1. ASML's role in semiconductor manufacturing is crucial, driven by AI advancements, making it a key player with significant growth potential despite geopolitical challenges; 2. Open-source AI models like DeepSeek-R1 democratize AI, increasing demand for advanced chips and benefiting ASML's specialized EUV lithography tools; 3. ASML's robust financials, including a strong installed base services segment, provide stability and growth opportunities amid cyclical semiconductor market fluctuations.