Marc Langeveld @beursstier68 Twitter profile

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Marc Langeveld

@beursstier68

6 months

Woensdag 2024Q1 cijfers van #ASML . Even terug naar mid 1990s toen ik als eerste NL analist ASML ging volgen en het koersdoel op ASML verhoogde naar 120 gulden, mede op basis van een theoretische KW in Amsterdam van 13x 😅

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Marc Langeveld

@beursstier68

5 years

@WBHoekstra Well done! Mega veel respect voor de manier waarop u namens onze spaarders en pensioengerechtigden de rug recht heeft gehouden en toch alle aanvallen uit binnen- en buitenland heeft doorstaan. NL als het Gallische dorpje van Asterix en Obelix!

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Marc Langeveld

@beursstier68

5 years

@wmiddelkoop Wat een incompetentie bij die overheid weer. Iedereen met lichte klachten moet nu thuis blijven, maar ondertussen blijven de vluchten vanuit HK, Iran en Lombardije op Schiphol binnen komen en staan alle passagiers gezamenlijk en gemengd op de koffers te wachten #kansloos

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Marc Langeveld

@beursstier68

3 years

Nederland geeft volgens Rutte graag het goede voorbeeld aan andere EU landen als het gaat om klimaatinvesteringen, maar dat geldt natuurlijk niet op alle vlakken, daar lopen we hopeloos achter en laat dat nou net het punt zijn waar ze straks op worden afgerekend

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Marc Langeveld

@beursstier68

6 months

@ASMLcompany @NicoInberg Deep respect for this leadership. NL can be proud that #ASML has elevated from being a #3 in g-line, i-line and steppers in the 1990s to become absolute world leader in critical immersion and EUV that today facilitates #digitaltransformation and #AI . No technological innovation

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Marc Langeveld

@beursstier68

6 months

This Friday I will be guest again at webinar (a.o. youtube) discussing what’s hot and what’s not in AI and Tech for 1 hour with host @NicoInberg #ASML #ASMI #BESI #MSFT #AAPL #NVDA #ANET and many more. Please send suggestions for other Tech stocks as well,

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Marc Langeveld

@beursstier68

8 months

This week Arista #ANET reported solid Q4 as its strong market position in Ethernet AI and its wins over Infiniband a.o. support case. Solid B/S + jump in FCF and ballooning AI infra capex at top clients such as #META #MSFT strengthen 12-18 month horizon outlook #conviction #long

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Marc Langeveld

@beursstier68

4 months

Today’s 8% move in $ASML suggests that they discussed more than cake recipes

Marc Langeveld

@beursstier68

5 months

Digitimes reports $TSMC CEO visited $ASML HQ. Ofcourse it is possible that they only discussed cake recipes and soccer results, but more likely is that this was to discuss EUV timelines and planning. Also $Micron hike in memory capex should help sentiment #long #all3

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Marc Langeveld

@beursstier68

3 months

Alphabet $GOOGL quarterly capex of $13.2bn, up 91% YoY. Positive news for $NVDA and Dutch chippers #long

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Marc Langeveld

@beursstier68

6 months

Demissionair minister Hugo heeft wel humor. Kosten overschrijding van minimaal 4x voor een verbouwing van het Binnenhof naar minimaal €2mrd, maar en daar komt ie…. “We blijven natuurlijk wel strict op de kosten letten”. Zijn er ook aandelen van de aannemer te koop ? #dtv

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Marc Langeveld

@beursstier68

1 year

Jammer dat niemand aan tafel de feiten op een rij heeft, het gaat om €28 mrd voor 0,000036 graden minder opwarming. Daar zijn rendabeler doelen voor. Chris heeft dus gelijk en voor Tech News hoef je deze Ben Professor Pollewop ook niet aan tafel. #oranjezomer

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Marc Langeveld

@beursstier68

6 months

So apparently, tough negotiations between 2 segment leaders #ASML and #TSMC on volume purchase agreement, led to TSMC virtually absent in Q1 orders, while EUV already sold out for ‘24 so this is for 2025 and beyond #longASML #longTSMC … 1/2

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Marc Langeveld

@beursstier68

9 months

Was weer top om te doen!

