [----] engagements "🌐 🎬 ✅ 👇 Provided some insights on the new export restrictions for #NVIDIA as well as the #ASML quarterly results yesterday live on BBC Business. Always great to discuss what's happening in the semicon industry. Quick snapshot below 😁 $ASML $NVDA $AMD $INTC $TSM $MU $BESI" [X Link](https://x.com/BeuvingJordy/status/1912808342575055091) 2025-04-17T10:00Z [----] followers, 12.6K engagements "Intel details next-gen 18A fab tech: significantly more performance lower power higher density. GAA transistors and backside power delivery seemingly do wonders. $INTC $ASML $TSM https://www.tomshardware.com/tech-industry/intel-details-next-gen-18a-fab-tech-significantly-more-performance-lower-power-higher-density https://www.tomshardware.com/tech-industry/intel-details-next-gen-18a-fab-tech-significantly-more-performance-lower-power-higher-density" [X Link](https://x.com/BeuvingJordy/status/1914684843255869561) 2025-04-22T14:16Z [----] followers, [----] engagements "🌐 ✅ 📈 🚀 👇 BREAKING: ASM International results are out 👉 Orders slightly above css revenue in line gross profit/margin beats operational profit/margin beats & outlook [----] slightly adjusted 👉 Q1-2025 results ✅ Revenue: [---] million 📊 Guidance: 810-850 million 🔎 Estimates: [---] million 📈 Orders: [---] million 🔎 Estimates: [---] million Strong GAA orders healthy demand from memory customers especially for HBM-related DRAM applications and solid demand from Chinese customers mainly contributed to the solid bookings. ✅ Gross margin: 534% (Css: 49%) 📊 Gross profit: [---] mil (Css: [---] mil) ✅" [X Link](https://x.com/BeuvingJordy/status/1917252128890089775) 2025-04-29T16:18Z [----] followers, [----] engagements "🌐 ✅ 📈 🚀 👇 Not a bad day for $ASML $ASM & $BESI investors" [X Link](https://x.com/BeuvingJordy/status/1921972161935200751) 2025-05-12T16:54Z [----] followers, [----] engagements "🌐 ✅ 📈 🚀 👇 BE Semiconductor Industries N.V. $BESI Increases Financial Targets at [----] Investor Day Revenue 1B+++ now 1.5-1.9 billion Gross margin 62-66% now 64-68% Oper. margin 35-50% now 40-55% Link: https://www.besi.com/investor-relations/press-releases/details/be-semiconductor-industries-nv-increases-financial-targets-at-2025-investor-day/ https://www.besi.com/investor-relations/press-releases/details/be-semiconductor-industries-nv-increases-financial-targets-at-2025-investor-day/" [X Link](https://x.com/BeuvingJordy/status/1933028095583228264) 2025-06-12T05:06Z [----] followers, 18K engagements "🌐 ✅ 📈 📽 Had the pleasure of interviewing Marc Assinck from @ASMLcompany to discuss the latest developments in the semicon industry. We covered $ASML's roadmap AI HBM EUV & more. 👇 Link @deaandeelhouder: 🙏 Huge thanks to Marc for his insights https://youtu.be/sGRA0_UYonY https://youtu.be/sGRA0_UYonY" [X Link](https://x.com/BeuvingJordy/status/1934594077267239054) 2025-06-16T12:49Z [----] followers, 15.6K engagements "🌐 ✅ 📈 🚀 Tomorrow $ASML Q2-2025 results 👇 Focus will be orders as usual. Key imo: China TSMC & memory market. Below some estimates and consensus: - VisibleAlpha: [---] billion - Morgan Stanley: [--] billion - Deutsche Bank: [--] billion - UBS: [--] - [--] billion" [X Link](https://x.com/BeuvingJordy/status/1945139099691606162) 2025-07-15T15:11Z [----] followers, 12.4K engagements "🌐 ✅ 📈 🚀 👇 BREAKING: $ASML Q2 results Orders 55B (23B EUV) 📊 Q2-25 Net bookings: 55B (Css: 4.44B) Rev: 77B (Css: 754B) GM: 537% (Css: 517%) 📊 Outlook Q3 Rev: 74-79B (Css: 819B) GM: 50-52% (Css: 515%) @ASMLcompany link: https://asml.com/en/investors/financial-results/q2-2025 https://asml.com/en/investors/financial-results/q2-2025" [X Link](https://x.com/BeuvingJordy/status/1945349186792174065) 2025-07-16T05:06Z [----] followers, 21.7K engagements "🌐 ✅ 📈 🚀 👇 BREAKING: BE Semiconductor Industries (BESI) results are out $BESI 👉 Results broadly in line orders below css but significant increase foreseen next quarter outlook Q3 below consensus with margins negatively impacted by Forex (USD) & more positive tone on HB/TCB traction. 🔵 Bookings Q2-2025 📊 Orders: [-----] million 🔎 Estimates: [-----] million "Orders are expected to increase significantly vs. Q2-25 primarily due to increased demand for hybrid bonding systems and die attach systems for AI-related 2.5D computing applications" 🔵 Results Q2-2025 👉 Revenue: [-----] million 📊" [X Link](https://x.com/BeuvingJordy/status/1948249225977843783) 2025-07-24T05:09Z [----] followers, [----] engagements "🌐 ✅ 📈 🚀 👇 Microsoft cloud +39%() ex FX versus est. 34.2% $MSFT Shares up 6% after hours" [X Link](https://x.com/BeuvingJordy/status/1950649488261185918) 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](https://x.com/BeuvingJordy/status/1952723673078436289) 2025-08-05T13:29Z [----] followers, [----] engagements "🌐 📈 ✅ 🚀 🎉 [----] followers today Thanks to everyone on this platform for liking sharing commenting and connecting 👍 Trying to share great content daily I hope all the info is useful 😀 #stocks #financialmarkets #tech #technology #semiconductors #ai #investing #semis" [X Link](https://x.com/BeuvingJordy/status/1957129438107160578) 2025-08-17T17:16Z [----] followers, [----] engagements "Remember 2-3 years ago everyone said Chinese tech companies are uninvestable because of random government intervention Well well. Look at the US now #Intel #Trump #Lutnick #Lockheed" [X Link](https://x.com/BeuvingJordy/status/1960431066109321431) 2025-08-26T19:56Z [----] followers, [----] engagements "BREAKING: Intel $INTC 8K Form - OpEx revision Revision of Non-GAAP OpEx FY2025 from $170B - $168B FY2026 remains intact @ $160B Intels Full-Year [----] Non-GAAP Operating Expense Target Revised To $16.8 Bln Intels Full-Year [----] Non-GAAP Operating Expense Target Revised To $16.8 Bln" [X Link](https://x.com/BeuvingJordy/status/1967534366529388665) 2025-09-15T10:22Z [----] followers, 11.2K engagements "BREAKING: Intel $INTC 8K Form - OpEx revision [----] Revision of Non-GAAP OpEx - FY2025 from $170B - $168B - FY2026 remains intact @ $160B" [X Link](https://x.com/BeuvingJordy/status/1967534650374627578) 2025-09-15T10:23Z [----] followers, 11.9K engagements "All it took for investors to get excited