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

Jordy Beuving posts on X about $besi, asml, $asml, $nvda the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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

- [--] Week [-------] +396%
- [--] Month [-------] +148%
- [--] Months [---------] +43%
- [--] Year [---------] +105%

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

- [--] Week [---] -14%
- [--] Month [---] +38%
- [--] Months [-----] +38%
- [--] Year [-----] +30%

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

- [--] Week [-----] +0.22%
- [--] Month [-----] +2.10%
- [--] Months [-----] +15%
- [--] Year [-----] +44%

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

### Social Influence

**Social category influence**
[stocks](/list/stocks)  56.95% [technology brands](/list/technology-brands)  50.99% [finance](/list/finance)  21.19% [countries](/list/countries)  7.95% [financial services](/list/financial-services)  #2511 [cryptocurrencies](/list/cryptocurrencies)  2.65% [currencies](/list/currencies)  2.65% [automotive brands](/list/automotive-brands)  1.99% [social networks](/list/social-networks)  1.32% [celebrities](/list/celebrities)  0.66%

**Social topic influence**
[$besi](/topic/$besi) #2, [asml](/topic/asml) #40, [$asml](/topic/$asml) #20, [$nvda](/topic/$nvda) #1083, [nvda](/topic/nvda) #216, [$amd](/topic/$amd) #341, [ai](/topic/ai) 10.6%, [$asmias](/topic/$asmias) #1, [$mu](/topic/$mu) #316, [$tsm](/topic/$tsm) #107

**Top accounts mentioned or mentioned by**
[@bpol69](/creator/undefined) [@deaandeelhouder](/creator/undefined) [@nicoinberg](/creator/undefined) [@beursanalist](/creator/undefined) [@skundojjala](/creator/undefined) [@techfund1](/creator/undefined) [@probeleggen](/creator/undefined) [@merwinbisseling](/creator/undefined) [@nuttycld](/creator/undefined) [@gilluria](/creator/undefined) [@techfundnotep186595407r15csu](/creator/undefined) [@financefilosoof](/creator/undefined) [@koyfincharts](/creator/undefined) [@xfabfoundry](/creator/undefined) [@asmlcompany](/creator/undefined) [@ejong1](/creator/undefined) [@bnr](/creator/undefined) [@bucasest1997](/creator/undefined) [@sergeycyw](/creator/undefined) [@kakashicapital_](/creator/undefined)

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [Advanced Micro Devices (AMD)](/topic/$amd) [Micron Technology, Inc. (MU)](/topic/$mu) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Intel Corporation (INTC)](/topic/$intc) [Lam Research Corporation (LRCX)](/topic/$lrcx) [Microsoft Corp. (MSFT)](/topic/$msft) [Now Coin (NOW)](/topic/$now) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Applied Materials, Inc. (AMAT)](/topic/$amat) [ServiceNow Inc (NOW)](/topic/servicenow) [Datadog Inc (DDOG)](/topic/$ddog) [Goldman Sachs (GS)](/topic/goldman-sachs) [Assemble Protocol (ASM)](/topic/$asm) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Tesla, Inc. (TSLA)](/topic/$tsla) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Arista Networks Inc (ANET)](/topic/$anet) [Metadium (META)](/topic/$meta) [Newmont Corporation (NEM)](/topic/$nem) [KLA Corp (KLAC)](/topic/$klac) [Morgan Stanley (MS)](/topic/morgan-stanley) [Kulicke & Soffa Industries Inc (KLIC)](/topic/$klic) [Apple, Inc. (AAPL)](/topic/$aapl) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Salesforce Inc (CRM)](/topic/$crm) [Pony AI Inc. (PONY)](/topic/$pony) [WeRide Inc. (WRD)](/topic/$wrd) [Axcelis Technologies Inc (ACLS)](/topic/$acls)
### Top Social Posts
Top posts by engagements in the last [--] hours

"ASMI long + Adyen short gaat voorlopig prima. 😁 STOXX [---] met de NL SOXX [--] aan kop $ASML $ASMI.AS $BESI Je zou maar $ASMI.AS hebben ingevuld als long [----] in de jaarenquete van @beursanalist 😁 (Wel een beetje jammer dat de short nog niet daalt) STOXX [---] met de NL SOXX [--] aan kop $ASML $ASMI.AS $BESI Je zou maar $ASMI.AS hebben ingevuld als long [----] in de jaarenquete van @beursanalist 😁 (Wel een beetje jammer dat de short nog niet daalt)"  
[X Link](https://x.com/BeuvingJordy/status/2021882842918400203)  2026-02-12T09:43Z [----] followers, [----] engagements


"$GOOGL $BIDU $UBER 📢 : $GOOGL Waymo Seeking About $16 Billion Near $110 Billion Valuation - Bloomberg - $TSLA $WRD $PONY $AMZN Waymo Alphabet Inc.s autonomous driving unit is aiming to raise about $16 billion in a financing round that would value the unit at nearly $110 billion https://t.co/eCc2dNsy6A 📢 : $GOOGL Waymo Seeking About $16 Billion Near $110 Billion Valuation - Bloomberg - $TSLA $WRD $PONY $AMZN Waymo Alphabet Inc.s autonomous driving unit is aiming to raise about $16 billion in a financing round that would value the unit at nearly $110 billion https://t.co/eCc2dNsy6A"  
[X Link](https://x.com/BeuvingJordy/status/2018035248378843430)  2026-02-01T18:54Z [----] followers, [----] engagements


"$GOOGL $BIDU $UBER $TSLA A new era for Waymo. Weve raised $16B to accelerate our mission valuing the company at $126B. This capital is an investment in a future where more cities get a safer more reliable way to move. Let's go. 🚀 https://t.co/UPBroOeWcR A new era for Waymo. Weve raised $16B to accelerate our mission valuing the company at $126B. This capital is an investment in a future where more cities get a safer more reliable way to move. Let's go. 🚀 https://t.co/UPBroOeWcR"  
[X Link](https://x.com/BeuvingJordy/status/2018581489047466445)  2026-02-03T07:05Z [----] followers, [----] engagements


"🌐 📈 ✅ 🚀 👇🏼 Baidu Announces New Share Repurchase Program and Dividend Policy $BIDU https://ir.baidu.com/news-releases/news-release-details/baidu-announces-new-share-repurchase-program-and-dividend-policy https://ir.baidu.com/news-releases/news-release-details/baidu-announces-new-share-repurchase-program-and-dividend-policy"  
[X Link](https://x.com/BeuvingJordy/status/2019321575556936000)  2026-02-05T08:05Z [----] followers, [---] engagements


"$GOOGL $NVDA $AVGO A Chinese Blogger's Recent Commentary on the Google TPU vs. NVIDIA GPU Debate Why Can't Broadcom Clone the Google TPU / Will Google's TPU Truly Seize NVIDIA's Market Share ------------------------------------------------------------ [--]. The Interface Issue Between Google and A Chinese Blogger's Recent Commentary on the Google TPU vs. NVIDIA GPU Debate Why Can't Broadcom Clone the Google TPU / Will Google's TPU Truly Seize NVIDIA's Market Share ------------------------------------------------------------ [--]. The Interface Issue Between Google and"  
[X Link](https://x.com/BeuvingJordy/status/1997921144964309428)  2025-12-08T06:48Z [----] followers, [----] engagements


"🌐 ✅ 📈 🚀 👇🏼 Massive semi equip rally now with $ASML +7% $ASMI.AS +10% and $BESI +8% after exceptionally strong $TSM results/guidance with CapEx projections $52-56 billion for [----] while consensus was aiming for 'only' $46 billion"  
[X Link](https://x.com/BeuvingJordy/status/2011713504244613485)  2026-01-15T08:14Z [----] followers, [----] engagements


"UBS raising $BESI PT [---] - [---] $BESI @merwinbisseling @BeuvingJordy https://t.co/7hne0o47WR $BESI @merwinbisseling @BeuvingJordy https://t.co/7hne0o47WR"  
[X Link](https://x.com/BeuvingJordy/status/2015713769662419237)  2026-01-26T09:09Z [----] followers, [----] engagements


"$BESI Hybrid Bonding Accretech FY27 outlook bullish for #HybridBonding $BESI #Disco https://t.co/k80gsGlwRH Accretech FY27 outlook bullish for #HybridBonding $BESI #Disco https://t.co/k80gsGlwRH"  
[X Link](https://x.com/BeuvingJordy/status/2020857349078946282)  2026-02-09T13:48Z [----] followers, [----] engagements


"Broadcom $AVGO by UBS UBS has $AVGO [----] EPS at $18 Trades now at 19x [----] EPS https://t.co/pOkKeBUQEx UBS has $AVGO [----] EPS at $18 Trades now at 19x [----] EPS https://t.co/pOkKeBUQEx"  
[X Link](https://x.com/BeuvingJordy/status/2021241733640523954)  2026-02-10T15:15Z [----] followers, [----] engagements


"🌐 📈 ✅ 🚀 👇🏼 $AMAT confirming WFE bonanza for [----] and onwards $AMAT CEO: ".we expect to grow our semiconductor equipment business more than 20% this calendar year. We see the demand profile weighted towards the second half of the calendar year with availability of customer clean room space being a key factor pacing the rate of investment" https://t.co/PkRWv9A9Nw $AMAT CEO: ".we expect to grow our semiconductor equipment business more than 20% this calendar year. We see the demand profile weighted towards the second half of the calendar year with availability of customer clean room space"  
[X Link](https://x.com/BeuvingJordy/status/2022259287712743426)  2026-02-13T10:39Z [----] followers, [----] engagements


"Axcelis Technologies and Veeco Instruments to Combine Creating a Leading Semiconductor Equipment Company (6 Oct) $VECO $ACLS https://ir.veeco.com/news-and-events/news-details/2025/Axcelis-Technologies-and-Veeco-Instruments-to-Combine-Creating-a-Leading-Semiconductor-Equipment-Company-2025-ueyd_cjQXq/default.aspx https://ir.veeco.com/news-and-events/news-details/2025/Axcelis-Technologies-and-Veeco-Instruments-to-Combine-Creating-a-Leading-Semiconductor-Equipment-Company-2025-ueyd_cjQXq/default.aspx"  
[X Link](https://x.com/BeuvingJordy/status/1978020949757689973)  2025-10-14T08:51Z [----] followers, [----] engagements


