ASML ASML Holding NV

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

$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 $NVDA $BTC.X Revolut X Login Issues Raise Security Concerns I am currently unable to log in to either Revolut or Revolut X, as my login credentials are being rejected. This raises concerns about account access and the security of funds held on the platform. There is currently no confirmed evidence that Revolut X has been hacked. However, Revolut needs to clarify whether this is a technical outage, a security restriction, or a wider incident. For investors holding crypto on the platform, transparency and reliable access to their assets are essential. I hope Revolut addresses the situation quickly and provides clear communication to affected users.

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 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 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

$ASML Q3 EARNINGS • Revenue $13.06B vs Est. $12.95B • EPS $14.50 vs Est. $11.87 • Net Income $5.6B vs. Est. $4.5B • Gross margins 58% vs. Est. 55% FY26 Guidance • Revenue $50B vs Est. $49B • Gross margins 56% vs. Est. 54% Supply plans for 2027 and 2028 still fall short of demand with the company now exploring additional 2028 capacity beyond the 30% increase already announced.

$ASML CEO: "Our customers continue to increase their short- and medium-term equipment demand forecasts with us, driven primarily by their views on the size and duration of AI-related investments."

$ASML Q3 sales came in at 11.66 billion euros, gross margin 57.5 percent. Guidance was 11 to 12 billion on sales and 55 to 57 percent on margin, so margin cleared the top end, helped by Installed Base sales at 3.29 billion euros. Net income was 4.96 billion euros, basic EPS 12.95 euros. Q4 is guided to 14.2 to 15.2 billion, and the full year was narrowed to 44 to 45 billion from 43 to 45 billion. Fouquet said planned supply for 2027 and 2028 still won't fully meet customer demand, and customers are already asking about orders for 2029 and 2030. ASML is now looking at raising 2028 capacity beyond the 30 percent increase it had already planned.

$ASML $NVDA $BTC.X An Important Lesson for Every Crypto Investor The current login issues I’m experiencing with Revolut and Revolut X highlight an important lesson: never rely entirely on a single platform to hold your crypto. Spreading your crypto across multiple reputable platforms can reduce platform-specific risks and help prevent all your assets from becoming inaccessible at once. Self-custody can also be an option for those who understand how to manage their own private keys securely. Personally, I would consider using Bitvavo and Kraken as alternatives to diversify exchange exposure rather than relying on just one platform. This is not about panicking or assuming a hack has occurred. It is about risk management, diversification, and being prepared for unexpected situations. Don't put all your eggs in one basket. In crypto, protecting access to your assets is just as important as choosing the right investments.

ASML beat, raised guidance, and still fell 0.6%. The PHLX Semiconductor Index is down five straight days. At ~60x earnings and +54% YTD, good is no longer good enough for semis. The bar moved from results to perfection. $ASML $SOXX $NVDA

$ASML just look at those numbers! The AI trade is dead!! They have increasing net income! All the money going to their suppliers and employees is fake!!! Can you people seriously fuck off? When blackrock says they are losing confidence, it means they are not getting enough of the pie and they want your cheap shares. You think these fucks Fink and Griffin got where they are being honest? They can crash entire markets when someone comes along and makes $ without sucking citadel's dick first.

$ASML | ASML HOLDING N.V. Q3 2026 EARNINGS HIGHLIGHTS ◆ EPS: $14.50 vs. $12.16 est. ✅ ◆ Revenue: $13.06B vs. $13.20B est. ❌ ◆ Net Income: €5.0B (+133.4% YoY) ◆ Operating Income: €5.2B (+109.6% YoY) ◆ R&D Expense: €1.2B (+5.9% YoY) ◆ Free Cash Flow: €11.4B (+4548.0% YoY) Segment Performance: ◆ Net System Sales: €8.4B (+73.9% YoY) ◆ Installed Base Mgmt: €3.3B (+19.5% YoY) Key Metrics: ◆ Share repurchases totaled €4.1B in Q3 2026 (approx. 2.8 million shares) under the 2026-2028 buyback program. ◆ Interim dividend of €1.88 per ordinary share paid in Q3 2026; second interim dividend of €1.88 payable November 4, 2026. ◆ Capex (purchases of PP&E and intangibles) was €447M in Q3 2026, up from €315M in Q3 2025. Forward Guidance: ◆ Q4 2026 total net sales between €14.2B and €15.2B. ◆ Q4 2026 Installed Base Management sales around €3.7B. ◆ Q4 2026 gross margin around 57%. ◆ Q4 2026 R&D costs around €1.2B; SG&A costs around €0.4B.

#CPI tomorrow but don't overlook $ASML - any big surprises there and could move things $91.19 or 5.39% implied move Last 4 reports it closed: +2% -2% -2% +2% 4 before that: -8.3% -7.1% +4.3% -6.2%

$ASML still feel like this pulls back a little this week heading into ER next week ..??? Idk. Got credit call spread going $1860-$1900 still for this week.

$ASML $NVDA $BTC.X Trump Is Helping Putin While Ukraine Is Bleeding! What on earth is Trump thinking by striking a diesel deal with Russia? While Ukraine continues to suffer from Russian aggression, he risks putting money straight into Putin’s pockets. This is the world turned upside down! You cannot claim to want peace while making deals that could give Russia an economic advantage. That could provide Putin with even more resources to continue his war. Thankfully, there are still politicians in Congress, both Democrats and Republicans, willing to stand up against this. Russia should be held accountable, not rewarded. This is not a strong message of leadership. It raises serious questions about Trump’s real intentions when it comes to Putin.