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

Jordy Beuving posts on X about asml, $asml, $besi, nvda the most. They currently have XXXXX followers and 2154 posts still getting attention that total XXXXX engagements in the last XX hours.

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

- X Week XXXXXX +12%
- X Month XXXXXXX +6.70%
- X Months XXXXXXXXX +96%
- X Year XXXXXXXXX +171%

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

- X Months XXX +51%
- X Year XXXXX +46%

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

- X Week XXXXX +0.68%
- X Month XXXXX +3.40%
- X Months XXXXX +26%
- X Year XXXXX +78%

### CreatorRank: XXXXXXX [#](/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 [#](/creator/twitter::1336702899724955651/influence)
---

**Social category influence**
[stocks](/list/stocks)  [technology brands](/list/technology-brands)  [finance](/list/finance)  [countries](/list/countries)  [cryptocurrencies](/list/cryptocurrencies)  [automotive brands](/list/automotive-brands)  [currencies](/list/currencies)  [social networks](/list/social-networks) 

**Social topic influence**
[asml](/topic/asml) #34, [$asml](/topic/$asml) #19, [$besi](/topic/$besi) #1, [nvda](/topic/nvda), [$nvda](/topic/$nvda) #528, [$tsm](/topic/$tsm), [$asmas](/topic/$asmas), [asm](/topic/asm), [$amd](/topic/$amd), [lrcx](/topic/lrcx)

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Advanced Micro Devices (AMD)](/topic/$amd) [Lam Research Corporation (LRCX)](/topic/$lrcx) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Morgan Stanley (MS)](/topic/morgan-stanley) [Intel Corporation (INTC)](/topic/$intc) [KLA Corp (KLAC)](/topic/$klac) [Kulicke & Soffa Industries Inc (KLIC)](/topic/$klic) [Micron Technology, Inc. (MU)](/topic/$mu) [Datadog Inc (DDOG)](/topic/$ddog) [Tesla, Inc. (TSLA)](/topic/$tsla) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Alibaba Group (BABA)](/topic/$baba) [Assemble Protocol (ASM)](/topic/$asm) [ON Semiconductor, Corp. (ON)](/topic/$on) [Cloudflare, Inc. (NET)](/topic/$net) [Microsoft Corp. (MSFT)](/topic/$msft) [Metadium (META)](/topic/$meta) [RAI Finance (SOFI)](/topic/$sofi) [IBM (IBM)](/topic/$ibm) [Now Coin (NOW)](/topic/$now) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Apple, Inc. (AAPL)](/topic/$aapl) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [Arista Networks Inc (ANET)](/topic/$anet) [Streamity (STM)](/topic/$stm) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Palo Alto Networks Inc (PANW)](/topic/$panw) [Cadence Design Systems Inc (CDNS)](/topic/$cdns) [HSBC Holdings PLC (HSBC)](/topic/$hsbc)
### Top Social Posts [#](/creator/twitter::1336702899724955651/posts)
---
Top posts by engagements in the last XX hours

"🌐 📈 🚀 ✅ Solid insights on $TSLA / #Samsung chip deal and all the right context with $ASML $INTC etc. by @danielnewmanUV and @StockSavvyShay. Tune in below 👇"  
![@BeuvingJordy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1336702899724955651.png) [@BeuvingJordy](/creator/x/BeuvingJordy) on [X](/post/tweet/1949905260971180073) 2025-07-28 18:50:16 UTC 5896 followers, 1889 engagements


"In a nutshell: TSMC fantastic but Intel and Samsung struggling with clear impact on WFE timing - $ASM.AS now stating 'further shifts in capex forecasts among customers' for HVM 2nm GAA - Clear impact on $ASML guidance revision 30-40B to 30-35B earlier $TSM $INTC $ASM.AS"  
![@BeuvingJordy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1336702899724955651.png) [@BeuvingJordy](/creator/x/BeuvingJordy) on [X](/post/tweet/1947971763117158802) 2025-07-23 10:47:14 UTC 5889 followers, 1878 engagements


"🌐 ⚠ 📈 ✅ 👇 ASM International $ASM.AS results at XXXXX CET - Mind the negative impact EUR/USD - Dollar weakened vs euro in Q2 - From avg XXXX in Q1 to avg XXXX in Q2 - 80%+ of ASM sales are in USD - Approximately X% FX impact in Q2 - Plus: dollar weakened further in Q3"  
![@BeuvingJordy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1336702899724955651.png) [@BeuvingJordy](/creator/x/BeuvingJordy) on [X](/post/tweet/1947663671641219231) 2025-07-22 14:22:59 UTC 5889 followers, 1937 engagements


