#  @bpol69 B B posts on X about bloomberg, asml, $asml, ai the most. They currently have [---------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours. ### Engagements: [-------] [#](/creator/twitter::996682768057880576/interactions)  - [--] Week [---------] +734% - [--] Month [---------] +13,570% - [--] Months [---------] +58,373% - [--] Year [---------] +9,224% ### Mentions: [--] [#](/creator/twitter::996682768057880576/posts_active)  - [--] Month [--] -3.30% - [--] Months [--] +250% - [--] Year [--] -51% ### Followers: [---------] [#](/creator/twitter::996682768057880576/followers)  - [--] Week [---] +0.93% - [--] Month [---] +4.30% - [--] Months [---] +19% - [--] Year [---] +48% ### CreatorRank: [---------] [#](/creator/twitter::996682768057880576/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [technology brands](/list/technology-brands) [finance](/list/finance) [countries](/list/countries) [cryptocurrencies](/list/cryptocurrencies) [currencies](/list/currencies) [automotive brands](/list/automotive-brands) [travel destinations](/list/travel-destinations) [social networks](/list/social-networks) [fashion brands](/list/fashion-brands) **Social topic influence** [bloomberg](/topic/bloomberg), [asml](/topic/asml) #184, [$asml](/topic/$asml) #100, [ai](/topic/ai), [$asm](/topic/$asm) #12, [$relx](/topic/$relx) #4, [$besi](/topic/$besi) #9, [china](/topic/china), [op](/topic/op), [$wkl](/topic/$wkl) #10 **Top accounts mentioned or mentioned by** [@beuvingjordy](/creator/undefined) [@ceessmit](/creator/undefined) [@merwinbisseling](/creator/undefined) [@nicoinberg](/creator/undefined) [@leonhillen](/creator/undefined) [@deaandeelhouder](/creator/undefined) [@deitaone](/creator/undefined) [@1investeerder](/creator/undefined) [@ejong1](/creator/undefined) [@kobeissiletter](/creator/undefined) [@beursanalist](/creator/undefined) [@hoefgeest](/creator/undefined) [@euronext](/creator/undefined) [@ijsvincent49427](/creator/undefined) [@geldverbrander](/creator/undefined) [@cashborn1951](/creator/undefined) [@edinmujagic](/creator/undefined) [@minpres](/creator/undefined) [@at5](/creator/undefined) [@squawkboxeurope](/creator/undefined) **Top assets mentioned** [Assemble Protocol (ASM)](/topic/$asm) [RELX PLC (RELX)](/topic/$relx) [Morgan Stanley (MS)](/topic/morgan-stanley) [JPMorgan Chase (JPM)](/topic/jpmorgan-chase) [Microsoft Corp. (MSFT)](/topic/microsoft) [Nov Inc (NOV)](/topic/$nov) [HEICO CORP CL A (HEI.A)](/topic/$heia) [ING Groep N.V. (ING)](/topic/ing-groep) [Thomson Reuters Corporation (TRI)](/topic/$tri) [Rally (RLY)](/topic/rally) [CasinoCoin (CSC)](/topic/casino) [RAMP (RAMP)](/topic/ramp) [Goldman Sachs (GS)](/topic/goldman-sachs) [GM (GM)](/topic/$gm) [Stellantis N.V. (STLA)](/topic/$stla) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [HSBC Holdings PLC (HSBC)](/topic/$hsbc) [Apollo Global Management, Inc. (APO)](/topic/$apo) [Wolfspeed, Inc. (WOLF)](/topic/wolfspeed-inc) [Meta Platforms, Inc. (META)](/topic/meta-platforms) ### Top Social Posts Top posts by engagements in the last [--] hours "@ceessmit (Bloomberg) -- China Evergrande Groups inability to meet its obligations is a market event and will be dealt with in a market-oriented way the Peoples Bank of China Governor Yi Gang said Thursday" [X Link](https://x.com/bpol69/status/1468851177488064512) 2021-12-09T07:53Z [---] followers, [--] engagements "@ceessmit (Bloomberg) -- Kaisa Group Holdings Ltd. has become the latest Chinese property developer to default as Fitch Ratings downgraded its rating following a missed dollar bond payment" [X Link](https://x.com/bpol69/status/1468851646004269056) 2021-12-09T07:54Z [---] followers, [--] engagements "(Bloomberg) -- Susquehanna Financial cut the recommendation on Adyen NV to neutral from positive. * PT set to [----] euros" [X Link](https://x.com/bpol69/status/1480504640995307523) 2022-01-10T11:39Z [---] followers, [--] engagements "(Bloomberg) -- Redburn analyst Chris Hartley cut the recommendation on Adyen NV to neutral from buy. @merwinbisseling @ceessmit" [X Link](https://x.com/bpol69/status/1481901823711657987) 2022-01-14T08:11Z [---] followers, [--] engagements "Morning onder het mom van hoog kopen : (BFW) Shell ADRs Rated New Buy at Goldman; PT $75 (BFW) Shell ADRs Rated New Buy at HSBC; PT $54.80 @merwinbisseling @ceessmit" [X Link](https://x.com/bpol69/status/1488767904048979971) 2022-02-02T06:55Z [---] followers, [--] engagements "@ceessmit (Bloomberg) -- Just Eat NVs US unit Grubhub is attracting preliminary interest from private equity firms including Apollo Global Management Inc. according to people with knowledge of the matter. http://Takeaway.com http://Takeaway.com" [X Link](https://x.com/bpol69/status/1535128817240576003) 2022-06-10T05:16Z [---] followers, [--] engagements "(Dow Jones) -- Cineworld Group PLC the owner of Regal Cinemas is preparing to file for bankruptcy within weeks after struggling to rebuild attendance from pandemic lows according to people familiar with the matter. Wat voor onze MEME Vrinden @ceessmit @merwinbisseling" [X Link](https://x.com/bpol69/status/1560608804903206912) 2022-08-19T12:45Z [---] followers, [--] engagements "@ceessmit toch maar weer de bezemwagen in: (Bloomberg) -- Peloton reported revenue for the fourth quarter that missed the average analyst estimate. FOURTH QUARTER RESULTS * Revenue $678.7 million -28% y/y estimate $685.9 million (Bloomberg Consensus)" [X Link](https://x.com/bpol69/status/1562757062026985473) 2022-08-25T11:01Z [---] followers, [--] engagements "(BN) *INDIA AGENCY APPROVES MERGER OF KONINKLIJKE DSM AND FIRMENICH @merwinbisseling @ceessmit" [X Link](https://x.com/bpol69/status/1642907930998497281) 2023-04-03T15:12Z [---] followers, [---] engagements "(Bloomberg) Wolfspeed Inc sees green tech subsidies in the EU to attract production of semiconductors important for electric cars as on par with whats on offer in the US. (1) @ceessmit" [X Link](https://x.com/bpol69/status/1653767593193250816) 2023-05-03T14:24Z [---] followers, [---] engagements "(Dow Jones) -- Facebook owner Meta Platforms was fined $1.3 billion by European Union privacy regulators for sending user information to the U.S. according to people familiar with the matter a record for the bloc. @ceessmit @merwinbisseling" [X Link](https://x.com/bpol69/status/1660565309877518337) 2023-05-22T08:36Z [---] followers, [--] engagements "(Bloomberg) -- Nvidia Corp. CEO Jensen Huang says the US tech industry is at risk of enormous damage from the battle over chips between Washington DC and Beijing Financial Times reports citing an interview with Huang. @ceessmit @merwinbisseling" [X Link](https://x.com/bpol69/status/1661251805219549184) 2023-05-24T06:04Z [---] followers, [--] engagements "(Bloomberg) Morgan Stanley continues to see European banks as attractive but says it turns more selective. Names ING as a top pick and moves AIB Group to underweight from equal-weight. @ceessmit @merwinbisseling" [X Link](https://x.com/bpol69/status/1665960103361560577) 2023-06-06T05:53Z [---] followers, [---] engagements "(Bloomberg) Nvidia Corp. led declines in tech stocks after a report Washington could close loopholes in the sale to China of powerful chips used to train artificial intelligence potentially denting sales in the worlds top semiconductor market. @ceessmit" [X Link](https://x.com/bpol69/status/1673923532852543490) 2023-06-28T05:17Z [---] followers, [---] engagements "(Bloomberg) -- Germany's Preliminary EU Harmonized CPI rose 6.8% y/y (estimate +6.8%) in June versus +6.3% in May according to the German Federal Statistical Office almost 2% :) @ceessmit" [X Link](https://x.com/bpol69/status/1674387747442683905) 2023-06-29T12:02Z [---] followers, [---] engagements "The Biden administration will pause approvals of new liquefied natural gas export facilities partly to more fully consider each project's potential climate change consequences Energy Secretary Jennifer Granholm announced Friday. ((Axios)" [X Link](https://x.com/bpol69/status/1750823919869706278) 2024-01-26T10:12Z [---] followers, [--] engagements "(Bloomberg) Italys privacy regulator said OpenAI Inc.s ChatGPT tool and techniques used to gather users data are in breach of the countrys privacy laws. The finding follows a probe opened by the authority last March and was notified to the artificial intelligence company" [X Link](https://x.com/bpol69/status/1751919207199953092) 2024-01-29T10:44Z [---] followers, [--] engagements "(Bloomberg) -- The dominance of the [--] biggest stocks in US equity markets is increasingly drawing similarities with the dot-com bubble raising the risk of a selloff according to JPMorgan Chase & Co. quantitative strategists. @ceessmit" [X Link](https://x.com/bpol69/status/1752289672280338914) 2024-01-30T11:16Z [---] followers, [--] engagements "(Bloomberg) -- Nvidia has started taking pre-orders for a new China-specific AI chip from distributors Reuters reports citing unidentified people familiar with the matter. ASML ook maar China specifiek produkt maken . @ceessmit" [X Link](https://x.com/bpol69/status/1752966758007288072) 2024-02-01T08:06Z [---] followers, [--] engagements "@Geldverbrander @Cashborn1951 @ceessmit @NicoInberg @leonhillen (Bloomberg) -- The French government will use all the means at its disposal to preserve Atos SEs strategic activities the finance minister said as the embattled IT group is under increased pressure to negotiate a restructuring with its creditors" [X Link](https://x.com/bpol69/status/1754768066964058114) 2024-02-06T07:24Z [---] followers, [----] engagements "(Bloomberg) Japans Finance Minister Suzuki says he sees only a limited impact from bad loans in the US real estate market on the overall Japanese financial system. Loans by Japanese banks to the US real estate market account only for only a small portion of total lending" [X Link](https://x.com/bpol69/status/1754770001930711309) 2024-02-06T07:32Z [---] followers, [--] engagements "(BN) *SILTRONIC FALLS 11% ON TRADEGATE VS YESTERDAY'S XETRA CLOSE" [X Link](https://x.com/bpol69/status/1757302804152984043) 2024-02-13T07:16Z [---] followers, [--] engagements "Fat finger ASML" [X Link](https://x.com/bpol69/status/1757315233297658038) 2024-02-13T08:06Z [---] followers, [----] engagements "(Dow Jones) ABN AMRO has set out its mid-term return on equity target and launched a [---] million euro share buyback after its Q4 profit beat market forecasts. Maar waarom lees ik steeds meer over US Exposure: *ABN AMRO CFO REAL ESTATE BOOK WELL DIVERSIFIED NO US EXPOSURE" [X Link](https://x.com/bpol69/status/1757659347037872511) 2024-02-14T06:53Z [---] followers, [--] engagements "@ceessmit Goedemorgen we gaan de afgelopen maanden omhoog op [--] verwachte rente verlagingen in de VS. Eergisteren hogere core inflatie dan verwacht. Het geheugen van de gemiddelde speculant is korter dan een [--] dags vlieg π" [X Link](https://x.com/bpol69/status/1758024590368903494) 2024-02-15T07:04Z [---] followers, [--] engagements "(Bloomberg) Bonds of Deutsche Pfandbriefbank tumbled deeper into distressed territory on Thursday after S&P Global Ratings downgraded the German lender citing its high exposure to the beleaguered US commercial property market. Shares fell as much as 12% to a record low" [X Link](https://x.com/bpol69/status/1758072573357699077) 2024-02-15T10:15Z [---] followers, [--] engagements "@edinmujagic Goedemorgen dus de ECB is op zoek naar Kermit" [X Link](https://x.com/bpol69/status/1758384331842888035) 2024-02-16T06:54Z [---] followers, [--] engagements "(Bloomberg) Watch European makers of chipmaking tools after Applied Materials gave a bullish revenue forecast for the current period signaling that some of the largest semiconductor companies are increasing their investments in new production. @ceessmit" [X Link](https://x.com/bpol69/status/1758388299620876362) 2024-02-16T07:10Z [---] followers, [---] engagements "koers in een jaar wel opgelopen van [--] usd naar nu after trading boven de [---] usd" [X Link](https://x.com/bpol69/status/1758388478206005513) 2024-02-16T07:10Z [---] followers, [--] engagements "* Applied Materials said fiscal second-quarter sales will be about $6.5 billion compared with the average analyst estimate of $6.32 billion" [X Link](https://x.com/bpol69/status/1758388716719247743) 2024-02-16T07:11Z [---] followers, [--] engagements "Sales Q2 [----] was volgens Bloomberg [----] bln usd" [X Link](https://x.com/bpol69/status/1758388845543031212) 2024-02-16T07:12Z [---] followers, [--] engagements "(Bloomberg) -- The European