Gnosly Feed - asmlhttps://gnosly.com/feed/asml/Business Intelligence Console and Prediction Algorithms3745@SKundojjalaSravan KundojjalaTop-5 semicap DRAM equipment revenue up 80% y/y in 3Q26. Showing no signs of slowing down.<p>Another ATH, and ASML is gaining share. $35B+ annual run-rate for top-5 semicap DRAM equipment revenue in 3Q26. </p><p>KLA, for example, expects 60% of its process control revenue to come from memory (mostly DRAM), up from 30%+ in 2026.</p>https://x.com/SKundojjala/status/21169413253965703700.00202026-11-02T07:00:19.919644+00:002x.comasmlstocksai3635https://pbs.twimg.com/media/HWDg2a6asAAxyiU?format=png&name=smallImage2026-11-02T07:00:21.205462+00:003321@rebound_capitalRebound CapitalASML's stock price has more than doubled since ChatGPT launched. It is now trading at one of its lowest valuations in the AI era. The demand is so strong that ASML is booked out until 2028<p>Source: Rebound Capital (X)</p>https://x.com/rebound_capital/status/21136383229500253780.00202026-10-24T05:47:52.855303+00:002x.comaiasmlstockstrading3159https://pbs.twimg.com/media/HVT92Q9bcAAPVaR?format=png&name=smallImage2026-10-24T05:47:53.478384+00:002858@FilipJanurFilip JanurDutch ASML achieves record profits. ASML is the only company in the world that produces machines essential for manufacturing the most advanced chips.<p>The financial results: </p><p>➡️ Revenue: 11.7 billion euros - up 55% year-over-year. </p><p>➡️ Net profit: nearly 5 billion euros - up 133% year-over-year. </p><p>➡️ Projected revenue for the whole of 2026: 44-45 billion euros. </p>https://x.com/FilipJanur/status/21103311672326515620.00602026-10-15T05:45:24.075699+00:002x.comasmlaichipseconomy2678https://pbs.twimg.com/media/HUlm_8SWQAArgYG?format=jpg&name=smallImage2026-10-15T05:45:24.532392+00:00