[PartiallyTyped]

I'd put my eggs in some Dutch company cough asml cough that has an enormous backlog and controls a segment of the manufacturing process ;).

But what do I know, I am just a grad student.

[FredPret]

ASML is a fantastic business to own but has a price tag to match. Intel might be good and is selling for a song.

[epgui]

Not a bad long-term bet IMO! I’m partial to both ASML and TSMC.