Unions years-long effort to regulate workers rights in the gig economy is facing a key voteby member countries on Friday that could derail legislation opposed by many in the industry" [X Link](https://x.com/bpol69/status/1758392130009997353) 2024-02-16T07:25Z [---] followers, [--] engagements "(Bloomberg) -- Assicurazioni Generali SpA is analyzing a range of potential takeover candidates as part of the insurers growth plans with some of them worth more than [--] billion ($10.9 billion) according to people familiar with the matter. @merwinbisseling" [X Link](https://x.com/bpol69/status/1765406646946222143) 2024-03-06T15:58Z [---] followers, [---] engagements "(Bloomberg) -- Shares of semiconductor companies are falling in extended trading following disappointing reports from both Broadcom and Marvell Technology. * Broadcom fell 3.7% after its results which featured weaker-than-expected semiconductor solutions revenue" [X Link](https://x.com/bpol69/status/1765991951462014982) 2024-03-08T06:44Z [---] followers, [----] engagements "(ANP) ASML snijdt in de kosten bijvoorbeeld door personeel op te roepen minder te reizen. Het bedrijf verwacht dat de omzet dit jaar gelijk blijft aan die van vorig jaar terwijl de kosten wel flink stijgen. Om die reden neemt het bedrijf ook minder nieuw personeel aan" [X Link](https://x.com/bpol69/status/1765996497479319643) 2024-03-08T07:02Z [---] followers, [--] engagements "@BeuvingJordy @deaandeelhouder t kan ook het rapport van Kempen over Besi zijn" [X Link](https://x.com/bpol69/status/1766036971216879665) 2024-03-08T09:43Z [---] followers, [--] engagements "heel bijzonder twee mindagen in besi en opties worden even niet gesteld" [X Link](https://x.com/bpol69/status/1767099809091993963) 2024-03-11T08:06Z [---] followers, [--] engagements "wel opvallend dat een aantal analisten hun PT verlagen. Vandaag Goldman Sachs: verlaging van [---] naar [---] (BB)" [X Link](https://x.com/bpol69/status/1767448029970255976) 2024-03-12T07:10Z [---] followers, [--] engagements "(Bloomberg) -- Italian insurance giant Assicurazioni Generali SpA has the financial means for acquisitions that fit its template for value creation according to Chief Executive Officer Philippe Donnet. @merwinbisseling" [X Link](https://x.com/bpol69/status/1767495870285513198) 2024-03-12T10:20Z [---] followers, [---] engagements "(Bloomberg) -- Saudi Arabia is in talks to add top Wall Street banks for a secondary share sale in oil giant Aramco as it pushes ahead with one of the largest stock offerings in recent years people with knowledge of the matter said" [X Link](https://x.com/bpol69/status/1768182557256880155) 2024-03-14T07:49Z [---] followers, [--] engagements "(BB) The Chinese government has quietly asked electric-vehicle makers from BYD to Geely Automobile Holdings to sharply increase their purchases from local auto chipmakers part of a campaign to reduce reliance on Western imports and boost Chinas domestic semiconductor industry" [X Link](https://x.com/bpol69/status/1768543976057876949) 2024-03-15T07:45Z [---] followers, [--] engagements "(BB) Super Micro Computer Inc. today announced the launch of a proposed underwritten registered public offering of [-------] shares of its common stock" [X Link](https://x.com/bpol69/status/1770045167568904247) 2024-03-19T11:10Z [---] followers, [--] engagements "BN 03/19 13:37 *NORDSTROM WORKING WITH PARTNERS IN ATTEMPT TO GO PRIVATE: RTRS BN 03/19 13:37 *NORDSTROM WORKING WITH MORGAN STANLEY AND CENTERVIEW: REUTERS BN 03/19 13:39 *NORDSTROM FOUNDING FAMILY SEEKS TO TAKE COMPANY PRIVATE: RTRS" [X Link](https://x.com/bpol69/status/1770082945564336455) 2024-03-19T13:40Z [---] followers, [--] engagements "(NYT) The decision comes as President Biden champions his economic policies during a tour of the Southwest. Biden will issue a multibillion-dollar award to Intel on Wednesday to expand its chip production in the US people familiar with the decision said. @BeuvingJordy" [X Link](https://x.com/bpol69/status/1770343451197903009) 2024-03-20T06:55Z [---] followers, [----] engagements "(Wall Street Journal) -- The U.S. government is granting Intel up to $8.5 billion to help fund new chip plants in four states the largest award yet in an effort to revive American chip-making overseen by the Biden administration" [X Link](https://x.com/bpol69/status/1770377163264393368) 2024-03-20T09:09Z [---] followers, [--] engagements "(Bloomberg) -- The US Justice Department and [--] attorneys general sued Apple Inc. Thursday accusing the iPhone maker of violating antitrust laws by blocking rivals from accessing hardware and software features on its popular devices" [X Link](https://x.com/bpol69/status/1770820629626855916) 2024-03-21T14:31Z [---] followers, [--] engagements "South China Morning Post) * China's foreign ministry confirms visits to Beijing by Dutch leader and trade minister on Tuesday and Wednesday * Mark Rutte's trip comes as the Netherlands and its chip tool giant ASML face US pressure to curb exports to China" [X Link](https://x.com/bpol69/status/1772242481234522607) 2024-03-25T12:41Z [---] followers, [---] engagements "Pimco is holding a smaller than usual position in US Treasuries and prefers the bonds of countries such as the UK and Canada the FT reports citing CIO Balls Pimco believes inflationary pressures may lead the FED to cut interest rates more slowly than other major central banks" [X Link](https://x.com/bpol69/status/1772517323259142342) 2024-03-26T06:53Z [---] followers, [---] engagements "Reuters: Dutch minister vows to defend ASML interests ahead of China visit -FD" [X Link](https://x.com/bpol69/status/1772621276797915155) 2024-03-26T13:47Z [---] followers, [--] engagements "*FORD CFO SAYS BALTIMORE BRIDGE COLLAPSE TO AFFECT SUPPLY CHAIN (bn)" [X Link](https://x.com/bpol69/status/1772628453138796923) 2024-03-26T14:15Z [---] followers, [--] engagements "Morgan Stanley sees higher rates supporting Benelux banks in the short term but French lenders will remain subdued due to weak fixed income and French Retail. Analyst Giulia Aurora Miotto says KBC is top pick while ING is also rated at overweight (BFW)" [X Link](https://x.com/bpol69/status/1772882188943376687) 2024-03-27T07:03Z [---] followers, [--] engagements "(BN) *OIL MAY HIT $100 FOLLOWING RUSSIAN OUTPUT CUTS JPMORGAN WARNS" [X Link](https://x.com/bpol69/status/1772892544092819779) 2024-03-27T07:44Z [---] followers, [--] engagements "(Bloomberg) -- Brent has the potential to rally to $100/bbl this year if Russias recent decision to cut production isnt balanced out by other counter-measures according to JPMorgan Chase & Co" [X Link](https://x.com/bpol69/status/1772892949719773323) 2024-03-27T07:46Z [---] followers, [--] engagements "@ceessmit Vandaag een positieve opening door met name Nieuw Koop advies Morgan Stanley voor Adyen. Hoop dat deze analist nu wat gelukkiger is met dit nieuwe advies" [X Link](https://x.com/bpol69/status/1772901337606287394) 2024-03-27T08:19Z [---] followers, [--] engagements "@DeItaone @MinPres was a good meeting with XI" [X Link](https://x.com/bpol69/status/1772997847077491101) 2024-03-27T14:43Z [---] followers, [---] engagements "(Bloomberg) -- Chinese President Xi Jinping criticized technological barriers during Dutch Prime Minister Mark Ruttes visit to Beijing as the US pushes to tighten controls on ASML Holding NVs chipmaking-equipment sales to the Asian country" [X Link](https://x.com/bpol69/status/1772998213458374706) 2024-03-27T14:44Z [---] followers, [---] engagements "(Bloomberg) -- Reddit Inc. shares are on track to notch their largest one-day drop since the social media companys trading debut after Hedgeye Risk Management released a report adding it as a short idea and saying it should trade about 50% below current levels" [X Link](https://x.com/bpol69/status/1773013190097424686) 2024-03-27T15:44Z [---] followers, [--] engagements "(Bloomberg) -- Soitecs [----] guidance may have been affirmed but the French semiconductor materials makers numbers for [----] are significantly below expectations Morgan Stanley says in a note @BeuvingJordy" [X Link](https://x.com/bpol69/status/1773232575705710982) 2024-03-28T06:16Z [---] followers, [---] engagements "(Bloomberg) -- Micron Technology Inc. Samsung and SK Hynix have suspended pricing negotiations with customers for DRAM chips following the Taiwan earthquake industry research firm TrendForce says in a report on Wednesday (1)" [X Link](https://x.com/bpol69/status/1775477572425400764) 2024-04-03T10:56Z [---] followers, [---] engagements "* The earthquake has limited impact on the prices of DRAM and NAND Flash memory chips because of sufficient supply: report (2)" [X Link](https://x.com/bpol69/status/1775477716340691310) 2024-04-03T10:57Z [---] followers, [--] engagements "(BN) *US TO URGE DUTCH TO CURB ASML CHIPMAKING TOOLS IN CHINA:REUTERS" [X Link](https://x.com/bpol69/status/1775887059556917481) 2024-04-04T14:04Z [---] followers, [--] engagements "(Bloomberg) -- The Biden administration plans to urge the Dutch government to stop ASML from servicing some tools in China Reuters reports citing unidentified people familiar with the matter" [X Link](https://x.com/bpol69/status/1775889517893050519) 2024-04-04T14:13Z [---] followers, [--] engagements "* US export policy chief Alan Estevez plans to discuss the ASML servicing contracts during a meeting with Dutch government officials and ASML in the Netherlands next week" [X Link](https://x.com/bpol69/status/1775889605650477220) 2024-04-04T14:14Z [---] followers, [--] engagements "@1Investeerder Shares of Samsung dropped as much as 1.8% on Friday after the preliminary results amid risk-off sentiment in the broader market" [X Link](https://x.com/bpol69/status/1776139402542027033) 2024-04-05T06:46Z [---] followers, [--] engagements "@1Investeerder CLSA Securities Korea (Sanjeev Rana) * Samsungs 1Q operating profit beat was primarily due to its memory business after a higher-than-expected increase in blended average selling prices for DRAM and NAND" [X Link](https://x.com/bpol69/status/1776139599737217525) 2024-04-05T06:47Z [---] followers, [--] engagements "(Bloomberg) The US plans to award Taiwan Semiconductor Manufacturing $6.6 billion in grants and as much as $5 billion in loans to help the worlds top chipmaker build factories in Arizona expanding President Joe Bidens effort to boost domestic production of critical technology" [X Link](https://x.com/bpol69/status/1777260579175932259) 2024-04-08T09:01Z [---] followers, [----] engagements "(Wall Street Journal) -- JPMorgan Chase Chief Executive Jamie Dimon warned that U.S. interest rates could soar to 8% or more in coming years reflecting the risk that record-high deficit spending and geopolitical stress will complicate the fight against inflation" [X Link](https://x.com/bpol69/status/1777283716382966105) 2024-04-08T10:33Z [---] followers, [---] engagements "(BN) *MOTIVE PARTNERS SAID TO WEIGH JOINING FRAY FOR ALLFUNDS BUYOUT" [X Link](https://x.com/bpol69/status/1777319027922145367) 2024-04-08T12:54Z [---] followers, [----] engagements "(Bloomberg) -- Micron Technology intends to sequentially increase its DRAM and SSD product prices by more than 25% during the second quarter DigiTimes reported citing memory module house sources it didnt identify" [X Link](https://x.com/bpol69/status/1777572918081290412) 2024-04-09T05:43Z [---] followers, [----] engagements "(Bloomberg) -- Rheinmetall falls as much as 12% from a record high while other European defense stocks also decline as Goldman Sachs says it sees more downside than upside risk for the sectors valuations approaching 2025" [X Link](https://x.com/bpol69/status/1777629462147813487) 2024-04-09T09:27Z [---] followers, 10.3K engagements "(Bloomberg) -- An economist from the Bureau of Labor Statistics corresponded on data related to a key US inflation gauge with major Wall Street firms like JPMorgan Chase & Co. and BlackRock Inc. raising questions about equitable access to economic information" [X Link](https://x.com/bpol69/status/1777930735715795305) 2024-04-10T05:24Z [---] followers, [---] engagements "(TWT) Axios Pro: Unilever Nestl and sponsor PAI Partners are likely to take their ice cream businesses public rather than sell sources familiar with the situation say. https://trib.al/Qi5609S https://trib.al/Qi5609S" [X Link](https://x.com/bpol69/status/1777936259760931184) 2024-04-10T05:46Z [---] followers, [--] engagements "(Bloomberg) -- Chinas BYD Co. received at least [---] billion ($3.7 billion) in direct government subsidies