KawzInvests(@KawzInvests):$ASML JUST REPORTED RECORD Q3 SALES. CUSTOMERS ARE ALREADY LOOKING TO 2030. > REVENUE: €11.66B VS €11.7B EST. > EPS: €12.95 VS €10.82 EST. > GROSS MARGIN: 57.5% “Our supply as currently planned for both 2027 and 2028 will not fully meet the demand of our customers.” “Some customers are expressing an interest in placing orders with us for 2029 and even 2030.” ASML is looking to expand 2028 capacity beyond the additional 30% increase previously discussed. TLDR: Same trend across the AI buildout. Demand keeps outpacing supply...

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KawzInvests@KawzInvests

2026.10.14 06:00

$ASML JUST REPORTED RECORD Q3 SALES. CUSTOMERS ARE ALREADY LOOKING TO 2030. > REVENUE: €11.66B VS €11.7B EST. > EPS: €12.95 VS €10.82 EST. > GROSS MARGIN: 57.5% “Our supply as currently planned for both 2027 and 2028 will not fully meet the demand of our customers.” “Some customers are expressing an interest in placing orders with us for 2029 and even 2030.” ASML is looking to expand 2028 capacity beyond the additional 30% increase previously discussed. TLDR: Same trend across the AI buildout. Demand keeps outpacing supply...