Search results for ASML

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October 03, 2026

ASML Holding N.V. (ASML)

ASML Has All But Sold Out 2027. The Stock Is an Argument About 2028.

The earnings that justify the multiple are largely ordered rather than hoped for, lithography intensity in memory is rising in a way that shows up in revenue per tool rather than only in management's framing, and the next disclosure that matters is more likely to lift 2028 est...

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September 28, 2026

Taiwan Semiconductor Manufacturing Company Li... (TSM)

Taiwan Semiconductor's Balance Sheet Already Shows the AI Orders Are Real

The market spent July repricing Taiwan Semiconductor's capital intensity and has not finished re-rating the returns that capital generates.

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September 20, 2026

Lam Research Corporation (LRCX)

Lam Research's Real Deadline Is December 2027, Not the AI Safety Debate

The market spent a week repricing Lam for a demand shock that the guide, the deferred revenue and the clean-room schedule all contradict, and fiscal 2027 earnings are close to banked at a level the last eight quarters suggest is a floor rather than a target.

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