Agreed. It’s a treasure. What is being accomplished at ASML is an unbelievable human achievement. $ASML.AS

ASML provided the following outlook for semiconductor market growth. One notable takeaway is that DRAM demand is expected to grow faster than logic demand. Key DRAM companies: Micron, Samsung, and SK Hynix Key Logic companies: TSMC, Intel, Broadcom, and NVIDIA $ASML.AS $TSM $MU $NVDA

ASML’s service sales are becoming a key pillar for ASML’s growth and profitability. Service sales are machine maintenance or upgrades, and have a higher (gross) margin than system sales revenue. $ASML.AS $ASML

Explore our latest article on ASML. We’ve gathered exclusive insights you won’t find anywhere else. 👇 $ASML.AS $ASML

Cobrados los dividendos de ASML $ASML.AS Munich RE $MUV2.DE

Hoy paga dividendo ASML Long $ASML.AS

New research shows hundreds of ASML cleanroom workers suffer from headaches and breathing issues, particularly after long hours wearing masks. Building the world’s most advanced machines in ultra-clean environments comes at a cost. $ASML.AS

TSMC shows smaller, faster chips without ASML’s new tool 👇 Wednesday, TSMC showed its newest generation of chip manufacturing technology, saying it expects to be able to create smaller, faster chips without requiring ASML’s $400 million High-NA EUV machines. $TSM $ASML.AS $ASML

$ASML.AS posted solid Q1 2026 results. Revenue up 13.2% YoY Net income up 17% YoY 2026 revenue growth adjusted upward to €36-40B (from €34-39B) $ASML

This is what innovation at $ASML looks like. Without R&D, the development of even better DUV and EUV would stall, and its competitive advantage would shrink. $ASML.AS

ASML receives a multibillion-dollar order from SK Hynix. SK Hynix will invest €7 billion ($8.1 billion) in ASML’s EUV machines. $ASML.AS

Semiconductor revenue 🚀 $TSM $ASML.AS $ASML $LAM $TXN $INTC $MU

Hoy paga dividendo ASML Long $ASML.AS

ASML fires 1,700 net employees to stay more agile. $ASML.AS $ASML

Crazy that people were selling ASML at €550 and are now buying it at €1,200. $ASML.AS

ASML, $ASML.AS, anuncia hoy q su dividendo total para 2025 será d 7,50€/acc., lo q supone un aumento del 17,19% respecto a los 6,4€ totales pagados con cargo a 2024. Pagará el próximo dividendo a cta d 2025, d 1,60€, el 18/02/26, y el dividendo final, de 2,70€, el 05/05/26 👇

This is why we hate price targets... The stock goes up? Analysts think, "Ah, let's raise the price target." The stock goes down? "We need to protect our reputation. Let's lower the price target to something more in line with sentiment and closer to the current market price." It's just nonsense. Recent example: $ASML $ASML.AS The stock has risen sharply over the past months. And what do we see? Coverage firms raising their price targets: - Morgan Stanley on September 23, 2025: from €600 to €1,400 today - BofA Securities on September 20, 2025: from €724 to €1,371 today - JP Morgan on January 14, 2026: from €1,100 to €1,300 today Apparently, they think buying ASML today is better than a few months ago... We strongly disagree. Price targets are just nonsense. We at TDI don't pay any attention to them.

The 1M performance of the Kaizen portfolio has been crazy. Certainly with 16 different holdings in it. This last month in my portfolio; $PL: 69.12% $RKLB: 73.47% $IREN: 66.72% $ASM.AS: 31.89% $FLNC: 34.44% $ASML.AS: 26.95% $TMDX: 23.87% This can't go on forever, right?

Another great day for the Kaizen portfolio. Could have been better but $AMPX & $FLNC both got rejected by support zones in the end. My biggest winners today $FLNC: 12.58% $ASM.AS: 11.24% $ASML.AS: 6.01% $PL: 5.80% The portfolio looks really bullish from a technical side atm