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


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


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


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


"DB $BESI PT XXX - 150"  
[X Link](https://x.com/BeuvingJordy/status/1978348527458685421) [@BeuvingJordy](/creator/x/BeuvingJordy) 2025-10-15T06:33Z 6414 followers, 2372 engagements


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


"🌐 ✅ 📈 🚀 👇 Applied Materials launches Kinex first integrated die-to-wafer Hybrid Bonding system $AMAT $BESI"  
[X Link](https://x.com/BeuvingJordy/status/1975548140079157757) [@BeuvingJordy](/creator/x/BeuvingJordy) 2025-10-07T13:05Z 6416 followers, 2490 engagements


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


"🌐 📈 ✅  Awesome to join BBC Business today to provide some live commentary about $ASML's financial results this morning 👍 Thanks for having me again BBC Great to see that ASML is being watched closely overseas 😎"  
[X Link](https://x.com/BeuvingJordy/status/1978480496507027789) [@BeuvingJordy](/creator/x/BeuvingJordy) 2025-10-15T15:18Z 6419 followers, 7039 engagements


"🌐 Wow - Chinese memory chip maker CXMT plans listing @ $42B $MU $NVDA $AMD $TSM"  
[X Link](https://x.com/BeuvingJordy/status/1980558584858751281) [@BeuvingJordy](/creator/x/BeuvingJordy) 2025-10-21T08:55Z 6419 followers, 1462 engagements


"🌐 ✅ 📈 🚀 👇 Semiconductor sales could approach $1T by 2027 BofA says "We continue to believe the current AI infrastructurebuild out is structurally more durable than prior large cycles and remain bullish on AI capex" $ASML $TSM $MU $NVDA $AMD $INTC"  
[X Link](https://x.com/BeuvingJordy/status/1980584392520266182) [@BeuvingJordy](/creator/x/BeuvingJordy) 2025-10-21T10:38Z 6419 followers, 1026 engagements


"🌐 ✅ 🚀 📈 👇 $BESI earnings Thursday All about orders css XXX mil Focus on HB + TCB orders after recent newsflow (1) AMD needs to start ramping for OpenAI with Hybrid Bonding via TSMC SoiC (2) Intel ramping Panter Lake CPU with Hybrid Bonding as well $INTC $TSM $AMD"  
[X Link](https://x.com/BeuvingJordy/status/1980624337540407479) [@BeuvingJordy](/creator/x/BeuvingJordy) 2025-10-21T13:16Z 6419 followers, 2141 engagements


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


"🌐 📈 ✅ 🚀 👇 BREAKING: ASM International hosts Investor Day today $ASM.AS New 2030 targets XXX bil revenue / CAGR at least XX% GM 47%-51% (2026-2030) OM 28%-32% and 30%+ by 2030 FCF above X billion by 2030 Revision H2 outlook Q4 below expectations H2 low end of 10-20% H2 book to bill below X Link:"  
[X Link](https://x.com/BeuvingJordy/status/1970367929049821370) [@BeuvingJordy](/creator/x/BeuvingJordy) 2025-09-23T06:01Z 6413 followers, 6444 engagements


"🌐 ✅ 📈 🚀 👇 Fireworks: ASML ASM BESI another +5% today $ASML $ASM.AS $BESI News OpenAIs Stargate 900k DRAM Wafers Could Hit XX% of Global Output Led by Samsung & SK hynix"  
[X Link](https://x.com/BeuvingJordy/status/1973645703739220320) [@BeuvingJordy](/creator/x/BeuvingJordy) 2025-10-02T07:06Z 6414 followers, 2207 engagements


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


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


"Axcelis Technologies and Veeco Instruments to Combine Creating a Leading Semiconductor Equipment Company (6 Oct) $VECO $ACLS"  
[X Link](https://x.com/BeuvingJordy/status/1978020949757689973) [@BeuvingJordy](/creator/x/BeuvingJordy) 2025-10-14T08:51Z 6412 followers, XXX engagements


"I'll happily admit the retail investor army on X (combined with X weeks of usage) convinced me about $GRAB Great way to diversify a tech portfolio with software/platform exposure in SEA as well Analysts upgrading $GRAB PT's this week Citi $XXXX - $XXXX DBS $XXXX - $7.55"  
[X Link](https://x.com/BeuvingJordy/status/1978770396125262101) [@BeuvingJordy](/creator/x/BeuvingJordy) 2025-10-16T10:30Z 6413 followers, 2366 engagements


