lost in the memory dump: $ASML(ASML.US) crushed Q2, sales up 21% to 9.3 billion euros, and raised its 2026 guidance, stock up 7%. ASML is the monopoly on the machines that make every advanced chip, so when it raises guidance, it's saying AI capex is still accelerating, not slowing. that's the bullish counterpoint to the memory selloff. the buildout is funded. i'm long the equipment side as the cleanest capex proxy.
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