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Technology Stocks
ASML Holding NV
An SI Board Since May 1997
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43840 142 0 ASML
Emcee:  Ritz Type:  Unmoderated
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43362Google's quarterly results paint a picture of an internet powerhouse gettingBeenRetired-February 5
43361Foxconn off-season 1Q26 visibility "better than previous month" BeenRetired-February 5
43360Positron: we don’t need no fancy HBM to compete with Nvidia’s Rubin Positron: weBeenRetired-February 5
43359Stakes upped in Shrink n Stack n Package EUV Age war. TSMC's planned ChiayiBeenRetired-February 5
43358Yes — sharp, sudden Nasdaq selloffs like this are absolutely common, and historyBeenRetired-February 5
43357Like Intel & Apple, Qualcomm sales constrained by demand exceeding supply. BeenRetired-February 5
43356Nvidia partner Foxconn’s sales soar in sign of strong AI demand Nvidia partBeenRetired-February 5
43355Copilot: Yes — Google talked a lot about TPUs and custom silicon on the latest BeenRetired-February 5
43354Google to ~2X CapEx. The company lifted estimates for capital expenditures BeenRetired1February 5
43353AMD CEO Lisa Su: AI is accelerating at a pace that I would not have imagined | WBeenRetired-February 4
43352SMCI "lifted full-year revenue guidance...comfortably above market consensuBeenRetired-February 4
43351Geekbench listing reveals 2nm Exynos 2600 Galaxy S26. Galaxy S26 has Exynos 2600BeenRetired-February 4
43350Last 5 days: ASML -8.75%; LRCX -16.2%; AMAT -14.35%. Hmmm.... [graphic] [graphicBeenRetired1February 4
43349German DDR5 price stabilizes. ASML LaaS at work? DDR5 RAM pricing begins to staBeenRetired2February 4
43348Copilot: "LPDDR6 demand is exploding"BeenRetired-February 4
43347"DDR6 & LPDDR6 demand is known directionally and it is very strong"BeenRetired-February 4
43346Copilot: "LPDDR6 demand is already surging" Below is the cleanest, ciBeenRetired-February 4
43345"public data shows 1c DRAM ramping aggressively through 2025–2026" CoBeenRetired1February 4
43344ASML Holding NV (ASMLF) price target increased by 25.52% to 1,589.54BeenRetired2February 4
43343SYNA traitor front running. Me: SYNAPTICS news to support +10% price rise this BeenRetired-February 4
43342AMD 4Q25 CC: "growing revenue at greater than 35% CAGR over next 3 to 5 yeaBeenRetired-February 4
43341"development of our next-generation MI500 series is well underway"BeenRetired-February 4
43340AMD 4Q26 CC: "Helios and MI450 later this year." For large busineBeenRetired-February 4
43339Intel 14A with 24 HBM5, PCIe 7.0, optical engines, noncoherent fabrics, 224G SerBeenRetired-February 4
4333824 HBM5: Intel shows off leading-edge tech with massive AI processor test vehiclBeenRetired-February 4
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