ASM.AS ASM International N.V. Loading...

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Time Author Thesis Company / ticker Signal Since call Position Source
12:50
Jul 01
kaizen_investor
Long ASM International at 7% allocation with a trim target around €1,200. Portfolio
Long ASM International at 7% allocation with a trim target around €1,200; author holds it as a longer-term cyclical semiconductor equipment play and views it as a better risk/reward than ASML, which was already sold.
ASM.AS ASM International N.V. Long — —
21:03
Jun 27
kaizen_investor
Author holds ASM International in portfolio
The author says they are invested in all the stocks in the list being discussed, which includes ASM International (ASM.AS), and calls those stocks basically their portfolio. This is a bare disclosure of a current holding. The focus tweet gives no new purchase, addition or investment reason.
ASM.AS ASM International N.V. Long Position: Holding —
12:47
Jun 11
kaizen_investor
Long ASM.AS: AI boom driving chip-equipment demand.
Long ASM.AS: AI boom driving chip-equipment demand, strong earnings beat with record 33.1% margin, and optimistic sales guidance of €980M next quarter.
ASM.AS ASM International N.V. Long — —
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About ASM.AS Investor Commentary

Across the available history and selected sources, Buzzberg tracks ASM.AS (ASM International N.V.) across 3 sources: 7 bullish vs 0 bearish calls from 3 authors. Historical directional balance: 70% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 10 total trade ideas tracked. Latest voices: kaizen_investor.