ASML Holding (ASML-Q)

They have a monopoly in lithography semiconductor equipment. But they've been restricted in selling to China. To enter, yes buy now and more at $630 and $600.

Cutting-edge semiconductor technology. Provides equipment to TSM, Samsung, and INTC. Trades at 9.9x price to sales. Compare that to NVDA. Dominant in the space. The one behind the scenes to create the technology for AI, 5G, and cloud computing. Strong revenue expansion and ROIC. Good earnings growth. Beat expectations and boosted guidance. Yield is 0.91%.

Both great but different businesses, and great as long-term holds. Decide what end-market you're targeting to make your choice.

ASML makes cutting-edge machines that cost $100s of millions per unit. Concerns in the near term about China and the tit-for-tat going on. Risk that orders will be pushed back. Long-term, still likes a lot. Quite expensive, more of a monopoly.

GOOG is still one of his favourites. May just have the best AI capabilities in the world, despite OpenAI and the MSFT partnership, and that will continue to power through. Not expensive.

Semi-conductor business very strong with rise of A.I.
Long history of performance.
Wide variety of products that support economy.
"Moore's Law" very good for future of chip business.
Service style business for tech industry. 
Large revenue growth in Asia markets. 
Trading at 1.3 PE/Growth ratio - cheap compared to peers. 

Great company. Effective monopoly on EUV lithography machines. You need these to be on the bleeding edge of chip tech. Very defensive. Rock solid, perhaps competition in the future. Because of their position, one of the safer picks in semis.

Likes the stock and their products which facilitate the production of semiconductors.