This company's improved outlook is a clear signal that the AI infrastructure cycle still has a lot of room to run...

Not rendering correctly? View this e-mail as a web page here. The AI Boom Is Booked Into the Future By Joel Litman, chief investment officer, Altimetry Dutch semiconductor-equipment maker ASML (ASML) raised its 2026 sales outlook for the second time this year... It now expects revenue between 43 billion euros and 45 billion euros. That's well above the 39.3-billion-euro average analyst estimate and the high end of its previous guidance. ASML then took it a step further. The company laid out the number of chipmaking machines it's aiming to produce this year. And it outlined the manufacturing-capacity increases it's forecasting through 2028. These machines are used to print extremely small patterns on computer chips. And they're one of the biggest bottlenecks in the semiconductor supply chain. Leading chipmakers depend on ASML's equipment to manufacture the advanced chips used in AI models and data centers. Today, we'll show why this company's improved outlook is a clear signal that the AI infrastructure cycle still has a lot of room to run. Chipmakers are already buying into tomorrow's bottleneck... ASML customers like major chipmaker Taiwan Semiconductor Manufacturing (TSM), memory-chip giant Samsung (005930.KS), and computing-power leader Intel (INTC) are increasing their spending. That's creating demand for more advanced chipmaking machines. ASML expects to produce about 65 such machines in 2026. It plans to boost its production capacity by about 30% in 2027. And it's investigating another 30% increase in 2028. The company has already started to fill its order book for 2028. That explains why management is willing to provide unusually detailed guidance several years in advance. That, in and of itself, is a powerful signal. ASML has to be confident in its business to be that specific. This ASML signal is trickling down the semiconductor supply chain... Chipmakers are adding factory capacity as demand for AI computing capacity continues to grow. Taiwan Semiconductor Manufacturing is the world's leading producer of advanced chips. And it recently reported a 36% increase in quarterly sales. Such companies are signing long-term agreements with their own customers... like technology leaders Apple (AAPL) and Qualcomm (QCOM). And the terms now include minimum prices and volumes. ASML's Chief Financial Officer Roger Dassen noted that these minimums rarely appeared in contracts years ago. Today, they're giving semiconductor manufacturers more confidence to invest. Customers are committing to AI capacity years before they need the chipmaking machines ASML produces. The company is making production decisions for machines that customers will need in 2027 and 2028. Big orders for that equipment today will create a chain reaction across the industry... Recommended Links: What You Missed Last Night Yesterday, Joel Litman (who pinned down Advanced Micro Devices before it rose 21,000%) announced what could be the biggest call of his career: a short list of stocks that could soar 1,000% or more as Elon Musk launches a quiet new venture in a Texas county where there are three times more cows than people. Click here to see the full replay... and learn how you could profit from what Elon is building next. My Nearly $20 Million 'Bar Tab' With Stansberry Research I'm an ordinary guy – a reader like you. But a few years ago, I landed in an extraordinary position: unmasking a priceless secret from inside Stansberry Research, unfiltered, on camera. In the years since, my ongoing efforts have COST Stansberry nearly $20 million and counting – money that has stayed in readers' bank accounts instead. Today, I'm speaking out one FINAL time. Demand for AI computing increases orders for advanced chips. Those orders require new fabrication capacity. And that capacity requires specialized equipment, much of which takes years to produce and install. As a result, the equipment bottleneck can appear long before companies calculate the number of chips involved in their quarterly sales. Look upstream to tackle the AI bottleneck... Investors naturally watch Nvidia (NVDA), hyperscalers like Alphabet (GOOGL), and Taiwan Semiconductor Manufacturing for clues about AI spending. But ASML offers an earlier signal. Chipmakers need its machines before they can expand advanced chip production. When ASML raises guidance and adds manufacturing capacity, it triggers spending throughout the rest of the AI supply chain. The industry is still expanding that capacity to meet rising demand. Customers are planning further into the future. And chip suppliers are responding with multiyear investments. So ASML's latest guidance doesn't just signal a strong quarter. It tells us that the AI build-out is nowhere near its end. Regards, Joel Litman August 28, 2026 P.S. Chipmaking equipment is just one of the bottlenecks we're facing in the AI build-out. And Elon Musk is ready to tackle all of them as he launches a new AI venture in rural Texas. Musk is plowing a lot of capital into this market, which means certain stocks are going to soar. Yesterday, I revealed a short list of companies that could rise as much as 1,000%. In case you missed it, click here to watch my presentation. Remember, every time Musk launches a new venture, you could have profited massively. Don't miss your chance to get in today. Tell us what you think of this content We value our subscribers' feedback. To help us improve your experience, we'd like to ask you a couple brief questions. Click here to rate this e-mail A publication from You have received this e-mail as part of your subscription to Altimetry Daily Authority. If you no longer want to receive e-mails from Altimetry Daily Authority, click here. Published by Altimetry. 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