as part of Beijings push to dominate electric vehicles and other clean technologies according to a new study" [X Link](https://x.com/bpol69/status/1778012734061207897) 2024-04-10T10:50Z [---] followers, [--] engagements "(Bloomberg) -- UBS Group AG faces a substantial increase in regulatory capital requirements under reforms that the Swiss government is advocating for in the wake of the collapse of Credit Suisse" [X Link](https://x.com/bpol69/status/1778034237150532075) 2024-04-10T12:16Z [---] followers, [---] engagements "(Bloomberg) -- Prices are still too high for housing and groceries even as prices for key household items like milk and eggs are lower than a year ago President Biden says in a statement following the release of US March inflation data" [X Link](https://x.com/bpol69/status/1778064807884718447) 2024-04-10T14:17Z [---] followers, [--] engagements "(FLY) JPMorgan placed Qualcomm on "Negative Catalyst Watch" into the earnings report. The firm is yet to see any significant change in the fundamentals for the smartphone market with the recovery expected to "remain muted" in 2024" [X Link](https://x.com/bpol69/status/1778359621649940542) 2024-04-11T09:49Z [---] followers, [--] engagements "(Bloomberg) -- ASML is promoted to top pick in Europeantechnology hardware and placed on a positive catalyst watch by Citi which opens a negative watch on Ericsson" [X Link](https://x.com/bpol69/status/1778653710077366352) 2024-04-12T05:17Z [---] followers, [---] engagements "(BFW) Randstad Rated New Underweight at Barclays; PT [--] euros (BFW) Adecco Rated New Overweight at Barclays; PT [--] Swiss franc" [X Link](https://x.com/bpol69/status/1778655611938382325) 2024-04-12T05:25Z [---] followers, [----] engagements "(Bloomberg) -- Morgan Stanley shares fell the most in five months after a report that a cadre of US regulators are scrutinizing the firms efforts to prevent potential money laundering by wealthy clients" [X Link](https://x.com/bpol69/status/1778656688066744364) 2024-04-12T05:29Z [---] followers, [----] engagements "* While ASML may not post another orders record in 1Q it should still be healthy and build confidence in its [----] revenue target" [X Link](https://x.com/bpol69/status/1778657012861043055) 2024-04-12T05:30Z [---] followers, [--] engagements "* May be a final cut to expectations for Infineon and STMicro but perhaps not the truly cathartic clearing event that investors would like" [X Link](https://x.com/bpol69/status/1778657121673850955) 2024-04-12T05:31Z [---] followers, [--] engagements "@BeuvingJordy @deaandeelhouder @NicoInberg als een aandeel ytd al 36% hoger is en [--] maands 55% hoger is zou ik mijn verwachtingen ook aanpassen" [X Link](https://x.com/bpol69/status/1778688693173141746) 2024-04-12T07:36Z [---] followers, [--] engagements "@BeuvingJordy @deaandeelhouder @NicoInberg en ben ook benieuwd aangezien dit 12maand targets zijn wat de gevolgen van jouw bericht over Huawei mbt tot chipmachines voor ASML zullen zijn" [X Link](https://x.com/bpol69/status/1778689738020356161) 2024-04-12T07:40Z [---] followers, [--] engagements "(Bloomberg) Goldman Sachs strategists say European bank valuations are still undemanding after this years rally and note that even if interest rates are cut they will stay at a level thats beneficial for lenders in what they call a better for longer backdrop" [X Link](https://x.com/bpol69/status/1778691118361641462) 2024-04-12T07:46Z [---] followers, [--] engagements "(Dow Jones) Infineon Technologies could trim its sales forecasts for fiscal [----] when it reports quarterly earnings on May [--] as demand for the German chip maker's products doesn't seem to have improved lately Citi's Andrew M. Gardiner writes in a note to clients" [X Link](https://x.com/bpol69/status/1778706790554763757) 2024-04-12T08:48Z [---] followers, [--] engagements "(WSJ) China's push to replace foreign technology is now focused on cutting American chip makers out of the country's telecoms systems. (1)" [X Link](https://x.com/bpol69/status/1778709902354985253) 2024-04-12T09:01Z [---] followers, [--] engagements "Officials earlier this year directed the nation's largest telecom carriers to phase out foreign processors that are core to their networks by [----] a move that would hit American chip giants Intel and Advanced Micro Devices people familiar with the matter said. (2)" [X Link](https://x.com/bpol69/status/1778709947460595763) 2024-04-12T09:01Z [---] followers, [--] engagements "(Bloomberg) -- A rare rally in both tech stocks and commodities combined with a jump in bond yields has echoes of periods when bubbles are forming according to strategists at Bank of America Corp" [X Link](https://x.com/bpol69/status/1778723309732974983) 2024-04-12T09:54Z [---] followers, [---] engagements "SBM Offshore is pleased to announce that ExxonMobil Guyana Limited (EMGL) has confirmed the award of contracts for the Whiptail development project located in the Stabroek Block in Guyana. Under these contracts SBM Offshore will construct and install FPSO Jaguar" [X Link](https://x.com/bpol69/status/1778747555595100670) 2024-04-12T11:30Z [---] followers, [--] engagements "Bernstein Trims Price Target on ASML Holding to $1052 From $1072 Keeps Outperform Rating (bENZINGA)" [X Link](https://x.com/bpol69/status/1778748329444180340) 2024-04-12T11:33Z [---] followers, [--] engagements "(Bloomberg) -- ASML reported bookings for the first quarter that missed the average analyst estimate. FIRST QUARTER RESULTS * Bookings EU3.61 billion -61% q/q estimate EU4.63 billion (Bloomberg Consensus)" [X Link](https://x.com/bpol69/status/1780463595886682422) 2024-04-17T05:09Z [---] followers, [----] engagements "(FLY) ASML: ASML downgraded to Underperform from Neutral at Grupo Santander Grupo Santander analyst Carlos Trevino downgraded ASML to Underperform from Neutral with a EUR [---] price target" [X Link](https://x.com/bpol69/status/1780887218082455913) 2024-04-18T09:12Z [---] followers, [---] engagements "@KobeissiLetter The market already looks like a casinoπππ" [X Link](https://x.com/bpol69/status/1782391894846173425) 2024-04-22T12:51Z [---] followers, [--] engagements "(Bloomberg) -- Apple Inc.s iPhone sales in China fell 19% during the March quarter according to data from an independent research firm that marked the gadgets worst performance there since Covid struck around 2020" [X Link](https://x.com/bpol69/status/1782674016014127161) 2024-04-23T07:33Z [---] followers, [----] engagements "@BeuvingJordy Gelukkig kijken de Chinezen niet alleen naar wat je eet πππ (ASML en ASM) (Bloomberg) -- ASM International NVs orders beat estimates in the first quarter as the Dutch chip-equipment maker continues to benefit from strong Chinese demand" [X Link](https://x.com/bpol69/status/1783006153435124006) 2024-04-24T05:32Z [---] followers, [--] engagements "(NYT) Senator Bernie Sanders is pressing Novo Nordisk for details on its pricing of the popular diabetes and weight loss medications. A Senate committee is investigating the prices that Novo Nordisk charges for its Ozempic and Wegovy" [X Link](https://x.com/bpol69/status/1783370419413676341) 2024-04-25T05:40Z [---] followers, [--] engagements "(Bloomberg) -- RELX expects strong full-year underlying growth in revenue and adjusted operating profit * Also expects strong full-year growth in adjusted earnings per share on a constant currency basis * Sees positive momentum across the group" [X Link](https://x.com/bpol69/status/1783380418013630849) 2024-04-25T06:19Z [---] followers, [--] engagements "(Wall Street Journal) -- Miner Anglo American is considering a sale of De Beers its storied diamond unit that has recently struggled according to people familiar with the matter" [X Link](https://x.com/bpol69/status/1783407886372110804) 2024-04-25T08:09Z [---] followers, [--] engagements "(Bloomberg) Hermes shares slip as much as 1.7% as analysts weighed a sales beat alongside signs that categories more exposed to aspirational shoppers such as watches and perfumes were a little weaker" [X Link](https://x.com/bpol69/status/1783411401366663198) 2024-04-25T08:23Z [---] followers, [--] engagements "@beursanalist (WSJ) Donald Trump's allies are quietly drafting proposals that would attempt to erode the FED's independence if the former president wins a second term in the midst of a deepening divide among his advisers over how aggressively to challenge the central bank's authority" [X Link](https://x.com/bpol69/status/1783765556169961972) 2024-04-26T07:50Z [---] followers, [---] engagements "(Bloomberg) -- NXP Semi forecast adjusted earnings per share for the second quarter of $3.00 to $3.41. SECOND QUARTER FORECAST * Sees adjusted EPS $3.00 to $3.41 estimate $3.12 (Bloomberg Consensus) * Sees revenue $3.03 billion to $3.23 billion estimate $3.11 billion" [X Link](https://x.com/bpol69/status/1785188707626029327) 2024-04-30T06:05Z [---] followers, [--] engagements "(Reddit) @BeuvingJordy @ceessmit https://www.benzinga.com/trading-ideas/long-ideas/24/05/38563400/intel-gains-favor-with-redditors-over-nvidia-amd-as-high-uncertainty-low-risk-stock-play https://www.benzinga.com/trading-ideas/long-ideas/24/05/38563400/intel-gains-favor-with-redditors-over-nvidia-amd-as-high-uncertainty-low-risk-stock-play" [X Link](https://x.com/bpol69/status/1785916497488937095) 2024-05-02T06:17Z [---] followers, [--] engagements "(BN) Central Banks Need Digital Currencies to Be Relevant Nagel but are they still relevant ππ" [X Link](https://x.com/bpol69/status/1787723489060819337) 2024-05-07T05:57Z [---] followers, [---] engagements "(Bloomberg) -- Stanley Druckenmiller further cut his Nvidia position in late March the investor said in an interview on CNBC. * AI might be a little over-hyped now but under-hyped in the long term Druckenmiller said" [X Link](https://x.com/bpol69/status/1787814842142695440) 2024-05-07T12:00Z [---] followers, [---] engagements "(Bloomberg) -- Copper fell with other base metals as the dollar strengthened following hawkish comments from a Federal Reserve official that cooled expectations for US interest rate cuts" [X Link](https://x.com/bpol69/status/1788091245132210348) 2024-05-08T06:19Z [---] followers, [--] engagements "@DeItaone due to : US Huawei ban" [X Link](https://x.com/bpol69/status/1788181925082894704) 2024-05-08T12:19Z [---] followers, [--] engagements "(BN) *GAMESTOP SHARES EXTEND RALLY TO 110%" [X Link](https://x.com/bpol69/status/1790019707929505870) 2024-05-13T14:02Z [---] followers, [--] engagements "(BFW) *ANGLO TO DIVEST OR DEMERGE DE BEERS STEELMAKING COAL AMPLATS" [X Link](https://x.com/bpol69/status/1790262249698841001) 2024-05-14T06:05Z [---] followers, [--] engagements "(BN) *DELIVERY HERO GAINS 20% AFTER UBER BUYS TAIWAN BUSINESS Just Eat de volgende ππ" [X Link](https://x.com/bpol69/status/1790280089537491336) 2024-05-14T07:16Z [---] followers, [---] engagements "(BN) *GAMESTOP EXTENDS SURGE TO MORE THAN 100% IN PREMARKET TRADING Where is the SEC" [X Link](https://x.com/bpol69/status/1790343221928771961) 2024-05-14T11:27Z [---] followers, [----] engagements "(BZG) Fed Chair Powell Asked If Inflation Will Prove More Persistent Says Fed Doesn't Know Yet; Firms Still Report Labor Shortages; Restrictive Policy May Take Longer Than Expected To Do Its Work Bring Inflation Down; We Will Get Inflation Down To 2%" [X Link](https://x.com/bpol69/status/1790386527345733748) 2024-05-14T14:19Z [---] followers, [---] engagements "so they dont know yet. Reason to buy stocks πππππ" [X Link](https://x.com/bpol69/status/1790386833852932337) 2024-05-14T14:20Z [---] followers, [--] engagements "(Bloomberg) ABN Amro shares fall as much as 6.5% after the banks Q1 results showed a capital ratio that missed analyst estimates according to Morgan Stanley. Broadly unchanged guidance for net interest income and costs also contributing to negative reaction the broker says" [X Link](https://x.com/bpol69/status/1790650648368697594) 2024-05-15T07:49Z [---] followers, [--] engagements "(BFW) Vastned Retail to Combine With Vastned Belgium in Reverse Merger" [X Link](https://x.com/bpol69/status/1790977099198615555) 2024-05-16T05:26Z [---] followers, [--] engagements "(Bloomberg) -- The US Bureau of Labor Statistics inadvertently published Consumer Price Index data [--] minutes early on Wednesday raising fresh questions about how the agency releases some of the worlds most sensitive economic information" [X Link](https://x.com/bpol69/status/1790981747686912297) 2024-05-16T05:44Z [---] followers, [--] engagements "@Hoefgeest niet