"✅ 📈 🚀 👇 BREAKING: ASM International Q3 financial results are out $ASM.AS 👉 Summary: orders below estimates strong Q3 results Q4 guide below expectations outlook [----] sort of reiterated (around +10% YoY) and growth foreseen in [----] despite slow start of the year 📈 Orders: [---] million (-17% YoY at cc) 📊 Guidance ASM: above Q2 orders (702 mil) but book-to-bill below [--] 🔎 Analyst estimates: [---] million "The sequential decrease in order is predominantly attributable to orders from the Chinese market which were strong in the first half year as highlighted in the previous quarter. Advanced"  
[X Link](https://x.com/BeuvingJordy/status/1983220747800547689)  2025-10-28T17:14Z [----] followers, [----] engagements


"✅ 🎬 📈 👍 ONLINE NOW: Exclusive interview with $BESI CEO Richard Blickman It was a great pleasure to host BE Semiconductor Industries (#BESI) CEO Richard Blickman together with @NicoInberg in our studio at @deaandeelhouder. In our view this is an absolute must-watch for anyone interested in or invested in BESI. You can watch the full episode on YouTube: In this extensive interview we discussed the company its history and its future prospects especially now that innovations in artificial intelligence are advancing at a tremendous pace. What lies behind the companys success formula in this"  
[X Link](https://x.com/BeuvingJordy/status/1983504624981000341)  2025-10-29T12:02Z [----] followers, 13.7K engagements


"AMD hit with lawsuit over hybrid bonding tech behind potent 3D V-Cache Adeia claims company's gaming chip infringes [--] of its patents $AMD $TSM $BESI https://www.tomshardware.com/tech-industry/semiconductors/adeia-sues-amd-over-hybrid-bonding-tech-behind-3d-v-cache https://www.tomshardware.com/tech-industry/semiconductors/adeia-sues-amd-over-hybrid-bonding-tech-behind-3d-v-cache"  
[X Link](https://x.com/BeuvingJordy/status/1985683960807231926)  2025-11-04T12:22Z [----] followers, [----] engagements


"SK Hynix to build $13 billion chip packaging plant in South Korea $BESI $ASMPT $KLIC @BeuvingJordy https://t.co/AMEwaJrk9j @BeuvingJordy https://t.co/AMEwaJrk9j"  
[X Link](https://x.com/BeuvingJordy/status/2010966372927394019)  2026-01-13T06:45Z [----] followers, [----] engagements


"Semi software OP $SNPS $CDNS not much to add to the SaaS debate other thanlook at $CDNS and $SNPS EDA literally the only software category where seats are like definitely increasing rel to enterprise PM workflow mumbojumbo numbers set up well and cheap rel to history not much to add to the SaaS debate other thanlook at $CDNS and $SNPS EDA literally the only software category where seats are like definitely increasing rel to enterprise PM workflow mumbojumbo numbers set up well and cheap rel to history"  
[X Link](https://x.com/BeuvingJordy/status/2013540380776566908)  2026-01-20T09:13Z [----] followers, [----] engagements


"What's going on with Arista Networks $ANET Shares up 10% premarket. BNP Paribas Top AI Stocks report was yesterday right"  
[X Link](https://x.com/BeuvingJordy/status/2014342434617020657)  2026-01-22T14:20Z [----] followers, [----] engagements


"Semicon value chain Great to see AIXTRON $AIXA finally making it to these infographics as well THE SEMICONDUCTOR VALUE CHAIN The AI Brain $NVDA data center & AI accelerators $META custom inference silicon for AI $MSFT AI acceleration silicon for Azure $QCOM mobile edge & automotive SoCs $AMD CPUs and GPUs for compute and AI $AAPL in-house SoCs for https://t.co/YzbxMwPM8w THE SEMICONDUCTOR VALUE CHAIN The AI Brain $NVDA data center & AI accelerators $META custom inference silicon for AI $MSFT AI acceleration silicon for Azure $QCOM mobile edge & automotive SoCs $AMD CPUs and GPUs for compute"  
[X Link](https://x.com/BeuvingJordy/status/2015450095559320003)  2026-01-25T15:42Z [----] followers, [----] engagements


"JP Morgan Nemetschek $NEM upgrade Sell - Buy PT [---] (up 22%) @BeuvingJordy https://t.co/pIhmEPQxkt @BeuvingJordy https://t.co/pIhmEPQxkt"  
[X Link](https://x.com/BeuvingJordy/status/2015698903593546216)  2026-01-26T08:10Z [----] followers, [----] engagements


"$MSFT $NVDA $MRVL @BeuvingJordy $MSFT $NVDA https://t.co/OhRkuY9OKw @BeuvingJordy $MSFT $NVDA https://t.co/OhRkuY9OKw"  
[X Link](https://x.com/BeuvingJordy/status/2015845931451638264)  2026-01-26T17:54Z [----] followers, [----] engagements


"Tencent $TCEHY $TCEHY @BeuvingJordy https://t.co/igi5pY91SO $TCEHY @BeuvingJordy https://t.co/igi5pY91SO"  
[X Link](https://x.com/BeuvingJordy/status/2016084158762627250)  2026-01-27T09:41Z [----] followers, [----] engagements


"🌐 ✅ 📈 🚀 👇🏼 Lam Research $LRCX $LRCX Q226 EARNINGS HIGHLIGHTS 🔹 Revenue: $5.34B (Est. $5.21B) 🟢 🔹 Non-GAAP EPS: $1.27 (Est. $1.16) 🟢 🔹 Non-GAAP Gross Margin: 49.7% 🔹 Japan shipments (future revenue estimate): $226M Q3 Guide: 🔹 Revenue: $5.4B-$6.0B (Est. $5.33B) 🟢 🔹 EPS: $1.25-$1.45 (Est. $1.20) 🟢 $LRCX Q226 EARNINGS HIGHLIGHTS 🔹 Revenue: $5.34B (Est. $5.21B) 🟢 🔹 Non-GAAP EPS: $1.27 (Est. $1.16) 🟢 🔹 Non-GAAP Gross Margin: 49.7% 🔹 Japan shipments (future revenue estimate): $226M Q3 Guide: 🔹 Revenue: $5.4B-$6.0B (Est. $5.33B) 🟢 🔹 EPS: $1.25-$1.45 (Est. $1.20) 🟢"  
[X Link](https://x.com/BeuvingJordy/status/2016768517761032590)  2026-01-29T07:00Z [----] followers, [----] engagements


"Preliminary results Nemetschek $NEM rock solid Nemetschek Group closes a very successful fiscal year [----] with strong performance and well achieving both its already previously raised revenue forecast and its profitability target https://www.nemetschek.com/en/news-media/ngroup-closes-very-successful-fy2025 https://www.nemetschek.com/en/news-media/ngroup-closes-very-successful-fy2025"  
[X Link](https://x.com/BeuvingJordy/status/2016791842239496514)  2026-01-29T08:33Z [----] followers, [----] engagements


"Lam Research $LRCX thread by @SKundojjala Lam Research QDec25 - Revenue up 7% q/q and 27% y/y to $5.34B at 49.7% GM; 10th consecutive quarter of revenue growth - QMar26 guidance: $5.7B (+/- $300M) at 49% GM; GM slight headwind from customer mix - CY25 revenue record at $20.6B; GM of 49.9% (highest since Novellus merger https://t.co/gxwSlp13De Lam Research QDec25 - Revenue up 7% q/q and 27% y/y to $5.34B at 49.7% GM; 10th consecutive quarter of revenue growth - QMar26 guidance: $5.7B (+/- $300M) at 49% GM; GM slight headwind from customer mix - CY25 revenue record at $20.6B; GM of 49.9%"  
[X Link](https://x.com/BeuvingJordy/status/2016800176946499932)  2026-01-29T09:06Z [----] followers, [----] engagements


"ServiceNow $NOW Bernstein Bernstein on $NOW Reiterates Outperform PT $219 https://t.co/Qe4oTnPBSN Bernstein on $NOW Reiterates Outperform PT $219 https://t.co/Qe4oTnPBSN"  
[X Link](https://x.com/BeuvingJordy/status/2017238526564135243)  2026-01-30T14:08Z [----] followers, [----] engagements


"@NuttyCLD Don't forget tool suppliers like AIXTRON $AIXA"  
[X Link](https://x.com/BeuvingJordy/status/2017577650026397757)  2026-01-31T12:36Z [----] followers, [----] engagements


"$KLAC $LRCX KLA's advanced packaging process control share went from 10% in [----] to 50% in [----]. $950M in [----] (+70% y/y). But growth will decelerate to mid-to-high teens % in '26. Lam probably had $1B+ AP revenue in [----] but issued 40% growth for '26. Overall AP WFE size was $11B in '25 https://t.co/CetQ4xj4l4 KLA's advanced packaging process control share went from 10% in [----] to 50% in [----]. $950M in [----] (+70% y/y). But growth will decelerate to mid-to-high teens % in '26. Lam probably had $1B+ AP revenue in [----] but issued 40% growth for '26. Overall AP WFE size was $11B in '25"  
[X Link](https://x.com/BeuvingJordy/status/2017628446260707490)  2026-01-31T15:58Z [----] followers, [----] engagements


"Constellation Software $CSU Reflecting on AI and $CSU Im reminded of the internal tools Ive worked on at tech companies over the last 8+ years. (I'm trying to poke holes in my thesis. I welcome any and all feedback. This is mostly rambling and thinking out loud.) Those systems were probably pretty https://t.co/PaYe1eKxJ9 Reflecting on AI and $CSU Im reminded of the internal tools Ive worked on at tech companies over the last 8+ years. (I'm trying to poke holes in my thesis. I welcome any and all feedback. This is mostly rambling and thinking out loud.) Those systems were probably pretty"  
[X Link](https://x.com/BeuvingJordy/status/2018035339726594457)  2026-02-01T18:54Z [----] followers, [----] engagements


"Nemetschek up = Bank of America $NEM"  
[X Link](https://x.com/BeuvingJordy/status/2018235942998319391)  2026-02-02T08:12Z [----] followers, [----] engagements


"Deutsche $ASML Deutsche buy thesis on $ASML https://t.co/6Vu2g1M0B5 Deutsche buy thesis on $ASML https://t.co/6Vu2g1M0B5"  
[X Link](https://x.com/BeuvingJordy/status/2018238783628407234)  2026-02-02T08:23Z [----] followers, [----] engagements


"Marvell completes $3.25B Celestial AI acquisition $MRVL https://seekingalpha.com/news/4545457-marvell-completes-325b-celestial-ai-acquisition https://seekingalpha.com/news/4545457-marvell-completes-325b-celestial-ai-acquisition"  
[X Link](https://x.com/BeuvingJordy/status/2018333934543593551)  2026-02-02T14:41Z [----] followers, [----] engagements


