$ASML

I'm rooting for both AMD and Nvidia, because both paths lead to $ASML To make the best chips, you need to pass through the toll booth of an ASML machine. More demand -> More EUV machines More EUV machines -> More Service Revenue Almost every EUV machine ASML has ever sold is still in use and being serviced. As the installation base continually grows, so does service revenue. What a wonderful business.