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Time Author Thesis Company / ticker Signal Since call Position Source
12:47
Sep 25
julientechinvst
Calls ASMI more dynamic than ASML
Speaker says ASMI is more dynamic with more optionality than ASML, and cites that as the main reason for selling ASML.
ASMI ASM International NV Long 1ST Position: Holding —
21:00
Apr 17
Chaim Eisenberg SemiAnalysis Weekly
SemiAnalysis Weekly
ASMI China revenue may buck WFE slowdown
ASMI is seeing China revenue up slightly in 2026, contrary to WFE peers guiding China down 20-25%. This makes ASMI a potential exception to the broad China WFE slowdown and is something the team is tracking closely.
ASMI ASM International NV Long 1ST — —
21:33
Feb 27
kaizen_investor
ASMI resilient anchor holding
ASM International is one of the author's semiconductor and foundational anchor holdings. It held up in February and gave the portfolio structural, low-beta support while tech repriced. The author is keeping the portfolio unchanged for the long term.
ASMI ASM International NV Long 1ST Position: Holding —
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About ASMI Investor Commentary

Across the available history and selected sources, Buzzberg tracks ASMI (ASM International NV) across 9 sources: 4 bullish vs 0 bearish calls from 10 authors. Historical directional balance: 31% = 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. 13 total trade ideas tracked. Latest voices: julientechinvst, Chaim Eisenberg, kaizen_investor.