"Green day for software. really that's possible $CRM $NOW $ADBE $CSU"  
[X Link](https://x.com/BeuvingJordy/status/2018341325104382106)  2026-02-02T15:10Z [----] followers, [----] engagements


"Datadog $DDOG Top Pick DA Davidson PT $225 $DDOG We are Bullish on Datadog as a Top Pick in Software PT $225 - DA Davidson @gilluria - We continue to view Datadog as a high growth company with a long runway and clear AI winner $DDOG We are Bullish on Datadog as a Top Pick in Software PT $225 - DA Davidson @gilluria - We continue to view Datadog as a high growth company with a long runway and clear AI winner"  
[X Link](https://x.com/BeuvingJordy/status/2018341425662881832)  2026-02-02T15:11Z [----] followers, [----] engagements


"ServiceNow $NOW Goldman Fav $NOW GS adds to conviction one list 85% upside lol they will all start to realize this particular software brand is very different than the rest https://t.co/N4P4vOfvmj $NOW GS adds to conviction one list 85% upside lol they will all start to realize this particular software brand is very different than the rest https://t.co/N4P4vOfvmj"  
[X Link](https://x.com/BeuvingJordy/status/2018386837224505831)  2026-02-02T18:11Z [----] followers, [----] engagements


"China massively increasing memory output $MU $LRCX Here it comes. https://t.co/VQazHOHodp Here it comes. https://t.co/VQazHOHodp"  
[X Link](https://x.com/BeuvingJordy/status/2018670652849353093)  2026-02-03T12:59Z [----] followers, [----] engagements


"$UBER $UBER : Bernstein reiterates maintains  $ Analyst flags valuation disconnect says even under AV disruption scenario fair value would be $65$70 well below current target of $115. https://t.co/G8ihqtAJrG $UBER : Bernstein reiterates maintains  $ Analyst flags valuation disconnect says even under AV disruption scenario fair value would be $65$70 well below current target of $115. https://t.co/G8ihqtAJrG"  
[X Link](https://x.com/BeuvingJordy/status/2018811734195323209)  2026-02-03T22:19Z [----] followers, [----] engagements


"Good for AIXTRON $AIXA $LITE Q226 EARNINGS HIGHLIGHTS 🔹 Revenue: $665.5M (Est. $646.72M) 🟢 🔹 EPS: $1.67 (Est. $1.39) 🟢 Q3 Guide: 🔹 EPS: $2.15$2.35 (Est. $1.60) 🟢 🔹 Revenue: $780M$830M (Est. $706.4M) 🟢 https://t.co/FV2yUp8aIa $LITE Q226 EARNINGS HIGHLIGHTS 🔹 Revenue: $665.5M (Est. $646.72M) 🟢 🔹 EPS: $1.67 (Est. $1.39) 🟢 Q3 Guide: 🔹 EPS: $2.15$2.35 (Est. $1.60) 🟢 🔹 Revenue: $780M$830M (Est. $706.4M) 🟢 https://t.co/FV2yUp8aIa"  
[X Link](https://x.com/BeuvingJordy/status/2018812103017333184)  2026-02-03T22:21Z [----] followers, [----] engagements


"Infineon $IFX Infineon's AI server revenue to grow from 1.5B in FY26 to 2.5B. It was 250M in FY23. 10x in [--] years. The company is pulling in capacity investments to support AI growth. https://t.co/LO81nFLNi2 Infineon's AI server revenue to grow from 1.5B in FY26 to 2.5B. It was 250M in FY23. 10x in [--] years. The company is pulling in capacity investments to support AI growth. https://t.co/LO81nFLNi2"  
[X Link](https://x.com/BeuvingJordy/status/2019046498462314975)  2026-02-04T13:52Z [----] followers, [----] engagements


"Morgan Stanley $AMD $AMD RISK-REWARD (MS) https://t.co/LK4zP153fa $AMD RISK-REWARD (MS) https://t.co/LK4zP153fa"  
[X Link](https://x.com/BeuvingJordy/status/2019058375372243392)  2026-02-04T14:40Z [----] followers, [----] engagements


"Semi's selling off during a software sell off which was sparked by a sudden realization that AI is amazing Newsflash: Claude AI runs on semi's too 😂 (Yes I know it's $AMD and rotation)"  
[X Link](https://x.com/BeuvingJordy/status/2019110650836889897)  2026-02-04T18:07Z [----] followers, [----] engagements


"Nowhere to hide except value . Oh and AIXTRON $AIXA 📈 ✅ 🚀 😎 BREAKING: US technology stocks drop sharply amid a mounting selloff in crypto and rising tensions between US and Iran: [--]. AMD $AMD: -17% [--]. Palantir $PLTR: -14% [--]. Micron $MU: -12% [--]. Broadcom $AVGO: -8% [--]. Nvidia $NVDA: -5% [--]. Tesla $TSLA: -5% [--]. Intel $INTC: -5% [--]. BREAKING: US technology stocks drop sharply amid a mounting selloff in crypto and rising tensions between US and Iran: [--]. AMD $AMD: -17% [--]. Palantir $PLTR: -14% [--]. Micron $MU: -12% [--]. Broadcom $AVGO: -8% [--]. Nvidia $NVDA: -5% [--]. Tesla $TSLA: -5% [--]. Intel $INTC: -5% 8"  
[X Link](https://x.com/BeuvingJordy/status/2019113143096733905)  2026-02-04T18:17Z [----] followers, [----] engagements


"Tbh $NVDA long right now seems very logical Am I missing sth - AI-Infra CapEx wave increasing - Earnings incoming end of month - Valuation not demanding - Sold off last days during rotation - Within semi's fabless AI-exposed seems a logical next rotation fundamentally imo The CapEx explosion keeps exploding $GOOGL $MSFT $AMZN $META The CapEx explosion keeps exploding $GOOGL $MSFT $AMZN $META"  
[X Link](https://x.com/BeuvingJordy/status/2019442131018936706)  2026-02-05T16:04Z [----] followers, [----] engagements


"Infineon raising prices $IFX Shortage AI/DC power semi's Infineon Infineon https://t.co/BOoIdTPk8x Infineon Infineon https://t.co/BOoIdTPk8x"  
[X Link](https://x.com/BeuvingJordy/status/2019501485470474457)  2026-02-05T20:00Z [----] followers, [----] engagements


"Rock solid #Fortinet results shares up 9% after hours $FTNT $FTNT Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $1.91B (Est. $1.86B) 🟢; +14.8% YoY 🔹 Adj. EPS: $0.81 (Est. $0.74) 🟢 🔹 Billings: $2.37B; +18% YoY 🔹 Unified SASE Billings: +40% YoY Q1 Guide: 🔹 Revenue: $1.70B$1.76B (Est. $1.72B) 🟡 🔹 Adj. EPS: $0.59$0.63 (Est. $0.65) 🔴 🔹 https://t.co/lwVIpVlUfJ $FTNT Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $1.91B (Est. $1.86B) 🟢; +14.8% YoY 🔹 Adj. EPS: $0.81 (Est. $0.74) 🟢 🔹 Billings: $2.37B; +18% YoY 🔹 Unified SASE Billings: +40% YoY Q1 Guide: 🔹 Revenue: $1.70B$1.76B (Est. $1.72B) 🟡 🔹 Adj."  
[X Link](https://x.com/BeuvingJordy/status/2019526384323019025)  2026-02-05T21:39Z [----] followers, [----] engagements


"Goldman embedding Anthropic AI model GOLDMAN SACHS $GS IS TAPPING ANTHROPICS AI MODEL TO AUTOMATE ACCOUNTING COMPLIANCE ROLES Embedded Anthropic engineers have spent six months at Goldman building autonomous systems for time-intensive high-volume back-office work - CNBC https://t.co/BcVwYUj301 GOLDMAN SACHS $GS IS TAPPING ANTHROPICS AI MODEL TO AUTOMATE ACCOUNTING COMPLIANCE ROLES Embedded Anthropic engineers have spent six months at Goldman building autonomous systems for time-intensive high-volume back-office work - CNBC https://t.co/BcVwYUj301"  
[X Link](https://x.com/BeuvingJordy/status/2019790678750859548)  2026-02-06T15:09Z [----] followers, [----] engagements


"@techfund1 Implications for $AIXA AIXTRON No GaN equip orders until '27 or coming earlier already"  
[X Link](https://x.com/BeuvingJordy/status/2019793868284187021)  2026-02-06T15:22Z [----] followers, [---] engagements


"Goldman x Anthropic Goldman Sachs has spent the past six months working with embedded Anthropic engineers to co-develop autonomous agents in at least two specific areas: accounting for trades and transactions and client vetting and onboarding. https://t.co/73Q3nVws0R Goldman Sachs has spent the past six months working with embedded Anthropic engineers to co-develop autonomous agents in at least two specific areas: accounting for trades and transactions and client vetting and onboarding. https://t.co/73Q3nVws0R"  
[X Link](https://x.com/BeuvingJordy/status/2020133119999857065)  2026-02-07T13:50Z [----] followers, [----] engagements


"$AMZN UBS calling +38% [----] growth for $AMZN AWS https://t.co/E0PEwQmqJu UBS calling +38% [----] growth for $AMZN AWS https://t.co/E0PEwQmqJu"  
[X Link](https://x.com/BeuvingJordy/status/2020423932386685102)  2026-02-08T09:06Z [----] followers, [----] engagements


"Contrarion bull case for software by @techfund1 - recommended read Link: https://substack.com/@techfund/note/p-186595407r=15csu https://substack.com/@techfund/note/p-186595407r=15csu"  
[X Link](https://x.com/BeuvingJordy/status/2020434619951387127)  2026-02-08T09:48Z [----] followers, [----] engagements


"🌐 📈 ✅ $UBER #UBER is getting aggressive with buybacks as shown in the Q4 results. Rightfully so. The stock has never been this cheap. Trailing free cash flow yield: 6.4% Not based on forecasts. Based on the last four quarters. Free cash flow will grow double digits in the coming years. https://t.co/fnTTXcKLkA #UBER is getting aggressive with buybacks as shown in the Q4 results. Rightfully so. The stock has never been this cheap. Trailing free cash flow yield: 6.4% Not based on forecasts. Based on the last four quarters. Free cash flow will grow double digits in the coming years."  
[X Link](https://x.com/BeuvingJordy/status/2020620400804422040)  2026-02-08T22:06Z [----] followers, [----] engagements