Nico A. Inberg

@NicoInberg

9 months

Podcast: #ASML , #ASMI , #Besi , #Nvidia , #Netflix , #JET , #Prosus en #Adyen via @YouTube

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Marc Langeveld

@beursstier68

2 months

$BESI completes € 60 Million Share Repurchase Program and announces New € 100 Million Share Repurchase Program. Upsizing hints at confidence that FCF will accelerate and that share price is deemed too low #long

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Marc Langeveld

@beursstier68

6 months

In het #BESI persbericht staan een aantal tegenvallende zaken (orders Q1, order herstel Q2 minder sterk, smartphone & automotive) en een aantal zeer positieve zaken (brutomarge Q1, 25-35 HB orders Q2, nieuwe klant TCB, 2e flipchip 2,5D Cowos systeem, opex Q2 omlaag, onveranderd

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Marc Langeveld

@beursstier68

6 months

Order intake #ASML has been €12,8B over last 2 quarters with apparently significant pull-in from EUV + DUV China in 2023Q4. Based on backlog and expected orders 2024, 2024 + 2025 revenue targets intact, but Q fetisjists prob disappointed

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Marc Langeveld

@beursstier68

11 months

Re $Adyen CMD Q3 TPV +25%, which is well ahead of street with N-America growing faster than market. Ladies & gents, start your engines 🚀. Shares on good volume +26% now…. #long

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Marc Langeveld

@beursstier68

10 months

ASML shipped its 1st High NA EUV system, one needs a sizeable truck / lorry to transport it and probably because of weight/size they can only fit 1 unit into a big cargo aircraft !

ASML

@ASMLcompany

10 months

A decade of groundbreaking science and systems engineering deserves a bow! 🎀 We're excited and proud to ship our first High NA EUV system to @intel . ✈️🌎

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Marc Langeveld

@beursstier68

2 months

Gisteren historische dag in volatility. Verschil tussen de VIX intraday high (65) en slot (38) nog nooit zo groot geweest. Moet een mooi dagje voor #flowtraders geweest zijn. Als ze het nu niet hebben verdiend voor het 3e kwartaal kunnen ze beter zich bekwamen als schaapsherder

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Marc Langeveld

@beursstier68

7 months

Nieuwe @BeursTalk en daarin o.a. licht laten schijnen op #adobe , #nvidia en #micron en het ecosysteem dat mee monetiseert met Nvidia's Blackwell B100 en B200 AI GPU's. Daarnaast de IPO van Reddit, en nog veel meer…

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Marc Langeveld

@beursstier68

2 months

Sad but true for our EU chipmakers. We should be very proud of the difference our Dutch system producers ASML, ASMI and BESI make on a global scale

jeroen blokland

@jsblokland

2 months

Europe is literally 'nowhere' regarding the global chip market. Another example of policy-making excellence!

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Marc Langeveld

@beursstier68

4 months

MS upgrades PT on $BESI to €190 as it sees $AAPL to adopt hybrid bonding for the high volume production of its M5 chip (via $TSMC SoIC process). Trigger likely to have come from improving $AMD MI300 AI yields #long #HB #adoptionbythebigboys

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Marc Langeveld

@beursstier68

3 months

$ASMI solid 2024Q2. For the anticipated accelerated High Vol Manufacturing in GAA (likely 2025H2 and onwards) and continued appetitie for HBM in AI chips, the recipes are ALD and EPI intensive, which bodes well for the revenue outlook, margins and FCF of ASMI

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Marc Langeveld

@beursstier68

3 months

Many reports about TSLA margin performance and mediocre sales growth hurting tech sentiment. Wake up and smell the coffee please, $TSLA is just an Automotive company with production > sales, that desires to trade on AI multiples. Keep dreaming 😴😴 and prob see some delays to FSD

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Marc Langeveld

@beursstier68

9 months

Top 5 performers Exponential Tech fund today, and the beat goes on #alllong #pypl #amd #nvda #amat #mrvl next week I will shine my light on semis (EUV vs immersion, hybrid bonding vs CoWoS at @deaandeelhouder as most media have no clue and prefer to invite generalists

