Geopolitical Analyst

Jun 8, 2026 · bearish

(https://www.marketwatch.com/story/why-elon-musk-says-asml-is-the-greatest-company-in-europe-a353f33a?mod=mw_rss_topstories) because he needs their lithography machines for Terafab is the exact moment ASML's scarcity value peaks.

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