about semi equip like $ASML again was rising DRAM/NAND prices (which was ongoing already for quite a while) and unnecessary reassurance for HBM. and US gov 10% $INTC stake + $NVDA x $INTC helped a bit Crazy how sentiment changed so fast" [X Link](https://x.com/BeuvingJordy/status/1970119353862365439) 2025-09-22T13:33Z [----] followers, [----] engagements "🌐 📈 ✅ 🚀 👇 BREAKING: ASM International hosts Investor Day today $ASM.AS New [----] targets [---] bil revenue / CAGR at least 12% GM 47%-51% (2026-2030) OM 28%-32% and 30%+ by [----] FCF above [--] billion by [----] Revision H2 outlook Q4 below expectations H2 low end of 10-20% H2 book to bill below [--] Link: https://www.asm.com/press-releases/3154400 https://www.asm.com/press-releases/3154400" [X Link](https://x.com/BeuvingJordy/status/1970367929049821370) 2025-09-23T06:01Z [----] followers, [----] engagements "🌐 ✅ 📈 🚀 Uitgebreid artikel over Beleggersdag #ASMI n het compleet omgeslagen sentiment in de chipmachinemarkt nu online op @deaandeelhouder Beleggersdag ASM International: nieuwe doelstellingen https://www.deaandeelhouder.nl/columns/beleggersdag-asm-international-nieuwe-doelstellingen/ https://www.deaandeelhouder.nl/columns/beleggersdag-asm-international-nieuwe-doelstellingen/" [X Link](https://x.com/BeuvingJordy/status/1970410253134274856) 2025-09-23T08:49Z [----] followers, [----] engagements "🌐 ✅ 📈 🚀 👇 $ASML $1000 $ASML JUST TOOK BACK THE $1K HANDLE https://t.co/Noik3H9UT3 $ASML JUST TOOK BACK THE $1K HANDLE https://t.co/Noik3H9UT3" [X Link](https://x.com/BeuvingJordy/status/1973469010789605496) 2025-10-01T19:24Z [----] followers, [----] engagements "🌐 ✅ 📈 🚀 👇 AMD +26% premarket huge OpenAI deal $AMD - [--] Gigawatts deployment AMD GPU's - 1st Gigawatt in H2-2026 - Warrants up to [---] million AMD shares for OpenAI AMD and OpenAI Announce Strategic Partnership to Deploy [--] Gigawatts of AMD GPUs https://ir.amd.com/news-events/press-releases/detail/1260/amd-and-openai-announce-strategic-partnership-to-deploy-6-gigawatts-of-amd-gpus https://ir.amd.com/news-events/press-releases/detail/1260/amd-and-openai-announce-strategic-partnership-to-deploy-6-gigawatts-of-amd-gpus" [X Link](https://x.com/BeuvingJordy/status/1975160752374796396) 2025-10-06T11:26Z [----] followers, [----] engagements "$BESI up +8% now. . because $AMD via $TSM is basically the highest volume Hybrid Bonding customer HB Installed Base @ $TSM = for $AMD 🌐 ✅ 📈 🚀 👇 AMD +26% premarket huge OpenAI deal $AMD - [--] Gigawatts deployment AMD GPU's - 1st Gigawatt in H2-2026 - Warrants up to [---] million AMD shares for OpenAI AMD and OpenAI Announce Strategic Partnership to Deploy [--] Gigawatts of AMD GPUs https://t.co/Iv6nZHHytf 🌐 ✅ 📈 🚀 👇 AMD +26% premarket huge OpenAI deal $AMD - [--] Gigawatts deployment AMD GPU's - 1st Gigawatt in H2-2026 - Warrants up to [---] million AMD shares for OpenAI AMD and OpenAI Announce" [X Link](https://x.com/BeuvingJordy/status/1975166329519821065) 2025-10-06T11:48Z [----] followers, [----] engagements "Would be absolutely hilarious if OpenAI + Intel would follow in [--] weeks from now $INTC $AMD $NVDA" [X Link](https://x.com/BeuvingJordy/status/1975250971174297887) 2025-10-06T17:25Z [----] 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](https://x.com/BeuvingJordy/status/1976558045543973032) 2025-10-10T07:58Z [----] followers, [----] engagements "Just in time before markets open 😂 JUST IN: Vice President JD Vance says President Trump is willing to be a reasonable negotiator with China on tariffs. JUST IN: Vice President JD Vance says President Trump is willing to be a reasonable negotiator with China on tariffs" [X Link](https://x.com/BeuvingJordy/status/1977403935188234582) 2025-10-12T16:00Z [----] followers, [----] 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: 516% (Css: 513%) 📊 Outlook Q4 Rev: 9.2-9.8B (Css: 9.3B) GM: 51-53% (Css: 51%) @ASMLcompany link: https://asml.com/en/investors/financial-results/q3-2025 https://asml.com/en/investors/financial-results/q3-2025" [X Link](https://x.com/BeuvingJordy/status/1978326381621637486) 2025-10-15T05:05Z [----] followers, 23.5K engagements "🌐 ✅ 📈 🚀 👇 BREAKING: BE Semiconductor Industries (BESI) results are out $BESI 👉 Results broadly in line with GM above guide orders above css outlook Q4 as expected & new [--] mil SBB 🔵 Bookings Q3-2025 📊 Orders: [-----] million 🔎 Estimates: [---] million 🔵 Results Q3-2025 👉 Revenue: [-----] million 📊 Guidance: 126-141 million 🔎 Estimates: [---] million 👉 Gross margin: 62.2% 📊 Guidance: 60-62% 🔎 Estimates: 61% 👉 Operating income: [----] million 🔎 Estimates: [--] million 🔵 Outlook Q4-2025 👉 Revenue: mid [-----] million (plus 15-25% QoQ) 🔎 Estimates: [---] million 👉 Gross margin: 61-63% 🔎" [X Link](https://x.com/BeuvingJordy/status/1981226163730072017) 2025-10-23T05:08Z [----] followers, [----] engagements "$BESI $MU Exclusive Hanmi Semiconductor Fails to Reach Agreement with SK Hynix on TC Bonder Supply Price It has been belatedly learned that Hanmi Semiconductors attempt to raise the supply price of its TC bonder a key piece of equipment for HBM (High Bandwidth Memory) packaging to https://t.co/LExXcAYHy3 Exclusive Hanmi Semiconductor Fails to Reach Agreement with SK Hynix on TC Bonder Supply Price It has been belatedly learned that Hanmi Semiconductors attempt to raise the supply price of its TC bonder a key piece of equipment for HBM (High Bandwidth Memory) packaging to" [X Link](https://x.com/BeuvingJordy/status/1983111237698281723) 2025-10-28T09:58Z [----] followers, [----] engagements "🌐 📈 ✅ 👇 Amazing to host $BESI CEO Richard Blickman today [--] hour+ talk together with @NicoInberg where we discuss $BESI's position with Hybrid Bonding/TCB and lots of insights about the semi equipment market. Thanks for coming Mr Blickman Tomorrow online @deaandeelhouder" [X Link](https://x.com/BeuvingJordy/status/1983126310512717880) 2025-10-28T10:58Z [----] followers, [----] engagements "This is exactly why I prefer quality stocks such as $NVDA $AMD $ANET instead of $CRWV $NBIS $SMCI for AI-Infra exposure You miss additional upside during bullish sentiment but you can sleep well during bearish sentiment Last month: CoreWeave -41% Nebius -32% SuperMicro -31% $CRWV $NBIS smoked $CRWV $NBIS smoked" [X Link](https://x.com/BeuvingJordy/status/1988984289581744135) 2025-11-13T14:56Z [----] followers, [----] engagements "🌐 📈 ✅ 🚀 Pretty good start to the year so far. 