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Marc Langeveld

@beursstier68

3 months

1/3… So if we summarize, $MSFT capex $19B (+80%) in JunQr and guide for higher in SepQr and 2025>2024 capex sounds to me as very +++ for semis ($NVDA etc) and SPE sector ($ASML etc) in 2025 #long

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Marc Langeveld

@beursstier68

8 months

Nvidia: On this solid 2024Q4 beat, street consensus EPS for current year (Jan25) should move to $22-23 and for 1y forward EPS (ends Jan26) to $28-30. If current market is correct valuing AI emperor #NVDA at 31x forward earnings, you can do the math yourselves #long #expotech

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Marc Langeveld

@beursstier68

8 months

Altijd weer interessant die DAH podcast 😎👍🔝

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Marc Langeveld

@beursstier68

7 months

@AlbertJellema In 2001 tech bubble bulk of Nasdaq lossmaking, no FCF, poor B/S, no divi, no share buybacks. vs. Today, AI megatrend just started, rich B/S, growing margins, strongest FCF, accelerating buybacks and dividends. Blend of Tech completely different now, cannot compare

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Marc Langeveld

@beursstier68

6 months

Solid Q1 and outlook #ASMI as sales momentum for GAA in Logic/Foundry (@ the big 3), growth in SiC (Power/Analog - LPE/ a.o. growth in China 28nm+), high K metal gate momentum with DRAM clients, should drive earnings momentum going forward for ALD (GAA + HBM), EPI (GAA, SiC).

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Marc Langeveld

@beursstier68

6 months

Due to N2 increasingly becoming a big node for #TSMC in its planned Hsinchu & Kaohsiung fabs (2025/26) + long EUV lead times, orders for #ASML EUV are expected to return 24Q2/Q3. After standstill in 24Q1 TSMC imho likely to soon re-emerge as the largest EUV buyer again soon.

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Marc Langeveld

@beursstier68

6 months

Still only a NYC proposal, but hopefully growing to >25 votes in due time, stock needs a fresh impetus and this proposal and recent Eminence news could help

SEVA

@InvestingSeva

6 months

Hi @jitsegroen any view on the revised bill? Cap from 23% to 43%? $TKWY

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Marc Langeveld

@beursstier68

2 months

So after Intel and TSMC, now the HBM giants are gradually starting to cross the bridge to #ASML ’s €350m advanced #EUV tools

Tom's Hardware

@tomshardware

2 months

Samsung may start installing its first High-NA EUV litho tool in late 2024

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Marc Langeveld

@beursstier68

10 months

Was top Pim en Milou 👍, mooie podcast geworden denk ik over het identificeren van de winnaars van morgen in Tech via Free Cash Flow en Operationele Hefboom. Succes met de podcast in 2024!

Pim Verlaan

@PimVerlaan

10 months

Erg genoten van de opname met @beursstier68 over de vrije kasstroom. Marc legt uitgebreid uit waarom hij graag belegt in 'Free Cash Flow Aristocrats'.

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Marc Langeveld

@beursstier68

4 months

Agree to Agree

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Marc Langeveld

@beursstier68

3 months

$ASML Q2 above, Q3 guide higher but maybe bit light vs cons, Orders of €5,6B above sell side cons, paving the path towards high end of 2025 sales guide (€40B). Some 73% of orders from #Logic suggesting $TSMC also part of EUV orders (€2,5B). New 2025-2030 targets expected at

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Marc Langeveld

@beursstier68

2 months

JPMorgan: "In addition, we anticipate potential catalysts over the next months from M&A and see further 100% additional upside in our blue-sky scenario". JPM wordt volgens mij veel gevolgd door UK/US hedgies dus misschien creëert dit samen met $TKWY's eigen buyback eindelijk eens

SEVA

@InvestingSeva

2 months

$TKWY JP Morgan from neutral to overweight! Last time they this was in 2021.