"$ASML JP Morgan notes after $ASML meeting - litho intensity will continue to step in logic with the biggest increase coming at the A10 node https://t.co/H6ZNnOlUjA JP Morgan notes after $ASML meeting - litho intensity will continue to step in logic with the biggest increase coming at the A10 node https://t.co/H6ZNnOlUjA"  
[X Link](https://x.com/BeuvingJordy/status/2020854772895502478)  2026-02-09T13:38Z [----] followers, [----] engagements


"$CRM $NOW We are adding Salesforce and ServiceNow to the IVES AI [--] list after taking them off in early December with this software Armageddon sell-off the last few weeks assuming software/tech behemoths like Salesforce and ServiceNow are structurally brokenand we strongly disagree 🔥🐂 We are adding Salesforce and ServiceNow to the IVES AI [--] list after taking them off in early December with this software Armageddon sell-off the last few weeks assuming software/tech behemoths like Salesforce and ServiceNow are structurally brokenand we strongly disagree 🔥🐂"  
[X Link](https://x.com/BeuvingJordy/status/2020857199111643458)  2026-02-09T13:47Z [----] followers, [----] engagements


"Navitas GaN $NVTS Relevant for AIXTRON $AIXA 📢 : $NVTS Navitas Unveils  GaN DC-DC Platform for AI Data Centers 👉 : ➤ Navitas launches  DC-DC platform with .% peak efficiency. ➤ Designed for next-gen  using  📢 : $NVTS Navitas Unveils  GaN DC-DC Platform for AI Data Centers 👉 : ➤ Navitas launches  DC-DC platform with .% peak efficiency. ➤ Designed for next-gen  using"  
[X Link](https://x.com/BeuvingJordy/status/2020857616621093268)  2026-02-09T13:49Z [----] followers, [----] engagements


"@FinanceFilosoof Zijn er wel aan aantal oa: ServiceNow CEO $NOW Gitlab CEO $GTLB Constellation CEO + insiders $CSU"  
[X Link](https://x.com/BeuvingJordy/status/2020862265105269173)  2026-02-09T14:08Z [----] followers, [----] engagements


"Databricks CEO on AI I now constantly get questions about the SAAS meltdown role of AI system of records etc. I don't have an answer to all these. But I do know that we saw an acceleration in our business in Q2 Q3 and now finished the year with accelerating Q4. The question is why Short I now constantly get questions about the SAAS meltdown role of AI system of records etc. I don't have an answer to all these. But I do know that we saw an acceleration in our business in Q2 Q3 and now finished the year with accelerating Q4. The question is why Short"  
[X Link](https://x.com/BeuvingJordy/status/2020931001896271973)  2026-02-09T18:41Z [----] followers, [----] engagements


"Wolters These professionals require high-quality data from validated sources embedded within domain-specific analytical and workflow tools. The intrinsic value of these businesses is not primarily in their distribution infrastructure but rather in their domain-specific data These professionals require high-quality data from validated sources embedded within domain-specific analytical and workflow tools. The intrinsic value of these businesses is not primarily in their distribution infrastructure but rather in their domain-specific data"  
[X Link](https://x.com/BeuvingJordy/status/2020931207522095586)  2026-02-09T18:42Z [----] followers, [----] engagements


"$META $META Reiterated at Market Outperform Citizens: Engagement Still Up PT $900 Instagram engagement momentum continues. Global time spent growth has grown 18% Y/Y or faster for the last six months with January up 19.2% Y/Y while U.S. time spent growth has grown at least 16% Y/Y $META Reiterated at Market Outperform Citizens: Engagement Still Up PT $900 Instagram engagement momentum continues. Global time spent growth has grown 18% Y/Y or faster for the last six months with January up 19.2% Y/Y while U.S. time spent growth has grown at least 16% Y/Y"  
[X Link](https://x.com/BeuvingJordy/status/2021283148307243240)  2026-02-10T18:00Z [----] followers, [----] engagements


"$ANET What's going on with Arista Networks $ANET Shares up 10% premarket. BNP Paribas Top AI Stocks report was yesterday right What's going on with Arista Networks $ANET Shares up 10% premarket. BNP Paribas Top AI Stocks report was yesterday right"  
[X Link](https://x.com/BeuvingJordy/status/2014348185578230008)  2026-01-22T14:43Z [----] followers, [----] engagements


"✅ 📈 🚀 Thomson Reuters to the rescue - growth acceleration $TRI @BeuvingJordy https://t.co/anud0Dfo8e $TRI @BeuvingJordy https://t.co/anud0Dfo8e"  
[X Link](https://x.com/BeuvingJordy/status/2019402278101479723)  2026-02-05T13:26Z [----] followers, [----] engagements


"RELX AI $RELX AI embedded products will drive growth for many years https://t.co/Ohus7TJYyg $RELX AI embedded products will drive growth for many years https://t.co/Ohus7TJYyg"  
[X Link](https://x.com/BeuvingJordy/status/2021907464804045229)  2026-02-12T11:21Z [----] followers, [----] engagements


"$MELI JPMorgan Upgrades $MELI to Overweight from Neutral Raises PT to $2800 from $2650 Analyst comments: "Following significant underperformance versus the MSCI Latin America in the last year (flat vs. +65%) we upgrade MELI to Overweight from Neutral on three accounts: (1) Shopee https://t.co/0o31RRJ0mP JPMorgan Upgrades $MELI to Overweight from Neutral Raises PT to $2800 from $2650 Analyst comments: "Following significant underperformance versus the MSCI Latin America in the last year (flat vs. +65%) we upgrade MELI to Overweight from Neutral on three accounts: (1) Shopee"  
[X Link](https://x.com/BeuvingJordy/status/2021947225828733047)  2026-02-12T13:59Z [----] followers, [----] engagements


"Still waiting on semiconductor tariffs"  
[X Link](https://x.com/anyuser/status/1913205423043203180)  2025-04-18T12:18Z [----] followers, [----] engagements


"🌐 📈 ✅ 🚀 👇 Goldman: China [--] years behind on lithography $ASML According to Goldman Sachs it suggests China's lithography progress is [--] years behind based on the roadmap position of Chinese companies and ASML. https://t.co/X4Lz5jh7dv According to Goldman Sachs it suggests China's lithography progress is [--] years behind based on the roadmap position of Chinese companies and ASML. https://t.co/X4Lz5jh7dv"  
[X Link](https://x.com/anyuser/status/1962452115785216248)  2025-09-01T09:46Z [----] followers, [----] engagements


"(Dutch) semi equipment sentiment changing fast now Derisked taxations and attractive multiples combined with general AI/HBM optimism Real trigger would be a permanent solution for $INTC foundry Coming soon with US stake Time will tell $ASML $ASM.AS $BESI"  
[X Link](https://x.com/anyuser/status/1967852602441490522)  2025-09-16T07:26Z [----] followers, [----] engagements


"BofA $ASML PT $724 - $941 @BeuvingJordy https://t.co/8s4z1S5yUG @BeuvingJordy https://t.co/8s4z1S5yUG"  
[X Link](https://x.com/anyuser/status/1968677500839399844)  2025-09-18T14:04Z [----] followers, [----] engagements


"🌐 ✅ 📈 🚀 👇 Earnings $ASML tomorrow Results out at 07:00 AM CET Consensus below Focus on bookings + growth story [----] and onwards Memory orders surprise 📊 Orders Q3 Net bookings: 52B 📊Results Q3 Rev: 765B GM: 513% EPS: [---] 📊 Outlook Q4 Rev: 93B GM: 51%"  
[X Link](https://x.com/anyuser/status/1978113789825310959)  2025-10-14T15:00Z [----] followers, [----] engagements


"🌐 📈 ✅  Awesome to join BBC Business today to provide some live commentary about $ASML's financial results this morning 👍 Thanks for having me again BBC Great to see that ASML is being watched closely overseas 😎"  
[X Link](https://x.com/anyuser/status/1978480496507027789)  2025-10-15T15:18Z [----] followers, 16.8K engagements


"$MU $BESI $NVDA $AMD Despite Hanmi Semiconductors courting Samsung Electronics is unlikely to accept delivery of TC bonders. U.S. Micron the worlds No. [--] player in the high-bandwidth memory (HBM) market after SK hynix and Samsung Electronics is increasingly expected to face difficulty https://t.co/q8rqUhD7Bc Despite Hanmi Semiconductors courting Samsung Electronics is unlikely to accept delivery of TC bonders. U.S. Micron the worlds No. [--] player in the high-bandwidth memory (HBM) market after SK hynix and Samsung Electronics is increasingly expected to face difficulty https://t.co/q8rqUhD7Bc"  
[X Link](https://x.com/BeuvingJordy/status/1985669347847913776)  2025-11-04T11:23Z [----] followers, [----] engagements


"🌐 📈 ✅ 🚀 👇 $BESI @BeuvingJordy SK hynix Reportedly Accelerates Hybrid Bonding for 300-Layer V10 NAND Eying [----] Mass Production $BESI @BeuvingJordy SK hynix Reportedly Accelerates Hybrid Bonding for 300-Layer V10 NAND Eying [----] Mass Production $BESI"  
[X Link](https://x.com/BeuvingJordy/status/1997974792688034131)  2025-12-08T10:21Z [----] followers, [----] engagements


"🌐 ✅ 📈 🚀 Needham $BESI Top Pick [---] PT The firm upgraded BE Semiconductor to Buy from Hold put a [---] price target named BESI as its top pick for [----] and added it to its Needham Conviction List. https://seekingalpha.com/news/4536964-cohu-be-semiconductor-upgraded-by-needham-on-hbm-momentum https://seekingalpha.com/news/4536964-cohu-be-semiconductor-upgraded-by-needham-on-hbm-momentum"  
[X Link](https://x.com/BeuvingJordy/status/2008529352468951334)  2026-01-06T13:21Z [----] followers, [----] engagements


"🌐 ✅ 📈 🚀 Straks om 12:30 verzorg ik weer een livestream over techaandelen voor leden van @deaandeelhouder Uiteraard staat het semi vuurwerk deze week met o.a. $ASML $BESI $ASM $TSM & $MU centraal"  
[X Link](https://x.com/BeuvingJordy/status/2009191548270031101)  2026-01-08T09:12Z [----] followers, [----] engagements


"Hanmi ASMPT BESI $BESI Sell Hanmi Semiconductor https://t.co/2gmPkwZCpa Sell Hanmi Semiconductor https://t.co/2gmPkwZCpa"  
[X Link](https://x.com/BeuvingJordy/status/2012118724552294449)  2026-01-16T11:04Z [----] followers, [----] engagements


