Post by Jeff Lutz 🔋 on X
Jeff Lutz 🔋@thejefflutz
XWhile many are shrieking ‘AI bubble’ ‼️, the company w/the longest lead time in the whole chain & w/superior visibility to long term demand is beating & raising 2026…
Chip giant ASML posts record orders and upbeat 2026 guidance as AI boom continues t.co
223 likes4 repliesPosted Jan 28, 2026