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Marc Langeveld

@beursstier68

6 months

En we hebben het niet eens over voetbal gehad 👌

Nico A. Inberg

@NicoInberg

6 months

Zondag op YT/Spotify/iTunes en morgenochtend al in ons @DAHMagazine : ruim anderhalf uur laven aan de kennis van tech belegger @beursstier68 met #ASML #Besi #Asmi #Meta #Nvidia #Alphabet #Amazon #Tesla en een standje voor mij inzake shortpositie #Apple .

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Marc Langeveld

@beursstier68

6 months

#ASML LT trends intact, but Q1 orders and subsequently sales guide for Q2 a bit underwhelming, not helping share price 2day #TKWY GTV in line, especially UK&Ireland (+11%) solid. 2024 GTV & adj EBITDA Guidance reiterated #long

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Marc Langeveld

@beursstier68

7 months

Vanmiddag ben ik weer te gast bij @BeursTalk waar wij het o.a gaan hebben over #EarthquakeTaiwan , impact #TSMC en #ASML , #Tesla Q1 😱 en de EV markt, #MSFT #chatGPT vs. #Amazon ’s #Anthropic chatbot #Claude , SEC vs #XRP ripple en veel meer…

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Marc Langeveld

@beursstier68

4 years

@LiveSquawk Pretty sure that these kind of statements at the end of the day backfire and hence will not help the EU

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Marc Langeveld

@beursstier68

1 year

Komende donderdag ben ik overigens weer te gast bij @BeursTalk , zin an !

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Marc Langeveld

@beursstier68

8 months

Constructief bedoelde suggestie aan @RTLZBeurs prima om sales multiple van #nvda 40x te vergelijken met #aalb 2x, maar NVDA houdt 56% netto over van elke $1 omzet vs AALB 10%. Ook groei verschilt. Eigenlijk alleen sales multiples vergelijken bij verlieslatende bedrijven

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Marc Langeveld

@beursstier68

2 months

$TSMC $TSM party just been started #long

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Marc Langeveld

@beursstier68

2 months

There is also a notable difference. $TSM as a former $Philips investment since decades almost exclusively favoured $ASML litho tools, while $INTC initially with its copy exact fab strategy was a global $Nikon adopter. Lying in bed with the Japanese SPE makers was maybe obvious at

Jordy Beuving

@BeuvingJordy

2 months

$INTC $TSM $ASML $ASM $BESI

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Marc Langeveld

@beursstier68

6 months

😎 Laten we het voortaan gewoon de dynamic Mag-6 noemen, 6 omdat er een EV maker is gedegradeerd en dynamic omdat er altijd nieuwe Mags kunnen promoveren

Nico A. Inberg

@NicoInberg

6 months

Tech, chips en nog es tech: met @beursstier68 . NL chippers, Mag-7 en een rondje China. Enjoy. #ASML , #ASMI , #Besi , #Tesla , #Nvidia , #Meta , #Microsoft & veel meer l Podcast S... via @YouTube

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Marc Langeveld

@beursstier68

7 months

Micron #MU “Our HBM is sold out for calendar 2024, and the overwhelming majority of our 2025 supply has already been allocated and Micron’s high bandwidth memory (HBM3E) product will be a part of Nvidia’s H200 Tensor Core GPUs" #expotech #long

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Marc Langeveld

@beursstier68

2 months

And these new restrictions could also exclusively apply to the entities (black) list (SMIC, YMTC), which would limit the impact for $ASML to a negligible 1% of sales. Clarity more valuable to many investors than known unknowns #long

Marc Langeveld

@beursstier68

2 months

A remotely controlled software downgrade, but you still have to pay. Let's wait and see for all the details if and when confirmed

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Marc Langeveld

@beursstier68

23 days

@jitsegroen Mooie overwinning ook bij de US district judge vs NY City Council inzake “niet delen van consumer data” met restaurants.