"Semi equipment companies (@KoyfinCharts) $ASML $ASMI.AS $BESI $AMAT $KLAC $LRCX"  
[X Link](https://x.com/BeuvingJordy/status/2012172852892454982)  2026-01-16T14:39Z [----] followers, [----] engagements


"$ASMI.AS stronger-than-expected bookings driven by a rebound in orders from China + solid bookings in the advanced logic/foundry segment Press release: $TSM $INTC $ASML $BESI $MU $NVDA $AMD https://www.asm.com/press-releases/3220703 https://www.asm.com/press-releases/3220703"  
[X Link](https://x.com/BeuvingJordy/status/2013158970228191593)  2026-01-19T07:57Z [----] followers, [----] engagements


"🌐 📈 ✅ 🚀 👇🏼 Citi semi upgrades $ASML PT [----] - [----] $ASMI.AS PT [---] - [---] $BESI PT [---] - [---] $BESI $ASML $ASM @BeuvingJordy https://t.co/c1wd7X5z0u $BESI $ASML $ASM @BeuvingJordy https://t.co/c1wd7X5z0u"  
[X Link](https://x.com/BeuvingJordy/status/2013505500428509273)  2026-01-20T06:54Z [----] followers, [----] engagements


"SK Hynix fireworks $ASML $BESI $ASMI.AS $NVDA $AMD SK HYNIX Q4 EARNINGS HIGHLIGHTS 🔹 Sales: 32.83T won (Est. 31.3T won) 🟢 🔹 Operating Profit: 19.17T won (Est. 16.69T won) 🟢 🔹 Net Income: 15.22T won (Est. 13.31T won) 🟢 🔹 FY26 capex: expects considerable increase 🔹 HBM revenue more than doubled Y/Y 🔹 HBM4 mass output in https://t.co/45kIfBox7B SK HYNIX Q4 EARNINGS HIGHLIGHTS 🔹 Sales: 32.83T won (Est. 31.3T won) 🟢 🔹 Operating Profit: 19.17T won (Est. 16.69T won) 🟢 🔹 Net Income: 15.22T won (Est. 13.31T won) 🟢 🔹 FY26 capex: expects considerable increase 🔹 HBM revenue more than"  
[X Link](https://x.com/BeuvingJordy/status/2016421783197372454)  2026-01-28T08:03Z [----] followers, [----] engagements


"$UBS take on $ASML results $ASML color on orders: EUR7.4bn from memory vs. prev high of 4.3bn in Q4'24. Memory/EUV a reliable driver of 26/27 revenue with high NA just starting to take off. https://t.co/VcjLxLPDoM $ASML color on orders: EUR7.4bn from memory vs. prev high of 4.3bn in Q4'24. Memory/EUV a reliable driver of 26/27 revenue with high NA just starting to take off. https://t.co/VcjLxLPDoM"  
[X Link](https://x.com/BeuvingJordy/status/2016470406924824729)  2026-01-28T11:16Z [----] followers, [----] engagements


"Samsung on Hybrid Bonding $BESI * Samsung: Planning to commercialize hybrid bonding in part for HBM4E. $BESI * Samsung: Planning to commercialize hybrid bonding in part for HBM4E. $BESI"  
[X Link](https://x.com/BeuvingJordy/status/2016791112904532045)  2026-01-29T08:30Z [----] followers, [----] engagements


"$BESI $AAPL $TSM The news that Apples high-end M5 chip uses SoIC packaging came out back in February last year. Pretty much everyone in the industry already knows about it. For the SoIC packaging in this high-end M5 chip BESIs hybrid bonding equipment was used. https://t.co/JZoH7xJm80 The news that Apples high-end M5 chip uses SoIC packaging came out back in February last year. Pretty much everyone in the industry already knows about it. For the SoIC packaging in this high-end M5 chip BESIs hybrid bonding equipment was used. https://t.co/JZoH7xJm80"  
[X Link](https://x.com/BeuvingJordy/status/2017898345172242623)  2026-02-01T09:50Z [----] followers, [----] engagements


"Samsung $200 billion operating profit in [----] $ASML $BESI $MU $NVDA $AMD $INTC $TSM Morgan Stanley estimates Samsung Electronics [----] operating profit at KRW [---] trillion (US$218.5 billion).  [----] [---] (2185 ) https://t.co/2P0xJTenqe Morgan Stanley estimates Samsung Electronics [----] operating profit at KRW [---] trillion (US$218.5 billion).  [----] [---] (2185 ) https://t.co/2P0xJTenqe"  
[X Link](https://x.com/BeuvingJordy/status/2018341670501151159)  2026-02-02T15:12Z [----] followers, [----] engagements


"Tech 30% of retail volume 📈 ✅ 🚀 Trading in the tech sector makes up 30% of retail trading volumes--one of the highest shares since [----] --Citi https://t.co/6pvw7muvfj Trading in the tech sector makes up 30% of retail trading volumes--one of the highest shares since [----] --Citi https://t.co/6pvw7muvfj"  
[X Link](https://x.com/BeuvingJordy/status/2020931440675012783)  2026-02-09T18:42Z [----] followers, [----] engagements


"Datadog $DDOG earnings preview $DDOG Q4'25 Earnings Preview Consensus Estimates: Revenue $915M (+24.0% YoY) EPS $0.55 (-8.3% YoY) If $DDOG beat estimates by 4.2% (same as last quarter) Q4'25 Revenue Growth will be +29.3% YoY Management Guidance: Q4'25 $912 - $916M guide (+23.9% YoY) $3386 - $3390M FY https://t.co/SDlLreiYKu $DDOG Q4'25 Earnings Preview Consensus Estimates: Revenue $915M (+24.0% YoY) EPS $0.55 (-8.3% YoY) If $DDOG beat estimates by 4.2% (same as last quarter) Q4'25 Revenue Growth will be +29.3% YoY Management Guidance: Q4'25 $912 - $916M guide (+23.9% YoY) $3386 - $3390M FY"  
[X Link](https://x.com/anyuser/status/2020939416576066017)  2026-02-09T19:14Z [----] followers, [----] engagements


"Memory $MU Supply Shortage Reshapes LTA Dynamics Contract Periods Shrink and Power Balance Flips As the supply shortage drags on the trading order in the memory semiconductor market is rapidly being reorganized. With the semiconductor supply crunch persisting over an extended period https://t.co/u6f0EYj3Ju Supply Shortage Reshapes LTA Dynamics Contract Periods Shrink and Power Balance Flips As the supply shortage drags on the trading order in the memory semiconductor market is rapidly being reorganized. With the semiconductor supply crunch persisting over an extended period"  
[X Link](https://x.com/BeuvingJordy/status/2020943515812036662)  2026-02-09T19:30Z [----] followers, [----] engagements


"SemiAnaly$i$ SemiAnalysis autists spent all Superbowl Sunday Claude coding. Daily Claude Code spend hit $6k on Sunday and it's trending higher today. It was less than 1k just [--] weeks ago. "Fast mode is expensive" is pure cope. https://t.co/nkJRMGisr9 SemiAnalysis autists spent all Superbowl Sunday Claude coding. Daily Claude Code spend hit $6k on Sunday and it's trending higher today. It was less than 1k just [--] weeks ago. "Fast mode is expensive" is pure cope. https://t.co/nkJRMGisr9"  
[X Link](https://x.com/BeuvingJordy/status/2020952821399695655)  2026-02-09T20:07Z [----] followers, [----] engagements


"🌐 ✅ 📈 🚀 👇🏼 AIXTRON +8% $AIXA"  
[X Link](https://x.com/anyuser/status/2021176611610014154)  2026-02-10T10:57Z [----] followers, [----] engagements


"Sell side achter de koers aan - Jefferies upgrade vandaag"  
[X Link](https://x.com/BeuvingJordy/status/2021180260478222364)  2026-02-10T11:11Z [----] followers, [---] engagements


"🌐 SMIC results SMIC 4Q25 - revenue up 4% q/q and 13% y/y to $2.489B; 9thstraight quarter of y/y growth; 19.2% GM due depreciation load; 96% utilization rate; QMar revenue to be flat - 1.1M wafer shipments at $2.4k ASP - $8.1B capex in [--] vs $7.3B in [--] - [----] capex to remain same; SMIC https://t.co/I6TBgUHoIe SMIC 4Q25 - revenue up 4% q/q and 13% y/y to $2.489B; 9thstraight quarter of y/y growth; 19.2% GM due depreciation load; 96% utilization rate; QMar revenue to be flat - 1.1M wafer shipments at $2.4k ASP - $8.1B capex in [--] vs $7.3B in [--] - [----] capex to remain same; SMIC"  
[X Link](https://x.com/BeuvingJordy/status/2021241663008502189)  2026-02-10T15:15Z [----] followers, [----] engagements


"🌐 ✅ 📈 🚀 👇🏼 Rock solid Datadog $DDOG results shares up 15% $DDOG Q4: Revenue Re-Accelerates to +29% as Platform Expansion Deepens Datadog printed a strong Q4 with revenue of $953M up 29% YoY and 8% QoQ beating expectations by over 4%. More important than the headline beat growth excluding AI-native customers accelerated to 23% YoY https://t.co/6PDBQ16hd9 $DDOG Q4: Revenue Re-Accelerates to +29% as Platform Expansion Deepens Datadog printed a strong Q4 with revenue of $953M up 29% YoY and 8% QoQ beating expectations by over 4%. More important than the headline beat growth excluding"  
[X Link](https://x.com/anyuser/status/2021242217415807228)  2026-02-10T15:17Z [----] followers, [----] engagements


"Datadog $DDOG $DDOG Future Remains Bright - ROSENBLATT PT $185 Datadog reported yet another solid quarter with Q4 revenue growth of 29% 3.8% above our 24.5% forecast (following similar beat in Q3) 3.7% above consensus and beating guidance at mid-point by 4.3%. With strong operating $DDOG Future Remains Bright - ROSENBLATT PT $185 Datadog reported yet another solid quarter with Q4 revenue growth of 29% 3.8% above our 24.5% forecast (following similar beat in Q3) 3.7% above consensus and beating guidance at mid-point by 4.3%. With strong operating"  
[X Link](https://x.com/BeuvingJordy/status/2021282778357141665)  2026-02-10T17:59Z [----] followers, [----] engagements


