Скачать или смотреть The Only True AI Monopoly (Not Nvidia, Not Palantir)

Everyone talks about Nvidia, AMD, or Palantir when it comes to the AI boom. But there’s one company quietly holding a monopoly over the machines that make ALL advanced AI chips possible: ASML.

ASML is the only company on Earth that can build EUV lithography machines — the critical technology behind Nvidia’s GPUs, AMD’s processors, and TSMC’s fabs. Without ASML, the AI revolution doesn’t exist.

In this video, I’ll break down:
🔹 What ASML actually does and why its EUV machines are irreplaceable
🔹 The latest financial results and growth outlook (Q2 2025)
🔹 Why ASML is under-appreciated compared to Nvidia, AMD & Palantir
🔹 The massive “non-disruption” moat ASML holds (no rivals anywhere close)
🔹 ASML vs Palantir valuation — and why it’s shocking investors
🔹 Key risks, opportunities, and whether ASML is the ultimate AI monopoly stock

0:00 Intro – The Hidden AI Monopoly

01:53 ASML's Business Model

03:25 Q2 2025 Results

04:30 Key Risks

06:01 Growth Opportunities

06:35 Why ASML Can’t Be Disrupted

07:50 Valuation

09:40 Valuation vs Palantir

10:23 Technical Chart Analysis

10:58 Final Thoughts

This might be the most important AI company you’ve never heard of.

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