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Marc Langeveld

@beursstier68

5 months

Baidu $BIDU beats by $0,57 as it reports Q1 Non-GAAP EPS of $2.76. Revenues also show a beat of some $30m vs consensus, while its Core non-GAAP operating margin expands to some 23.5% on improving advertising and cloud rev. Focus on AI enabled businesses in spotlight. Shares

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Marc Langeveld

@beursstier68

2 months

JPM out with a note 2day on #PRX #Prosus and the possible merger of #DH and #TKWY and if you think big the potential of accelerating M&A now that sector focus has switched to margins and FCF. If JPM thinks big, although imho unlikely, this would in one of their scenarios mean

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Marc Langeveld

@beursstier68

6 years

Afgelopen week schreef ik voor @Econopolis een blog over diversificatie via goud / edelmetalen mocht de Fed een policy reversal doen. Gisteren hintte de Fed op het einde van QT. In gold we trust?

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Marc Langeveld

@beursstier68

9 months

Deutsche downgrading #BESI from HOLD to SELL, but lifts price target from EUR 92 to 110. If you still had BESI on a HOLD until yday with a PT of EUR 92, while the shares recently traded around EUR 140, it is imho fair to argue that DB does not really have its eyes on the ball

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Marc Langeveld

@beursstier68

6 months

for the accelerated High Vol Manufacturing in GAA (likely 2025 and onwards) and continued appetite for HBM in AI chips, the usual recipes should be ALD & EPI intensive, which bodes well for the 2025-2030 revenue, margin and FCF outlook of #ASMI

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Marc Langeveld

@beursstier68

2 months

Are you all also worried that $NVDA tomorrow will only report a "modest" YoY revenue growth of just slightly above +100% and possibly guide for a horrible 75% growth next few Qs #sarcasm #ExpoTechisLong #focuson2025till2027 #GenAIcapexstillrisingatmajorclients

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Marc Langeveld

@beursstier68

7 months

Re possible reason behind #BESI weakness today. Local media in SouthKorea suggesting SK Hynix and Samsung may delay Hybrid Bonding adoption for HBM4 due to thickness standards limitations.

HBM4 두께 표준 '완화' 합의…삼성·SK, 하이브리드 본딩 도입 미루나

오는 2026년 상용화를 앞둔 12단·16단 D램 적층 HBM4(6세대 고대역폭메모리)의 표준이 정해졌다. 최근 진행된 논의에서 관련 기업들이 이전 세대인 720마이크로미터(μm) 보다 두꺼운 775마이크로미터로 패키지 두께 기준을 완화하기로 한 것으로 파악됐다.이번 합의는 삼성전자, SK...

zdnet.co.kr

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Marc Langeveld

@beursstier68

3 months

Same is for @elonmusk statements on doubling down on #Dojo , because demand for $NVDA AI chips is so high as the whole world wants to buy these. Sure, $TSLA is a 3% customer of NVDA, but the signal I also picked up is that AI chips will remain in short supply well into 2026 or

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Marc Langeveld

@beursstier68

10 months

I read so many ignorant tweets about tech being expensive after 2023, but 2022 was no party for Tech, 2023 had its iPhone moment for AI, digitization accelerated and wouldn’t you rather pay 2x the broad market multiple for 4x the level of EPS and FCF growth? #daretoask

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Marc Langeveld

@beursstier68

3 months

And people wonder why after the rotation, I am staying positive on smart and FCF generative Tech

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Marc Langeveld

@beursstier68

11 months

Adyen +25% on 2m+ shares volume in US trading, let’s hope this is the pattern tomorrow as well in Amsterdam #long

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Marc Langeveld

@beursstier68

5 months

TSMC: “the golden age for semis has arrived” #long

Dan Nystedt

@dnystedt

5 months

TSMC is well on track to enter 2nm volume production in the 2nd half-2025, and then launch A16 in 2026, media report, citing TSMC Senior VP Kevin Zhang, who added that TSMC can’t keep up with 3nm demand despite its all-out effort to triple production capacity versus last year. He

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Marc Langeveld

@beursstier68

4 months

According to Korean press Samsung progressing with mass production HBM3e 12 Hi and soon will get qualified by Nvidia. Samsung has NOT issued press release, but both Samsung and Hynix moving today in Seoul on the whisper. HBM 🐎 race good news 4 FE/BE system suppliers

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Marc Langeveld

@beursstier68

2 months

In other words, the world does not grasp yet how sizeable this new MEGATREND will be vis-a-vis earlier tech megatrends such as the arrival of the IBM Mainframe in the 1960s, Home PC in the 1980s, the Internet in the 1990s, Smartphone and Social Media since 2009

