ASML ASML Holding NV

$ASML $NVDA $BTC.X UKRAINE AND IRAN: COULD PUTIN AND TRUMP BE PLAYING A GEOPOLITICAL GAME? What if Putin tells Trump: “I’m willing to negotiate an end to the war in Ukraine, but you must pressure Kyiv to accept our demands. In return, I expect you to take a more conciliatory approach toward Iran and pursue diplomacy instead of further escalation.” Could such a strategic trade-off be possible? Trump wants to end the war in Ukraine, while Putin could seek to secure American concessions. At the same time, Russia could potentially use its influence over Iran as a bargaining chip. There is no evidence that such a deal exists, but geopolitics is not just about individual conflicts. It is also about power, interests and mutual concessions. Could Ukraine end up paying the price for a broader deal between Washington and Moscow, with Iran also playing a role? What do you think?

$ASML just backs up the AI boom -Q3 EPS: $14.88 vs $12.47 expected -Q3 sales: $13.4B vs $13.18B expected, up 53% year over year -Gross margin: 57.5%, above their own guidance Next quarter’s sales are expected to be 22% to 30% higher than this one. $AMD $NVDA $INTC $SPY

$ASML Q3 Earnings Preview courtesy of the Stocktwits MCP 🔬 Reports TOMORROW (Wed 10/14) before the US open 🎯 Mgmt Q3 guide: • Net sales: €11.0–€12.0B (vs €9.3B in Q2!) • Gross margin: 55–57% 📈 FY26 guide (raised in July): €43–€45B sales, 54–56% GM 📈 Last qtr (Q2): €9.3B sales + 54.0% GM, both ABOVE guide. EUV systems €3.8B incl. 1 High-NA. Logic/memory split ~51/49 🔑 Watch: • Can they hit that big Q3 step-up? • Margin expansion toward 55–57% • 2027 color. This is the big one • High-NA adoption pace • China decline + export controls • Memory (HBM/DRAM) demand. See $MU ⚠️ No quarterly bookings anymore. ASML dropped that metric in 2026, so the outlook carries all the weight 🧠 Setup: ~$1,709, down ~2% today Stocktwits sentiment: Bullish (68) 🐂 ~88% of tagged posts bullish $TSM $SMH

$ASML $AVGO $TSM and $AVGO are above 200 day moving average. Chances are quick recovery. Better than other chips

$ASML AMD's spectacular results confirm that the AI boom is translating into real earnings: revenue surged 45%, with data-center sales up 97%. ASML is positioned to capitalize on this expansion. Q3 revenue reached €11.7B, net profit €5B and gross margin 57.5%. Management forecasts €44–45B in annual sales. Even more bullish: planned capacity for 2027–2028 cannot fully satisfy customer demand, with potential orders extending into 2030. ASML's EUV dominance, High-NA technology and growing service revenues create exceptional pricing power and earnings leverage. These fundamentals suggest the recent semiconductor selloff may represent a major buying opportunity. I believe €2,000 per share remains an ambitious but achievable target before year-end if investor confidence returns. The next rally could be explosive. $ASML $AMD $NVDA $TSM $INTC

$ASML ← A solid company for sure that is fully contributing to the AI boom. Without ASML, advance chip making is not possible. That said, don't trust this incosistent and contradictory fool. He's been proudly calling for "AI death" for weeks while periodically posting contractory bullish AI stock postings. $SPY $QQQ $SOXL $SOXX

$ASML The more ASML's stock price falls, the more attractive I find it as a buy. Let's not let fear get the best of us; ASML is a monopoly, and they won't let it fail. At least until the U.S. midterm elections—then I think it will fall, which will make me very happy, because that way I'll be able to buy more.

ASML: “We are increasingly receiving orders for 2028, and customers are also expressing interest in placing orders for 2029 and even 2030.” The fear of an AI bubble weighing on semiconductor stocks looks increasingly ridiculous given the massive demand and bullish outlook that $ASML, $TSM, $Dell, $AMD $NVDA and others are seeing.