😁 Baidu +11.6% $BIDU AIXTRON +9.5% $AIXA BESI +9.4% $BESI ASMI +6% $ASM.AS" [X Link](https://x.com/BeuvingJordy/status/2007068081773068784) 2026-01-02T12:34Z [----] followers, [----] engagements "WOW $BESI preliminary orders worth [---] million euros for Q4 $BESI @BeuvingJordy @ejong1 https://t.co/sU0v3tnFJw $BESI @BeuvingJordy @ejong1 https://t.co/sU0v3tnFJw" [X Link](https://x.com/BeuvingJordy/status/2010617299624231017) 2026-01-12T07:38Z [----] followers, [----] engagements "🌐 ✅ 📈 🚀 👇 BE Semiconductor Industries N.V. Announces Trading Update $BESI - [---] Million orders Q4 (+43% QoQ) - Revenue gross margin and operating expenses for Q4-25 are anticipated to be at the favorable end of prior guidance. https://www.besi.com/investor-relations/press-releases/details/be-semiconductor-industries-nv-announces-trading-update/ https://www.besi.com/investor-relations/press-releases/details/be-semiconductor-industries-nv-announces-trading-update/" [X Link](https://x.com/BeuvingJordy/status/2010619956270891269) 2026-01-12T07:48Z [----] followers, [----] engagements "🌐 ✅ 📈 👇 $BESI press release: "Renewed capacity purchases by leading photonics customers" A positive sign for AIXTRON $AIXA as well btw $BESI shares up 8% now $AIXA shares up 3% now" [X Link](https://x.com/BeuvingJordy/status/2010644935452848485) 2026-01-12T09:28Z [----] followers, [----] engagements "$BESI orders Advanced Packaging is happening everywhere: $BESI $ASEH $AMKR https://t.co/hbi73suKOb Advanced Packaging is happening everywhere: $BESI $ASEH $AMKR https://t.co/hbi73suKOb" [X Link](https://x.com/BeuvingJordy/status/2010682704682004620) 2026-01-12T11:58Z [----] followers, [----] engagements "Bloomberg $BESI background info $BESI (Bloomberg) -- (Updates with shareprice moves and analyst comments.) BE Semiconductor shares rally as much as 8.2% after the chip equipment company reported preliminary orders of about 250m beating analyst estimates amid a rapid rollout in AI data centers. Analysts $BESI (Bloomberg) -- (Updates with shareprice moves and analyst comments.) BE Semiconductor shares rally as much as 8.2% after the chip equipment company reported preliminary orders of about 250m beating analyst estimates amid a rapid rollout in AI data centers. Analysts" [X Link](https://x.com/BeuvingJordy/status/2010710277113684403) 2026-01-12T13:47Z [----] followers, [----] engagements "Morgan Stanley $BESI PT [---] https://t.co/tVAbA2c6eM https://t.co/tVAbA2c6eM" [X Link](https://x.com/BeuvingJordy/status/2010968285224075500) 2026-01-13T06:52Z [----] followers, [----] engagements "JP Morgan $BESI PT [---] $besi https://t.co/cnjme6xbTD $besi https://t.co/cnjme6xbTD" [X Link](https://x.com/BeuvingJordy/status/2010968334888550483) 2026-01-13T06:53Z [----] followers, [----] engagements "If you're curious where those $BESI orders are coming from 😁👇🏼 News ASE Buys NT$2.8B Zhunan Facility Packaging Orders Reportedly Span NVIDIA AMD and More https://buff.ly/3INfSr4 https://buff.ly/3INfSr4" [X Link](https://x.com/BeuvingJordy/status/2011489021701095685) 2026-01-14T17:22Z [----] followers, [----] engagements "🌐 ✅ 📈 🚀 👇 BREAKING: ASM International results are out 👉 Orders below css revenue upper band gross margin beats operational margin beats net income beats outlook [----] reiterated & new [---] mil share buyback 👉 Q4-2024 results ✅ Revenue: [---] million 📊 Guidance: 770-810 million 🔎 Estimates: [---] million 📈 Orders: [----] million 🔎 Estimates: [---] million GAA-related orders increased strongly from Q3 to Q4 but this was offset by a drop in China demand. ✅ Gross margin: 503% (Css: 486%) 📊 Operating margin: 275% (Css: 265%) 📊 Net income: [----] million (Css: [---] mil) 👉 Outlook Q1-2025 📊 Revenue" [X Link](https://x.com/BeuvingJordy/status/1894434649906004204) 2025-02-25T17:09Z [----] followers, [----] engagements "👇 Elon Musk following Intel CEO $INTC Elon Musk is now following Lip Bu Tan. $INTC https://t.co/3yHrfLhrG7 Elon Musk is now following Lip Bu Tan. $INTC https://t.co/3yHrfLhrG7" [X Link](https://x.com/BeuvingJordy/status/1966544318635610156) 2025-09-12T16:47Z [----] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@BeuvingJordy Jordy Beuving
Jordy Beuving posts on X about $besi, asml, $asml, $nvda the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
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- [--] Week [-------] +396%
- [--] Month [-------] +148%
- [--] Months [---------] +43%
- [--] Year [---------] +105%
Mentions: [--] #
- [--] Week [---] -14%
- [--] Month [---] +38%
- [--] Months [-----] +38%
- [--] Year [-----] +30%
Followers: [-----] #
- [--] Week [-----] +0.22%
- [--] Month [-----] +2.10%
- [--] Months [-----] +15%
- [--] Year [-----] +44%
CreatorRank: [-------] #
Social Influence
Social category influence stocks 58.33% technology brands 56.55% finance 23.81% countries 10.71% financial services #2510 cryptocurrencies 4.17% social networks 1.79% automotive brands 1.79% currencies 1.19% travel destinations 0.6%
Social topic influence $besi #2, asml #41, $asml #20, $nvda #1245, nvda #364, $amd #336, $intc #202, ai 12.5%, $tsm #100, $mu #256
Top accounts mentioned or mentioned by @deaandeelhouder @bpol69 @asmlcompany @nicoinberg @skundojjala @techfund1 @beursanalist @nuttycld @gilluria @techfundnotep186595407r15csu @financefilosoof @koyfincharts @merwinbisseling @bnr @jitsegroen @justeattakeaway @albertjellema @cardanonl @euronext @rtlz
Top assets mentioned NVIDIA Corp. (NVDA) Advanced Micro Devices (AMD) Intel Corporation (INTC) Taiwan Semiconductor (TSM) Micron Technology, Inc. (MU) Lam Research Corporation (LRCX) Applied Materials, Inc. (AMAT) KLA Corp (KLAC) Assemble Protocol (ASM) Metadium (META) Broadcom, Inc. (AVGO) Microsoft Corp. (MSFT) Now Coin (NOW) Alphabet Inc Class A (GOOGL) Amazon.com, Inc. (AMZN) Marvell Technology Inc (MRVL) ServiceNow Inc (NOW) Datadog Inc (DDOG) Uber Technologies, Inc. (UBER) Morgan Stanley (MS) Goldman Sachs (GS) Arista Networks Inc (ANET) Newmont Corporation (NEM) Tesla, Inc. (TSLA) Apple, Inc. (AAPL) Salesforce Inc (CRM) Axcelis Technologies Inc (ACLS) Kulicke & Soffa Industries Inc (KLIC)
