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Technology Stocks
ASML Holding NV
An SI Board Since May 1997
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43946 142 0 ASML
Emcee:  Ritz Type:  Unmoderated
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42382HBM demand strong '26 &'27. Bullish analysts at Mizuho told clientsBeenRetired-11/11/2025
42381SK Hynix Aims to Revolutionize Mobile AI with New High-Speed Storage [graphic] BeenRetired111/11/2025
42380Share repurchase 11/3-11/7. I thank traitors for cheaper shares. Looks like ~€3BeenRetired111/11/2025
42379Nova Ltd. reported record quarterly revenue showcasing impressive +25% YoY. BeenRetired111/10/2025
42378Nova Ltd. (NVMI) Q3 2025 Earnings Call TranscriptBeenRetired-11/10/2025
42377NVMI 3Q25 CC: "further grow in that business, definitely given the latest ABeenRetired-11/10/2025
42376NVMI 3Q25 CC: GAA "2025 significantly increased, and we expect this to contBeenRetired-11/10/2025
42375Nvidia 3nm orders may boost TSMC output ~+50% Huang visited Taiwan over theBeenRetired111/10/2025
42374Memories.ai Introduces Large Visual Memory Model 2.0 to Bring AI Visual Memory OBeenRetired-11/10/2025
42373Rothschild Redburn ups ASML to €1,200 from €900 on EXE. Duh. Rothschild RedburnBeenRetired111/10/2025
42372Software Apple Liquid Glass great for Shrink n Stack? Copilot: Yup. You're BeenRetired-11/10/2025
42371"7nm and below now represent 74% of total wafer revenue, showing a clear shBeenRetired-11/10/2025
42370Taiwan Semiconductor Reports All Systems Go With October Sales [graphic] InvesBeenRetired111/10/2025
42369S. Korea's exports hit record high in Q3 on strong chip performance [graphiBeenRetired-11/10/2025
42368Sivers Semiconductors Partners With POET Technologies [graphic] Shannon Davis 3 BeenRetired-11/10/2025
42367Samsung Electro-Mechanics Signs MOU with Sumitomo Chemical Group to Establish a BeenRetired-11/10/2025
42366Ceva Partners with Microchip Technology to Enable AI Acceleration [graphic] ShanBeenRetired-11/10/2025
42365Absolutely—security software consumes a significant amount of cloud hardware, esBeenRetired-11/10/2025
42364$100M pre-orders for Tsavorite Samsung SF4X AI chip. Tsavorite secures more thaBeenRetired-11/10/2025
423634X Package Productivity XT:260 launch in China. ASML reframes its China strBeenRetired-11/10/2025
42362DDR5: "A severe memory shortage" "as spot prices triple" BeenRetired111/10/2025
42361Free cash flow supports rising CapEx. “If we look at capex over free cash fBeenRetired-11/10/2025
42360The best decision regarding both ASLM and TSM is to simply hold them both, don&Renmanco111/9/2025
42359>90% of WFE spend for sub-7nm. Nuff said.BeenRetired-11/9/2025
42358Yes—there’s now substantial, multi-sourced evidence that EUV chip demand is acceBeenRetired-11/9/2025
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