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[@KontraInvest](/creator/twitter/KontraInvest)
"The semiconductor industry remains strong driven by artificial intelligence adoption across an expanding applications space and is expected to surpass $X trillion in revenue by 2030 $ASML"  
[X Link](https://x.com/KontraInvest/status/1979627778824933869) [@KontraInvest](/creator/x/KontraInvest) 2025-10-18T19:16Z 1758 followers, XXX engagements


"AI is rewriting the laws of physics and economics and $ASML is the only company selling the shovels for this gold rush. The setup for the rest of the decade is insane. Key points: - Semis are booming. AI demand keeps stretching across every vertical the industrys on track for $X trillion+ in revenue by 2030. - The bottleneck isnt demand its power and cost efficiency. Whoever cracks that wins the next decade. L- ithography is the choke point. Every AI chip every node shrink every memory upgrade runs through ASMLs tools. - The product stack is built to dominate DUV EUV High-NA and full-stack 3D"  
[X Link](https://x.com/KontraInvest/status/1979654673222029543) [@KontraInvest](/creator/x/KontraInvest) 2025-10-18T21:03Z 1754 followers, XXX engagements


"You can't build the AI revolution without hardware. And you can't build the hardware without $ASML. It's that simple. They are the beating heart of the AI hardware revolution yet the market still doesn't fully grasp the situation. While everyone obsesses over the designers $ASML holds the keys to the entire kingdom. Their latest Q3 2025 results just showed incredible resilience and momentum proving their unmatched position at the center of the semiconductor value chain. My new post breaks down the numbers the outlook and the valuation case for the one company that is not optional. Read the"  
[X Link](https://x.com/KontraInvest/status/1979645772799865231) [@KontraInvest](/creator/x/KontraInvest) 2025-10-18T20:28Z 1754 followers, 2995 engagements


"@DividendDude_X Wrote about ASML Q3 results and valuation here:"  
[X Link](https://x.com/KontraInvest/status/1979857601455346043) [@KontraInvest](/creator/x/KontraInvest) 2025-10-19T10:30Z 1754 followers, XXX engagements


"The semiconductor industry will require major innovations to address AI power consumption and cost challenges $ASML $NVDA $AMD $TSMC $ARM $MU"  
[X Link](https://x.com/KontraInvest/status/1979628199047995681) [@KontraInvest](/creator/x/KontraInvest) 2025-10-18T19:18Z 1758 followers, XXX engagements


"The $TEVA narrative has flipped. This is no longer just a generics deleveraging story. It's a neuroscience growth story trading at 7x forward earnings. The smart money is moving in. We just saw 35000 contracts of the Oct 2025 $XX calls get scooped up. The catalyst Olanzapine LAI. Their tech appears to have solved the key safety issue for a drug with multi-billion dollar potential. A true game-changer for schizophrenia treatment. Full thesis on why the re-rating is just getting started"  
[X Link](https://x.com/KontraInvest/status/1976039968314192378) [@KontraInvest](/creator/x/KontraInvest) 2025-10-08T21:40Z 1754 followers, 1794 engagements


"@schaeffers You can find several $TEVA write ups here:"  
[X Link](https://x.com/KontraInvest/status/1978134661692817881) [@KontraInvest](/creator/x/KontraInvest) 2025-10-14T16:23Z 1754 followers, XX engagements


"@TacticzH Wrote about $ASML Q3 results here:"  
[X Link](https://x.com/KontraInvest/status/1979857740534358397) [@KontraInvest](/creator/x/KontraInvest) 2025-10-19T10:30Z 1754 followers, XX engagements