Top Social Posts
Top posts by engagements in the last [--] hours
"$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
"🌐 📈 ✅ 🚀 👇 Goldman: China [--] years behind on lithography $ASML According to Goldman Sachs it suggests China's lithography progress is [--] years behind based on the roadmap position of Chinese companies and ASML. https://t.co/X4Lz5jh7dv According to Goldman Sachs it suggests China's lithography progress is [--] years behind based on the roadmap position of Chinese companies and ASML. https://t.co/X4Lz5jh7dv"
X Link 2025-09-01T09:46Z [----] followers, [----] engagements
"$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
"Axcelis Technologies and Veeco Instruments to Combine Creating a Leading Semiconductor Equipment Company (6 Oct) $VECO $ACLS https://ir.veeco.com/news-and-events/news-details/2025/Axcelis-Technologies-and-Veeco-Instruments-to-Combine-Creating-a-Leading-Semiconductor-Equipment-Company-2025-ueyd_cjQXq/default.aspx https://ir.veeco.com/news-and-events/news-details/2025/Axcelis-Technologies-and-Veeco-Instruments-to-Combine-Creating-a-Leading-Semiconductor-Equipment-Company-2025-ueyd_cjQXq/default.aspx"
X Link 2025-10-14T08:51Z [----] 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
"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
"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
"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 $NEM upgrade Sell - Buy PT [---] (up 22%) @BeuvingJordy https://t.co/pIhmEPQxkt @BeuvingJordy https://t.co/pIhmEPQxkt"
X Link 2026-01-26T08:10Z [----] followers, [----] engagements
"$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
"🌐 ✅ 📈 🚀 👇🏼 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
"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
"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
"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
"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
"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
"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
"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
"@techfund1 Implications for $AIXA AIXTRON No GaN equip orders until '27 or coming earlier already"
X Link 2026-02-06T15:22Z [----] followers, [---] engagements
"Goldman x Anthropic Goldman Sachs has spent the past six months working with embedded Anthropic engineers to co-develop autonomous agents in at least two specific areas: accounting for trades and transactions and client vetting and onboarding. https://t.co/73Q3nVws0R Goldman Sachs has spent the past six months working with embedded Anthropic engineers to co-develop autonomous agents in at least two specific areas: accounting for trades and transactions and client vetting and onboarding. https://t.co/73Q3nVws0R"
X Link 2026-02-07T13:50Z [----] followers, [----] engagements
"$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
"🌐 📈 ✅ $UBER #UBER is getting aggressive with buybacks as shown in the Q4 results. Rightfully so. The stock has never been this cheap. Trailing free cash flow yield: 6.4% Not based on forecasts. Based on the last four quarters. Free cash flow will grow double digits in the coming years. https://t.co/fnTTXcKLkA #UBER is getting aggressive with buybacks as shown in the Q4 results. Rightfully so. The stock has never been this cheap. Trailing free cash flow yield: 6.4% Not based on forecasts. Based on the last four quarters. Free cash flow will grow double digits in the coming years."
X Link 2026-02-08T22:06Z [----] followers, [----] engagements
"$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
"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
"@FinanceFilosoof Zijn er wel aan aantal oa: ServiceNow CEO $NOW Gitlab CEO $GTLB Constellation CEO + insiders $CSU"
X Link 2026-02-09T14:08Z [----] followers, [----] engagements
"Databricks CEO on AI I now constantly get questions about the SAAS meltdown role of AI system of records etc. I don't have an answer to all these. But I do know that we saw an acceleration in our business in Q2 Q3 and now finished the year with accelerating Q4. The question is why Short I now constantly get questions about the SAAS meltdown role of AI system of records etc. I don't have an answer to all these. But I do know that we saw an acceleration in our business in Q2 Q3 and now finished the year with accelerating Q4. The question is why Short"
X Link 2026-02-09T18:41Z [----] followers, [----] engagements
"Wolters These professionals require high-quality data from validated sources embedded within domain-specific analytical and workflow tools. The intrinsic value of these businesses is not primarily in their distribution infrastructure but rather in their domain-specific data These professionals require high-quality data from validated sources embedded within domain-specific analytical and workflow tools. The intrinsic value of these businesses is not primarily in their distribution infrastructure but rather in their domain-specific data"
X Link 2026-02-09T18:42Z [----] followers, [----] engagements
"$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
"✅ 📈 🚀 Thomson Reuters to the rescue - growth acceleration $TRI @BeuvingJordy https://t.co/anud0Dfo8e $TRI @BeuvingJordy https://t.co/anud0Dfo8e"
X Link 2026-02-05T13:26Z [----] followers, [----] engagements
"$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
"🌐 ✅ 📈 🚀 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
"Hanmi ASMPT BESI $BESI Sell Hanmi Semiconductor https://t.co/2gmPkwZCpa Sell Hanmi Semiconductor https://t.co/2gmPkwZCpa"
X Link 2026-01-16T11:04Z [----] followers, [----] engagements
"$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
"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 $ASML color on orders: EUR7.4bn from memory vs. prev high of 4.3bn in Q4'24. Memory/EUV a reliable driver of 26/27 revenue with high NA just starting to take off. https://t.co/VcjLxLPDoM"
X Link 2026-01-28T11:16Z [----] followers, [----] engagements
