Harn bos

[Harn bos @bos_harn]

@scetrader Wat denk je van Besi, heb je de earnings call geluisterd?
Was niet denderend en Blickman bevestigde soort van dat hybrid bonding langer duurde dan verwacht. Is dit denk je zo’n typische eerste dag sell of wat we wel vaker bij Besi gezien hebben of was dit fundamenteler?

[Harn bos @bos_harn]

$BESI ceo Blickman said that he doesn’t know if the adoption of hybrid bonding is being delayed or not. “Exiting times ahead” (q3 & q4).

Says the shortage of memory drives demand for the testing/ qualification of hybrid bonding.

[Harn bos @bos_harn]

$BESI reported strong 2026 H1 earnings. Qtq Besi’s revenue grew 35% in line with css (30/40%).
From q2 to q3 Besi expect rev to grow by 10/15% 🟢with grss margin 1% down 🔴and operating expenses up 2,5% 🔴

Less favorable mix in q3, so less expensive hybrid bonding machines?🔴

[Harn bos @bos_harn]

$BESI BESI
Orders big beat 🟢
Revenue in-line css 🔴
Gross-margin beat 🟢

[Harn bos @bos_harn]

@NicoInberg Dead cat bounce

[Harn bos @bos_harn]

@BeuvingJordy @jukan05 But it affirms is it pushed back again..

[Harn bos @bos_harn]

@MarketMaestro1 It’s not rebounding

[Harn bos @bos_harn]

Early closure (3,7%) ✅

[Harn bos @bos_harn]

$BESI buy 218.1
Target 239 👀

[Harn bos @bos_harn]

@MaartenKolsloot Gaat het om jou of om het verhaal?

[Harn bos @bos_harn]

@MaartenKolsloot Zo een dikke paywall dat maar weinigen het zullen lezen 👍

[Harn bos @bos_harn]

@TheSqueezeNY @TradesJayGann No, a green pump Monday it will be.

[Harn bos @bos_harn]

@jenj40_jan @SDCtrader @EddyReijans Besi heeft wel meerdere gaps die nooit dicht gegaan zijn.

[Harn bos @bos_harn]

@NicoInberg Maar is dit niet gewoon een no brainer trade van 9%? Calls 41 voor over half jaartje halen?

[Harn bos @bos_harn]

Early closure on 242 🎯 (4.7%)✅

[Harn bos @bos_harn]

$BESI sell, target 237.6

[Harn bos @bos_harn]

@BloodbathAmine @TradesJayGann 😂

[Harn bos @bos_harn]

@jukan05 The information is a known bs news source.

[Harn bos @bos_harn]

@scetrader Mooi