why does one need to take on ASML? I had to look it up, semiconductors.
ASML market cap is ~500B. Meta market cap is ~1.5T.
i'm no facebook fan but it was started by a dude in a dorm room.
So I think saying "well those times are gone now" is defeatist.
(fwiw i personally have no interest in building a trillion dollar company from my basement, just talking philosophy here)
If we're going to be like that, we should go for Nvidia. Their market cap is currently ~4T.
I can see that going very well.
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