The one stock that controls the entire AI economy (it’s not Nvidia)
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The article discusses ASML, a Dutch company that manufactures EUV lithography machines essential for producing advanced AI chips. It highlights ASML's monopoly in the AI economy, emphasizing its significant role in the tech industry. The piece is part of a series exploring the layers of the AI economy, suggesting that understanding ASML is crucial for future investment strategies. It also references various analyses and predictions regarding ASML's market position and revenue potential by 2030, amidst challenges like China export curbs.
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