Dutch

@DeItaone DUDE FUCK OFF WITH YOUR MARKET MANUPULATION EVERY DAY

*PAKISTAN OFFICIALS SAY 2ND ROUND OF US-IRAN TALKS EXPECTED

@PaulWeeteling BESI is nu ook echt te duur!

Deze koersreactie bij Intel $INTC is echt zotjes... Ik zie die comeback graag slagen, maar daar nu zo sterk op anticiperen...no thanks.

@jimcramer Trading 100x market value lol

Intel is a BEAST--cpu demand off charts

@boymanrobshit Overvalued stock

$BESI earnings today. Hybrid bonding customer count up to 20 with a second memory customer getting evaluation tools for HBM. Huge guidance. Next phase of the vortex will find these guys and their 65% gross margins.

@runews Saturday and sunday Golf again

TRUMP ON IRAN: I'M THE LEAST PRESSURED PERSON IN THIS POSITION - he's just too old to feel any pressure

@DeFiTracer Watch the market hahahahahaha

🚨 BREAKING: 🇮🇷 IRAN HAS OFFICIALLY RESTRICTED MOHAMMAD GHALIBAF FROM NEGOTIATIONS WITH THE U.S. INSIDERS SAY GHALIBAF BLOCKED EVERY PROPOSAL FROM THE US THIS MEANS A PEACE DEAL ON FRIDAY IS HIGHLY POSSIBLE RIGHT NOW GIGA BULLISH FOR MARKETS...

@De_belegger Vindt jij $BESI niet overschat nu? Het aandeel staat echt heel hoog nu.

TSMC schrikt van prijs $ASML: nieuwste machines voorlopig te duur De stap naar High-NA wordt alleen uitgesteld tot minstens 2029, omdat die machines met 350 tot 400 miljoen dollar per stuk nog te duur zijn. Voor ASML betekent dat tragere adoptie, maar de bestaande EUV-machines, upgrades en service blijven voorlopig de motor. Overschat de markt deze tegenvaller voor ASML?

@De_belegger Aandeel te duur nu

$Besi laat zien wie écht verdient aan de AI-boom. Q1 2026: • Nettowinst: €51,6 mln (+63,8%) • Omzet: €184,9 mln (+28,3%) • Orders: €268,7 mln, ruim verdubbeld De motor? Advanced packaging en hybrid bonding voor AI- en geheugenchips. En Besi verwacht in Q2 nóg meer versnelling. Steeds meer lijkt Besi geen cyclisch chipaandeel meer… maar een structurele AI-winnaar. 👉 Is dit volgens jou nog steeds een koopje, of loopt de koers al vooruit op de hype? #Besi #AI #semiconductors #beleggen #aandelen

$Besi €269.7m orders in the 2026 hype: the hybrid bonding “surge” is just low-volume eval tools & prototypes, while real high-margin production for AI chips, HBM stays delayed. It was supposed to be red-hot by now, but it’s clearly not accelerating.​​​​​​​​​​​​​​​​​​​​​ SOURCES

@ArendJanKamp Wacht maar tot hybride bonding overschat gaat worden. $BESI is een €100 aandeel.

Voor u uw aandelen in de EUV-shredder gooit, bedenk dat #ASML (long) dit niet vandaag uit de krant haalt, maar al lang weet #TSMC en ASML werken al ruim 30 jaar innig samen ASML had vorige week echter prima cijfers en (lange) outlook (met dit dus in het achterhoofd) TSMC bestelt wellicht wel (meer) andere ASML (EUV-)machines, want het moet hoognodig investeren

@ArendJanKamp Heel duur aandeel

Orderboek, outlook en ook de rest is allemaal (veel) beter dan verwacht bij #Besi Vraag is in hoeverre dit al is ingeprijsd bij dit peperdure en op all tme high staande aandeel

@NicoInberg Aandeel te duur nu

Moet ook wel om die 240 euro te rechtvaardigen :)#Besi

@BeuvingJordy BESI does emphasize progress in Q1 (orders and adoption), but 2026 remains a ‘very important year’ for the timing of broader HBM adoption.” (finance.yahoo.com). In my opinion, this is too weak.

@DutchTrading111 In line with css and more than enough to reach FY2026 css, especially with these orders. Why bad?

🌐 ✅ 📈 🚀 👇 BREAKING: BE Semiconductor Industries (BESI) results are out! $BESI 👉 Summary: orders above css, results broadly in line & solid Q2 outlook + outlook Hybrid Bonding improved Bookings Q1-2026 📊 Orders: €269.7 million 🔎 Estimates: €250 million "Q1-26 orders of € 269.7 million more than doubled versus Q1-25 due to broad based growth across all Besi’s end-user markets, with particular strength in hybrid bonding, mobile and photonics applications. In addition, orders increased by 7.7% versus 23 April 2026 2 Q4-25 due primarily to a significant increase in bookings for hybrid bonding systems from multiple customers and end-user applications." Results Q1-2026 👉 Revenue: €184.9 million 📊 Guidance: €175-191 million 🔎 Estimates: €187 million 👉 Gross margin: 63.5% 📊 Guidance: 63-65% 🔎 Estimates: 64.2% 👉 Operating income (EBIT): €63.9 million 🔎 Estimates: €65 million “Besi reported strong first quarter results and advanced packaging orders in an improving industry environment. Revenue of € 184.9 million increased 28.3% versus Q1-25 due to higher shipments for highend mobile and 2.5D AI photonics and datacenter applications." Outlook Q2-2026 👉 Revenue: mid €250 million (plus 30-40% QoQ) 🔎 Estimates: €230-250 million 👉 Gross margin: 64-66% 🔎 Estimates: 64.3% "Based on our backlog and feedback from customers, we anticipate that Besi’s Q2-26 revenue will grow 30%-40% versus Q1-26 as revenue and order momentum continue versus the prior year period. In addition, gross margins are anticipated to increase to a range between 64%-66%. Operating expenses are anticipated to be flat to up 10% due to increased revenue and customer support activities. As a result, we anticipate a significant expansion of our Q2-26 net income and profit margins relative to Q1-26 and Q2-25.” Full press release: besi.com/investor-relat… $ASML $BESI $KLIC $ASM $NVDA $TSM $AMAT $AMD $MU $INTC $LRCX

@BeuvingJordy Not that bad but stock is to high now

@PaulWeeteling Niet super geweldig

Besi $BESI heeft cijfers over het eerste kwartaal en blijkt verder te versnellen.🔥 Dit zinnetje is veelzeggend: Orders of €269.7 million were up 7.7% vs. Q4-25 primarily due to a significant increase in bookings for hybrid bonding systems. Later meer op StockWatch

@bos_harn Not that good guidance

$BESI Revenue/ gross margin/ EPS MISS ❌ Orders beat ✅ Outlook in line with ccs ✅ CEO comments 🚀 TSMC conference yesterday 🚀

@GrindeOptions Hahahahahaha

What kind of BS is this. 😬

@De_belegger 2028 zou een duur fiscaal jaar zijn

En dan te bedenken dat we een maandje geleden op €950k stonden…

@NoLimitGains Same as the SPY will have soon

What do you call this pattern?