helemaal correct: (Bloomberg) -- Theres just one big bear left in Wall Streets forest of stock market opinions after Morgan Stanleys Mike Wilson capitulated on Monday while JPMorgan Chase & Co.s Marko Kolanovic held firm in his gloomy outlook on equities" [X Link](https://x.com/bpol69/status/1792795836033925454) 2024-05-21T05:53Z [---] followers, [---] engagements "(Bloomberg) -- China could unleash tariffs as high as 25% on imported cars with large engines according to one lobby group as trade tensions ramp up between the worlds No. [--] economy and the US and European Union" [X Link](https://x.com/bpol69/status/1793153093460165067) 2024-05-22T05:33Z [---] followers, [--] engagements "(Bloomberg) -- Goldman Sachs Group Inc. Chief Executive Officer David Solomon said he currently expects that the Federal Reserve wont cut interest rates this year amid an economy thats proved more resilient thanks to government spending" [X Link](https://x.com/bpol69/status/1793518156285173919) 2024-05-23T05:43Z [---] followers, [---] engagements "@ceessmit Mooie outlook Nvidia (petje 1000) maar wat vond je van Synopsys de Fed en plaatsing aanhouder Globalfoundries" [X Link](https://x.com/bpol69/status/1793519960385519637) 2024-05-23T05:50Z [---] followers, [--] engagements "(Bloomberg) -- Jamie Dimon says the the US economy could see a hard landing CNBC reports citing the JPMorgan Chase chairman and CEO at the JPMorgan Global China Summit in Shanghai" [X Link](https://x.com/bpol69/status/1793526095461114293) 2024-05-23T06:15Z [---] followers, [--] engagements "(Bloomberg) -- Goldman Sachs Group Inc. Chief Executive Officer David Solomon said he currently expects that the Federal Reserve wont cut interest rates this year amid an economy thats proved more resilient thanks to government spending (May23)" [X Link](https://x.com/bpol69/status/1793956094819155971) 2024-05-24T10:43Z [---] followers, [---] engagements "@DeItaone (Bloomberg) -- Goldman Sachs Group Inc. Chief Executive Officer David Solomon said he currently expects that the Federal Reserve wont cut interest rates this year amid an economy thats proved more resilient thanks to government spending (May23)" [X Link](https://x.com/bpol69/status/1793967798450114747) 2024-05-24T11:30Z [---] followers, [---] engagements "(BN) *CONOCOPHILLIPS IN ADVANCED TALKS TO BUY MARATHON OIL: FT" [X Link](https://x.com/bpol69/status/1795699645810938087) 2024-05-29T06:12Z [---] followers, [--] engagements "(Bloomberg) Brookfield is in exclusive talks to acquire a majority stake in Neoen SA in a deal valuing the French renewable energy developer at about [---] billion. The Canadian asset manager is discussing buying a 53.3% stake in Neoen at [-----] per share acc to a statement" [X Link](https://x.com/bpol69/status/1796070986535649337) 2024-05-30T06:47Z [---] followers, [---] engagements "@AT5 Watersnoodramp [----] gaf Amsterdam-Noord vorm De Waterlandse Vloed zette honderd jaar geleden een groot stuk land onder water. De gemeentes die nu Amsterdam-Noord vormen stonden maandenlang blank. De vergeten ramp wordt deze week herdacht" [X Link](https://x.com/bpol69/status/1796517448151454032) 2024-05-31T12:21Z [---] followers, [--] engagements "(BN) *HUANG DENIES SAMSUNG HBM HAS FAILED ANY NVIDIA TESTS *NVIDIA WORKING ON QUALIFYING SAMSUNG AND MICRON HBM CEO SAYS *NVIDIA CEO JENSEN HUANG TALKS WITH MEDIA AT COMPUTEX" [X Link](https://x.com/bpol69/status/1797903526980682044) 2024-06-04T08:09Z [---] followers, [---] engagements "(Bloomberg) -- Scott Kleinman said he expects Apollo Global Management Inc. to participate in more deals similar to the $11 billion joint venture it inked with Intel Corp. this week as companies look for creative ways to meet their growing capital needs" [X Link](https://x.com/bpol69/status/1798237186242052231) 2024-06-05T06:15Z [---] followers, [--] engagements "(BN) *TSMC TO GET FIRST ASML HIGH-NA TEST EUV THIS YEAR: JEFFERIES @BeuvingJordy" [X Link](https://x.com/bpol69/status/1798257475902398494) 2024-06-05T07:36Z [---] followers, [---] engagements "(BN) ASML to Ship Its $380 Million Tool to TSMC This Year (Correct) Bloomberg earlier said this morning : (BN) ASML to Ship Its $380 Million Machine to TSMC Samsung This Year (that is not correct)" [X Link](https://x.com/bpol69/status/1798314939213644109) 2024-06-05T11:24Z [---] followers, [--] engagements "GameStop shares slump as much as 19% in premarket trading reversing an earlier climb of as much as 37% after the co. said in a filing that it may offer and sell up to an add. [--] million shares of Class A common stock" [X Link](https://x.com/bpol69/status/1799034358269145516) 2024-06-07T11:03Z [---] followers, [----] engagements "@ceessmit (BFW) 06/07 10:47 GameStop May Sell Up to 75M Shares of Class A Stock Dit gezien Cees" [X Link](https://x.com/bpol69/status/1799048911631561044) 2024-06-07T12:00Z [---] followers, [--] engagements "(BN) *COVESTRO IS SAID CLOSE TO GRANTING DUE DILIGENCE TO ADNOC (BN) *COVESTRO IS SAID CLOSE TO GRANTING DUE DILIGENCE TO ADNOC BN 06/11 08:25 *ADNOC MAY SLIGHTLY SWEETEN BID AFTER DUE DILIGENCE: SOURCES" [X Link](https://x.com/bpol69/status/1800444428018241549) 2024-06-11T08:26Z [---] followers, [---] engagements "Gamestop or Gameover π" [X Link](https://x.com/bpol69/status/1800525088233824483) 2024-06-11T13:46Z [---] followers, [---] engagements "(BFW) *SENATE PANEL WANTS NOVO NORDISK'S LANGA TO SPEAK ON DRUG PRICES" [X Link](https://x.com/bpol69/status/1800539667999473910) 2024-06-11T14:44Z [---] followers, [--] engagements "(Barron's) -- Nvidia was rising in premarket trading Thursday. Fellow chip company Broadcom underlined demand for artificial-intelligence processors in its earnings but also its intention to fight for market share in AI networking technology. I thought there was no competitor π" [X Link](https://x.com/bpol69/status/1801197148941279604) 2024-06-13T10:17Z [---] followers, [---] engagements "@SquawkBoxEurope @Atos @cnbcKaren @ArabileG So Atos is the new Gamestop" [X Link](https://x.com/bpol69/status/1801222999237951978) 2024-06-13T12:00Z [---] followers, [--] engagements "@NicoInberg @YouTube Ja anders was hij waarschijnlijk opgestapt en dan is de verwachte winst van [--] voor eind [----] ineens heel hoog als je dat met BYD (20 keer) vergelijkt of met Stellantis (3.86 keer)" [X Link](https://x.com/bpol69/status/1801506456170103011) 2024-06-14T06:46Z [---] followers, [--] engagements "(Bloomberg) -- A senior American official is set to visit Japan and the Netherlands to ask the two countries to add fresh restrictions on Chinas semiconductor sector including on its ability to make the high-end memory chips needed for artificial intelligence. (1)" [X Link](https://x.com/bpol69/status/1803297103420022987) 2024-06-19T05:21Z [---] followers, [--] engagements "ASM International is an AI enabler in an AI world Morgan Stanley writes in note upgrading the chip-equipment maker to overweight from equal-weight. @BeuvingJordy" [X Link](https://x.com/bpol69/status/1803660023958008254) 2024-06-20T05:23Z [---] followers, [----] engagements "(BN) *DANONE CEO SAYS COMPANY WILL BE MORE ACTIVE IN ACQUISITIONS BN 06/20 07:06 *DANONE CEO SPEAKS AT CAPITAL MARKETS DAY" [X Link](https://x.com/bpol69/status/1803686026247901199) 2024-06-20T07:07Z [---] followers, [--] engagements "(Bloomberg) Austrian banks should use record profits to boost capital in anticipation of further headwinds in property market the nations central bank said in its Financial Stability Report" [X Link](https://x.com/bpol69/status/1805154145877266523) 2024-06-24T08:21Z [---] followers, [--] engagements "(Bloomberg) Doordash recently flagged its interest in a takeover of Britains Deliveroo Reuters reports Talks ended on disagreement of valuation one of the people told Reuters Doordash made the approach to Deliveroo in May" [X Link](https://x.com/bpol69/status/1805834843156013324) 2024-06-26T05:25Z [---] followers, [---] engagements "(BFW) *BIDEN SAYS NOVO NORDISK MUST CUT OZEMPIC WEGOVY PRICES" [X Link](https://x.com/bpol69/status/1808107711172583494) 2024-07-02T11:57Z [---] followers, [---] engagements "(Bloomberg) -- Morgan Stanley analyst Nigel Van Putten raised the target on Be Semiconductor Industries NV to [---] euros from [---] euros. Maintains overweight rating" [X Link](https://x.com/bpol69/status/1808369611538112728) 2024-07-03T05:18Z [---] followers, [----] engagements "(Bloomberg) -- Novo Nordisk A/S best-selling diabetes and weight-loss drugs Ozempic and Wegovy appears to be associated with a higher risk of a rare form of vision loss according to an analysis by doctors at Massachusetts Eye and Ear a Harvard-affiliated hospital" [X Link](https://x.com/bpol69/status/1808516709587771628) 2024-07-03T15:02Z [---] followers, [---] engagements "(Bloomberg) -- Private equity firms Bain Capital and Cinven are exploring a potential joint bid for French drugmaker Sanofi SAs $20 billion consumer health division people familiar with the matter said" [X Link](https://x.com/bpol69/status/1808519740211531958) 2024-07-03T15:14Z [---] followers, [---] engagements "@Hoefgeest Goed als er weer Corona uitbreekt" [X Link](https://x.com/bpol69/status/1810992631238852858) 2024-07-10T11:01Z [---] followers, [--] engagements "@AMAZlNGNATURE Pantanal Brasil" [X Link](https://x.com/bpol69/status/1811280752903917608) 2024-07-11T06:05Z [---] followers, [--] engagements "@leonhillen (Bloomberg) -- TomToms maps and traffic will power Microsoft Azure Maps Bing Microsoft Power BI and Microsoft [---] until the end of this decade. * Microsoft licenses new TomTom Orbis Maps and started roll-out of TomToms Traffic service Misschien om deze reden" [X Link](https://x.com/bpol69/status/1812736814462959908) 2024-07-15T06:31Z [---] followers, [---] engagements "Kyoto protocol πππ" [X Link](https://x.com/bpol69/status/1813105660898517215) 2024-07-16T06:57Z [---] followers, [--] engagements "(Bloomberg) -- Taiwan Semiconductor Manufacturing Co. ADRs fell as much as 1.3% in postmarket trading after Donald Trump questioned whether the US has a duty to defend Taiwan in an interview with Bloomberg Businessweek" [X Link](https://x.com/bpol69/status/1813451993945432273) 2024-07-17T05:53Z [---] followers, [----] engagements "@PaulWeeteling Zie Intel toch echt hoger vandaag op $36.00 premarket nu" [X Link](https://x.com/bpol69/status/1813565074881356277) 2024-07-17T13:23Z [---] followers, [--] engagements "@BeuvingJordy @merwinbisseling" [X Link](https://x.com/bpol69/status/1813823616276119969) 2024-07-18T06:30Z [---] followers, [---] engagements "(Bloomberg) -- Top Democrats say the pressure from party leaders and friends will cause President Biden to leave the race as soon as this weekend Axios reports" [X Link](https://x.com/bpol69/status/1813948333209330049) 2024-07-18T14:45Z [---] followers, [--] engagements "@euronext zijn de marketmakers in Week opties ASML en TKWY op vakantie" [X Link](https://x.com/bpol69/status/1815354046791709029) 2024-07-22T11:51Z [---] followers, [--] engagements "Lijkt erop dat de ASML Weekoptie Market makers aan een Sabatical bezig zijn wat een drama met quotes afgelopen dagen @euronext" [X Link](https://x.com/bpol69/status/1816102909332914412) 2024-07-24T13:27Z [---] followers, [--] engagements "(BFW) *US JUNE CORE PCE PRICE INDEX RISES 2.6% Y/Y; EST. +2.5%" [X Link](https://x.com/bpol69/status/1816813432307368315) 2024-07-26T12:30Z [---] followers, [---] engagements "(BN) *US TO EXCLUDE NETHERLANDS IN NEW CHINA CHIP EXPORTS RULE: https://finance.yahoo.com/news/exclusive-us-rule-foreign-chip-052925095.html https://finance.yahoo.com/news/exclusive-us-rule-foreign-chip-052925095.html" [X Link](https://x.com/bpol69/status/1818522312208941406) 2024-07-31T05:41Z [---] followers, [---] engagements "@BeuvingJordy" [X Link](https://x.com/bpol69/status/1818524865873187320) 2024-07-31T05:51Z [---] followers, [----] engagements "@1Investeerder Denk alleen dat de markt vandaag weer op de Chips gaat focussen: Bloomberg) -- Shipments from US allies that export key chipmaking equipment including Japan the etherlands and South Korea will be excluded from a new rule to be unveiled next month Reuters" [X Link](https://x.com/bpol69/status/1818529944688804292) 2024-07-31T06:11Z [---] followers, [--] engagements "Bijzondere beweging ASML (maar de laatste tijd meer aandelen) krijgen zo dat er uiteindelijk alleen maar computers tegen elkaar gaan handelen ( en vervolgens zal er dan geen handel meer zijn mijn inziens)" [X Link](https://x.com/bpol69/status/1818549333991506172) 2024-07-31T07:28Z [---] followers, [--] engagements "@KobeissiLetter Welcome to the AI Casino πππ" [X Link](https://x.com/bpol69/status/1818580782123729218) 2024-07-31T09:33Z [---] followers, [--] engagements "@leonhillen Nu een topper op de beurs maar wat zullen de bijwerkingen zijn. (in de toekomst)" [X Link](https://x.com/bpol69/status/1821069907850629124) 2024-08-07T06:24Z [---] followers, [--] engagements "(Bloomberg) -- Morgan Stanley analyst Luke Holbrook raised the recommendation on Just Eat NV to overweight from equal-weight. * PT set to [----] pence implies a 24% increase from last price. http://Takeaway.com http://Takeaway.com" [X Link](https://x.com/bpol69/status/1821780094639124648) 2024-08-09T05:26Z [---] followers, [----] engagements "(Bloomberg) Republican nominee Donald Trump said that the president should have some say over interest rates and monetary policy a move that would go against the longstanding practice of the US Federal Reserve being independent of political actors Next step head of Justice" [X Link](https://x.com/bpol69/status/1821787642809159811) 2024-08-09T05:56Z [---] followers, [---] engagements "Nu "god" weg is bij chipotle min 12% in t aandeelππ" [X Link](https://x.com/bpol69/status/1823358798460817413) 2024-08-13T13:59Z [---] followers, [--] engagements "(BFW) ASML Cut to Neutral at UBS; PT [---] euros" [X Link](https://x.com/bpol69/status/1831245354798322046) 2024-09-04T08:18Z [---] followers, [---] engagements "@meeijer @BeuvingJordy So do not follow this analysts from MS and UBS (buy high and sell low)" [X Link](https://x.com/bpol69/status/1831600334654919063) 2024-09-05T07:48Z [---] followers, [--] engagements "@leonhillen kijk is naar de ASML [---] en [---] put op deze week geen bid offer" [X Link](https://x.com/bpol69/status/1846457527229132932) 2024-10-16T07:45Z [---] followers, [--] engagements "@BeuvingJordy @deaandeelhouder Maar is uitstel afstel en gaan we nu Asml weer verkopen op nieuws wat eigenlijk al bekend is ππ" [X Link](https://x.com/bpol69/status/1847155897497190823) 2024-10-18T06:00Z [---] followers, [--] engagements "(Reuters) Donald Trump said he received a call from Apple CEO Tim Cook over concerns about the financial penalties that have been imposed by the European Union on the iPhone maker. Apple did not respond to a request seeking confirmation of the authenticity of the phone call" [X Link](https://x.com/bpol69/status/1847159643421732921) 2024-10-18T06:15Z [---] followers, [---] engagements "@ceessmit @NicoInberg Since the Volatility Index VIX is based on quotes instead of trades dealers' quote-setting behaviour and the widening of the bid-ask spread particularly for put options contributed to the VIX spike https://t.co/4C1T7R7TUV #BISBulletin https://t.co/h4UnScpMmz Since the Volatility Index VIX is based on quotes instead of trades dealers' quote-setting behaviour and the widening of the bid-ask spread particularly for put options contributed to the VIX spike https://t.co/4C1T7R7TUV #BISBulletin https://t.co/h4UnScpMmz" [X Link](https://x.com/bpol69/status/1851250793497686217) 2024-10-29T13:12Z [---] followers, [----] engagements "@vaneck_eu Atos ππππ" [X Link](https://x.com/bpol69/status/1869736377887453436) 2024-12-19T13:27Z [---] followers, [--] engagements "@cnnbrk so drink Cola or eat junk food no problem ππππ" [X Link](https://x.com/bpol69/status/1875168354484568344) 2025-01-03T13:12Z [---] followers, [----] engagements "ASML maintained at Overweight at Wells Fargo" [X Link](https://x.com/bpol69/status/1878831420564717711) 2025-01-13T15:48Z [---] followers, [----] engagements "@ceessmit vooral Capex TSMC:" [X Link](https://x.com/bpol69/status/1879786011498336312) 2025-01-16T07:01Z [---] followers, [--] engagements "@BeuvingJordy Oei ASML πππππ" [X Link](https://x.com/bpol69/status/1882059306666999828) 2025-01-22T13:34Z [---] followers, [--] engagements "@BeuvingJordy" [X Link](https://x.com/bpol69/status/1930543036456448034) 2025-06-05T08:31Z [---] followers, [----] engagements "is een markt nu ING vs Barclays ππ" [X Link](https://x.com/bpol69/status/1930543237388812755) 2025-06-05T08:32Z [---] followers, [--] engagements "@merwinbisseling" [X Link](https://x.com/bpol69/status/1940687766221885460) 2025-07-03T08:23Z [---] followers, [--] engagements "@wallstengine is he going to fight with Elon" [X Link](https://x.com/bpol69/status/1941046793762120157) 2025-07-04T08:09Z [---] followers, [---] engagements "Rheinmetall Premarket [----] euro (-4.5%)" [X Link](https://x.com/bpol69/status/1953346739315863744) 2025-08-07T06:45Z [---] followers, [---] engagements "Wolters Kluwer iemand wat over gehoord" [X Link](https://x.com/bpol69/status/1953713955072880947) 2025-08-08T07:04Z [---] followers, [---] engagements "@leonhillen Oei Adyen nu Premarket 1340" [X Link](https://x.com/bpol69/status/1955872424479609054) 2025-08-14T06:01Z [---] followers, [---] engagements "@BeuvingJordy @beursstier68 Very interesting. According to local reports in Taiwan although TSMCs 2nm adopts a GAA structure the number of EUV layers is the same as in the 3nm process so its not that expensive. As a result customers willingness to adopt it has clearly increased. This is bad news https://t.co/ftpH2HD8tq Very interesting. According to local reports in Taiwan although TSMCs 2nm adopts a GAA structure the number of EUV layers is the same as in the 3nm process so its not that expensive. As a result customers willingness to adopt it has clearly increased. This is bad news" [X Link](https://x.com/bpol69/status/1967824112656715954) 2025-09-16T05:33Z [---] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@bpol69 BB posts on X about bloomberg, asml, $asml, ai the most. They currently have [---------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.
Social category influence stocks technology brands finance countries cryptocurrencies currencies automotive brands travel destinations social networks fashion brands
Social topic influence bloomberg, asml #184, $asml #100, ai, $asm #12, $relx #4, $besi #9, china, op, $wkl #10
Top accounts mentioned or mentioned by @beuvingjordy @ceessmit @merwinbisseling @nicoinberg @leonhillen @deaandeelhouder @deitaone @1investeerder @ejong1 @kobeissiletter @beursanalist @hoefgeest @euronext @ijsvincent49427 @geldverbrander @cashborn1951 @edinmujagic @minpres @at5 @squawkboxeurope
Top assets mentioned Assemble Protocol (ASM) RELX PLC (RELX) Morgan Stanley (MS) JPMorgan Chase (JPM) Microsoft Corp. (MSFT) Nov Inc (NOV) HEICO CORP CL A (HEI.A) ING Groep N.V. (ING) Thomson Reuters Corporation (TRI) Rally (RLY) CasinoCoin (CSC) RAMP (RAMP) Goldman Sachs (GS) GM (GM) Stellantis N.V. (STLA) Alphabet Inc Class A (GOOGL) HSBC Holdings PLC (HSBC) Apollo Global Management, Inc. (APO) Wolfspeed, Inc. (WOLF) Meta Platforms, Inc. (META)
Top posts by engagements in the last [--] hours
"@ceessmit (Bloomberg) -- China Evergrande Groups inability to meet its obligations is a market event and will be dealt with in a market-oriented way the Peoples Bank of China Governor Yi Gang said Thursday"
X Link 2021-12-09T07:53Z [---] followers, [--] engagements
"@ceessmit (Bloomberg) -- Kaisa Group Holdings Ltd. has become the latest Chinese property developer to default as Fitch Ratings downgraded its rating following a missed dollar bond payment"
X Link 2021-12-09T07:54Z [---] followers, [--] engagements
"(Bloomberg) -- Susquehanna Financial cut the recommendation on Adyen NV to neutral from positive. * PT set to [----] euros"
X Link 2022-01-10T11:39Z [---] followers, [--] engagements
"(Bloomberg) -- Redburn analyst Chris Hartley cut the recommendation on Adyen NV to neutral from buy. @merwinbisseling @ceessmit"
X Link 2022-01-14T08:11Z [---] followers, [--] engagements
"Morning onder het mom van hoog kopen : (BFW) Shell ADRs Rated New Buy at Goldman; PT $75 (BFW) Shell ADRs Rated New Buy at HSBC; PT $54.80 @merwinbisseling @ceessmit"
X Link 2022-02-02T06:55Z [---] followers, [--] engagements
"@ceessmit (Bloomberg) -- Just Eat NVs US unit Grubhub is attracting preliminary interest from private equity firms including Apollo Global Management Inc. according to people with knowledge of the matter. http://Takeaway.com http://Takeaway.com"
X Link 2022-06-10T05:16Z [---] followers, [--] engagements
"(Dow Jones) -- Cineworld Group PLC the owner of Regal Cinemas is preparing to file for bankruptcy within weeks after struggling to rebuild attendance from pandemic lows according to people familiar with the matter. Wat voor onze MEME Vrinden @ceessmit @merwinbisseling"
X Link 2022-08-19T12:45Z [---] followers, [--] engagements
"@ceessmit toch maar weer de bezemwagen in: (Bloomberg) -- Peloton reported revenue for the fourth quarter that missed the average analyst estimate. FOURTH QUARTER RESULTS * Revenue $678.7 million -28% y/y estimate $685.9 million (Bloomberg Consensus)"
X Link 2022-08-25T11:01Z [---] followers, [--] engagements
"(BN) *INDIA AGENCY APPROVES MERGER OF KONINKLIJKE DSM AND FIRMENICH @merwinbisseling @ceessmit"
X Link 2023-04-03T15:12Z [---] followers, [---] engagements
"(Bloomberg) Wolfspeed Inc sees green tech subsidies in the EU to attract production of semiconductors important for electric cars as on par with whats on offer in the US. (1) @ceessmit"
X Link 2023-05-03T14:24Z [---] followers, [---] engagements
"(Dow Jones) -- Facebook owner Meta Platforms was fined $1.3 billion by European Union privacy regulators for sending user information to the U.S. according to people familiar with the matter a record for the bloc. @ceessmit @merwinbisseling"
X Link 2023-05-22T08:36Z [---] followers, [--] engagements
"(Bloomberg) -- Nvidia Corp. CEO Jensen Huang says the US tech industry is at risk of enormous damage from the battle over chips between Washington DC and Beijing Financial Times reports citing an interview with Huang. @ceessmit @merwinbisseling"
X Link 2023-05-24T06:04Z [---] followers, [--] engagements
"(Bloomberg) Morgan Stanley continues to see European banks as attractive but says it turns more selective. Names ING as a top pick and moves AIB Group to underweight from equal-weight. @ceessmit @merwinbisseling"
X Link 2023-06-06T05:53Z [---] followers, [---] engagements
"(Bloomberg) Nvidia Corp. led declines in tech stocks after a report Washington could close loopholes in the sale to China of powerful chips used to train artificial intelligence potentially denting sales in the worlds top semiconductor market. @ceessmit"
X Link 2023-06-28T05:17Z [---] followers, [---] engagements
"(Bloomberg) -- Germany's Preliminary EU Harmonized CPI rose 6.8% y/y (estimate +6.8%) in June versus +6.3% in May according to the German Federal Statistical Office almost 2% :) @ceessmit"
X Link 2023-06-29T12:02Z [---] followers, [---] engagements
"The Biden administration will pause approvals of new liquefied natural gas export facilities partly to more fully consider each project's potential climate change consequences Energy Secretary Jennifer Granholm announced Friday. ((Axios)"
X Link 2024-01-26T10:12Z [---] followers, [--] engagements
"(Bloomberg) Italys privacy regulator said OpenAI Inc.s ChatGPT tool and techniques used to gather users data are in breach of the countrys privacy laws. The finding follows a probe opened by the authority last March and was notified to the artificial intelligence company"
X Link 2024-01-29T10:44Z [---] followers, [--] engagements
"(Bloomberg) -- The dominance of the [--] biggest stocks in US equity markets is increasingly drawing similarities with the dot-com bubble raising the risk of a selloff according to JPMorgan Chase & Co. quantitative strategists. @ceessmit"
X Link 2024-01-30T11:16Z [---] followers, [--] engagements
"(Bloomberg) -- Nvidia has started taking pre-orders for a new China-specific AI chip from distributors Reuters reports citing unidentified people familiar with the matter. ASML ook maar China specifiek produkt maken . @ceessmit"
X Link 2024-02-01T08:06Z [---] followers, [--] engagements
"@Geldverbrander @Cashborn1951 @ceessmit @NicoInberg @leonhillen (Bloomberg) -- The French government will use all the means at its disposal to preserve Atos SEs strategic activities the finance minister said as the embattled IT group is under increased pressure to negotiate a restructuring with its creditors"
X Link 2024-02-06T07:24Z [---] followers, [----] engagements
"(Bloomberg) Japans Finance Minister Suzuki says he sees only a limited impact from bad loans in the US real estate market on the overall Japanese financial system. Loans by Japanese banks to the US real estate market account only for only a small portion of total lending"
