$ASML(ASML.US) Many say ASML holds a monopoly in lithography machines. Logically, that's correct, but the market never trades on logic alone. During the AI hype, it was treated as a core asset; but when AI cooled, it became a target for position adjustments. Recently, it's clearly been part of the fund rotation—fast money comes and goes just as quickly. If you really want to trade it, you must accept that it doesn't move on sentiment. It's more about waiting for that influx of capital.