2026-01-28
While many are shrieking ‘AI bubble’ ‼️, the company w/the longest lead time in the whole chain & w/superior visibility to long term demand is beating & raising 2026... Chip giant ASML posts record orders and upbeat 2026 guidance as AI boom continues https://www.cnbc.com/...
Reuters
ASML reports record quarterly bookings of €13.2B in Q4, beating €6.32B est., and projects its 2026 full-year sales at between €34B and €39B, above €35B est.
UpdateBenzinga:ASML Q4 Net Bookings Surge To €13.2B, Includi...Associated Press:ASML: Q4 Earnings Snapshot
While many are shrieking ‘AI bubble’ ‼️, the company w/the longest lead time in the whole chain & w/superior visibility to long term demand is beating & raising 2026... Chip giant ASML posts record orders and upbeat 2026 guidance as AI boom continues https://www.cnbc.com/...
CNBC
ASML reports Q4 net sales of €9.7B, vs. €9.6B est., and €2.84B net profit, vs. €3.01B est., and says it expects China to account for 20% of its total 2026 sales
ASML reported on Wednesday orders that smashed past expectations while 2026 sales guidance was also ahead …
It wasn't more than 60 days ago there were people breathlessly hanging onto every word from ‘Cassandra Unchained’ gasping for air thinking AI wasn't real, the capex fake, balance sheets rigged, 7 CEOs fudging... First Micron and now this massive beat and raise from $ASML👇
Reuters
ASML reports record quarterly bookings of €13.2B in Q4, beating €6.32B est., and projects its 2026 full-year sales at between €34B and €39B, above €35B est.
UpdateBenzinga:ASML Q4 Net Bookings Surge To €13.2B, Includi...Associated Press:ASML: Q4 Earnings Snapshot
It wasn't more than 60 days ago there were people breathlessly hanging onto every word from ‘Cassandra Unchained’ gasping for air thinking AI wasn't real, the capex fake, balance sheets rigged, 7 CEOs fudging... First Micron and now this massive beat and raise from $ASML👇
CNBC
ASML reports Q4 net sales of €9.7B, vs. €9.6B est., and €2.84B net profit, vs. €3.01B est., and says it expects China to account for 20% of its total 2026 sales
ASML reported on Wednesday orders that smashed past expectations while 2026 sales guidance was also ahead …
2025-11-12
This is where spreadsheet jockeys who know nothing about how the tech actually works blow themselves the f up. GPUs are not primarily depreciated via useful cycles as the entire system around it evolves over time to alter/improve performance, & move on to secondary applications... [image]
Bloomberg
Michael Burry's warning that hyperscalers are underestimating AI chip depreciation shows that tech investors may have forgotten how much depreciation can hurt
Costing tens of thousands of dollars each, Nvidia Corp.'s pioneering AI chips make up a hefty chunk of the $400 billion …
2024-07-31
Lisa Su's strong $AMD earnings may have helped prop up her cousin's chip company stock $NVDA lol... pending how AMD guides on the full year Mi300 chip (AI) outlook on the earnings call... [image]
CNBC
AMD reports Q2 revenue up 9% YoY to $5.83B, vs. $5.72B est., Data Center revenue up 115% to $2.8B, net income up 881% to $265M, Q3 revenue forecast above est.
Advanced Micro Devices reported second-quarter earnings on Tuesday that beat Wall Street expectations for revenue and showed continued growth …
2024-01-17
@SawyerMerritt On top of federal and state incentives 🤯 [image]
Axios
Uber is working with Tesla to urge its drivers to switch to EVs in a bid to be emissions-free in the US and Canada by 2030, including by sharing trip data
Joann Muller / Axios :