"$NVDA by UBS $NVDA : UBS reiterates maintains  $ Analyst points to strong Taiwan ADP export data signaling potential upside to NVDAs data center print. https://t.co/xEu9GlbWEK $NVDA : UBS reiterates maintains  $ Analyst points to strong Taiwan ADP export data signaling potential upside to NVDAs data center print. https://t.co/xEu9GlbWEK"  
[X Link](https://x.com/BeuvingJordy/status/2021287233559441463)  2026-02-10T18:16Z [----] followers, [----] engagements


"Micron $MU $MU +6% premarket after saying at the Wolfe conference its financial outlook has strengthened since its last earnings call and that its HBM performance/yields are fine (transcript via Quartr). https://t.co/PbK34RHAqc $MU +6% premarket after saying at the Wolfe conference its financial outlook has strengthened since its last earnings call and that its HBM performance/yields are fine (transcript via Quartr). https://t.co/PbK34RHAqc"  
[X Link](https://x.com/BeuvingJordy/status/2021835489045884962)  2026-02-12T06:35Z [----] followers, [----] engagements


"$NVDA $NVDA : UBS raises  $ reiterates Analyst sees positive earnings setup bullish supply chain signals and rising focus into GTC as NVDA prepares to address growth and margin doubts. https://t.co/t0VWhJ241C $NVDA : UBS raises  $ reiterates Analyst sees positive earnings setup bullish supply chain signals and rising focus into GTC as NVDA prepares to address growth and margin doubts. https://t.co/t0VWhJ241C"  
[X Link](https://x.com/BeuvingJordy/status/2021841996240105757)  2026-02-12T07:01Z [----] followers, [----] engagements


"🌐 ✅ 📈 🚀 👇🏼 Applied Materials by @SKundojjala $AMAT AMAT QJan26 - Revenue $7.01B up % q/q & down -2% y/y at 49.1% GM; QApr26 guide $7.65B (+9% q/q) - Semi Systems revenue up 8% q/q and down -4% y/y; QApr guided to all-time high for semi systems - Semi Equipment business expected to grow 20% in C26; 2H weighted; cleanroom https://t.co/SeARIQ8r2w AMAT QJan26 - Revenue $7.01B up % q/q & down -2% y/y at 49.1% GM; QApr26 guide $7.65B (+9% q/q) - Semi Systems revenue up 8% q/q and down -4% y/y; QApr guided to all-time high for semi systems - Semi Equipment business expected to grow 20% in C26;"  
[X Link](https://x.com/BeuvingJordy/status/2022489466825568496)  2026-02-14T01:53Z [----] followers, [----] engagements


"🌐 ✅ 📈 🚀 👇 BREAKING: BE Semiconductor Industries (BESI) results are out $BESI 👉 Results broadly in line orders below css but significant increase foreseen next quarter outlook Q3 below consensus with margins negatively impacted by Forex (USD) & more positive tone on HB/TCB traction. 🔵 Bookings Q2-2025 📊 Orders: [-----] million 🔎 Estimates: [-----] million "Orders are expected to increase significantly vs. Q2-25 primarily due to increased demand for hybrid bonding systems and die attach systems for AI-related 2.5D computing applications" 🔵 Results Q2-2025 👉 Revenue: [-----] million 📊"  
[X Link](https://x.com/anyuser/status/1948249225977843783)  2025-07-24T05:09Z [----] followers, [----] engagements


"🌐 ✅ 📈 🚀 👇 Microsoft cloud +39%() ex FX versus est. 34.2% $MSFT Shares up 6% after hours"  
[X Link](https://x.com/BeuvingJordy/status/1950649488261185918)  2025-07-30T20:07Z [----] followers, [----] engagements


"🌐 ✅ 📈 Great to meet with @XFAB_FOUNDRY management today following their solid Q2 results last week. Valuable insights into recent developments in the analog foundry space - especially around EVs Silicon Carbide (SiC) and data center applications. And yes they brought a wafer 👇 $XFAB $MELE $AIXA $STM $ON $IFX $ASM $WOLF"  
[X Link](https://x.com/BeuvingJordy/status/1952723673078436289)  2025-08-05T13:29Z [----] followers, [----] engagements


"🌐 📈 ✅ 🚀 🎉 [----] followers today Thanks to everyone on this platform for liking sharing commenting and connecting 👍 Trying to share great content daily I hope all the info is useful 😀 #stocks #financialmarkets #tech #technology #semiconductors #ai #investing #semis"  
[X Link](https://x.com/anyuser/status/1957129438107160578)  2025-08-17T17:16Z [----] followers, [----] engagements


"Remember 2-3 years ago everyone said Chinese tech companies are uninvestable because of random government intervention Well well. Look at the US now #Intel #Trump #Lutnick #Lockheed"  
[X Link](https://x.com/anyuser/status/1960431066109321431)  2025-08-26T19:56Z [----] followers, [----] engagements


"🌐 📈 🚀 ✅ 👇 #NVIDIA results incoming after hours $NVDA"  
[X Link](https://x.com/BeuvingJordy/status/1960787974477525100)  2025-08-27T19:34Z [----] followers, [----] engagements


"🌐 ✅ 📈 🚀 Afgerond nu 15% rendement behaald bij @ProBeleggen met techporfolio - mooie mijlpaal met slechts 65% belegd en 35% cash Meekijken: http://www.probeleggen.nl/registreren http://www.probeleggen.nl/registreren"  
[X Link](https://x.com/anyuser/status/1966506438768922777)  2025-09-12T14:17Z [----] followers, [----] engagements


"👇 Elon Musk following Intel CEO $INTC Elon Musk is now following Lip Bu Tan. $INTC https://t.co/3yHrfLhrG7 Elon Musk is now following Lip Bu Tan. $INTC https://t.co/3yHrfLhrG7"  
[X Link](https://x.com/anyuser/status/1966544318635610156)  2025-09-12T16:47Z [----] followers, [----] engagements


"$INTC $MSFT $MSFT is going to be the first customer for $INTC custom silicon business. Heard from a trusted person. $MSFT is going to be the first customer for $INTC custom silicon business. Heard from a trusted person"  
[X Link](https://x.com/anyuser/status/1966964849432555673)  2025-09-13T20:38Z [----] followers, [----] engagements


"BREAKING: Intel $INTC 8K Form - OpEx revision [----] Revision of Non-GAAP OpEx - FY2025 from $170B - $168B - FY2026 remains intact @ $160B"  
[X Link](https://x.com/anyuser/status/1967534650374627578)  2025-09-15T10:23Z [----] followers, 11.9K engagements


"ASML top pick JPMorgan $ASML https://t.co/mvcDLnFnzb https://t.co/mvcDLnFnzb"  
[X Link](https://x.com/anyuser/status/1967843136463573083)  2025-09-16T06:48Z [----] followers, [----] engagements


"Almost getting used to the semi's $ASML $ASM.AS $BESI leading the Dutch index every day now😄"  
[X Link](https://x.com/anyuser/status/1970092563085275565)  2025-09-22T11:47Z [----] followers, [----] engagements


"All it took for investors to get excited about semi equip like $ASML again was rising DRAM/NAND prices (which was ongoing already for quite a while) and unnecessary reassurance for HBM. and US gov 10% $INTC stake + $NVDA x $INTC helped a bit Crazy how sentiment changed so fast"  
[X Link](https://x.com/anyuser/status/1970119353862365439)  2025-09-22T13:33Z [----] followers, [----] engagements


"🌐 ✅ 📈 🚀 👇 $ASML $1000 $ASML JUST TOOK BACK THE $1K HANDLE https://t.co/Noik3H9UT3 $ASML JUST TOOK BACK THE $1K HANDLE https://t.co/Noik3H9UT3"  
[X Link](https://x.com/anyuser/status/1973469010789605496)  2025-10-01T19:24Z [----] followers, [----] engagements


"🌐 ✅ 📈 🚀 👇 AMD +26% premarket huge OpenAI deal $AMD - [--] Gigawatts deployment AMD GPU's - 1st Gigawatt in H2-2026 - Warrants up to [---] million AMD shares for OpenAI AMD and OpenAI Announce Strategic Partnership to Deploy [--] Gigawatts of AMD GPUs https://ir.amd.com/news-events/press-releases/detail/1260/amd-and-openai-announce-strategic-partnership-to-deploy-6-gigawatts-of-amd-gpus https://ir.amd.com/news-events/press-releases/detail/1260/amd-and-openai-announce-strategic-partnership-to-deploy-6-gigawatts-of-amd-gpus"  
[X Link](https://x.com/anyuser/status/1975160752374796396)  2025-10-06T11:26Z [----] followers, [----] engagements


"$BESI up +8% now. . because $AMD via $TSM is basically the highest volume Hybrid Bonding customer HB Installed Base @ $TSM = for $AMD 🌐 ✅ 📈 🚀 👇 AMD +26% premarket huge OpenAI deal $AMD - [--] Gigawatts deployment AMD GPU's - 1st Gigawatt in H2-2026 - Warrants up to [---] million AMD shares for OpenAI AMD and OpenAI Announce Strategic Partnership to Deploy [--] Gigawatts of AMD GPUs https://t.co/Iv6nZHHytf 🌐 ✅ 📈 🚀 👇 AMD +26% premarket huge OpenAI deal $AMD - [--] Gigawatts deployment AMD GPU's - 1st Gigawatt in H2-2026 - Warrants up to [---] million AMD shares for OpenAI AMD and OpenAI Announce"  
[X Link](https://x.com/anyuser/status/1975166329519821065)  2025-10-06T11:48Z [----] followers, [----] engagements


"Would be absolutely hilarious if OpenAI + Intel would follow in [--] weeks from now $INTC $AMD $NVDA"  
[X Link](https://x.com/anyuser/status/1975250971174297887)  2025-10-06T17:25Z [----] followers, [----] engagements


"Jaartje ouder vandaag en tegelijkertijd 2442% rendement bij @ProBeleggen📈 Met cashcorrectie komt het in de buurt van de nieuwe leeftijd 😅 Verjaardagskado inmiddels al gehad: alle semi's door het dak 😁 Techexpert @BeuvingJordy gefeliciteerd met je verjaardag Je trakteert je leden van @probeleggen met een mooi rendement dit jaar :). Geniet van de dag https://t.co/7S976wIXSy Techexpert @BeuvingJordy gefeliciteerd met je verjaardag Je trakteert je leden van @probeleggen met een mooi rendement dit jaar :). Geniet van de dag https://t.co/7S976wIXSy"  
[X Link](https://x.com/BeuvingJordy/status/1976558045543973032)  2025-10-10T07:58Z [----] followers, [----] engagements