"Chinese AI firms make new alliances amid U.S. export curbs $TCEHY $BIDU $BABA"  
![@BeuvingJordy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1336702899724955651.png) [@BeuvingJordy](/creator/x/BeuvingJordy) on [X](/post/tweet/1949770949080871226) 2025-07-28 09:56:33 UTC 5897 followers, 1050 engagements


"🌐 ✅ 📈 🚀 👇 Solid beat by Micron. The AI-Infra trade is far from over 😁 $MU $AMD $NVDA $TSM $KLAC $AMAT $ANET $LRCX $ASML $BESI"  
![@BeuvingJordy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1336702899724955651.png) [@BeuvingJordy](/creator/x/BeuvingJordy) on [X](/post/tweet/1937965829716643875) 2025-06-25 20:07:14 UTC 5894 followers, 3018 engagements


"Solid #ASMPT results. Relevant for $BESI $KLIC and others"  
![@BeuvingJordy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1336702899724955651.png) [@BeuvingJordy](/creator/x/BeuvingJordy) on [X](/post/tweet/1947907528399970488) 2025-07-23 06:31:59 UTC 5889 followers, 2344 engagements


"🌐 ✅ 📈 🚀 👇 UBS upgrade #ASMI UBS Upgrades ASM International NV to Buy (570 PT) $ASM"  
![@BeuvingJordy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1336702899724955651.png) [@BeuvingJordy](/creator/x/BeuvingJordy) on [X](/post/tweet/1925103408932868251) 2025-05-21 08:16:34 UTC 5896 followers, 1909 engagements


"HBM equipment race intensifies as newcomers battle for market entry $BESI"  
![@BeuvingJordy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1336702899724955651.png) [@BeuvingJordy](/creator/x/BeuvingJordy) on [X](/post/tweet/1947530772451061976) 2025-07-22 05:34:54 UTC 5897 followers, 1436 engagements


"First day in a long time the AI-Infra trade is weakening. Clear rotation from growth into laggards today: - NVIDIA AMD Broadcom Micron LAM down 3-4% - Baidu Adobe PayPal Intel all up 0-2%"  
![@BeuvingJordy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1336702899724955651.png) [@BeuvingJordy](/creator/x/BeuvingJordy) on [X](/post/tweet/1947666908930838780) 2025-07-22 14:35:51 UTC 5895 followers, 1939 engagements


"STMicro's $STM recovery seems to be taking a little longer than the market anticipated $XFAB $MELE $ON $IFX $AIXA $NXP"  
![@BeuvingJordy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1336702899724955651.png) [@BeuvingJordy](/creator/x/BeuvingJordy) on [X](/post/tweet/1948293626452197883) 2025-07-24 08:06:12 UTC 5898 followers, 2821 engagements


"@evrgn11112231 @SouthernValue95 @gordocap18 Nice discussion. The HBM / DRAM impact on different tool suppliers seems to be the major difference to take into consideration imo with $KLAC $LRCX etc. Don't forget about $ASM.AS as well 😉"  
![@BeuvingJordy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1336702899724955651.png) [@BeuvingJordy](/creator/x/BeuvingJordy) on [X](/post/tweet/1950516688807510104) 2025-07-30 11:19:52 UTC 5897 followers, XX engagements


"AMD jumps after report of plans to raise price of Instinct MI350 AI chips $AMD $NVDA"  
![@BeuvingJordy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1336702899724955651.png) [@BeuvingJordy](/creator/x/BeuvingJordy) on [X](/post/tweet/1949849609078992897) 2025-07-28 15:09:07 UTC 5890 followers, XXX engagements


"$MRVL up X% premarket. Partnership obviously. Also the last lagging AI-Infra name lately. MediaTek results playing a role too Any additional colour someone Appreciated"  
![@BeuvingJordy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1336702899724955651.png) [@BeuvingJordy](/creator/x/BeuvingJordy) on [X](/post/tweet/1950514651424547179) 2025-07-30 11:11:46 UTC 5898 followers, 1984 engagements


"Morgan Stanley on $ASMPT results $BESI $KLIC"  
![@BeuvingJordy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1336702899724955651.png) [@BeuvingJordy](/creator/x/BeuvingJordy) on [X](/post/tweet/1949468023028359257) 2025-07-27 13:52:50 UTC 5889 followers, 1604 engagements


"SK Hynix results by @SKundojjala $MU $NVDA"  
![@BeuvingJordy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1336702899724955651.png) [@BeuvingJordy](/creator/x/BeuvingJordy) on [X](/post/tweet/1948358268931182707) 2025-07-24 12:23:04 UTC 5889 followers, 1412 engagements