"$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
"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$218.5 billion). [----] [---] (2185 ) https://t.co/2P0xJTenqe"
X Link 2026-02-02T15:12Z [----] followers, [----] engagements
"$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
"🌐 📈 ✅ 🚀 👇🏼 Baidu Announces New Share Repurchase Program and Dividend Policy $BIDU https://ir.baidu.com/news-releases/news-release-details/baidu-announces-new-share-repurchase-program-and-dividend-policy https://ir.baidu.com/news-releases/news-release-details/baidu-announces-new-share-repurchase-program-and-dividend-policy"
X Link 2026-02-05T08:05Z [----] followers, [---] engagements
"$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
"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
"Sell side achter de koers aan - Jefferies upgrade vandaag"
X Link 2026-02-10T11:11Z [----] 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
"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
"RELX AI $RELX AI embedded products will drive growth for many years https://t.co/Ohus7TJYyg $RELX AI embedded products will drive growth for many years https://t.co/Ohus7TJYyg"
X Link 2026-02-12T11:21Z [----] followers, [----] engagements
"$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
"Still waiting on semiconductor tariffs"
X Link 2025-04-18T12:18Z [----] 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
"🌐 📈 ✅ 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, 16.8K 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
"🌐 ✅ 📈 🚀 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
"🌐 ✅ 📈 🚀 👇🏼 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
"Semi equipment companies (@KoyfinCharts) $ASML $ASMI.AS $BESI $AMAT $KLAC $LRCX"
X Link 2026-01-16T14:39Z [----] 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
"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
"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
"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
"🌐 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
"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
"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. $BESI"
X Link 2026-01-29T08:30Z [----] followers, [----] engagements
"$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
"🌐 📈 ✅ 🚀 👇🏼 $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
"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
"🌐 📈 👇 #ASML cijfers online ✅ Q2 omzet: [--] miljard (Vw: 57-62B) ✅ Brutomarge: 515% (Vw: 50-51%) ✅ Nettowinst: [--] miljard (Css: 14B) 🚀 Orders: [--] miljard (Q1: 36B / Css: 45B+) 📊 Q3 Outlook: 67-73 miljard $ASML $TSM $INTC $NVDA $ASM $AMAT"
X Link 2024-07-17T05:17Z [----] followers, [----] engagements
"🌐 📈 ✅ 🚀 👇 This data center AI chip roadmap shows #NVIDIA will dominate far into [----] and beyond $NVDA $AMD $INTC $GOOGL $AMZN $META $AVGO $ASML $BESI https://www.tweaktown.com/news/100151/this-data-center-ai-chip-roadmap-shows-nvidia-will-dominate-far-into-2027-and-beyond/index.html https://www.tweaktown.com/news/100151/this-data-center-ai-chip-roadmap-shows-nvidia-will-dominate-far-into-2027-and-beyond/index.html"
X Link 2024-08-28T07:46Z [----] followers, 37.8K engagements
"🌐 ⚠ ⛔ 📉 Pre release $ASML results. ouch - Q3 bookings: [--] billion (css 4-6 billion) - [----] revenue guide: 30-35 billion (css 36B) - [----] gross margin guide: 51-53% (before 54-56%) Full press release: https://www.asml.com/en/news/press-releases/2024/q3-2024-financial-results-dd3ac76a9d4d0f8c https://www.asml.com/en/news/press-releases/2024/q3-2024-financial-results-dd3ac76a9d4d0f8c"
X Link 2024-10-15T15:03Z [----] followers, 12.2K engagements
"Negative impact of Intel $INTC foundry delays/issues on semi equip became clear with $ASML revising [----] outlook downwards last week. So how about Intel and packaging Especially relevant for $BESI with $INTC being basically the second adopter of Hybrid Bonding (Foveros) after $TSM with SoIC platform. Part of $INTC Citi Tech Conference (4 sept) below. Packaging revenue in H2 of this year + nice growth next few years. Interesting development imo. Packaging seems to be doing okay/good. Intel reducing CapEx and revising investments but probably not/less for advanced packaging. It's part of their"
X Link 2024-10-22T08:59Z [----] followers, [----] 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
"🌐 ✅ 📈 🚀 👇 $ASM International results are out 👉 Orders beat revenue upper end gross margin beats outlook [----] slightly higher (lower band) & GAA ramps continuing. 👉 Q3 results ✅ Revenue: [---] million 📊 Guidance: 740-780 million 🔎 Estimates: [---] million ✅ Gross margin: 494% 🔎 Estimates: 475% - 487% ✅ Orders: [---] million 🔎 Estimates: 771-786 million 👉 Outlook Q4 📊 Revenue 770-810 million ✅ Orders solid but lower than Q3 👉 Outlook [----] 📊 Consensus: [--] billion ✅ ASM: 32-36 billion (+200 million lower end) "While recently announced capex reductions have somewhat impacted the outlook"
X Link 2024-10-29T17:13Z [----] followers, [----] engagements
"🌐 ✅ 🚀 📈 #ASML reduced its [----] outlook whilst #ASM increased its [----] outlook. Confusing for some investors so here is why👇 Small part from earnings call below. ASM International CEO explains what's happening. - ASML reducing outlook [----] mainly due to CapEx cuts and litho pushouts of two important customers: Intel & Samsung. - ASM however is seeing some impact but 'not really a huge impact' in [----]. Instead of lowering their [----] guidance they increased it slightly. - ASM is not that vulnerable as ASML to these CapEx cuts and specific fab delays. Difference in lead times compared to ASML"
X Link 2024-11-05T10:00Z [----] followers, [----] engagements
"🌐 ⚠ 📈 ✅ 🚀 👇 ASML investor day starting soon $ASML $AMAT $ASM.AS $BESI $KLAC $LRCX The program will run from 13:00 to 17:30 CET Link: https://www.asml.com/en/investors/investor-days/2024 https://www.asml.com/en/investors/investor-days/2024"
X Link 2024-11-14T11:56Z [----] followers, 10.1K engagements