$ASML A misunderstanding here, my friend. The beasts in the AI space will only grow stronger. In danger are the deep-in-debt no-earnings group (think $CRWV, $IREN, even $NBIS). Important distinction to make. Same movie was playing in 2002, the year I launched my Trend Trade Letter. Been there, got the Tshirt. :)

$ASML $MU $QQQ ASML attempting to close its gap from 7/29. Its about 1550.69. That's the purpose of the dump. ASML broke the 200 sma and is likely the single most important linchpin in the cloud/AI buildout. It isn't gonna stay at this price long. I would expect that mm's and tutes will probably work hard to keep another gap from forming. But too many stocks are too funking cheap. This value compression is going to unwind worst than funking bonds today. Don't be surprised to see a 7% move in QQQ tomorrow. Everyone is pissed.

$ASML you could make a bajillion $ and guide to making another bajillion dollars, and it wouldn’t matter.

$ASML monsterous earnings. I am buying hand over first at any price during this quarter because there will be few companies like this benefiting so strongly from AI on actual moat profit level.

$ASML earnings were excellent. Everyone is waiting for CPI. Of that is cool this rips a 100.00.

$ASML so they make the fabs for INTC and TSM. Those two companies make everything for NVDA, AAPL, AMD, MU, GOOGL, META, MSFT, AMZN. Every company less INTC listed is a 1T+ market cap company. So $ASML, the company that makes the tools to make the products for every trillion-dollar company is worth 600B? Either all this CapEx spend that’s always talked about going straight into $ASML pockets or they aren’t spending money like they’re saying. Me personally, ASML is a 1T company and I expect a 50% move to get there. Tomorrow we’ll see if these AI companies have been putting their money where their mouth is.

$ASML UBS remains extremely bullish on $ASML! 🚀 The bank raised its price target from €2,350 to €2,400, maintaining its BUY rating. Even more impressive: UBS increased its earnings forecasts by 9% for 2027 and 10% for 2028, while anticipating an order backlog of approximately €55 billion. At €1,504.80 per share, the new price target implies a massive **59.5% upside potential!** The semiconductor investment cycle is far from over. AI expansion, advanced chip manufacturing and ASML's EUV dominance could drive substantial long-term growth. The journey is just beginning! 📈

$ASML appreciate the panic sales, keep them coming this wil be well into he $2,000 In 2027

$ASML $NVDA $BTC.X Everyone is talking about the unrest in France and its potential impact on the financial markets. But I’m focusing more on what is actually happening to oil prices and fuel prices at the pump. As long as oil continues to flow, oil prices keep falling, and petrol becomes cheaper, I see that as a positive signal for the economy. We’ve seen before how quickly panic builds around potential oil crises, only for markets to adapt and supplies to keep flowing through alternative routes. Of course, we shouldn’t ignore the risks. But don’t get too distracted by the headlines. Look at what is actually happening in the oil market. For me, that currently carries more weight than the political unrest alone.

$ASML $NVDA $BTC.X Trump started the war with Iran believing he could win quickly. Now, the consequences may be catching up with him. Putin has played his cards cleverly and appears to have Trump in checkmate, pushing him toward concessions he would never otherwise have made. The tragedy is that Ukraine may end up paying the price for Trump’s miscalculation. ♟️

Q3 earnings season is off to a strong start, with hardware picks-and-shovels printing record margins and beating expectations. But as tech stocks rebound, Wall Street’s core anxiety remains unchanged: Can enterprise software monetization actually catch up to justify $400B+ in annual AI capex loops? Are you buying the hardware earnings beat, or rotating defensively? $ASML $TSM $NVDA $MSFT

ASML CEO Says China Competition Risk Is ‘Pretty Low,’ Country Still Has A ‘Long, Long Way To Go’ $ASML $SMH $SOXX $SOXL $SOXQ https://stocktwits.com/news/equity/markets/asml-ceo-says-china-competition-risk-is-pretty-low-country-still-has-a-long-long-way-to-go/cZxfwgURBqm