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Dimitry Nakhla | Babylon Capital®
$ASML $TSM
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$ASML $TSM
Aletheia Capital Double Upgrades $ASML to Buy from Sell, Raises PT to $1,500 from $750
"We raised FY26E/27E EPS est significantly to factor in a new wave of investment expansions and capacity upgrades. We think the upsides will be driven by stronger EUV demand from DRAM suppliers, resilient DUV orders from China in FY26E, and critically, a potential surge in TSMC demand in FY27E.
We think TSMC alone could install 40–45 EUV tools as it may expand advanced capacity by 40–50% in 2027E, potentially lifting total EUV units to 75–80 units, near ASML’s full capacity. As such, we now expect Low-NA EUV revenue to rise by one-third in FY26E and further accelerate by 50–60% in FY27E, supported by higher volumes and a richer product mix. Hence, we forecast ASML’s overall sales growth in the mid-teens for FY26E, accelerating to the mid-twenties in FY27E—both are well ahead of its guidance and consensus forecasts."
Analyst: Warren Lau tweet
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Brady Long
🚨 Chinese researchers just published a paper that destroys every AI agent startup pitch deck.
It's called ROME + ALE, and it exposes why every "AI agent company" you've heard of is building on quicksand.
Here's what nobody's talking about: https://t.co/G9tDBSpc1n
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🚨 Chinese researchers just published a paper that destroys every AI agent startup pitch deck.
It's called ROME + ALE, and it exposes why every "AI agent company" you've heard of is building on quicksand.
Here's what nobody's talking about: https://t.co/G9tDBSpc1n
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memenodes
found this in my lil cousin's room, I'm scared to ask any questions whatsoever https://t.co/6wU18SsXWp
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found this in my lil cousin's room, I'm scared to ask any questions whatsoever https://t.co/6wU18SsXWp
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The Few Bets That Matter
$ALAB has been one of my highest-conviction names over the past few weeks. Biggest accumulation.
Up ~9% today and ~28% from the ~$140 level where I shared it as my favorite buy in the market with subscribers.
We will see how the session closes, because only closes matter. But I'm about to make my position much bigger if we hold this new high as it clearly indicates that the market wants more AI.
And why wouldn't he?
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$ALAB has been one of my highest-conviction names over the past few weeks. Biggest accumulation.
Up ~9% today and ~28% from the ~$140 level where I shared it as my favorite buy in the market with subscribers.
We will see how the session closes, because only closes matter. But I'm about to make my position much bigger if we hold this new high as it clearly indicates that the market wants more AI.
And why wouldn't he?
tweet
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Quiver Quantitative
Last year, we reported extensively on a suspicious purchase of Viasat stock by a member of Congress.
$VSAT is now up 400% since our reports.
Look at this: https://t.co/wImMv6i7Vk
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Last year, we reported extensively on a suspicious purchase of Viasat stock by a member of Congress.
$VSAT is now up 400% since our reports.
Look at this: https://t.co/wImMv6i7Vk
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Wasteland Capital
I hope you had an amazing Christmas and New Year. Best wishes to all.
For all the great outcomes last year, let’s be grateful for our blessings.
For the bad ones, the past has little bearing on the future. Every day is a new opportunity, and we decide what comes next. 🙏
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I hope you had an amazing Christmas and New Year. Best wishes to all.
For all the great outcomes last year, let’s be grateful for our blessings.
For the bad ones, the past has little bearing on the future. Every day is a new opportunity, and we decide what comes next. 🙏
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