↗ https://reddit.com/r/investing/comments/1tas8e1/euv_has_been_quietly_moving_up_does_anyone_follow/
Quick breakdown of why I'm still in $EUV.
Lithography is the actual chokepoint in semiconductor manufacturing. ASML dominates it. The AI buildout is driving massive fab expansion. Intel, TSMC, Samsung all need EUV equipment. There is a multi-year backlog.