"ASML [----] financial model assumptions $ASML 🌐 ⚠ 📈 ✅ 🚀 👇 ASML investor day starting soon $ASML $AMAT $ASM.AS $BESI $KLAC $LRCX The program will run from 13:00 to 17:30 CET Link: https://t.co/j7Lh27am70 https://t.co/wqSn5sAHca 🌐 ⚠ 📈 ✅ 🚀 👇 ASML investor day starting soon $ASML $AMAT $ASM.AS $BESI $KLAC $LRCX The program will run from 13:00 to 17:30 CET Link: https://t.co/j7Lh27am70 https://t.co/wqSn5sAHca"
X Link 2024-11-14T15:10Z [----] followers, [----] engagements
"📈 ✅ 🚀 Great [----] so far for Semi Equip in - BE Semi +14% $BESI - ASML +10% $ASML - ASM International +9% $ASM.AS Mind you: this is without a clear visible recovery path for a lot of traditional end market demand (consumer industrial & automotive) Triple A: All About AI"
X Link 2025-01-07T10:50Z [----] followers, [----] engagements
"Intel shares up 5% premarket. Seems to be acquisition speculation. $INTC $ASML $TSM $NVDA $AMD Intel Rumored to Be Target of Potential Acquisition https://bigbreakingwire.in/intel-rumored-to-be-target-of-potential-acquisition/ https://bigbreakingwire.in/intel-rumored-to-be-target-of-potential-acquisition/"
X Link 2025-01-17T13:36Z [----] followers, [----] engagements
"Bernstein: "Overall our own (semi-informed layperson's) reaction is not to buy into the doomsday scenarios currently playing out in the Twitterverse." "We continue to like the Al stories in our coverage particularly NVDA and AVGO." $AVGO $NVDA $MRVL $TSM U.S. Semiconductors: Is DeepSeek doomsday for AI buildouts We don't think so - Bernstein https://t.co/KRfF8eK1ZO U.S. Semiconductors: Is DeepSeek doomsday for AI buildouts We don't think so - Bernstein https://t.co/KRfF8eK1ZO"
X Link 2025-01-27T18:46Z [----] 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
"🌐 ✅ 📈 🎙 👇 This morning I joined @BBCBusiness to briefly discuss @ASMLcompany's latest results We also touched on the #DeepSeek news and stock market sell-off earlier this week. A snapshot below😁 #Tech #Semiconductors #ASML #Stocks $ASML $NVDA $TSM $INTC $AVGO $MRVL"
X Link 2025-01-29T14:25Z [----] followers, [----] engagements
"🌐✅📈 Let me just quickly fix this meme. $ASML $NVDA $AMD $INTC $AMAT $LRCX $INTC $TSM $BESI $KLAC $MSFT $AMZN $META $MSFT"
X Link 2025-02-01T13:13Z [----] followers, [----] 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
"Corsair Gaming surges as TD Cowen pleased with Q4 results GPU commentary $NVDA $AMD https://seekingalpha.com/news/4407770-corsair-gaming-surges-as-td-cowen-pleased-with-q4-results-gpu-commentary https://seekingalpha.com/news/4407770-corsair-gaming-surges-as-td-cowen-pleased-with-q4-results-gpu-commentary"
X Link 2025-02-13T15:19Z [----] followers, [---] engagements
"How waiting for $NVDA results without a Bloomberg terminal looks like 😁 👇"
X Link 2025-02-26T20:59Z [----] followers, [----] engagements
"👇 Intel yesterday during MS Tech Conference about #HybridBonding Advanced packaging issues with Hybrid Bonding are fixed Very relevant for tool supplier $BESI since $INTC has the highest installed base after $TSM (using HB for $AMD)"
X Link 2025-03-06T20:48Z [----] followers, [----] engagements
"🌐 ✅ 📈 🚀 👇 Happy as a kid visiting $ASML today. The innovation behind the worlds most important technology is truly mind-blowing. Thanks for the warm welcome @ASMLcompany"
X Link 2025-03-20T20:17Z [----] followers, 33.4K engagements
"🌐 ✅ 📈 Good news for semi equip - additional $54 bil for #Rapidus Japan to pour additional $5.4 bn into chipmaker Rapidus $ASML $KLAC $AMAT $BESI $MU $NVDA $AMD $LRCX $TSM $INTC https://techxplore.com/news/2025-03-japan-additional-bn-chipmaker-rapidus.html https://techxplore.com/news/2025-03-japan-additional-bn-chipmaker-rapidus.html"
X Link 2025-03-31T09:48Z [----] followers, 10.2K engagements
"🌐 ✅ 📈 👇 Seems like someone was right about exclusion for semiconductor equipment 😁 $ASML $ASM $BESI $AMAT $KLAC $LRCX $MU $NVDA $AMD *US PUBLISHES TARIFF EXCLUSIONS FOR SPECIFIED PRODUCTS *US TARIFF EXCLUSIONS APPLY TO COMPUTERS SMARTPHONES *US TARIFF EXCLUSIONS ALSO APPLY TO CHIP-MAKING EQUIPMENT *TARIFF EXCLUSIONS APPLY TO SO-CALLED RECIPROCAL' TARIFFS *US PUBLISHES TARIFF EXCLUSIONS FOR SPECIFIED PRODUCTS *US TARIFF EXCLUSIONS APPLY TO COMPUTERS SMARTPHONES *US TARIFF EXCLUSIONS ALSO APPLY TO CHIP-MAKING EQUIPMENT *TARIFF EXCLUSIONS APPLY TO SO-CALLED RECIPROCAL' TARIFFS"
X Link 2025-04-12T12:53Z [----] 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
"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
"🌐 🎬 ✅ 👇 Provided some insights on the new export restrictions for #NVIDIA as well as the #ASML quarterly results yesterday live on BBC Business. Always great to discuss what's happening in the semicon industry. Quick snapshot below 😁 $ASML $NVDA $AMD $INTC $TSM $MU $BESI"
X Link 2025-04-17T10:00Z [----] followers, 12.6K engagements
"Intel details next-gen 18A fab tech: significantly more performance lower power higher density. GAA transistors and backside power delivery seemingly do wonders. $INTC $ASML $TSM https://www.tomshardware.com/tech-industry/intel-details-next-gen-18a-fab-tech-significantly-more-performance-lower-power-higher-density https://www.tomshardware.com/tech-industry/intel-details-next-gen-18a-fab-tech-significantly-more-performance-lower-power-higher-density"
X Link 2025-04-22T14:16Z [----] followers, [----] engagements
"🌐 ✅ 📈 🚀 👇 BREAKING: ASM International results are out 👉 Orders slightly above css revenue in line gross profit/margin beats operational profit/margin beats & outlook [----] slightly adjusted 👉 Q1-2025 results ✅ Revenue: [---] million 📊 Guidance: 810-850 million 🔎 Estimates: [---] million 📈 Orders: [---] million 🔎 Estimates: [---] million Strong GAA orders healthy demand from memory customers especially for HBM-related DRAM applications and solid demand from Chinese customers mainly contributed to the solid bookings. ✅ Gross margin: 534% (Css: 49%) 📊 Gross profit: [---] mil (Css: [---] mil) ✅"
X Link 2025-04-29T16:18Z [----] followers, [----] engagements
"🌐 ✅ 📈 🚀 👇 Not a bad day for $ASML $ASM & $BESI investors"
X Link 2025-05-12T16:54Z [----] followers, [----] engagements
"🌐 ✅ 📈 🚀 👇 BE Semiconductor Industries N.V. $BESI Increases Financial Targets at [----] Investor Day Revenue 1B+++ now 1.5-1.9 billion Gross margin 62-66% now 64-68% Oper. margin 35-50% now 40-55% Link: https://www.besi.com/investor-relations/press-releases/details/be-semiconductor-industries-nv-increases-financial-targets-at-2025-investor-day/ https://www.besi.com/investor-relations/press-releases/details/be-semiconductor-industries-nv-increases-financial-targets-at-2025-investor-day/"
