martinsluis

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Forecasting Activity
Forecasting Calendar
 

Past Week Past Month Past Year This Season All Time
Forecasts 4 54 1059 86 4878
Comments 3 5 115 5 218
Questions Forecasted 4 24 77 24 187
Upvotes on Comments By This User 0 0 5 0 175
 Definitions
New Prediction
martinsluis
made their 1st forecast (view all):
Probability
Answer
0%
Less than €1.2 billion
1%
More than or equal to €1.2 billion but less than €1.8 billion
45%
More than or equal to €1.8 billion but less than €2.4 billion
54%
More than or equal to €2.4 billion
Why do you think you're right?

The €2.4B boundary sits almost exactly at the lower edge of modeled outcomes. That makes the forecast highly sensitive to small execution deviations. A modest combination of factors could push net income into the €2.2–2.3B range without implying any structural weakness.

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Why might you be wrong?

ASML revenue recognition is lumpy: a few delayed EUV acceptances can shift several hundred million euros between quarters. Given that Q4 2025 was unusually strong (€2.84B net income), reversion toward typical Q1 seasonality may be more pronounced than expected.

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New Prediction
Why do you think you're right?

Dictators never relinquish power.

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Why might you be wrong?

All I can see is a sever health or death issue

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New Prediction
Why do you think you're right?

Seasonal cycle  favors additional growth into late February or early March. Given typical late-winter dynamics, March daily values are likely to remain above last year’s monthly mean for much of the month, making a new record low increasingly unlikely. 

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Why might you be wrong?

This estimate could prove too low if late February or early March brings an unusually weak seasonal peak followed by rapid early-March decline. 

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New Prediction
martinsluis
made their 1st forecast (view all):
Probability
Answer
50%
Less than 8
30%
Between 8 and 11, inclusive
20%
Between 12 and 15, inclusive
0%
Between 16 and 19, inclusive
0%
More than or equal to 20
Why do you think you're right?

The recent trend has been relatively low

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Why might you be wrong?

 

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New Prediction
Why do you think you're right?

Full unconditional cooperation goes a long way with Trump ...

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Why might you be wrong?

Internal resistance may be able to organize a coup

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New Prediction
Why do you think you're right?

NK has launched on average 1 every month and this year is off to a busy start ... 

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Why might you be wrong?

 

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New Prediction
Why do you think you're right?

For now I will go with the base rate, which about 10%, specially due to June and July contributions. I hope to look into this question in the following days

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Why might you be wrong?

 

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New Prediction
Why do you think you're right?

This could certainly happen as China may want to keep pressure on Taiwan and/or send some special message to the US. In the past, similar actions by China had no harmful consequence, other than some sterile protest statements. This history suggests that there is no down side for China to keep exerting pressure.

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Why might you be wrong?

I think that unless something huge happens, China will not move on Taiwan before Trump's visit (perhaps in april). Depending on the meeting outcome China may pause its actions on Taiwan long enough past this question's deadline.

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New Prediction
martinsluis
made their 7th forecast (view all):
Probability
Answer
90% (0%)
Less than $1 billion
7% (0%)
More than or equal to $1 billion but less than $1.2 billion
2% (0%)
More than or equal to $1.2 billion but less than $1.4 billion
1% (0%)
More than or equal to $1.4 billion but less than $1.6 billion
0% (0%)
More than or equal to $1.6 billion
Confirmed previous forecast
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New Prediction
Why do you think you're right?

time

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Why might you be wrong?

 

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