The AI Investor

@The_AI_Investor

2 months

Listen to Eric Schmidt explaining why Nvidia is dominating GPU market, the CUDA moat that everyone completely missed, and the impact of GenAI that no one understands yet. $NVDA

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Marc Langeveld

@beursstier68

3 months

If markets worry that $GOOGL is overspending on capex ($13.2B) for AI and infrastructure then this should be good news to the ones that supply chips, cloud & AI infrastructure as Google wants to bridge the gap to #AWS and #Azure , but even these beneficiaries are down today

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Marc Langeveld

@beursstier68

2 months

Probably nothing :-) TSMC places so-called Super Hot Run (SHR) orders with fab toolmakers especially for CoWoS packaging tools. Article reports that "TSMC's 5/4nm and 3nm production capacity utilization has reached 100% since the beginning of 2024. It

TSMC places SHR orders with fab toolmakers

TSMC has received an influx of orders for CoWoS and other chipmaking equipment, the majority of which require super hot runs (SHR), according to industry sources.

www.digitimes.com

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Marc Langeveld

@beursstier68

29 days

Met o.a. na de break, items over $INTC $MSFT $ASML $TKWY $AAPL $NVDA $TSM, specifiek ga ik o.a. in op de claim van China dat ze een eigen 300mm DUV ArF tool hebben ontwikkeld, maar de bejubelde features kloppen voor geen meter

BeursTalk

@BeursTalk

29 days

Vandaag een nieuwe BeursTalk, met deze week @beurscommentaar ( @slvermogen ) en @beursstier68 ( @Econopolis ). Stay tuned!

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Marc Langeveld

@beursstier68

3 months

Tech sentiment in US still ends this week in a sour mood, but tech results continue to come in solid as a rock $ISRG #long #medtech #davinci #roboticsurgery

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Marc Langeveld

@beursstier68

5 months

Digitimes reports $TSMC CEO visited $ASML HQ. Ofcourse it is possible that they only discussed cake recipes and soccer results, but more likely is that this was to discuss EUV timelines and planning. Also $Micron hike in memory capex should help sentiment #long #all3

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Marc Langeveld

@beursstier68

3 months

New ATH today in #gold , but also tomorrow $ASML 2024Q2 whereby investors will likely focus on #EUV order intake. Total Q2 order intake imho should be north of €6B to provide fresh impetus for rally to gain momentum. #long

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Marc Langeveld

@beursstier68

9 months

Message to everyone who kept telling me for the last 6 months that after the 2023 rally, Tech became too expensive

The Spectator Index

@spectatorindex

9 months

BREAKING: Meta today added $205 billion in market value, making it the biggest single-day gain in history.

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Marc Langeveld

@beursstier68

1 month

Reactie op #Apple #iphone16 nogal lauw, onterecht denk ik als je kijkt naar de kansen voor het gehele $AAPL ecosysteem. iPhone16 speciaal ontworpen voor Apple Intelligence met de nieuwe 3nm A18 chipset en AI werkt alleen op de 16 en 15 Pro dus een upgrade cycle lijkt mij imminent

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Marc Langeveld

@beursstier68

2 months

$NVDA beats on sales, EPS and guidance. Guide voor $32,5 mrd omzet betekent een groei YoY van 79% vergeleken met +122% in het vandaag gerapporteerde Q. Dat is waarschijnlijk de reden voor de teleurstelling bij sommigen getuige de daling nabeurs #solidQ #solidGuide #SBB50bn #long

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Marc Langeveld

@beursstier68

22 days

Re $ASML - from the Micron $MU confcall - “Our 1-gamma DRAM pilot production using extreme ultraviolet lithography is progressing well, and we are on track for volume production in calendar 2025”

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Marc Langeveld

@beursstier68

1 year

@NicoInberg Je wilde zeker hashtag #BESI doen, maar je spellingcontrole maakt er toch weer automatisch een voetbal hashtag van

