$1,000 follows their calls into $1,043
Bram Van Genechten@BramVGenechtenAmazon's Operating Profit expected to double by '28. Again. $AMZN
Bram Van Genechten@BramVGenechtenIn case you had any doubt about $ASML: Don't. • Earnings: high end or above guidance. • Record revenue • Record installed Base Management • '27: fully booked & not enough capacity, even after raising +30% • '28: fully booked & not enough capacity, even after raising +30%.
Bram Van Genechten@BramVGenechtenAmazon will spit out +$750B in cash over next 3y. Cash machine. $AMZN
Bram Van Genechten@BramVGenechten$BESI was never more undervalued. If you believe Morningstar.
Bram Van Genechten@BramVGenechtenA little less, but still undervalued. $META
