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![TacticzH Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1488239011378388997.png) TacticzHazel - Value Investing [@TacticzH](/creator/twitter/TacticzH) on x 13.8K followers
Created: 2025-07-23 12:10:35 UTC

Thanks IV! Means a lot coming from you. 

The guidance was a surprise to me as well. Way too conservative if you ask me, but $ASML has a tendency to do this. 

I agree with your CAPEX statements. These machines are super expensive and take very long to install. So bookings are not a gradual scale, but quite variable. 

There's a lot happening in the near future, and $ASML will play a key role, whether we like it or not 😁


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947992739833840015/c:line.svg)

**Related Topics**
[asml](/topic/asml)
[theres a](/topic/theres-a)
[$asml](/topic/$asml)
[iv](/topic/iv)
[investment](/topic/investment)

[Post Link](https://x.com/TacticzH/status/1947992739833840015)