Ah_Meng
01-17
I will go for option C. Intel price has run too far ahead of its value. Market is positioning Intel for its potential future success of its foundry services to take on TSMC. It's not even in the AMD space. US government's involvement is already priced in from the recent price spike. Now is the time for delivery however there is simply not enough time for Intel to do just that. Therefore market will be in for a reality check when it announces its latest results. Of course, this is only my take. Market could be irrational for longer than necessary, as could be seen in $Tesla Motors(TSLA)$
ASML Surges On AI Orders: 2026 Growth Locked In?
ASML delivered a blowout Q4, reinforcing confidence that 2026 will be another growth year, according to its CEO. Q4 net sales hit a record €9.7B, including revenue from two High-NA EUV systems, while orders surged to €13.2B, nearly double consensus. EUV orders alone reached €7.4B, lifting backlog to €38.8B as AI-driven data center spending accelerates from customers like Microsoft and Meta Platforms. Shares jumped up to 10% in after-hours trading. Is ASML entering a multi-year AI capex supercycle? After the sharp rally, do you chase ASML’s momentum—or wait for a pullback?
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