@jackfarley96 · Long ASML

Overwhelmingly 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@benitoz

ASML 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

Read asLong ASML+1 more

Since the call—

#66 of 217 rankedThe analyst's rank today

High · 0.96Confidence

Wed, Sep 30Tweeted

Thu, Oct 1 closeCounted from

not in the basket todayBasket

Rank per close

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Oct 1

#203

Oct 4

#186

Oct 5

#250

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#252

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#79

Oct 8

#100

Oct 11

#92

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#110

Oct 13

#66

Oct 14