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Illiquid
$mu CEO on Singapore TV today: Memory and storage not system components, they are strategic assets. HBM will be US$ 100B industry by 2028.

Re risk of glut: Important to have clean room space. We work closely with customers to make sure supply is in line with demand.
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Quiver Quantitative
BREAKING: Representative Ilhan Omar was just attacked at her town hall. https://t.co/l97klWBhJt
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AkhenOsiris
S&P500 ATH while avg Mag7 stock 10% below ATH... the other 493 stepped up
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memenodes
If I get rich in crypto , I wouldn't quit my job. I'd just act like this until they fired me. https://t.co/rKEgm5uirJ
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Dimitry Nakhla | Babylon Capital®
ASML Holding $ASML Q4 2025 Report 📝

•𝐐𝟒 𝐍𝐞𝐭 𝐁𝐨𝐨𝐤𝐢𝐧𝐠𝐬: €𝟏𝟑.𝟏𝟐𝐁 (+𝟖𝟔% 𝐘𝐨𝐘) 𝐯𝐬 𝐄𝐬𝐭𝐢𝐦𝐚𝐭𝐞𝐬 𝐨𝐟 €𝟔.𝟖𝟓𝐁, €𝟕.𝟒𝟎𝐁 𝐚𝐫𝐞 𝐄𝐔𝐕 𝐁𝐨𝐨𝐤𝐢𝐧𝐠𝐬 (+𝟏𝟒𝟕% 𝐘𝐨𝐘)

•𝐅𝐘 𝐍𝐞𝐭 𝐁𝐨𝐨𝐤𝐢𝐧𝐠𝐬: €𝟐𝟖.𝟎𝟑𝐁 (+𝟒𝟖% 𝐘𝐨𝐘)
___

•Q4 Rev: €9.72B (+5% YoY)
•Q4 EPS: €7.35 (+7% YoY)
•FY 2025 Rev: €32.66B (+15% YoY)
•FY Net Income: €9.61B (+27% YoY)
•FY 2025 EPS: €24.73 (+28% YoY)
•FY Installed Base Rev: €8.19B (+26% YoY)
•Q4 Gross Margin: 52.2%
•FY Gross Margin: 52.8%
•FY FCF: €11.03B (+21% YoY)
•FY EUV Rev: €11.6B (+39% YoY)
•Year-End Backlog: €38.79B
•Year-End Backlog: EUV 65% / non-EUV 35%
___

⬆️Forward Guidance (Estimates)
•Q1 2026 Rev: €8.2B - €8.9B
•FY 2026 Rev: €34B - €39B
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God of Prompt
great breakdown ngl

https://t.co/OPP356ZOaH - Robert Youssef
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Hidden Value Gems
Have I seen this chart already?

$WRB is a specialist insurance still run by its founder (the largest shareholder), trading at 14x P/E.

Mitsui Sumitomo (10% holder) increased its stake recently. https://t.co/IoanaHaH2R
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Dimitry Nakhla | Babylon Capital®
$ASML Quarterly Net Bookings 💵

Q1 2024: €3.61B (-4%YoY)
Q2 2024: €5.57B (+24% YoY)
Q3 2024: €2.63B (+1% YoY)
Q4 2024: €7.09B (-23%% YoY)
Q1 2025: €3.94B (+9% YoY)
Q2 2025: €5.54B (+24% YoY)
Q3 2025: €5.39B (+53% YoY)
Q4 2025: €13.15B (+85% YoY) https://t.co/2wjeWEw2ZW
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