Jordy Beuving
@BeuvingJordy
๐ Stockmarket Analyst
๐ป Semiconductor Industry
๐ Technology Stocks
๐ Tech War ๐บ๐ฒ ๐ช๐บ ๐จ๐ณ
๐ข Follow for ASML, NVIDIA, BESI, TSMC, INTEL, AMD & ASM
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$BESI Hybrid Bonding units installed guide (low/mid/high)
$BESI Hybrid Bonding units installed guide (low/mid/high)
Marvell $MRVL
Marvell $MRVL now expects โapproximately $20Bโ in total FY28 revenue, up from $18B previously, and sees $70B-$90B by FY31.
CEO Matt Murphy also said Marvell now sees a ~$400B AI market by 2030, more than 4x its prior $94B opportunity estimate for 2028.
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The inevitable: $NVDA new ATH ๐
ServiceNow $NOW
$NOW just launched Flow which is an AI native service desk that brings IT agents directly into $CRM Slack and $MSFT Teams with no infrastructure required.
You can see where ServiceNowโs moat starts to show up in AI with management saying its โmeeting companies where their employees work every dayโ rather than making them build agents in house.
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Applied Materials $AMAT / BESI $BESI
Tencent $TCEHY Oracle $ORCL lease
๐ข ๐๐๐๐ ๐๐: Chinaโs Tencent Leases 100,000 Chips From $ORCL ORACLE to Accelerate AI Push. Tencent-Oracle Deal Estimated to Be Worth About $7 Bln With an Upfront Payment of About 30% - FT
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$GOOGL launches Gemini 4 Argon
$GOOGL launches Gemini 4 Argon with a 1M token output limit and early reviews putting it ahead of OpenAI and Anthropic on most benchmarks.
Google clearly using its full stack to push AI costs lower while still hosting some of the labs it is competing against.
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Ams OSRAM +15% after DC/AI update
ams OSRAM unveils breakthrough Thin-Film VCSEL for AI Scale-Up, showcasing connectorized multi-core fiber solution and expanding ecosystem network
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First High-NA EUV chips incoming! $ASML $INTC
