ASML vs MU

ASML remains a fundamentally exceptional company, holding a near-monopoly in critical EUV lithography and demonstrating robust financials with strong Q1 2026 results that beat estimates and raised 2026 sales guidance to €36-40B. Its strategic positioning, expanding competitive moat, and visionary leadership are unparalleled, underpinning the global AI and computing revolution. However, our primary...

Micron Technology exhibits exceptional operational performance, highlighted by Q2 FY2026 revenue of $23.86 billion (196.3% YoY growth) and Q3 FY2026 guidance for revenue of ~$33.5 billion with an 81% gross margin. The company holds a commanding position in the high-growth AI memory market, with HBM supply sold out through 2026 and a projected HBM TAM of $100 billion by 2028. Financials are robust ...