"🌐 ✅ 📈 🚀 👇 SEMI: Global Total Semiconductor Equipment Sales to Reach $XXXXX Billion in 2025. AI and Leading-edge Technology Transitions are Expected to Drive Three Consecutive Years of Growth through 2026. $ASML $TSM $KLAC $AMAT $KLAC $ASM.AS $LRCX"  
![@BeuvingJordy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1336702899724955651.png) [@BeuvingJordy](/creator/x/BeuvingJordy) on [X](/post/tweet/1949831661614407968) 2025-07-28 13:57:48 UTC 5898 followers, 1576 engagements


"$UBER WeChat integration @ Tencent $TCEHY Pretty big deal tbh Tencent : Uber Launches Weixin Mini Program to Unlock Seamless Global Travel for Chinese Users"  
![@BeuvingJordy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1336702899724955651.png) [@BeuvingJordy](/creator/x/BeuvingJordy) on [X](/post/tweet/1947562724193415636) 2025-07-22 07:41:52 UTC 5889 followers, XXX engagements


"ASM International CFO about leading edge gate-all-around capcity dynamics with #TSMC / #Intel / #Samsung. Relevant for $ASML and other tool suppliers. Geopolitics & tariffs sure but imo it's mainly CapEx shifts/pauses. Same reason why ASML guided 30-40B to 30-35B earlier"  
![@BeuvingJordy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1336702899724955651.png) [@BeuvingJordy](/creator/x/BeuvingJordy) on [X](/post/tweet/1950183303689933263) 2025-07-29 13:15:06 UTC 5898 followers, 3189 engagements


"🌐 ✅ 📈 🚀 👇 $CDNS results by @SKundojjala"  
![@BeuvingJordy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1336702899724955651.png) [@BeuvingJordy](/creator/x/BeuvingJordy) on [X](/post/tweet/1950171763565883719) 2025-07-29 12:29:15 UTC 5896 followers, 1134 engagements


"🌐 ✅ 🚀 📈 👇 Positive $BESI $AMAT $TSM $MU $NVDA $AMD"  
![@BeuvingJordy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1336702899724955651.png) [@BeuvingJordy](/creator/x/BeuvingJordy) on [X](/post/tweet/1946161871138009115) 2025-07-18 10:55:22 UTC 5896 followers, 2801 engagements


"Nigel van Putten (Morgan Stanley) on FX Pressure for EU semi equipment: BESI ASM AIXTRON VAT Group $BESI $AIXA $ASML $VAT"  
![@BeuvingJordy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1336702899724955651.png) [@BeuvingJordy](/creator/x/BeuvingJordy) on [X](/post/tweet/1945199014409916845) 2025-07-15 19:09:19 UTC 5894 followers, 3443 engagements


"✅ 📈 🚀 👇 BREAKING: ASM International results are out $ASM.AS 👉 Orders miss estimates revenue Q2 + expectations Q3 in line outlook 2025 now aimed at midpoint (+15% YoY at cc) 📈 Orders: 7025 million (-4% YoY at cc) 🔎 Estimates: XXX million "This sequential decrease is explained by lower advanced logic/foundry orders due to timing of orders. The y-o-y decrease was mainly due to the lumpy nature of quarterly order intake and compared to a relatively high memory contribution in Q2 2024." 👉 Q2-2025 results ✅ Revenue: 8356 million (+7% at cc) 📊 Guidance +1-6% growth QoQ in constant currencies"  
![@BeuvingJordy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1336702899724955651.png) [@BeuvingJordy](/creator/x/BeuvingJordy) on [X](/post/tweet/1947691147909824659) 2025-07-22 16:12:10 UTC 5890 followers, 5988 engagements


"@ChipsandWafers Very interesting. Might explain the more resilient China normalization at companies like $ASML & $ASM indeed"  
![@BeuvingJordy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1336702899724955651.png) [@BeuvingJordy](/creator/x/BeuvingJordy) on [X](/post/tweet/1922710064915226644) 2025-05-14 17:46:16 UTC 5889 followers, XXX engagements


"Goldman Sachs increases $BESI PT XXX - 161"  
![@BeuvingJordy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1336702899724955651.png) [@BeuvingJordy](/creator/x/BeuvingJordy) on [X](/post/tweet/1949746676538687754) 2025-07-28 08:20:06 UTC 5897 followers, 3290 engagements


"🌐 ⚠ 👇 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"  
![@BeuvingJordy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1336702899724955651.png) [@BeuvingJordy](/creator/x/BeuvingJordy) on [X](/post/tweet/1948681832863564032) 2025-07-25 09:48:48 UTC 5892 followers, 3360 engagements