X Link 2025-06-12T05:06Z [----] followers, 18K engagements
"🌐 ✅ 📈 📽 Had the pleasure of interviewing Marc Assinck from @ASMLcompany to discuss the latest developments in the semicon industry. We covered $ASML's roadmap AI HBM EUV & more. 👇 Link @deaandeelhouder: 🙏 Huge thanks to Marc for his insights https://youtu.be/sGRA0_UYonY https://youtu.be/sGRA0_UYonY"
X Link 2025-06-16T12:49Z [----] followers, 15.6K engagements
"🌐 ✅ 📈 🚀 Tomorrow $ASML Q2-2025 results 👇 Focus will be orders as usual. Key imo: China TSMC & memory market. Below some estimates and consensus: - VisibleAlpha: [---] billion - Morgan Stanley: [--] billion - Deutsche Bank: [--] billion - UBS: [--] - [--] billion"
X Link 2025-07-15T15:11Z [----] followers, 12.4K engagements
"🌐 ✅ 📈 🚀 👇 BREAKING: $ASML Q2 results Orders 55B (23B EUV) 📊 Q2-25 Net bookings: 55B (Css: 4.44B) Rev: 77B (Css: 754B) GM: 537% (Css: 517%) 📊 Outlook Q3 Rev: 74-79B (Css: 819B) GM: 50-52% (Css: 515%) @ASMLcompany link: https://asml.com/en/investors/financial-results/q2-2025 https://asml.com/en/investors/financial-results/q2-2025"
X Link 2025-07-16T05:06Z [----] followers, 21.7K engagements
"🌐 ✅ 📈 🚀 👇 BREAKING: BE Semiconductor Industries (BESI) results are out $BESI 👉 Results broadly in line orders below css but significant increase foreseen next quarter outlook Q3 below consensus with margins negatively impacted by Forex (USD) & more positive tone on HB/TCB traction. 🔵 Bookings Q2-2025 📊 Orders: [-----] million 🔎 Estimates: [-----] million "Orders are expected to increase significantly vs. Q2-25 primarily due to increased demand for hybrid bonding systems and die attach systems for AI-related 2.5D computing applications" 🔵 Results Q2-2025 👉 Revenue: [-----] million 📊"
X Link 2025-07-24T05:09Z [----] 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
"🌐 📈 ✅ 🚀 🎉 [----] followers today Thanks to everyone on this platform for liking sharing commenting and connecting 👍 Trying to share great content daily I hope all the info is useful 😀 #stocks #financialmarkets #tech #technology #semiconductors #ai #investing #semis"
X Link 2025-08-17T17:16Z [----] followers, [----] engagements
"Remember 2-3 years ago everyone said Chinese tech companies are uninvestable because of random government intervention Well well. Look at the US now #Intel #Trump #Lutnick #Lockheed"
X Link 2025-08-26T19:56Z [----] followers, [----] engagements
"BREAKING: Intel $INTC 8K Form - OpEx revision Revision of Non-GAAP OpEx FY2025 from $170B - $168B FY2026 remains intact @ $160B Intels Full-Year [----] Non-GAAP Operating Expense Target Revised To $16.8 Bln Intels Full-Year [----] Non-GAAP Operating Expense Target Revised To $16.8 Bln"
X Link 2025-09-15T10:22Z [----] followers, 11.2K engagements
"BREAKING: Intel $INTC 8K Form - OpEx revision [----] Revision of Non-GAAP OpEx - FY2025 from $170B - $168B - FY2026 remains intact @ $160B"
X Link 2025-09-15T10:23Z [----] followers, 11.9K engagements
"All it took for investors to get excited about semi equip like $ASML again was rising DRAM/NAND prices (which was ongoing already for quite a while) and unnecessary reassurance for HBM. and US gov 10% $INTC stake + $NVDA x $INTC helped a bit Crazy how sentiment changed so fast"
X Link 2025-09-22T13:33Z [----] followers, [----] engagements
"🌐 📈 ✅ 🚀 👇 BREAKING: ASM International hosts Investor Day today $ASM.AS New [----] targets [---] bil revenue / CAGR at least 12% GM 47%-51% (2026-2030) OM 28%-32% and 30%+ by [----] FCF above [--] billion by [----] Revision H2 outlook Q4 below expectations H2 low end of 10-20% H2 book to bill below [--] Link: https://www.asm.com/press-releases/3154400 https://www.asm.com/press-releases/3154400"
X Link 2025-09-23T06:01Z [----] followers, [----] engagements
"🌐 ✅ 📈 🚀 Uitgebreid artikel over Beleggersdag #ASMI n het compleet omgeslagen sentiment in de chipmachinemarkt nu online op @deaandeelhouder Beleggersdag ASM International: nieuwe doelstellingen https://www.deaandeelhouder.nl/columns/beleggersdag-asm-international-nieuwe-doelstellingen/ https://www.deaandeelhouder.nl/columns/beleggersdag-asm-international-nieuwe-doelstellingen/"
X Link 2025-09-23T08:49Z [----] followers, [----] engagements
"🌐 ✅ 📈 🚀 👇 $ASML $1000 $ASML JUST TOOK BACK THE $1K HANDLE https://t.co/Noik3H9UT3 $ASML JUST TOOK BACK THE $1K HANDLE https://t.co/Noik3H9UT3"
X Link 2025-10-01T19:24Z [----] followers, [----] engagements
"🌐 ✅ 📈 🚀 👇 AMD +26% premarket huge OpenAI deal $AMD - [--] Gigawatts deployment AMD GPU's - 1st Gigawatt in H2-2026 - Warrants up to [---] million AMD shares for OpenAI AMD and OpenAI Announce Strategic Partnership to Deploy [--] Gigawatts of AMD GPUs https://ir.amd.com/news-events/press-releases/detail/1260/amd-and-openai-announce-strategic-partnership-to-deploy-6-gigawatts-of-amd-gpus https://ir.amd.com/news-events/press-releases/detail/1260/amd-and-openai-announce-strategic-partnership-to-deploy-6-gigawatts-of-amd-gpus"
X Link 2025-10-06T11:26Z [----] followers, [----] engagements
"$BESI up +8% now. . because $AMD via $TSM is basically the highest volume Hybrid Bonding customer HB Installed Base @ $TSM = for $AMD 🌐 ✅ 📈 🚀 👇 AMD +26% premarket huge OpenAI deal $AMD - [--] Gigawatts deployment AMD GPU's - 1st Gigawatt in H2-2026 - Warrants up to [---] million AMD shares for OpenAI AMD and OpenAI Announce Strategic Partnership to Deploy [--] Gigawatts of AMD GPUs https://t.co/Iv6nZHHytf 🌐 ✅ 📈 🚀 👇 AMD +26% premarket huge OpenAI deal $AMD - [--] Gigawatts deployment AMD GPU's - 1st Gigawatt in H2-2026 - Warrants up to [---] million AMD shares for OpenAI AMD and OpenAI Announce"
X Link 2025-10-06T11:48Z [----] followers, [----] engagements
"Would be absolutely hilarious if OpenAI + Intel would follow in [--] weeks from now $INTC $AMD $NVDA"
X Link 2025-10-06T17:25Z [----] 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
