ASML: On The Verge Of Exploding

Core Insights - The rise of reasoning models in AI is expected to lead to rapid expansion in the industry, with ASML being well-positioned to capitalize on this trend [1] Group 1: Industry Trends - Reasoning models in AI are generating orders of magnitude more tokens, indicating a significant increase in demand for AI capabilities [1] Group 2: Company Positioning - ASML is highlighted as one of the best-positioned companies to take advantage of the reasoning model trend, suggesting strong potential for growth and investment opportunities [1]