Micron and ASML: The Two Companies That AI Physically Cannot Happen Without
Rajeswaran Thangeswaran··9 min read·
#stocks#investing#MU#ASML#semiconductors#hbm#lithography#dca
One makes the memory chips every AI training run needs. The other makes the only machines on Earth that can print those chips. Between them they control the chokepoint of the entire AI economy. Here's what $10 a week into each becomes by 2030.
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