1. ASML is a critical supplier of EUV lithography machines to major chipmakers like TSMC, Intel, and Samsung, enabling advanced chip production; 2. Historical data shows a strong correlation (+0.85) between TSMC's capital expenditure and ASML's revenue growth six quarters later, with recent spending hikes signaling future revenue surges; 3. Memory producers like Micron and SK Hynix are ramping up investments in ASML's EUV technology to meet AI-driven demand for high-bandwidth memory (HBM).

➀ Intel passed on investing in OpenAI in 2017, missing the opportunity to be part of generative AI's early stages. ➁ The potential investment was reportedly worth $1 billion for a 15% stake. ➂ Intel's CEO at the time, Bob Swan, did not see generative AI as a significant market opportunity.

1. Elon Musk conducted a poll on his X account asking if Tesla should invest $5 billion into xAI startup. 2. The poll received 958,086 votes with 67.9% in favor and 32.1% against the investment. 3. The results will influence Tesla's decision pending board approval and shareholder vote.