《Abundance or Bust 💥: AI , Power , Chips 💽 & End of Money 💸》
ASML因其与蔡司的独家反射镜合作关系以及受益于自由电子激光等光刻创新的能力，是一个至少3-5年的安全长期持有标的。
现在是内存。现在是用于制造芯片的EUV ASML工具。
Now it's memory. Now it's the EUV ASML tools to build chips.
记住，另一件难以确定的大事是，他们是否有办法用不同的方法克服ASML的光刻工具？因为在我看来，这是最大最难的事情，如果这个星球上有一个垄断，那就是他们和蔡司。
remember and the other thing the other big thing that's hard to nail as well as is there a way of them overcoming the ASML lithography tooling with a different approach? Cuz that seems to me like the biggest and hardest thing that like if there's a monopoly on the planet them and Zeiss are it.