r/valueinvesting is long ASML https://www.reddit.com/r/ValueInvesting/s/ZSyh8CO1id

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I sold my ASML and switched to LRCX when an Intel director said that etching is becoming more critical than lithography for node advancements.

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Historically this has been a disadvantage, as INTC foundries could not keep up with TSMC. ASML is the safe bet, as it produces the lithography machines for everyone. TSMC is still the best foundry by far, and no one will replace them anytime soon. From a chip production standpoint I'd bet on NVDA, they own CUDA, engineers are used to it - thats great moat.

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