Core Viewpoint - Nvidia is a dominant player in the semiconductor industry, significantly contributing to the growth of the artificial intelligence (AI) sector [1] Group 1: Nvidia's Performance - Nvidia has experienced substantial growth in free cash flow, increasing from $26.9 billion in fiscal 2024 to $60.7 billion in fiscal 2025, driven by the AI boom [6] - The company is recognized as a semiconductor powerhouse essential for the advancement of AI technologies [7] Group 2: ASML's Unique Position - ASML is the only manufacturer of extreme ultraviolet lithography (EUV) machines, which are crucial for the fabrication of advanced microchips, distinguishing it from competitors [5] - ASML has also shown impressive free cash flow growth, reporting 3.2 billion euros in 2023 and 9.1 billion euros in 2024 [6] - The company's EUV systems simplify manufacturing processes compared to traditional deep ultraviolet lithography (DUV) systems, enhancing its value proposition in the semiconductor industry [5]