X Link 2024-02-06T07:32Z [---] followers, [--] engagements
"(BN) *SILTRONIC FALLS 11% ON TRADEGATE VS YESTERDAY'S XETRA CLOSE"
X Link 2024-02-13T07:16Z [---] followers, [--] engagements
"Fat finger ASML"
X Link 2024-02-13T08:06Z [---] followers, [----] engagements
"(Dow Jones) ABN AMRO has set out its mid-term return on equity target and launched a [---] million euro share buyback after its Q4 profit beat market forecasts. Maar waarom lees ik steeds meer over US Exposure: *ABN AMRO CFO REAL ESTATE BOOK WELL DIVERSIFIED NO US EXPOSURE"
X Link 2024-02-14T06:53Z [---] followers, [--] engagements
"@ceessmit Goedemorgen we gaan de afgelopen maanden omhoog op [--] verwachte rente verlagingen in de VS. Eergisteren hogere core inflatie dan verwacht. Het geheugen van de gemiddelde speculant is korter dan een [--] dags vlieg π"
X Link 2024-02-15T07:04Z [---] followers, [--] engagements
"(Bloomberg) Bonds of Deutsche Pfandbriefbank tumbled deeper into distressed territory on Thursday after S&P Global Ratings downgraded the German lender citing its high exposure to the beleaguered US commercial property market. Shares fell as much as 12% to a record low"
X Link 2024-02-15T10:15Z [---] followers, [--] engagements
"@edinmujagic Goedemorgen dus de ECB is op zoek naar Kermit"
X Link 2024-02-16T06:54Z [---] followers, [--] engagements
"(Bloomberg) Watch European makers of chipmaking tools after Applied Materials gave a bullish revenue forecast for the current period signaling that some of the largest semiconductor companies are increasing their investments in new production. @ceessmit"
X Link 2024-02-16T07:10Z [---] followers, [---] engagements
"koers in een jaar wel opgelopen van [--] usd naar nu after trading boven de [---] usd"
X Link 2024-02-16T07:10Z [---] followers, [--] engagements
"* Applied Materials said fiscal second-quarter sales will be about $6.5 billion compared with the average analyst estimate of $6.32 billion"
X Link 2024-02-16T07:11Z [---] followers, [--] engagements
"Sales Q2 [----] was volgens Bloomberg [----] bln usd"
X Link 2024-02-16T07:12Z [---] followers, [--] engagements
"(Bloomberg) -- The European Unions years-long effort to regulate workers rights in the gig economy is facing a key voteby member countries on Friday that could derail legislation opposed by many in the industry"
X Link 2024-02-16T07:25Z [---] followers, [--] engagements
"(Bloomberg) -- Assicurazioni Generali SpA is analyzing a range of potential takeover candidates as part of the insurers growth plans with some of them worth more than [--] billion ($10.9 billion) according to people familiar with the matter. @merwinbisseling"
X Link 2024-03-06T15:58Z [---] followers, [---] engagements
"(Bloomberg) -- Shares of semiconductor companies are falling in extended trading following disappointing reports from both Broadcom and Marvell Technology. * Broadcom fell 3.7% after its results which featured weaker-than-expected semiconductor solutions revenue"
X Link 2024-03-08T06:44Z [---] followers, [----] engagements
"(ANP) ASML snijdt in de kosten bijvoorbeeld door personeel op te roepen minder te reizen. Het bedrijf verwacht dat de omzet dit jaar gelijk blijft aan die van vorig jaar terwijl de kosten wel flink stijgen. Om die reden neemt het bedrijf ook minder nieuw personeel aan"
X Link 2024-03-08T07:02Z [---] followers, [--] engagements
"@BeuvingJordy @deaandeelhouder t kan ook het rapport van Kempen over Besi zijn"
X Link 2024-03-08T09:43Z [---] followers, [--] engagements
"heel bijzonder twee mindagen in besi en opties worden even niet gesteld"
X Link 2024-03-11T08:06Z [---] followers, [--] engagements
"wel opvallend dat een aantal analisten hun PT verlagen. Vandaag Goldman Sachs: verlaging van [---] naar [---] (BB)"
X Link 2024-03-12T07:10Z [---] followers, [--] engagements
"(Bloomberg) -- Italian insurance giant Assicurazioni Generali SpA has the financial means for acquisitions that fit its template for value creation according to Chief Executive Officer Philippe Donnet. @merwinbisseling"
X Link 2024-03-12T10:20Z [---] followers, [---] engagements
"(Bloomberg) -- Saudi Arabia is in talks to add top Wall Street banks for a secondary share sale in oil giant Aramco as it pushes ahead with one of the largest stock offerings in recent years people with knowledge of the matter said"
X Link 2024-03-14T07:49Z [---] followers, [--] engagements
"(BB) The Chinese government has quietly asked electric-vehicle makers from BYD to Geely Automobile Holdings to sharply increase their purchases from local auto chipmakers part of a campaign to reduce reliance on Western imports and boost Chinas domestic semiconductor industry"
X Link 2024-03-15T07:45Z [---] followers, [--] engagements
"(BB) Super Micro Computer Inc. today announced the launch of a proposed underwritten registered public offering of [-------] shares of its common stock"
X Link 2024-03-19T11:10Z [---] followers, [--] engagements
"BN 03/19 13:37 *NORDSTROM WORKING WITH PARTNERS IN ATTEMPT TO GO PRIVATE: RTRS BN 03/19 13:37 *NORDSTROM WORKING WITH MORGAN STANLEY AND CENTERVIEW: REUTERS BN 03/19 13:39 *NORDSTROM FOUNDING FAMILY SEEKS TO TAKE COMPANY PRIVATE: RTRS"
X Link 2024-03-19T13:40Z [---] followers, [--] engagements
"(NYT) The decision comes as President Biden champions his economic policies during a tour of the Southwest. Biden will issue a multibillion-dollar award to Intel on Wednesday to expand its chip production in the US people familiar with the decision said. @BeuvingJordy"
X Link 2024-03-20T06:55Z [---] followers, [----] engagements
"(Wall Street Journal) -- The U.S. government is granting Intel up to $8.5 billion to help fund new chip plants in four states the largest award yet in an effort to revive American chip-making overseen by the Biden administration"
X Link 2024-03-20T09:09Z [---] followers, [--] engagements
"(Bloomberg) -- The US Justice Department and [--] attorneys general sued Apple Inc. Thursday accusing the iPhone maker of violating antitrust laws by blocking rivals from accessing hardware and software features on its popular devices"
X Link 2024-03-21T14:31Z [---] followers, [--] engagements
"South China Morning Post) * China's foreign ministry confirms visits to Beijing by Dutch leader and trade minister on Tuesday and Wednesday * Mark Rutte's trip comes as the Netherlands and its chip tool giant ASML face US pressure to curb exports to China"
X Link 2024-03-25T12:41Z [---] followers, [---] engagements
"Pimco is holding a smaller than usual position in US Treasuries and prefers the bonds of countries such as the UK and Canada the FT reports citing CIO Balls Pimco believes inflationary pressures may lead the FED to cut interest rates more slowly than other major central banks"
X Link 2024-03-26T06:53Z [---] followers, [---] engagements
"Reuters: Dutch minister vows to defend ASML interests ahead of China visit -FD"
X Link 2024-03-26T13:47Z [---] followers, [--] engagements
"*FORD CFO SAYS BALTIMORE BRIDGE COLLAPSE TO AFFECT SUPPLY CHAIN (bn)"
X Link 2024-03-26T14:15Z [---] followers, [--] engagements
"Morgan Stanley sees higher rates supporting Benelux banks in the short term but French lenders will remain subdued due to weak fixed income and French Retail. Analyst Giulia Aurora Miotto says KBC is top pick while ING is also rated at overweight (BFW)"
X Link 2024-03-27T07:03Z [---] followers, [--] engagements
"(BN) *OIL MAY HIT $100 FOLLOWING RUSSIAN OUTPUT CUTS JPMORGAN WARNS"
X Link 2024-03-27T07:44Z [---] followers, [--] engagements
"(Bloomberg) -- Brent has the potential to rally to $100/bbl this year if Russias recent decision to cut production isnt balanced out by other counter-measures according to JPMorgan Chase & Co"
X Link 2024-03-27T07:46Z [---] followers, [--] engagements
"@ceessmit Vandaag een positieve opening door met name Nieuw Koop advies Morgan Stanley voor Adyen. Hoop dat deze analist nu wat gelukkiger is met dit nieuwe advies"
X Link 2024-03-27T08:19Z [---] followers, [--] engagements
"@DeItaone @MinPres was a good meeting with XI"
X Link 2024-03-27T14:43Z [---] followers, [---] engagements
"(Bloomberg) -- Chinese President Xi Jinping criticized technological barriers during Dutch Prime Minister Mark Ruttes visit to Beijing as the US pushes to tighten controls on ASML Holding NVs chipmaking-equipment sales to the Asian country"
X Link 2024-03-27T14:44Z [---] followers, [---] engagements
"(Bloomberg) -- Reddit Inc. shares are on track to notch their largest one-day drop since the social media companys trading debut after Hedgeye Risk Management released a report adding it as a short idea and saying it should trade about 50% below current levels"
X Link 2024-03-27T15:44Z [---] followers, [--] engagements
"(Bloomberg) -- Soitecs [----] guidance may have been affirmed but the French semiconductor materials makers numbers for [----] are significantly below expectations Morgan Stanley says in a note @BeuvingJordy"
X Link 2024-03-28T06:16Z [---] followers, [---] engagements
"(Bloomberg) -- Micron Technology Inc. Samsung and SK Hynix have suspended pricing negotiations with customers for DRAM chips following the Taiwan earthquake industry research firm TrendForce says in a report on Wednesday (1)"
X Link 2024-04-03T10:56Z [---] followers, [---] engagements
"* The earthquake has limited impact on the prices of DRAM and NAND Flash memory chips because of sufficient supply: report (2)"
X Link 2024-04-03T10:57Z [---] followers, [--] engagements
"(BN) *US TO URGE DUTCH TO CURB ASML CHIPMAKING TOOLS IN CHINA:REUTERS"
X Link 2024-04-04T14:04Z [---] followers, [--] engagements
"(Bloomberg) -- The Biden administration plans to urge the Dutch government to stop ASML from servicing some tools in China Reuters reports citing unidentified people familiar with the matter"
X Link 2024-04-04T14:13Z [---] followers, [--] engagements
"* US export policy chief Alan Estevez plans to discuss the ASML servicing contracts during a meeting with Dutch government officials and ASML in the Netherlands next week"
X Link 2024-04-04T14:14Z [---] followers, [--] engagements
"@1Investeerder Shares of Samsung dropped as much as 1.8% on Friday after the preliminary results amid risk-off sentiment in the broader market"
X Link 2024-04-05T06:46Z [---] followers, [--] engagements
"@1Investeerder CLSA Securities Korea (Sanjeev Rana) * Samsungs 1Q operating profit beat was primarily due to its memory business after a higher-than-expected increase in blended average selling prices for DRAM and NAND"
X Link 2024-04-05T06:47Z [---] followers, [--] engagements
"(Bloomberg) The US plans to award Taiwan Semiconductor Manufacturing $6.6 billion in grants and as much as $5 billion in loans to help the worlds top chipmaker build factories in Arizona expanding President Joe Bidens effort to boost domestic production of critical technology"
X Link 2024-04-08T09:01Z [---] followers, [----] engagements
"(Wall Street Journal) -- JPMorgan Chase Chief Executive Jamie Dimon warned that U.S. interest rates could soar to 8% or more in coming years reflecting the risk that record-high deficit spending and geopolitical stress will complicate the fight against inflation"
X Link 2024-04-08T10:33Z [---] followers, [---] engagements
"(BN) *MOTIVE PARTNERS SAID TO WEIGH JOINING FRAY FOR ALLFUNDS BUYOUT"
X Link 2024-04-08T12:54Z [---] followers, [----] engagements
"(Bloomberg) -- Micron Technology intends to sequentially increase its DRAM and SSD product prices by more than 25% during the second quarter DigiTimes reported citing memory module house sources it didnt identify"
X Link 2024-04-09T05:43Z [---] followers, [----] engagements
"(Bloomberg) -- Rheinmetall falls as much as 12% from a record high while other European defense stocks also decline as Goldman Sachs says it sees more downside than upside risk for the sectors valuations approaching 2025"
X Link 2024-04-09T09:27Z [---] followers, 10.3K engagements
"(Bloomberg) -- An economist from the Bureau of Labor Statistics corresponded on data related to a key US inflation gauge with major Wall Street firms like JPMorgan Chase & Co. and BlackRock Inc. raising questions about equitable access to economic information"
X Link 2024-04-10T05:24Z [---] followers, [---] engagements
"(TWT) Axios Pro: Unilever Nestl and sponsor PAI Partners are likely to take their ice cream businesses public rather than sell sources familiar with the situation say. https://trib.al/Qi5609S https://trib.al/Qi5609S"
X Link 2024-04-10T05:46Z [---] followers, [--] engagements
