Just buy!Everything else is smoke and mirrors!

$Micron Technology(MU)$ From working with Micron and ASML, there is no demand reduction I can see - and MU will soon turn to EUV to build down layer counts on both 1-gamma and 1-delta nodes in 2024. Both ASML and MU are literally on sale now, for me I am buying both. Why? They are foundational market leaders in Memory and Lithography. The triumverate is complete with tsmc in logic. The focus must be on finding the leaders, regardless of what the benchmark industry make-up looks like. Everything else is smoke and mirrors.$ASML Holding NV(ASML)$ $Taiwan Semiconductor Manufacturing(TSM)$