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Marc Langeveld

@beursstier68

3 months

On this rotation from Tech ( #Nasdaq100 ) to SC ( #Russell2000 ) it is with hindsight understandable there is some mean reversion after SC inflows were virtually dead, but there is imho also no fundamental EPS or FCF trend argument to justify this process to get legs in the next 18

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Marc Langeveld

@beursstier68

5 months

Option markets suggest #NVDA could be up or down 11% after market. The Q fetisjists are likely to microfocus on each line, but real investors just prefer to look at the LT trend and 2030 rev and gm% potential

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Marc Langeveld

@beursstier68

9 months

And the beat goes on…. Who does not like that oldie from the Whispers 😎🚀 solid beats from #AMZN and capital allocation surprises from #META (SBB 50b)

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Marc Langeveld

@beursstier68

13 days

Looking forward !

DeAandeelHouder.NL

@deaandeelhouder

13 days

📢 Binnenkort een nieuwe podcast met Marc Langeveld ✅ De podcast voor tech-beleggers! 👥 Host @NicoInberg , met speciale gast @beursstier68 van @Econopolis . 📈 Mis het niet! Schrijf je snel in:

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Marc Langeveld

@beursstier68

5 months

Throughput 500 wph, yes it carries a high selling price of €350m, but at this density and prod yield in the end it is about value of ownership and cost per wafer/chip !! $ASML High-NA Litho Machine Sets New Density Record, Aims to Double EUV Production Speed

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Marc Langeveld

@beursstier68

11 months

Replay van het Saxobank Academy Tech Webinar waar ik een uur lang vragen beantwoordde over o.a. #ASML #ASMI #BESI #ADYEN #NVIDIA #ARISTA #TSMC en #MICROSOFT

De technologiesector volgens Marc Langeveld | Webinars

Saxo Bank

www.home.saxo

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Marc Langeveld

@beursstier68

2 months

Rotation finito #FTNT #Long

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Marc Langeveld

@beursstier68

3 months

Painful reminder to set Automatic Updates and Install to OFF and set it to MANUALLY as apparently this software security giant did not test its own update before infecting all users globally

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Marc Langeveld

@beursstier68

5 months

#ANET One of our 1st day positions beats on most metrics, on EPS by some $0.25 as well as on $1,57B (+16%) revs; It prudently guides Q2 revs in-line @ $1,62-1,65B with GM 64%; also announces incremental $1.2 bln for share repurchases #long

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Marc Langeveld

@beursstier68

7 months

Vanmiddag weer een @BeursTalk podcast opgenomen en daarin o.a. het licht laten schijnen op o.a. #adobe , #nvidia en #micron en het ecosysteem aan bedrijven dat lekker mee monetiseert met Nvidia's productie van de Blackwell B100 en B200 AI GPU's #long #expotech

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Marc Langeveld

@beursstier68

2 months

$NVDA if my models are correct, PEG should be significantly below 1, even at a forward PE of 30+ #long

Beth Kindig

@Beth_Kindig

2 months

Foxconn added that $NVDA H100 and H200 server demand is so strong that even without the GB200, it can still meet its AI server YoY and QoQ revenue growth targets for the back half of the year.

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Marc Langeveld

@beursstier68

2 months

10x … let that sink in and yet some people advocate selling because AI stocks have doubled

Beth Kindig

@Beth_Kindig

2 months

By 2030, the generative AI market in the US is forecast to rise 10x, reaching $115 billion. $NVDA $AMD $AVGO $MSFT $AMZN $META $GOOG

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Marc Langeveld

@beursstier68

4 months

Creative Cloud enjoys better momentum, AI supports positive net new ARR growth in coming quarters. Stock -23% YTD on AI disruption fears prove unwarranted as more and more clients adopt Adobe’s Firefly Discl: ExpoTech is #long $ADBE

Marc Langeveld

@beursstier68

4 months

$ADBE beats

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Marc Langeveld

@beursstier68

8 months

If for a stock whose name I will not mention, but it end’s with …vidia its sales go up 3x in a year, its net earnings sort of go up 4x, Free Cash Flow goes up more than 6x, is this then an expensive stock if its share price rises by 250% in that same year #daretoask #long

