ASML Holding (ASML 0.51%) is the only company in the world capable of producing extreme ultraviolet lithography machines, making it a vital component of the semiconductor industry. With next-gen "high-NA" systems and a stake of 1.3 billion euros in Mistral AI, ASML could soar higher -- but export risks and valuation premiums loom.

Stock prices used were the market prices of Sept. 15, 2025. The video was published on Sept. 16, 2025.