"(Bloomberg) -- Chinas BYD Co. received at least [---] billion ($3.7 billion) in direct government subsidies as part of Beijings push to dominate electric vehicles and other clean technologies according to a new study"
X Link 2024-04-10T10:50Z [---] followers, [--] engagements
"(Bloomberg) -- UBS Group AG faces a substantial increase in regulatory capital requirements under reforms that the Swiss government is advocating for in the wake of the collapse of Credit Suisse"
X Link 2024-04-10T12:16Z [---] followers, [---] engagements
"(Bloomberg) -- Prices are still too high for housing and groceries even as prices for key household items like milk and eggs are lower than a year ago President Biden says in a statement following the release of US March inflation data"
X Link 2024-04-10T14:17Z [---] followers, [--] engagements
"(FLY) JPMorgan placed Qualcomm on "Negative Catalyst Watch" into the earnings report. The firm is yet to see any significant change in the fundamentals for the smartphone market with the recovery expected to "remain muted" in 2024"
X Link 2024-04-11T09:49Z [---] followers, [--] engagements
"(Bloomberg) -- ASML is promoted to top pick in Europeantechnology hardware and placed on a positive catalyst watch by Citi which opens a negative watch on Ericsson"
X Link 2024-04-12T05:17Z [---] followers, [---] engagements
"(BFW) Randstad Rated New Underweight at Barclays; PT [--] euros (BFW) Adecco Rated New Overweight at Barclays; PT [--] Swiss franc"
X Link 2024-04-12T05:25Z [---] followers, [----] engagements
"(Bloomberg) -- Morgan Stanley shares fell the most in five months after a report that a cadre of US regulators are scrutinizing the firms efforts to prevent potential money laundering by wealthy clients"
X Link 2024-04-12T05:29Z [---] followers, [----] engagements
"* While ASML may not post another orders record in 1Q it should still be healthy and build confidence in its [----] revenue target"
X Link 2024-04-12T05:30Z [---] followers, [--] engagements
"* May be a final cut to expectations for Infineon and STMicro but perhaps not the truly cathartic clearing event that investors would like"
X Link 2024-04-12T05:31Z [---] followers, [--] engagements
"@BeuvingJordy @deaandeelhouder @NicoInberg als een aandeel ytd al 36% hoger is en [--] maands 55% hoger is zou ik mijn verwachtingen ook aanpassen"
X Link 2024-04-12T07:36Z [---] followers, [--] engagements
"@BeuvingJordy @deaandeelhouder @NicoInberg en ben ook benieuwd aangezien dit 12maand targets zijn wat de gevolgen van jouw bericht over Huawei mbt tot chipmachines voor ASML zullen zijn"
X Link 2024-04-12T07:40Z [---] followers, [--] engagements
"(Bloomberg) Goldman Sachs strategists say European bank valuations are still undemanding after this years rally and note that even if interest rates are cut they will stay at a level thats beneficial for lenders in what they call a better for longer backdrop"
X Link 2024-04-12T07:46Z [---] followers, [--] engagements
"(Dow Jones) Infineon Technologies could trim its sales forecasts for fiscal [----] when it reports quarterly earnings on May [--] as demand for the German chip maker's products doesn't seem to have improved lately Citi's Andrew M. Gardiner writes in a note to clients"
X Link 2024-04-12T08:48Z [---] followers, [--] engagements
"(WSJ) China's push to replace foreign technology is now focused on cutting American chip makers out of the country's telecoms systems. (1)"
X Link 2024-04-12T09:01Z [---] followers, [--] engagements
"Officials earlier this year directed the nation's largest telecom carriers to phase out foreign processors that are core to their networks by [----] a move that would hit American chip giants Intel and Advanced Micro Devices people familiar with the matter said. (2)"
X Link 2024-04-12T09:01Z [---] followers, [--] engagements
"(Bloomberg) -- A rare rally in both tech stocks and commodities combined with a jump in bond yields has echoes of periods when bubbles are forming according to strategists at Bank of America Corp"
X Link 2024-04-12T09:54Z [---] followers, [---] engagements
"SBM Offshore is pleased to announce that ExxonMobil Guyana Limited (EMGL) has confirmed the award of contracts for the Whiptail development project located in the Stabroek Block in Guyana. Under these contracts SBM Offshore will construct and install FPSO Jaguar"
X Link 2024-04-12T11:30Z [---] followers, [--] engagements
"Bernstein Trims Price Target on ASML Holding to $1052 From $1072 Keeps Outperform Rating (bENZINGA)"
X Link 2024-04-12T11:33Z [---] followers, [--] engagements
"(Bloomberg) -- ASML reported bookings for the first quarter that missed the average analyst estimate. FIRST QUARTER RESULTS * Bookings EU3.61 billion -61% q/q estimate EU4.63 billion (Bloomberg Consensus)"
X Link 2024-04-17T05:09Z [---] followers, [----] engagements
"(FLY) ASML: ASML downgraded to Underperform from Neutral at Grupo Santander Grupo Santander analyst Carlos Trevino downgraded ASML to Underperform from Neutral with a EUR [---] price target"
X Link 2024-04-18T09:12Z [---] followers, [---] engagements
"@KobeissiLetter The market already looks like a casinoπππ"
X Link 2024-04-22T12:51Z [---] followers, [--] engagements
"(Bloomberg) -- Apple Inc.s iPhone sales in China fell 19% during the March quarter according to data from an independent research firm that marked the gadgets worst performance there since Covid struck around 2020"
X Link 2024-04-23T07:33Z [---] followers, [----] engagements
"@BeuvingJordy Gelukkig kijken de Chinezen niet alleen naar wat je eet πππ (ASML en ASM) (Bloomberg) -- ASM International NVs orders beat estimates in the first quarter as the Dutch chip-equipment maker continues to benefit from strong Chinese demand"
X Link 2024-04-24T05:32Z [---] followers, [--] engagements
"(NYT) Senator Bernie Sanders is pressing Novo Nordisk for details on its pricing of the popular diabetes and weight loss medications. A Senate committee is investigating the prices that Novo Nordisk charges for its Ozempic and Wegovy"
X Link 2024-04-25T05:40Z [---] followers, [--] engagements
"(Bloomberg) -- RELX expects strong full-year underlying growth in revenue and adjusted operating profit * Also expects strong full-year growth in adjusted earnings per share on a constant currency basis * Sees positive momentum across the group"
X Link 2024-04-25T06:19Z [---] followers, [--] engagements
"(Wall Street Journal) -- Miner Anglo American is considering a sale of De Beers its storied diamond unit that has recently struggled according to people familiar with the matter"
X Link 2024-04-25T08:09Z [---] followers, [--] engagements
"(Bloomberg) Hermes shares slip as much as 1.7% as analysts weighed a sales beat alongside signs that categories more exposed to aspirational shoppers such as watches and perfumes were a little weaker"
X Link 2024-04-25T08:23Z [---] followers, [--] engagements
"@beursanalist (WSJ) Donald Trump's allies are quietly drafting proposals that would attempt to erode the FED's independence if the former president wins a second term in the midst of a deepening divide among his advisers over how aggressively to challenge the central bank's authority"
X Link 2024-04-26T07:50Z [---] followers, [---] engagements
"(Bloomberg) -- NXP Semi forecast adjusted earnings per share for the second quarter of $3.00 to $3.41. SECOND QUARTER FORECAST * Sees adjusted EPS $3.00 to $3.41 estimate $3.12 (Bloomberg Consensus) * Sees revenue $3.03 billion to $3.23 billion estimate $3.11 billion"
X Link 2024-04-30T06:05Z [---] followers, [--] engagements
"(Reddit) @BeuvingJordy @ceessmit https://www.benzinga.com/trading-ideas/long-ideas/24/05/38563400/intel-gains-favor-with-redditors-over-nvidia-amd-as-high-uncertainty-low-risk-stock-play https://www.benzinga.com/trading-ideas/long-ideas/24/05/38563400/intel-gains-favor-with-redditors-over-nvidia-amd-as-high-uncertainty-low-risk-stock-play"
X Link 2024-05-02T06:17Z [---] followers, [--] engagements
"(BN) Central Banks Need Digital Currencies to Be Relevant Nagel but are they still relevant ππ"
X Link 2024-05-07T05:57Z [---] followers, [---] engagements
"(Bloomberg) -- Stanley Druckenmiller further cut his Nvidia position in late March the investor said in an interview on CNBC. * AI might be a little over-hyped now but under-hyped in the long term Druckenmiller said"
X Link 2024-05-07T12:00Z [---] followers, [---] engagements
"(Bloomberg) -- Copper fell with other base metals as the dollar strengthened following hawkish comments from a Federal Reserve official that cooled expectations for US interest rate cuts"
X Link 2024-05-08T06:19Z [---] followers, [--] engagements
"@DeItaone due to : US Huawei ban"
X Link 2024-05-08T12:19Z [---] followers, [--] engagements
"(BN) *GAMESTOP SHARES EXTEND RALLY TO 110%"
X Link 2024-05-13T14:02Z [---] followers, [--] engagements
"(BFW) *ANGLO TO DIVEST OR DEMERGE DE BEERS STEELMAKING COAL AMPLATS"
X Link 2024-05-14T06:05Z [---] followers, [--] engagements
"(BN) *DELIVERY HERO GAINS 20% AFTER UBER BUYS TAIWAN BUSINESS Just Eat de volgende ππ"
X Link 2024-05-14T07:16Z [---] followers, [---] engagements
"(BN) *GAMESTOP EXTENDS SURGE TO MORE THAN 100% IN PREMARKET TRADING Where is the SEC"
X Link 2024-05-14T11:27Z [---] followers, [----] engagements
"(BZG) Fed Chair Powell Asked If Inflation Will Prove More Persistent Says Fed Doesn't Know Yet; Firms Still Report Labor Shortages; Restrictive Policy May Take Longer Than Expected To Do Its Work Bring Inflation Down; We Will Get Inflation Down To 2%"
X Link 2024-05-14T14:19Z [---] followers, [---] engagements
"so they dont know yet. Reason to buy stocks πππππ"
X Link 2024-05-14T14:20Z [---] followers, [--] engagements
"(Bloomberg) ABN Amro shares fall as much as 6.5% after the banks Q1 results showed a capital ratio that missed analyst estimates according to Morgan Stanley. Broadly unchanged guidance for net interest income and costs also contributing to negative reaction the broker says"
X Link 2024-05-15T07:49Z [---] followers, [--] engagements
"(BFW) Vastned Retail to Combine With Vastned Belgium in Reverse Merger"
X Link 2024-05-16T05:26Z [---] followers, [--] engagements
"(Bloomberg) -- The US Bureau of Labor Statistics inadvertently published Consumer Price Index data [--] minutes early on Wednesday raising fresh questions about how the agency releases some of the worlds most sensitive economic information"
X Link 2024-05-16T05:44Z [---] followers, [--] engagements
"@Hoefgeest niet helemaal correct: (Bloomberg) -- Theres just one big bear left in Wall Streets forest of stock market opinions after Morgan Stanleys Mike Wilson capitulated on Monday while JPMorgan Chase & Co.s Marko Kolanovic held firm in his gloomy outlook on equities"
X Link 2024-05-21T05:53Z [---] followers, [---] engagements
"(Bloomberg) -- China could unleash tariffs as high as 25% on imported cars with large engines according to one lobby group as trade tensions ramp up between the worlds No. [--] economy and the US and European Union"
X Link 2024-05-22T05:33Z [---] followers, [--] engagements
"(Bloomberg) -- Goldman Sachs Group Inc. Chief Executive Officer David Solomon said he currently expects that the Federal Reserve wont cut interest rates this year amid an economy thats proved more resilient thanks to government spending"
X Link 2024-05-23T05:43Z [---] followers, [---] engagements
"@ceessmit Mooie outlook Nvidia (petje 1000) maar wat vond je van Synopsys de Fed en plaatsing aanhouder Globalfoundries"
X Link 2024-05-23T05:50Z [---] followers, [--] engagements
"(Bloomberg) -- Jamie Dimon says the the US economy could see a hard landing CNBC reports citing the JPMorgan Chase chairman and CEO at the JPMorgan Global China Summit in Shanghai"
X Link 2024-05-23T06:15Z [---] followers, [--] engagements
"(Bloomberg) -- Goldman Sachs Group Inc. Chief Executive Officer David Solomon said he currently expects that the Federal Reserve wont cut interest rates this year amid an economy thats proved more resilient thanks to government spending (May23)"
X Link 2024-05-24T10:43Z [---] followers, [---] engagements
"@DeItaone (Bloomberg) -- Goldman Sachs Group Inc. Chief Executive Officer David Solomon said he currently expects that the Federal Reserve wont cut interest rates this year amid an economy thats proved more resilient thanks to government spending (May23)"
X Link 2024-05-24T11:30Z [---] followers, [---] engagements
"(BN) *CONOCOPHILLIPS IN ADVANCED TALKS TO BUY MARATHON OIL: FT"
X Link 2024-05-29T06:12Z [---] followers, [--] engagements
