阿斯麦销售额预期上调至430-450亿欧元

But I wasn't talking about things that are just hard to replicate. I was talking about companies that keep getting further away from anyone matching them, forever. No one can match ASML's prowess, but do you think that China today is further from catching up to them than they were 10 years ago? Going from nothing to modern silicon fabrication is a lot harder than going from exi…

$ASML >> Daily Chart >> ER tomorrow before the open / big morning for the $SMH $SOXX bounce Wedged between the middle Bollinger Band/20 SMA and 50 SMA one of these levels is likely to break tomorrow Heading into the ER with a bearish setup / the algo's have been holding price below EMA 13 @ 1794 $QQQ $SPY

Its irreplaceable monopoly position, combined with the surge in downstream demand in the AI era, gives it a dual advantage that makes it a prime investment for reaping the long-term benefits of AI. Wish me luck

$INTC ER is coming up next Thursday (Jul 23), and past ER reactions have been pretty wild. With improving situation, the last quarter's ER resulted in one of the best post ER reaction, so let's see if we can get a repeat of that now that it's been recently discounted -25% from 52 week high. $SOXL $ASML $TSM $DRAM.X

Hey Everyone! I’m wondering how you all are playing the earnings this week for ASML, TSM, and NFLX. I’m on the fence about NFLX as it could go either way. I’m confident that ASML and TSM are going to exceed the expectations. I’m still learnings options. Been doing well so far for QQQ / SPY weekly puts and calls. Usually I’d just trade the shares. This’ll be the first time tradi

SK Hynix South $LRCX $MU $TER $TSM $AMAT TKorean shares jump 11% as Asia tech stocks rally https://www.cnbc.com/2026/07/15/sk-hynix-asia-tech-stocks-rally-.html?__source=iosappshare%7Ccom.stocktwits.StockTwits.STShareExtension

Samsung Electronics Co. is in the early stages of exploring a potential offering of American depositary receipts in the United States, according to people familiar with the matter. The South Korean company has held preliminary discussions with banks on the possibility of a US share sale through ADRs, the people said, asking not to be identified discussing private deliberations

$CRWD Toppy after this post-Split Run . . . $CSCO overdue for $165 initially -- safe haven with $AMD $INTC out of gas

INTC closed down 6.12% on 101 million shares. Calls outnumbered puts roughly 3:2, and a bunch of people called it dip-buying. ngl I almost fell for that too. The thing is, raw call-to-put ratio tells you almost nothing on its own. You need to know when those contracts were opened relative to the selloff, what strikes, what expirations. A handful of big concentrated positions l

$NVDA $INTC $IBM $ASML $TSM Earnings is here

Not to mention Nvidia loans out their engineers to academic computational software teams to help build CUDA ports.

SK Hynix, Samsung Shares Soar Amid Chip Rebound; Samsung Denies US Listing Plans $SKHY $SSNLF $NVDA $MU $DRAM https://stocktwits.com/news/equity/markets/sk-hynix-samsung-shares-soar-amid-chip-rebound-samsung-denies-us-listing-plans/cZZ2reFR7AT