$ASML(ASML.US)(ASML.US)'s earnings just dropped — it's a quiet monster.

Most people are chasing dazzling AI stocks… but they forget that without ASML, this AI revolution wouldn't happen.

Here’s the latest info just received:

- 💰 €7.5 billion in sales this quarter

- 📈 €2.1 billion net income

- 💪 51.6% gross margin

- 🚀 Orders: €5.4 billion — of which €3.6 billion were for EUV machines (the crown jewel of chipmaking)

They expect full-year growth of 15%, with margins stabilizing above 50%.

The CEO even hinted they’re embedding AI into their lithography systems to boost yields — meaning their machines are now learning.

While the market obsesses over $NVIDIA(NVDA.US), $AMD(AMD.US), and $Taiwan Semiconductor(TSM.US), ASML quietly controls the entire semiconductor supply chain.

Only they make the machines that make the chips.

So when AI demand explodes again in 2026, $ASML(ASML.US)(ASML.US) won’t just benefit — it’ll profit from every chip sold.

This is the kind of stock long-term investors hold through cycles.

Because when the pick-and-shovel companies win, the entire gold rush pays them.