EVERYONE is talking about out Elon’s SpaceX meeting with $ASML regarding the Terran building Look is bullish as hell for ASML, big money heading their way and a fat contract👇 If Tesla, SpaceX, and xAI want to build advanced 2nm chips, the hard part isn’t just money. It’s getting access to ASML’s EUV / High-NA EUV machines “which yes they basically have a monopoly on” So I don’t expect to many competitive meetings. Likely one of the following This could be about: • securing lithography tool access • mapping out Terafab feasibility • custom AI chips for Tesla/xAI/SpaceX • advanced packaging + chiplets • controlling more of the AI supply chain The real question: Can Elon vertically integrate AI compute… or does ASML remain the bottleneck everyone has to go through? $TSLA $SPCX