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![trader_53 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::330512382.png) Trader XX [@trader_53](/creator/twitter/trader_53) on x 6457 followers
Created: 2025-07-16 05:48:24 UTC

$ASML Tier X spec sales sounds a little like this:

Initial investor reaction is leaning negative. More bearish holders are zeroing in on what they interpret as a cautious tone for 2026, and some are highlighting a Q3 miss (though many see that as less meaningful vs full‑year guidance). The headline order beat seems driven mainly by Deep Ultraviolet (DUV) systems—likely China‑related—with no corresponding upside in Extreme Ultraviolet (EUV). 

Several investors think our buy‑side survey came in too low. Given that setup, those who turned tactically bullish ahead of the print may unwind and could even flip short.


XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1945359845802078399/c:line.svg)

**Related Topics**
[asml](/topic/asml)
[holders](/topic/holders)
[bearish](/topic/bearish)
[investment](/topic/investment)
[spec](/topic/spec)
[$asml](/topic/$asml)
[trader](/topic/trader)

[Post Link](https://x.com/trader_53/status/1945359845802078399)