The AI revolution has bifurcated the market, with only a few companies generating immediate profits while others merely seek higher valuations.
ASML Holdings is pivotal for AI chip production; its extreme ultraviolet lithography tools are essential for companies like Nvidia and TSMC.
Investors should focus on stocks like ASML that offer meaningful AI catalysts, particularly during market dips for better entry points.
The significant rise in ASML's orders, particularly in EUV lithography, signals strong demand from AI-centric companies pushing for advanced chip technology.
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