Do you have a dumb question that you're kind of embarrassed to ask in the main thread? Is there something you're just not sure about?
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Notes -
I recommend investing in ASML and in the public companies which are part of supply chain for memory. I have not done any research on this but this video says https://youtube.com/watch?v=mDG_Hx3BSUE?si=rSt0Czli9tTA6kzo that they are not making as much profit as they can be given the circumstances. I have no idea about investing, this is all just my blind guess.
I just don't see people losing money on this, except for opportunity cost. The potential for a nvidia like spike is there.
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