$ASML delivered better-than-expected Q2 results as strong AI-driven demand continued to boost orders for its advanced chipmaking equipment. With companies racing to expand AI infrastructure, ASML remains one of the biggest beneficiaries of the semiconductor investment cycle. Investors are also watching names like $NVDA and $TSM to see if AI spending can keep driving growth across the industry. Do you think the AI chip cycle still has plenty of room to run, or is the market getting ahead of itself?