“Abundance or Bust 💥: AI , Power , Chips 💽 & End of Money 💸”
ASML is a safe long-term holding for at least 3-5 years due to its exclusive Zeiss mirror relationship and ability to benefit from lithography innovations like free electron lasers.
Now it's memory. Now it's the EUV ASML tools to build chips.
remember and the other thing the other big thing that's hard to nail as well as is there a way of them overcoming the ASML lithography tooling with a different approach? Cuz that seems to me like the biggest and hardest thing that like if there's a monopoly on the planet them and Zeiss are it.