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


"Just in time before markets open 😂 JUST IN: Vice President JD Vance says President Trump is willing to be a reasonable negotiator with China on tariffs. JUST IN: Vice President JD Vance says President Trump is willing to be a reasonable negotiator with China on tariffs"  
[X Link](https://x.com/anyuser/status/1977403935188234582)  2025-10-12T16:00Z [----] followers, [----] engagements


"🌐 ✅ 📈 🚀 👇 BREAKING: $ASML Q3 results Orders 5.4B (3.6B EUV) 📊 Q3-25 Net bookings: 5.4B (Css: 5.2B) Rev: 7.5B (Css: 7.65B) GM: 516% (Css: 513%) 📊 Outlook Q4 Rev: 9.2-9.8B (Css: 9.3B) GM: 51-53% (Css: 51%) @ASMLcompany link: https://asml.com/en/investors/financial-results/q3-2025 https://asml.com/en/investors/financial-results/q3-2025"  
[X Link](https://x.com/anyuser/status/1978326381621637486)  2025-10-15T05:05Z [----] followers, 23.5K engagements


"🌐 ✅ 📈 🚀 👇 BREAKING: BE Semiconductor Industries (BESI) results are out $BESI 👉 Results broadly in line with GM above guide orders above css outlook Q4 as expected & new [--] mil SBB 🔵 Bookings Q3-2025 📊 Orders: [-----] million 🔎 Estimates: [---] million 🔵 Results Q3-2025 👉 Revenue: [-----] million 📊 Guidance: 126-141 million 🔎 Estimates: [---] million 👉 Gross margin: 62.2% 📊 Guidance: 60-62% 🔎 Estimates: 61% 👉 Operating income: [----] million 🔎 Estimates: [--] million 🔵 Outlook Q4-2025 👉 Revenue: mid [-----] million (plus 15-25% QoQ) 🔎 Estimates: [---] million 👉 Gross margin: 61-63% 🔎"  
[X Link](https://x.com/anyuser/status/1981226163730072017)  2025-10-23T05:08Z [----] followers, [----] engagements


"🌐 📈 ✅ 🚀 👇 Up tomorrow *CHINA TOP TRADE NEGOTIATOR: REACHED CONSENSUS WITH US *CHINA TOP TRADE NEGOTIATOR: TALKED ABOUT TARIFF AND EXPORT CONTROL *CHINA TOP TRADE NEGOTIATOR: WILL ENHANCE COMMUNICATION WITH US https://t.co/N64DUJDRcV *CHINA TOP TRADE NEGOTIATOR: REACHED CONSENSUS WITH US *CHINA TOP TRADE NEGOTIATOR: TALKED ABOUT TARIFF AND EXPORT CONTROL *CHINA TOP TRADE NEGOTIATOR: WILL ENHANCE COMMUNICATION WITH US https://t.co/N64DUJDRcV"  
[X Link](https://x.com/anyuser/status/1982396064448880688)  2025-10-26T10:37Z [----] followers, [----] engagements


"JPMorgan $BESI PT $160 @BeuvingJordy https://t.co/6pBtSQHUQ1 @BeuvingJordy https://t.co/6pBtSQHUQ1"  
[X Link](https://x.com/BeuvingJordy/status/1982701671869534367)  2025-10-27T06:51Z [----] followers, [----] engagements


"$BESI $MU Exclusive Hanmi Semiconductor Fails to Reach Agreement with SK Hynix on TC Bonder Supply Price It has been belatedly learned that Hanmi Semiconductors attempt to raise the supply price of its TC bonder a key piece of equipment for HBM (High Bandwidth Memory) packaging to https://t.co/LExXcAYHy3 Exclusive Hanmi Semiconductor Fails to Reach Agreement with SK Hynix on TC Bonder Supply Price It has been belatedly learned that Hanmi Semiconductors attempt to raise the supply price of its TC bonder a key piece of equipment for HBM (High Bandwidth Memory) packaging to"  
[X Link](https://x.com/BeuvingJordy/status/1983111237698281723)  2025-10-28T09:58Z [----] followers, [----] engagements


"🌐 📈 ✅ 👇 Amazing to host $BESI CEO Richard Blickman today [--] hour+ talk together with @NicoInberg where we discuss $BESI's position with Hybrid Bonding/TCB and lots of insights about the semi equipment market. Thanks for coming Mr Blickman Tomorrow online @deaandeelhouder"  
[X Link](https://x.com/BeuvingJordy/status/1983126310512717880)  2025-10-28T10:58Z [----] followers, [----] engagements


"🌐 ✅ 📈 🚀 ICYMI - Exclusive interview with $BESI CEO Richard Blickman ✅ 🎬 📈 👍 ONLINE NOW: Exclusive interview with $BESI CEO Richard Blickman It was a great pleasure to host BE Semiconductor Industries (#BESI) CEO Richard Blickman together with @NicoInberg in our studio at @deaandeelhouder. In our view this is an absolute must-watch for https://t.co/tGJBuSFFhp ✅ 🎬 📈 👍 ONLINE NOW: Exclusive interview with $BESI CEO Richard Blickman It was a great pleasure to host BE Semiconductor Industries (#BESI) CEO Richard Blickman together with @NicoInberg in our studio at @deaandeelhouder. In our"  
[X Link](https://x.com/BeuvingJordy/status/1983900331386814902)  2025-10-30T14:14Z [----] followers, [----] engagements


"This is exactly why I prefer quality stocks such as $NVDA $AMD $ANET instead of $CRWV $NBIS $SMCI for AI-Infra exposure You miss additional upside during bullish sentiment but you can sleep well during bearish sentiment Last month: CoreWeave -41% Nebius -32% SuperMicro -31% $CRWV $NBIS smoked $CRWV $NBIS smoked"  
[X Link](https://x.com/anyuser/status/1988984289581744135)  2025-11-13T14:56Z [----] followers, [----] engagements


"GlobalFoundries buys Singapore's Advanced Micro Foundry in push to speed up AI data center networks $GFS $AIXA $BESI https://www.reuters.com/world/asia-pacific/globalfoundries-buys-singapores-advanced-micro-foundry-push-speed-up-ai-data-2025-11-18/ https://www.reuters.com/world/asia-pacific/globalfoundries-buys-singapores-advanced-micro-foundry-push-speed-up-ai-data-2025-11-18/"  
[X Link](https://x.com/BeuvingJordy/status/1990814620991242474)  2025-11-18T16:09Z [----] followers, [----] engagements


"$BESI SK Hynix has moved up the timeline for adopting hybrid bonding. Hanmi Semiconductor shareholders will grit their teeth and deny it though lol. SK Hynix has moved up the timeline for adopting hybrid bonding. Hanmi Semiconductor shareholders will grit their teeth and deny it though lol"  
[X Link](https://x.com/BeuvingJordy/status/1992556773967085696)  2025-11-23T11:32Z [----] followers, [----] engagements


"Hanmi Semiconductor Secures KRW1.57 Billion Order to Supply HBM Manufacturing Equipment from SK Hynix $BESI $MU $NVDA $AMD https://www.marketscreener.com/news/hanmi-semiconductor-secures-krw1-57-billion-order-to-supply-hbm-manufacturing-equipment-from-sk-hyni-ce7d5edcdc8cf22d https://www.marketscreener.com/news/hanmi-semiconductor-secures-krw1-57-billion-order-to-supply-hbm-manufacturing-equipment-from-sk-hyni-ce7d5edcdc8cf22d"  
[X Link](https://x.com/BeuvingJordy/status/1992928256216203664)  2025-11-24T12:08Z [----] followers, [----] engagements


"News Intel to Inject $208M in Malaysia to Expand Chip Packaging Amid Soaring Demand $INTC $TSM $BESI https://www.trendforce.com/news/2025/12/02/news-intel-to-inject-208m-in-malaysia-to-expand-chip-packaging-amid-soaring-demand/ https://www.trendforce.com/news/2025/12/02/news-intel-to-inject-208m-in-malaysia-to-expand-chip-packaging-amid-soaring-demand/"  
[X Link](https://x.com/BeuvingJordy/status/1995784278374830135)  2025-12-02T09:17Z [----] followers, [----] engagements


"🌐 📈 ✅ 🚀 Pretty good start to the year so far. 😁 Baidu +11.6% $BIDU AIXTRON +9.5% $AIXA BESI +9.4% $BESI ASMI +6% $ASM.AS"  
[X Link](https://x.com/BeuvingJordy/status/2007068081773068784)  2026-01-02T12:34Z [----] followers, [----] engagements


"$BESI Samsungs semiconductor division CEO Jun Young-hyun said in a New Year address that Samsungs HBM4 has received strong praise from customers for its differentiated competitiveness. He added that some customers even remarked Samsung is back. https://t.co/QBw0AaYfUp Samsungs semiconductor division CEO Jun Young-hyun said in a New Year address that Samsungs HBM4 has received strong praise from customers for its differentiated competitiveness. He added that some customers even remarked Samsung is back. https://t.co/QBw0AaYfUp"  
[X Link](https://x.com/BeuvingJordy/status/2007074895344361546)  2026-01-02T13:01Z [----] followers, [----] engagements


"WOW $BESI preliminary orders worth [---] million euros for Q4 $BESI @BeuvingJordy @ejong1 https://t.co/sU0v3tnFJw $BESI @BeuvingJordy @ejong1 https://t.co/sU0v3tnFJw"  
[X Link](https://x.com/BeuvingJordy/status/2010617299624231017)  2026-01-12T07:38Z [----] followers, [----] engagements


"🌐 ✅ 📈 🚀 👇 BE Semiconductor Industries N.V. Announces Trading Update $BESI - [---] Million orders Q4 (+43% QoQ) - Revenue gross margin and operating expenses for Q4-25 are anticipated to be at the favorable end of prior guidance. https://www.besi.com/investor-relations/press-releases/details/be-semiconductor-industries-nv-announces-trading-update/ https://www.besi.com/investor-relations/press-releases/details/be-semiconductor-industries-nv-announces-trading-update/"  
[X Link](https://x.com/BeuvingJordy/status/2010619956270891269)  2026-01-12T07:48Z [----] followers, [----] engagements


"🌐 ✅ 📈 👇 $BESI press release: "Renewed capacity purchases by leading photonics customers" A positive sign for AIXTRON $AIXA as well btw $BESI shares up 8% now $AIXA shares up 3% now"  
[X Link](https://x.com/BeuvingJordy/status/2010644935452848485)  2026-01-12T09:28Z [----] followers, [----] engagements