"(Bloomberg) Brookfield is in exclusive talks to acquire a majority stake in Neoen SA in a deal valuing the French renewable energy developer at about [---] billion. The Canadian asset manager is discussing buying a 53.3% stake in Neoen at [-----] per share acc to a statement"
X Link 2024-05-30T06:47Z [---] followers, [---] engagements
"@AT5 Watersnoodramp [----] gaf Amsterdam-Noord vorm De Waterlandse Vloed zette honderd jaar geleden een groot stuk land onder water. De gemeentes die nu Amsterdam-Noord vormen stonden maandenlang blank. De vergeten ramp wordt deze week herdacht"
X Link 2024-05-31T12:21Z [---] followers, [--] engagements
"(BN) *HUANG DENIES SAMSUNG HBM HAS FAILED ANY NVIDIA TESTS *NVIDIA WORKING ON QUALIFYING SAMSUNG AND MICRON HBM CEO SAYS *NVIDIA CEO JENSEN HUANG TALKS WITH MEDIA AT COMPUTEX"
X Link 2024-06-04T08:09Z [---] followers, [---] engagements
"(Bloomberg) -- Scott Kleinman said he expects Apollo Global Management Inc. to participate in more deals similar to the $11 billion joint venture it inked with Intel Corp. this week as companies look for creative ways to meet their growing capital needs"
X Link 2024-06-05T06:15Z [---] followers, [--] engagements
"(BN) *TSMC TO GET FIRST ASML HIGH-NA TEST EUV THIS YEAR: JEFFERIES @BeuvingJordy"
X Link 2024-06-05T07:36Z [---] followers, [---] engagements
"(BN) ASML to Ship Its $380 Million Tool to TSMC This Year (Correct) Bloomberg earlier said this morning : (BN) ASML to Ship Its $380 Million Machine to TSMC Samsung This Year (that is not correct)"
X Link 2024-06-05T11:24Z [---] followers, [--] engagements
"GameStop shares slump as much as 19% in premarket trading reversing an earlier climb of as much as 37% after the co. said in a filing that it may offer and sell up to an add. [--] million shares of Class A common stock"
X Link 2024-06-07T11:03Z [---] followers, [----] engagements
"@ceessmit (BFW) 06/07 10:47 GameStop May Sell Up to 75M Shares of Class A Stock Dit gezien Cees"
X Link 2024-06-07T12:00Z [---] followers, [--] engagements
"(BN) *COVESTRO IS SAID CLOSE TO GRANTING DUE DILIGENCE TO ADNOC (BN) *COVESTRO IS SAID CLOSE TO GRANTING DUE DILIGENCE TO ADNOC BN 06/11 08:25 *ADNOC MAY SLIGHTLY SWEETEN BID AFTER DUE DILIGENCE: SOURCES"
X Link 2024-06-11T08:26Z [---] followers, [---] engagements
"Gamestop or Gameover π"
X Link 2024-06-11T13:46Z [---] followers, [---] engagements
"(BFW) *SENATE PANEL WANTS NOVO NORDISK'S LANGA TO SPEAK ON DRUG PRICES"
X Link 2024-06-11T14:44Z [---] followers, [--] engagements
"(Barron's) -- Nvidia was rising in premarket trading Thursday. Fellow chip company Broadcom underlined demand for artificial-intelligence processors in its earnings but also its intention to fight for market share in AI networking technology. I thought there was no competitor π"
X Link 2024-06-13T10:17Z [---] followers, [---] engagements
"@SquawkBoxEurope @Atos @cnbcKaren @ArabileG So Atos is the new Gamestop"
X Link 2024-06-13T12:00Z [---] followers, [--] engagements
"@NicoInberg @YouTube Ja anders was hij waarschijnlijk opgestapt en dan is de verwachte winst van [--] voor eind [----] ineens heel hoog als je dat met BYD (20 keer) vergelijkt of met Stellantis (3.86 keer)"
X Link 2024-06-14T06:46Z [---] followers, [--] engagements
"(Bloomberg) -- A senior American official is set to visit Japan and the Netherlands to ask the two countries to add fresh restrictions on Chinas semiconductor sector including on its ability to make the high-end memory chips needed for artificial intelligence. (1)"
X Link 2024-06-19T05:21Z [---] followers, [--] engagements
"ASM International is an AI enabler in an AI world Morgan Stanley writes in note upgrading the chip-equipment maker to overweight from equal-weight. @BeuvingJordy"
X Link 2024-06-20T05:23Z [---] followers, [----] engagements
"(BN) *DANONE CEO SAYS COMPANY WILL BE MORE ACTIVE IN ACQUISITIONS BN 06/20 07:06 *DANONE CEO SPEAKS AT CAPITAL MARKETS DAY"
X Link 2024-06-20T07:07Z [---] followers, [--] engagements
"(Bloomberg) Austrian banks should use record profits to boost capital in anticipation of further headwinds in property market the nations central bank said in its Financial Stability Report"
X Link 2024-06-24T08:21Z [---] followers, [--] engagements
"(Bloomberg) Doordash recently flagged its interest in a takeover of Britains Deliveroo Reuters reports Talks ended on disagreement of valuation one of the people told Reuters Doordash made the approach to Deliveroo in May"
X Link 2024-06-26T05:25Z [---] followers, [---] engagements
"(BFW) *BIDEN SAYS NOVO NORDISK MUST CUT OZEMPIC WEGOVY PRICES"
X Link 2024-07-02T11:57Z [---] followers, [---] engagements
"(Bloomberg) -- Morgan Stanley analyst Nigel Van Putten raised the target on Be Semiconductor Industries NV to [---] euros from [---] euros. Maintains overweight rating"
X Link 2024-07-03T05:18Z [---] followers, [----] engagements
"(Bloomberg) -- Novo Nordisk A/S best-selling diabetes and weight-loss drugs Ozempic and Wegovy appears to be associated with a higher risk of a rare form of vision loss according to an analysis by doctors at Massachusetts Eye and Ear a Harvard-affiliated hospital"
X Link 2024-07-03T15:02Z [---] followers, [---] engagements
"(Bloomberg) -- Private equity firms Bain Capital and Cinven are exploring a potential joint bid for French drugmaker Sanofi SAs $20 billion consumer health division people familiar with the matter said"
X Link 2024-07-03T15:14Z [---] followers, [---] engagements
"@Hoefgeest Goed als er weer Corona uitbreekt"
X Link 2024-07-10T11:01Z [---] followers, [--] engagements
"@AMAZlNGNATURE Pantanal Brasil"
X Link 2024-07-11T06:05Z [---] followers, [--] engagements
"@leonhillen (Bloomberg) -- TomToms maps and traffic will power Microsoft Azure Maps Bing Microsoft Power BI and Microsoft [---] until the end of this decade. * Microsoft licenses new TomTom Orbis Maps and started roll-out of TomToms Traffic service Misschien om deze reden"
X Link 2024-07-15T06:31Z [---] followers, [---] engagements
"Kyoto protocol πππ"
X Link 2024-07-16T06:57Z [---] followers, [--] engagements
"(Bloomberg) -- Taiwan Semiconductor Manufacturing Co. ADRs fell as much as 1.3% in postmarket trading after Donald Trump questioned whether the US has a duty to defend Taiwan in an interview with Bloomberg Businessweek"
X Link 2024-07-17T05:53Z [---] followers, [----] engagements
"@PaulWeeteling Zie Intel toch echt hoger vandaag op $36.00 premarket nu"
X Link 2024-07-17T13:23Z [---] followers, [--] engagements
"@BeuvingJordy @merwinbisseling"
X Link 2024-07-18T06:30Z [---] followers, [---] engagements
"(Bloomberg) -- Top Democrats say the pressure from party leaders and friends will cause President Biden to leave the race as soon as this weekend Axios reports"
X Link 2024-07-18T14:45Z [---] followers, [--] engagements
"@euronext zijn de marketmakers in Week opties ASML en TKWY op vakantie"
X Link 2024-07-22T11:51Z [---] followers, [--] engagements
"Lijkt erop dat de ASML Weekoptie Market makers aan een Sabatical bezig zijn wat een drama met quotes afgelopen dagen @euronext"
X Link 2024-07-24T13:27Z [---] followers, [--] engagements
"(BFW) *US JUNE CORE PCE PRICE INDEX RISES 2.6% Y/Y; EST. +2.5%"
X Link 2024-07-26T12:30Z [---] followers, [---] engagements
"(BN) *US TO EXCLUDE NETHERLANDS IN NEW CHINA CHIP EXPORTS RULE: https://finance.yahoo.com/news/exclusive-us-rule-foreign-chip-052925095.html https://finance.yahoo.com/news/exclusive-us-rule-foreign-chip-052925095.html"
X Link 2024-07-31T05:41Z [---] followers, [---] engagements
"@BeuvingJordy"
X Link 2024-07-31T05:51Z [---] followers, [----] engagements
"@1Investeerder Denk alleen dat de markt vandaag weer op de Chips gaat focussen: Bloomberg) -- Shipments from US allies that export key chipmaking equipment including Japan the etherlands and South Korea will be excluded from a new rule to be unveiled next month Reuters"
X Link 2024-07-31T06:11Z [---] followers, [--] engagements
"Bijzondere beweging ASML (maar de laatste tijd meer aandelen) krijgen zo dat er uiteindelijk alleen maar computers tegen elkaar gaan handelen ( en vervolgens zal er dan geen handel meer zijn mijn inziens)"
X Link 2024-07-31T07:28Z [---] followers, [--] engagements
"@KobeissiLetter Welcome to the AI Casino πππ"
X Link 2024-07-31T09:33Z [---] followers, [--] engagements
"@leonhillen Nu een topper op de beurs maar wat zullen de bijwerkingen zijn. (in de toekomst)"
X Link 2024-08-07T06:24Z [---] followers, [--] engagements
"(Bloomberg) -- Morgan Stanley analyst Luke Holbrook raised the recommendation on Just Eat NV to overweight from equal-weight. * PT set to [----] pence implies a 24% increase from last price. http://Takeaway.com http://Takeaway.com"
X Link 2024-08-09T05:26Z [---] followers, [----] engagements
"(Bloomberg) Republican nominee Donald Trump said that the president should have some say over interest rates and monetary policy a move that would go against the longstanding practice of the US Federal Reserve being independent of political actors Next step head of Justice"
X Link 2024-08-09T05:56Z [---] followers, [---] engagements
"Nu "god" weg is bij chipotle min 12% in t aandeelππ"
X Link 2024-08-13T13:59Z [---] followers, [--] engagements
"(BFW) ASML Cut to Neutral at UBS; PT [---] euros"
X Link 2024-09-04T08:18Z [---] followers, [---] engagements
"@meeijer @BeuvingJordy So do not follow this analysts from MS and UBS (buy high and sell low)"
X Link 2024-09-05T07:48Z [---] followers, [--] engagements
"@leonhillen kijk is naar de ASML [---] en [---] put op deze week geen bid offer"
X Link 2024-10-16T07:45Z [---] followers, [--] engagements
"@BeuvingJordy @deaandeelhouder Maar is uitstel afstel en gaan we nu Asml weer verkopen op nieuws wat eigenlijk al bekend is ππ"
X Link 2024-10-18T06:00Z [---] followers, [--] engagements
"(Reuters) Donald Trump said he received a call from Apple CEO Tim Cook over concerns about the financial penalties that have been imposed by the European Union on the iPhone maker. Apple did not respond to a request seeking confirmation of the authenticity of the phone call"
X Link 2024-10-18T06:15Z [---] followers, [---] engagements
"@ceessmit @NicoInberg Since the Volatility Index VIX is based on quotes instead of trades dealers' quote-setting behaviour and the widening of the bid-ask spread particularly for put options contributed to the VIX spike https://t.co/4C1T7R7TUV #BISBulletin https://t.co/h4UnScpMmz Since the Volatility Index VIX is based on quotes instead of trades dealers' quote-setting behaviour and the widening of the bid-ask spread particularly for put options contributed to the VIX spike https://t.co/4C1T7R7TUV #BISBulletin https://t.co/h4UnScpMmz"
X Link 2024-10-29T13:12Z [---] followers, [----] engagements
"@vaneck_eu Atos ππππ"
X Link 2024-12-19T13:27Z [---] followers, [--] engagements
"@cnnbrk so drink Cola or eat junk food no problem ππππ"
X Link 2025-01-03T13:12Z [---] followers, [----] engagements
"ASML maintained at Overweight at Wells Fargo"
X Link 2025-01-13T15:48Z [---] followers, [----] engagements
"@ceessmit vooral Capex TSMC:"
X Link 2025-01-16T07:01Z [---] followers, [--] engagements
"@BeuvingJordy Oei ASML πππππ"
X Link 2025-01-22T13:34Z [---] followers, [--] engagements
"@BeuvingJordy"
X Link 2025-06-05T08:31Z [---] followers, [----] engagements
"is een markt nu ING vs Barclays ππ"
X Link 2025-06-05T08:32Z [---] followers, [--] engagements
"@merwinbisseling"
X Link 2025-07-03T08:23Z [---] followers, [--] engagements
"@wallstengine is he going to fight with Elon"
X Link 2025-07-04T08:09Z [---] followers, [---] engagements
"Rheinmetall Premarket [----] euro (-4.5%)"
X Link 2025-08-07T06:45Z [---] followers, [---] engagements
"Wolters Kluwer iemand wat over gehoord"
X Link 2025-08-08T07:04Z [---] followers, [---] engagements
"@leonhillen Oei Adyen nu Premarket 1340"
X Link 2025-08-14T06:01Z [---] followers, [---] engagements
"@BeuvingJordy @beursstier68 Very interesting. According to local reports in Taiwan although TSMCs 2nm adopts a GAA structure the number of EUV layers is the same as in the 3nm process so its not that expensive. As a result customers willingness to adopt it has clearly increased. This is bad news https://t.co/ftpH2HD8tq Very interesting. According to local reports in Taiwan although TSMCs 2nm adopts a GAA structure the number of EUV layers is the same as in the 3nm process so its not that expensive. As a result customers willingness to adopt it has clearly increased. This is bad news"
X Link 2025-09-16T05:33Z [---] followers, [---] engagements
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