"🌐 ✅ 📈 🚀 👇 Salesforce +8% $CRM $GOOGL"  
[X Link](https://x.com/BeuvingJordy/status/1978817612764037351) [@BeuvingJordy](/creator/x/BeuvingJordy) 2025-10-16T13:37Z 6406 followers, 2401 engagements


"$GTLB $DDOG"  
[X Link](https://x.com/BeuvingJordy/status/1980256421217230874) [@BeuvingJordy](/creator/x/BeuvingJordy) 2025-10-20T12:54Z 6414 followers, X engagements


"Imec launches 300mm GaN program to develop advanced power devices and reduce manufacturing costs AIXTRON GlobalFoundries KLA Corporation Synopsys and Veeco join imecs GaN power electronics program track on 300mm as first partners $AIXA $VECO $KLAC"  
[X Link](https://x.com/BeuvingJordy/status/1977757568274420187) [@BeuvingJordy](/creator/x/BeuvingJordy) 2025-10-13T15:25Z 6415 followers, 1579 engagements


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


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


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


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


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


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


"Array of semiconductor stocks stay strong on AI demand as Cantor ups targets - Broadcom $XXX to $XXX $AVGO - Applied Materials $XXX to $XXX $AMAT - Lam Research $XXX to $XXX $LRCX - Micron $XXX to $XXX $MU"  
[X Link](https://x.com/BeuvingJordy/status/1978109330755871099) [@BeuvingJordy](/creator/x/BeuvingJordy) 2025-10-14T14:43Z 6415 followers, 1299 engagements


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


"🌐 ✅ 📈 🚀 👇 Semiconductor Foundries Utilisation Rate % $ASML $TSM $GFS"  
[X Link](https://x.com/BeuvingJordy/status/1978198456498786362) [@BeuvingJordy](/creator/x/BeuvingJordy) 2025-10-14T20:37Z 6414 followers, 1750 engagements


"@samsolid57 New takeover spec $DDOG $GOOGL"  
[X Link](https://x.com/BeuvingJordy/status/1980641433372749830) [@BeuvingJordy](/creator/x/BeuvingJordy) 2025-10-21T14:24Z 6414 followers, XXX engagements


"🌐 ✅ 📈 🚀 👇 AMD +26% premarket huge OpenAI deal $AMD - X Gigawatts deployment AMD GPU's - 1st Gigawatt in H2-2026 - Warrants up to XXX million AMD shares for OpenAI AMD and OpenAI Announce Strategic Partnership to Deploy X Gigawatts of AMD GPUs"  
[X Link](https://x.com/BeuvingJordy/status/1975160752374796396) [@BeuvingJordy](/creator/x/BeuvingJordy) 2025-10-06T11:26Z 6419 followers, 9095 engagements


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


"Waymo $GOOGL + Apollo Go $BIDU Good luck $TSLA"  
[X Link](https://x.com/BeuvingJordy/status/1980558320722407889) [@BeuvingJordy](/creator/x/BeuvingJordy) 2025-10-21T08:54Z 6419 followers, 1591 engagements


"53% adj EBITDA CAGR 2024-2027 $GRAB"  
[X Link](https://x.com/BeuvingJordy/status/1980559324167459309) [@BeuvingJordy](/creator/x/BeuvingJordy) 2025-10-21T08:58Z 6419 followers, 2359 engagements


"SpaceX $GOOGL"  
[X Link](https://x.com/BeuvingJordy/status/1980584828002017716) [@BeuvingJordy](/creator/x/BeuvingJordy) 2025-10-21T10:39Z 6419 followers, 1433 engagements


"Another +4% today for Gitlab $GTLB Something brewing $DDOG $XX and $GOOGL $XX let's go :)"  
[X Link](https://x.com/BeuvingJordy/status/1980640299979534703) [@BeuvingJordy](/creator/x/BeuvingJordy) 2025-10-21T14:20Z 6419 followers, 3119 engagements


"'Software is back' day on a market down day $CRM Salesforce +2% $GTLB Gitlab +5% $ADBE Adobe +2% $DDOG Datadog +1% $PLNW Planisware +5%"  
[X Link](https://x.com/BeuvingJordy/status/1980641029436109087) [@BeuvingJordy](/creator/x/BeuvingJordy) 2025-10-21T14:23Z 6419 followers, 1048 engagements


"Texas Instruments results $TXN"  
[X Link](https://x.com/BeuvingJordy/status/1980729812546400540) [@BeuvingJordy](/creator/x/BeuvingJordy) 2025-10-21T20:16Z 6419 followers, 1841 engagements