Buy n Die Together❤ :

Money Thrill : but I still miss some,  $ASML Holding (ASML.US)$ , leader Quantum lithography machine EUV,
also $Micron Technology (MU.US)$ better HBM 3e generation & 1- gamma than Samsung,  revenue for microchips AI surpassed global revenue (> 50 % ) for FIRST time. Analysts don't see it ?
$Taiwan Semiconductor (TSM.US)$ greatest foundry in world
$Equinix Inc (EQIX.US)$, builder and renting of data centers that are already rented out before they are built
$ServiceNow (NOW.US)$
And i don't see $NVIDIA (NVDA.US)$ anymore, 80 % market share    ...    etcetera
don't forget the power plants  like
$Constellation Energy (CEG.US)$ (50 dollars up in down market Friday) &
$Vistra Energy (VST.US)$  etcetera

Money Thrill : 100 miles from me us the greatest private research laboratory in World, connected with University, working for 600 companies (Nvidia,  Mu, Intel, TSMC,  Samsung etc ).  5500 sophisticated engineers. Belgium Leuven.  The microchips for 2038 excist already but not in production. But for who is the research or patent is secretly?
nanochips,  the future is very, very complex.  And that is needed for so much data.
i try to follow everything there ...