BREAKING: $ASML reports €9.7 billion total net sales, gross margin of 52.2%, and €2.8 billion net income in Q4 2025 and full-year 2025 total net sales of €32.7 billion, gross margin of 52.8%, and net income of €9.6 billion. https://t.co/5QbK2qdsdB
Life Lesson: 125-150% gross exposure long $MA and do nothing ever
> 29.67% CAGR since IPO
> 14,050% TR
> No Lending Exposure
> Inflation Hedge
> Share Count down -25%
> 60% EBITDA Margins
> 50% FCF Margins
> Zero Debt on Core Op
> 85% up years
> 15% down years
> Chamath Hedge
Question to $CSU Founder Mark Leonard: "When you look back on your gesture of "working for free for the past decade," what has been the impact on the business?..."
Mark:"It just makes the board really reticent about firing me. In terms of value for money I am a spectacular deal"
@BeuvingJordy ! ASML has clarified recent media reports about its plans in Beijing. Contrary to reports of a new service center being built in 2025, an ASML representative stated that the company is upgrading and expanding its existing facility in Beijing this year. https://t.co/Ncbqilen14