$ASML Holding NV(ASML)$ whoever believe those analysts will never be part of this easy 2x run for ASML. Yes china is a big market about 10-15% of its revenue, but do you think the growth and demand for this monopoly machine will weaken for the next few years? We are at the early stage of a hypergrowth of AI demand, the demand will skyrocket from 30% to 70-80% between 2026-2030. To reach this scale of AI data center demandn and AI chip production. They will need more than double the current ASML machines. It is lagging behind but the growth is obvious guys.
$Alphabet(GOOG)$ Allowing a On/Off button to switch user to AI mode basically is the simplest but idiot prove way to get user to be hooked into using google AI. It's a behavioral shift or converting google tradition search into AI searches as main and traditional searches as secondary when the button remain on.