> ## Content Index > Fetch the complete content index at: https://www.investingvisuals.io/llms.txt > Use this file to discover other available public pages before exploring further. # Earnings season is here! - URL: https://www.investingvisuals.io/ear/ - Published: 2026-07-19T14:00:38.000Z - Updated: 2026-07-21T13:30:38.000Z - Author: Jan (Investing Visuals) - Tags: Newsletter #### On this page This week, ASML kicked off earnings season with great results: • EPS: €7.59 vs €6.88 est. • Revenue: €9.33B vs €8.87B est. • Gross Margin: 54.0% vs 51.9% est. 𝗢𝘂𝘁𝗹𝗼𝗼𝗸 𝟮𝟬𝟮𝟲 Revenue: €43B-$45B vs €39.34B est. The same goes for TSMC, posting a strong quarter as well. And yet, the semi segment sold off violently this week. Most semi's are now down 30-50% over the last month or two. This type of sell-off often comes with opportunities so this article covers some of the names I personally find most interesting: [The semi sell-off: opportunity?On this page Over the past month we’ve seen many semi stocks drop up to 45% from their prior highs. I think it’s a story of two sides that causes the current drawdown. Let’s unpack those first before diving into the opportunities. 1 - The Kimi K3 scare![](https://storage.ghost.io/c/2b/10/2b10b2a9-bdc4-46ee-82c1-3e1e62e4af14/content/images/icon/Investing-Visuals-252b283d-b832-446b-9b99-e6db0f260cf1.png)Investing VisualsJan (Investing Visuals)![](https://storage.ghost.io/c/2b/10/2b10b2a9-bdc4-46ee-82c1-3e1e62e4af14/content/images/thumbnail/Cover-page-semi-s-1-314feb22-cfce-48bb-8e18-3792a1bc0b90.png)](https://www.investingvisuals.io/the-semi-sell-off-opportunity/) --- ## New stock analysis Over the past week, I updated two one-pager stock analyses: COHR and RBRK: - **COHR**: this businesses is perfectly positioned to benefit from the shift towards [photonics](https://www.investingvisuals.io/from-3-billion-to-91-billion-market-a-deep-dive-into-the-photonics-value-chain/), but that still a 2027+ story. I think the stock was front running that shift with fundamentals not catch up (yet). I believe it's still richly valued, even after the recent sell-off - **RBRK**: A great business focused on data protection and recovery. Data breaches are not a matter of IF but WHEN and Rubrik is one of the best businesses out there to help organizations with that. Valuation-wise I believe they are reasonably valued after the stock is up nearly 100% from its prior lows The updated one-pagers for ASML, TSM and NFLX will be out in the next few days and will be included in next week's newsletter. ![](https://storage.ghost.io/c/2b/10/2b10b2a9-bdc4-46ee-82c1-3e1e62e4af14/content/images/2026/07/image-49.png) ![](https://storage.ghost.io/c/2b/10/2b10b2a9-bdc4-46ee-82c1-3e1e62e4af14/content/images/2026/07/image-50.png) **Upgrade to premium for all deep dives, full content library, my live portfolio positions, sizing, changes and an active community for investors to share knowledge and expertise* [Upgrade ](#/portal/signup) --- ## Earnings season We've go some big names ahead: - Wednesday: GEV, TSLA, GOOGL, NOW, IBM - Thursday: NOK, INTC *NOTE: IBM already relesead preliminary earnings report on July 14, but will release the final report on Thursday.* I will cover TSLA, GOOGL, NOW and INTC with several updated visuals throughout the week! ![](https://storage.ghost.io/c/2b/10/2b10b2a9-bdc4-46ee-82c1-3e1e62e4af14/content/images/2026/07/image-51.png) --- ## New cover art I'm always looking to improve my content and I'm currently working on new cover art for my research pieces as well as the illustrations I use in my in-depth research. Below is an example of the concept cover pages for the [AsterLabs deep dive](https://www.investingvisuals.io/astera-labs-deep-dive-the-neural-network-of-ai/), [investing in AI energy](https://www.investingvisuals.io/ai-energy-industry-breakdown-and-investment-opportunities/) and [Ouster deep dive](https://www.investingvisuals.io/ouster-the-eyes-of-ai/). I hope you like them and feel free to share feedback! ![](https://storage.ghost.io/c/2b/10/2b10b2a9-bdc4-46ee-82c1-3e1e62e4af14/content/images/2026/07/image-52.png) ![](https://storage.ghost.io/c/2b/10/2b10b2a9-bdc4-46ee-82c1-3e1e62e4af14/content/images/2026/07/image-54.png) ![](https://storage.ghost.io/c/2b/10/2b10b2a9-bdc4-46ee-82c1-3e1e62e4af14/content/images/2026/07/image-53.png) --- ## New publications **A hidden gem:** I came across this business via a community member. It's one of those businesses that are quite rare: hard to displace, widening moat, high quality leadership team with an extraordinarily long tenure, strong and improving financials and exposed to several major industry tailwinds. It has all the characteristics I look for when hunting for high-quality compounders with multibagger potential. This one's exclusively for paid members. [A hidden gem in the AI scaleoutA company crucial for modern tech to work, holds a near monopoly in their respective market, yet is barely covered.![](https://storage.ghost.io/c/2b/10/2b10b2a9-bdc4-46ee-82c1-3e1e62e4af14/content/images/icon/Investing-Visuals-2fb681c9-64e9-4bc2-b507-14b30010ced2.png)Investing VisualsJan (Investing Visuals)![](https://storage.ghost.io/c/2b/10/2b10b2a9-bdc4-46ee-82c1-3e1e62e4af14/content/images/thumbnail/Cover-page-ST-3aa312da-7a52-40a6-ac7a-745ada529f2f.png)](https://www.investingvisuals.io/a-hidden-gem-in-the-ai-scaleout/) --- Thanks for reading and have a wonderful day! \~ Jan > *Up and onwards*