1. Nvidia has seen a sharp rise in value due to the demand for its hardware driven by AI technology.
2. Samsung and Micron are facing a memory shortage due to AI demand, leading to potential growth opportunities for both companies.
3. ASML holds a monopoly on EUV lithography machines, making it a crucial player in the tech industry with room for growth.
4. Samsung is closest to reaching a trillion-dollar market cap, with a 217% increase in the last year and a strong performance in the memory market.
5. Micron is capitalizing on the memory shortage trend, with a 373% increase in the past year and significant revenue growth in fiscal 2026.
6. ASML, although further from the trillion-dollar mark, is the sole provider of EUV lithography machines and has shown steady growth in revenue and net income.
7. Considerations for investing in ASML include its unique position in the market and potential for future growth opportunities.

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