"Just in time before markets open 😂 JUST IN: Vice President JD Vance says President Trump is willing to be a reasonable negotiator with China on tariffs. JUST IN: Vice President JD Vance says President Trump is willing to be a reasonable negotiator with China on tariffs"
X Link 2025-10-12T16:00Z [----] followers, [----] 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: 516% (Css: 513%) 📊 Outlook Q4 Rev: 9.2-9.8B (Css: 9.3B) GM: 51-53% (Css: 51%) @ASMLcompany link: https://asml.com/en/investors/financial-results/q3-2025 https://asml.com/en/investors/financial-results/q3-2025"
X Link 2025-10-15T05:05Z [----] followers, 23.5K engagements
"🌐 ✅ 📈 🚀 👇 BREAKING: BE Semiconductor Industries (BESI) results are out $BESI 👉 Results broadly in line with GM above guide orders above css outlook Q4 as expected & new [--] mil SBB 🔵 Bookings Q3-2025 📊 Orders: [-----] million 🔎 Estimates: [---] million 🔵 Results Q3-2025 👉 Revenue: [-----] million 📊 Guidance: 126-141 million 🔎 Estimates: [---] million 👉 Gross margin: 62.2% 📊 Guidance: 60-62% 🔎 Estimates: 61% 👉 Operating income: [----] million 🔎 Estimates: [--] million 🔵 Outlook Q4-2025 👉 Revenue: mid [-----] million (plus 15-25% QoQ) 🔎 Estimates: [---] million 👉 Gross margin: 61-63% 🔎"
X Link 2025-10-23T05:08Z [----] followers, [----] engagements
"$BESI $MU Exclusive Hanmi Semiconductor Fails to Reach Agreement with SK Hynix on TC Bonder Supply Price It has been belatedly learned that Hanmi Semiconductors attempt to raise the supply price of its TC bonder a key piece of equipment for HBM (High Bandwidth Memory) packaging to https://t.co/LExXcAYHy3 Exclusive Hanmi Semiconductor Fails to Reach Agreement with SK Hynix on TC Bonder Supply Price It has been belatedly learned that Hanmi Semiconductors attempt to raise the supply price of its TC bonder a key piece of equipment for HBM (High Bandwidth Memory) packaging to"
X Link 2025-10-28T09:58Z [----] followers, [----] engagements
"🌐 📈 ✅ 👇 Amazing to host $BESI CEO Richard Blickman today [--] hour+ talk together with @NicoInberg where we discuss $BESI's position with Hybrid Bonding/TCB and lots of insights about the semi equipment market. Thanks for coming Mr Blickman Tomorrow online @deaandeelhouder"
X Link 2025-10-28T10:58Z [----] followers, [----] engagements
"This is exactly why I prefer quality stocks such as $NVDA $AMD $ANET instead of $CRWV $NBIS $SMCI for AI-Infra exposure You miss additional upside during bullish sentiment but you can sleep well during bearish sentiment Last month: CoreWeave -41% Nebius -32% SuperMicro -31% $CRWV $NBIS smoked $CRWV $NBIS smoked"
X Link 2025-11-13T14:56Z [----] followers, [----] engagements
"🌐 📈 ✅ 🚀 Pretty good start to the year so far. 😁 Baidu +11.6% $BIDU AIXTRON +9.5% $AIXA BESI +9.4% $BESI ASMI +6% $ASM.AS"
X Link 2026-01-02T12:34Z [----] followers, [----] engagements
"WOW $BESI preliminary orders worth [---] million euros for Q4 $BESI @BeuvingJordy @ejong1 https://t.co/sU0v3tnFJw $BESI @BeuvingJordy @ejong1 https://t.co/sU0v3tnFJw"
X Link 2026-01-12T07:38Z [----] followers, [----] engagements
"🌐 ✅ 📈 🚀 👇 BE Semiconductor Industries N.V. Announces Trading Update $BESI - [---] Million orders Q4 (+43% QoQ) - Revenue gross margin and operating expenses for Q4-25 are anticipated to be at the favorable end of prior guidance. https://www.besi.com/investor-relations/press-releases/details/be-semiconductor-industries-nv-announces-trading-update/ https://www.besi.com/investor-relations/press-releases/details/be-semiconductor-industries-nv-announces-trading-update/"
X Link 2026-01-12T07:48Z [----] followers, [----] engagements
"🌐 ✅ 📈 👇 $BESI press release: "Renewed capacity purchases by leading photonics customers" A positive sign for AIXTRON $AIXA as well btw $BESI shares up 8% now $AIXA shares up 3% now"
X Link 2026-01-12T09:28Z [----] followers, [----] engagements
"$BESI orders Advanced Packaging is happening everywhere: $BESI $ASEH $AMKR https://t.co/hbi73suKOb Advanced Packaging is happening everywhere: $BESI $ASEH $AMKR https://t.co/hbi73suKOb"
X Link 2026-01-12T11:58Z [----] followers, [----] engagements
"Bloomberg $BESI background info $BESI (Bloomberg) -- (Updates with shareprice moves and analyst comments.) BE Semiconductor shares rally as much as 8.2% after the chip equipment company reported preliminary orders of about 250m beating analyst estimates amid a rapid rollout in AI data centers. Analysts $BESI (Bloomberg) -- (Updates with shareprice moves and analyst comments.) BE Semiconductor shares rally as much as 8.2% after the chip equipment company reported preliminary orders of about 250m beating analyst estimates amid a rapid rollout in AI data centers. Analysts"
X Link 2026-01-12T13:47Z [----] followers, [----] engagements
"Morgan Stanley $BESI PT [---] https://t.co/tVAbA2c6eM https://t.co/tVAbA2c6eM"
X Link 2026-01-13T06:52Z [----] followers, [----] engagements
"JP Morgan $BESI PT [---] $besi https://t.co/cnjme6xbTD $besi https://t.co/cnjme6xbTD"
X Link 2026-01-13T06:53Z [----] followers, [----] engagements
"If you're curious where those $BESI orders are coming from 😁👇🏼 News ASE Buys NT$2.8B Zhunan Facility Packaging Orders Reportedly Span NVIDIA AMD and More https://buff.ly/3INfSr4 https://buff.ly/3INfSr4"
X Link 2026-01-14T17:22Z [----] followers, [----] engagements
"🌐 ✅ 📈 🚀 👇 BREAKING: ASM International results are out 👉 Orders below css revenue upper band gross margin beats operational margin beats net income beats outlook [----] reiterated & new [---] mil share buyback 👉 Q4-2024 results ✅ Revenue: [---] million 📊 Guidance: 770-810 million 🔎 Estimates: [---] million 📈 Orders: [----] million 🔎 Estimates: [---] million GAA-related orders increased strongly from Q3 to Q4 but this was offset by a drop in China demand. ✅ Gross margin: 503% (Css: 486%) 📊 Operating margin: 275% (Css: 265%) 📊 Net income: [----] million (Css: [---] mil) 👉 Outlook Q1-2025 📊 Revenue"
X Link 2025-02-25T17:09Z [----] followers, [----] engagements
"👇 Elon Musk following Intel CEO $INTC Elon Musk is now following Lip Bu Tan. $INTC https://t.co/3yHrfLhrG7 Elon Musk is now following Lip Bu Tan. $INTC https://t.co/3yHrfLhrG7"
X Link 2025-09-12T16:47Z [----] followers, [----] engagements
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