+4.9%return · 30D
$1,000 follows their calls into $1,049
VT $992
Sep 9Oct 7
- Win rate
- 62%
- Streak
- 4closes
- Best call
- No call read in the last 30 days
Track record building
- Peak #186
- 4 ranked closes
- Longest streak 4
Jack Farley@JackFarley96Overwhelmingly bullish report from $ASML, revenue guide now higher than literally all consensus estimates I had suspected estimates were too low for ASML, this bodes well for Lam where I think estimates are also too low
Ben Pouladian@benitozASML CEO Fouquet today: “we are pretty much already close to receive all the EUV orders we need for 2027” Memory litho revenue up 75% this year, now half of system sales Everyone is waiting for new fabs to break the DRAM squeeze The fix is sold out $ASML