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Marc Langeveld

@beursstier68

5 months

Client #2 and #3 for this €350m tool #longASML #longSansung

Dan Nystedt

@dnystedt

5 months

Intel has bought all the high-NA EUV lithography machines ASML is producing through the 1st half-2025, The Elec reports, noting 5 will be delivered this year. ASML’s yearly capacity is 5 to 6 units. South Korea’s Samsung and SK Hynix expect to take delivery of high-NA EUV

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Marc Langeveld

@beursstier68

7 months

Without #ASML service these tools and production lines come to a grinding halt within 4-6 weeks #long

*Walter Bloomberg

@DeItaone

7 months

BIDEN ADMINISTRATION PLANS TO URGE THE NETHERLANDS IN MEETING NEXT WEEK TO STOP TOP DUTCH CHIPMAKING EQUIPMENT MAKER ASML FROM SERVICING SOME TOOLS IN CHINA-SOURCES

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Marc Langeveld

@beursstier68

5 years

Portuguese PM threatens to kick out NL of EU. This will also raise #nexit calls in NL and one could argue that whilst Nexit will be expensive, a transfer union probably will in the mid term cost the NL more at this speed of undisciplined budget behavior.

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Marc Langeveld

@beursstier68

8 months

#BESI aan het begin van een nieuwe upcycle volgens CEO, daarnaast solide 2023Q4 cijfers met meer momentum in Hybrid Bonding units en HB klanten, maar 2024Q1 EBIT guide is wel beneden consensus op 5-15% lagere QoQ omzet en hogere kosten en forse share based compensatie #long

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Marc Langeveld

@beursstier68

3 years

@NorthmanTrader But in 2000 bulk of blown up tech stocks had negative E and FCF, no Div, no SBB, when real rates were >6%. Today, tech enjoys Digital Transformation, hi rev grwth, oper leverage, hi FCF, rich B/S + rising capital allocation while real rates will remain negative for years

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Marc Langeveld

@beursstier68

3 months

broader (nonTech) market is probably 2+, so this should be an eyeopener for everyone who thinks the recent rotation is justified and still perceives Tech as expensive

Shay Boloor

@StockSavvyShay

3 months

Ever heard of the PEG ratio? It's Peter Lynch's go-to metric that if a score is <1.0, it hints at a bargain, while >2.0 might be a bit pricey -- let’s see how Big Tech stacks up as we begin Q2 earnings 🧐 $AMZN, $MSFT, $GOOGL, $AAPL, $NVDA, $TSLA, $META, $CRM, $AMD, $ADBE

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Marc Langeveld

@beursstier68

7 months

In my opinion, this could, if proven true, phase out part of Besi’s HB revenue from 2024 to 2025, not cancel it, just delaying it. #long

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Marc Langeveld

@beursstier68

9 months

Intel readthru Dutch chippers. Intel weakness seems cy specific, will not use high NA EUV at 1,8nm (end of 2024), hence more GAA (ASMI) and DUV immersion (ASML), it remains positive on Hybrid Bonding (BESI), but after big sector rally this news prob triggers modest profit taking

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Marc Langeveld

@beursstier68

6 months

#GOOGL closes above $2T market cap for the 1st time in its history #long

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Marc Langeveld

@beursstier68

24 days

Zoveel te bespreken weer

Nico A. Inberg

@NicoInberg

24 days

Save The Date: Bij @deaandeelhouder ontvangen we voor onze leden topspecialisten op elk vakgebied: 30/09 @JillesAppelscha : olie, energie en #shelldech 11/10 Joren v Aken ( @degroofpetercam ): Holdings 16/10 Marc Langeveld ( @beursstier68 ), nr 1 techanalist over #ASML en meer

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Marc Langeveld

@beursstier68

3 years

@eddy_terstall Dat krijg je als het Haagse elftal volstopt met B + C spelers, sommige niet eens goed genoeg voor het jeugdelftal en dan ook nog de keeper linkshalf maakt, de linksbuiten rechtsback en de voorstopper rechtsbuiten en dit team laat coachen door de materiaalman die met pensioen moet

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Marc Langeveld

@beursstier68

3 months

On the way to new ATH’s ? #long $now

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