"Semi's [----] summary: - Significant rotation out of compute/DC/AI names with $NVDA $AMD lagging (for now.) - Full out memory bonanza on DRAM pricing and HBM strenght $MU $SNDK - Investors realizing both logic and memory semi's needs equipment. WFE outperforming $ASML $BESI Goldman's Peter Callahan on Semis: "uhhhhh. what exactly is going on . Semicap Memory and Analog up +15-50% to start the year vs all of the compute names flat/down (AMD NVDA AVGO)" Goldman's Peter Callahan on Semis: "uhhhhh. what exactly is going on . Semicap Memory and Analog up +15-50% to start the year vs all of the"  
[X Link](https://x.com/BeuvingJordy/status/2010678521367052380)  2026-01-12T11:41Z [----] followers, [----] engagements


"King Litho $ASML outperforming Memory exposure $LRCX outperforming (the most) AI/Photonics exposure $BESI outperforming TSM and GAA exposure $ASM.AS outperforming"  
[X Link](https://x.com/BeuvingJordy/status/2010679655720763892)  2026-01-12T11:46Z [----] followers, [---] engagements


"$BESI orders Advanced Packaging is happening everywhere: $BESI $ASEH $AMKR https://t.co/hbi73suKOb Advanced Packaging is happening everywhere: $BESI $ASEH $AMKR https://t.co/hbi73suKOb"  
[X Link](https://x.com/BeuvingJordy/status/2010682704682004620)  2026-01-12T11:58Z [----] followers, [----] engagements


"Bloomberg $BESI background info $BESI (Bloomberg) -- (Updates with shareprice moves and analyst comments.) BE Semiconductor shares rally as much as 8.2% after the chip equipment company reported preliminary orders of about 250m beating analyst estimates amid a rapid rollout in AI data centers. Analysts $BESI (Bloomberg) -- (Updates with shareprice moves and analyst comments.) BE Semiconductor shares rally as much as 8.2% after the chip equipment company reported preliminary orders of about 250m beating analyst estimates amid a rapid rollout in AI data centers. Analysts"  
[X Link](https://x.com/BeuvingJordy/status/2010710277113684403)  2026-01-12T13:47Z [----] followers, [----] engagements


"Morgan Stanley $BESI PT [---] https://t.co/tVAbA2c6eM https://t.co/tVAbA2c6eM"  
[X Link](https://x.com/BeuvingJordy/status/2010968285224075500)  2026-01-13T06:52Z [----] followers, [----] engagements


"ING raising $BESI PT [---] - [---] Source: https://www.trivano.com/aandeel/besi.352-95.beleggingsadvies @BeuvingJordy @bpol69 $BESI ING verhoogt koersdoel Besi ING heeft de aandelen van Besi dinsdag opnieuw positief beoordeeld. De analisten van ING herhaalden het advies kopen voor de aandelen van Besi. Het koersdoel werd verhoogd van [-----] naar [-----] EUR. trivano https://www.trivano.com/aandeel/besi.352-95.beleggingsadvies @BeuvingJordy @bpol69 $BESI ING verhoogt koersdoel Besi ING heeft de aandelen van Besi dinsdag opnieuw positief beoordeeld. De analisten van ING herhaalden het advies kopen"  
[X Link](https://x.com/BeuvingJordy/status/2010970401879228871)  2026-01-13T07:01Z [----] followers, [----] engagements


"SK Hynix on Fluxless Bonding HBM4 $BESI SK Hynix: Fluxless Bonding for HBM4 16-Stack Deemed Premature Continuing with MR-MUF SK Hynix has decided to stick with its existing Advanced MR-MUF process for the 16-stack HBM4 instead of adopting fluxless bonding concluding that the new approach is still premature when https://t.co/AOZZtJApaQ SK Hynix: Fluxless Bonding for HBM4 16-Stack Deemed Premature Continuing with MR-MUF SK Hynix has decided to stick with its existing Advanced MR-MUF process for the 16-stack HBM4 instead of adopting fluxless bonding concluding that the new approach is still"  
[X Link](https://x.com/BeuvingJordy/status/2010972539065925923)  2026-01-13T07:09Z [----] followers, [----] engagements


"Deutsche Bank $BESI PT [---] - [---] https://t.co/KpRy4Y98S5 https://t.co/KpRy4Y98S5"  
[X Link](https://x.com/BeuvingJordy/status/2010988498866888893)  2026-01-13T08:13Z [----] followers, [----] engagements


"News SK hynix to Build Cheongju Advanced Packaging Fab Boosting HBM Output by [----] $MU $NVDA $BESI $AMD $TSM https://www.trendforce.com/news/2026/01/13/news-sk-hynix-to-build-cheongju-advanced-packaging-fab-boosting-hbm-output-by-2027/ https://www.trendforce.com/news/2026/01/13/news-sk-hynix-to-build-cheongju-advanced-packaging-fab-boosting-hbm-output-by-2027/"  
[X Link](https://x.com/BeuvingJordy/status/2011060559295504604)  2026-01-13T12:59Z [----] followers, [---] engagements


"If you're curious where those $BESI orders are coming from 😁👇🏼 News ASE Buys NT$2.8B Zhunan Facility Packaging Orders Reportedly Span NVIDIA AMD and More https://buff.ly/3INfSr4 https://buff.ly/3INfSr4"  
[X Link](https://x.com/BeuvingJordy/status/2011489021701095685)  2026-01-14T17:22Z [----] followers, [----] engagements


"🌐 ✅ 📈 🚀 👇🏼 TSMC sees [----] CapEx between $52-56 $TSM Great for semi equip $ASML $BESI $AMAT $LRCX $KLAC $ASMI.AS @BeuvingJordy https://t.co/R39QTEeYAl @BeuvingJordy https://t.co/R39QTEeYAl"  
[X Link](https://x.com/BeuvingJordy/status/2011692696986141132)  2026-01-15T06:51Z [----] followers, [----] engagements


"$BESI $TSM $5.6B-$11.2B (10-20%) is on Advanced Packaging ;) $5.6B-$11.2B (10-20%) is on Advanced Packaging ;)"  
[X Link](https://x.com/BeuvingJordy/status/2011762144220721593)  2026-01-15T11:27Z [----] followers, [----] engagements


"🎙 Straks rond [-----] duiding op @BNR van mijn kant natuurlijk over AEX [----] dankzij semicon aandelen $ASML $BESI $ASMI.AS en waarom de beurs toch op recordstand noteert ondanks geopolitieke onzekerheid. Ohja: en waarom er gn AI-Bubbel is terwijl iedereen het blijft roepen 😁"  
[X Link](https://x.com/BeuvingJordy/status/2011832212409499951)  2026-01-15T16:05Z [----] followers, [----] engagements


"$BESI UBS: regarding HBM4 TCB bonding equipment Hanmi Hanwha may have both secured HBM4 TCB tool orders from SK Hynix Pre-market yesterday Hanmi disclosed having received HBM thermo-compression bonding (TCB) tool orders from SK Hynix (link) for a contract amount of Won9.7bn (ex. UBS: regarding HBM4 TCB bonding equipment Hanmi Hanwha may have both secured HBM4 TCB tool orders from SK Hynix Pre-market yesterday Hanmi disclosed having received HBM thermo-compression bonding (TCB) tool orders from SK Hynix (link) for a contract amount of Won9.7bn (ex"  
[X Link](https://x.com/BeuvingJordy/status/2012057971312763254)  2026-01-16T07:02Z [----] followers, [----] engagements


"STOXX [---] met de NL SOXX [--] aan kop $ASML $ASMI.AS $BESI Je zou maar $ASMI.AS hebben ingevuld als long [----] in de jaarenquete van @beursanalist 😁 (Wel een beetje jammer dat de short nog niet daalt) Er staan maar liefst [--] Nederlandse bedrijven in de top [--] van de STOXX [---] ytd. Dat verklaart gelijk waarom de AEX het zo goed doet. https://t.co/VfMjXRohJo Er staan maar liefst [--] Nederlandse bedrijven in de top [--] van de STOXX [---] ytd. Dat verklaart gelijk waarom de AEX het zo goed doet. https://t.co/VfMjXRohJo"  
[X Link](https://x.com/BeuvingJordy/status/2012087160887792107)  2026-01-16T08:58Z [----] followers, [----] engagements


"Critical semi equipment :) $ASML $BESI $ASMI.AS"  
[X Link](https://x.com/BeuvingJordy/status/2013220291950907691)  2026-01-19T12:01Z [----] followers, [----] engagements


"Samsung TC Bonders $BESI $ASMI.AS $KLIC Samsung Eyes Diversification of TC Bonder Supply Chain In Discussions with ASMPT Samsung Electronics has begun efforts to diversify its supply chain for thermo-compression (TC) bonders used in high-bandwidth memory (HBM) and 3D packaging. Attention is now focused on whether https://t.co/G6x6v25g1T Samsung Eyes Diversification of TC Bonder Supply Chain In Discussions with ASMPT Samsung Electronics has begun efforts to diversify its supply chain for thermo-compression (TC) bonders used in high-bandwidth memory (HBM) and 3D packaging. Attention is now"  
[X Link](https://x.com/BeuvingJordy/status/2013889493418324407)  2026-01-21T08:20Z [----] followers, [----] engagements


"Goldman Sachs Semi Equip upgrades $ASMI.AS PT [---] - [---] $BESI PT [---] - [---] $ASM $BESI @BeuvingJordy https://t.co/NpKCfQQhZj $ASM $BESI @BeuvingJordy https://t.co/NpKCfQQhZj"  
[X Link](https://x.com/BeuvingJordy/status/2014629760370962888)  2026-01-23T09:22Z [----] followers, [----] engagements


"$BESI $BESI @BeuvingJordy https://t.co/XZvEpxLeK3 $BESI @BeuvingJordy https://t.co/XZvEpxLeK3"  
[X Link](https://x.com/BeuvingJordy/status/2014644072388899157)  2026-01-23T10:19Z [----] followers, [----] engagements


""I love downturns" - $BESI CEO Richard Blickman Die downturn is inmiddels trouwens wel heel ver weg met [---] miljoen orderinstroom 😁 Uit het boek van @NicoInberg 👇🏼 (Nico DM'en en dan krijg je korting 😉)"  
[X Link](https://x.com/BeuvingJordy/status/2015406346112262525)  2026-01-25T12:48Z [----] followers, [----] engagements

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