Dear Investor,
While everyone’s fighting over AI scraps...
Trump just triggered what I believe is the biggest tech disruption since the internet.
I bet most investors missed it completely.
I’m George Gilder. I’ve been calling tech revolutions for 40+ years.
When I predicted cell phones would change everything in 1991, people laughed.
When I said streaming video would kill Blockbuster in 1994, Wall Street ignored me.
When I called Amazon’s dominance in 1996, investors shrugged.
Those “crazy” predictions were followed by insane returns:
- Apple: 249,900% since IPO
- Netflix: 112,700% from going public
- Amazon: 216,100% since IPO
Now I see something even BIGGER brewing…
Trump’s $200 Billion AI Chess Move
In June 2025, Trump secured a historic $200 billion investment in revolutionary chip technology.
Not the AI chips everyone’s buying.
Something much, much bigger.
Something that could make those chips OBSOLETE.
It’s called “wafer-scale computing.”
Instead of cutting silicon wafers into tiny chips, this technology uses entire dinner-plate-sized wafers as single super-computers.
The result? Processing power that’s 100X faster than current Nvidia chips while using 90% less energy.
And here’s what Wall Street doesn’t get:
While they’re obsessing over which AI software stock to buy next...
Three companies are quietly building the “Trillion Dollar Triangle” that could transform virtually every tech sector on earth.
- Company #1: Pioneered wafer-scale architecture that processes data faster than anything currently available
- Company #2: Has manufacturing precision to mass-produce these revolutionary chips
- Company #3: Eliminates the bottlenecks that plague current AI systems
When these technologies converge in the coming months, I believe today’s AI data centers will end up a thing of the past, like IBM’s old mainframes.
The Smart Money Is Already Moving
Big institutions aren’t waiting for CNBC to catch on:
- Vanguard: $101 billion positioned
- BlackRock: $82 billion invested
- State Street: $47 billion allocated
They understand this isn’t just faster computing.
It’s a complete rewrite of what’s possible.
Ignore the Chaos! Profit From the Revolution
Best of all, my research suggests that when a paradigm shift is this big, early investors have gotten rich regardless of market conditions.
I’ve seen this pattern play out for decades:
Phase 1: Disbelief (where we are now).
Phase 2: Acceptance
Phase 3: Panic buying at 10X prices
I’ve seen the biggest fortunes get made in Phase 1.
>> Get the three companies behind Trump’s AI revolution <<
To massive profits,
George Gilder
Editor, Gilder’s Technology Report
P.S. When Company #3 has its IPO in the coming months, the mainstream media will finally understand what’s happening. By then, early positioning opportunities vanish forever. Don’t get left behind.
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Exclusive Content from MarketBeat.com
ASML Earnings Clear the Way for More Gains in 2026
Authored by Dan Schmidt. Article Posted: 1/30/2026.
In Brief
- ASML Holdings has a stranglehold on Extreme Ultraviolet (EUV) light technology, which is necessary for making complex semiconductors.
- The company's EUV machines cost between $200 million and $400 million, and no current competitor can match its precision or accuracy.
- ASML raised its 2026 revenue guidance as it introduces a new, higher-tech model to clients, but is the stock still a buy after a 30% rally in January?
Would you invest in a company that sells only about 40 units of its product each year? If it were a large defense contractor selling jets to the government, that would be a substantial sales cadence. But what about a machine that shoots light onto semiconductors? It might not sound impressive at first, yet you could buy a squadron of F-35Bs from Lockheed Martin Corp. (NYSE: LMT) for the price of a single Extreme Ultraviolet (EUV) lithography system. And like the F-35B, there's only one company on the planet manufacturing EUV machines: ASML Holdings N.V. (NASDAQ: ASML). Today, we'll look at how this company became Denmark's most powerful tech firm and one of the linchpins of the semiconductor industry.
Monopolizing a Crucial Area of Chip Development
It's possible a competitor will emerge someday, but ASML's dominance isn't built on regulatory barriers. Rather, the company has a practical monopoly because no other firm can match the sheer technical complexity of blasting silicon with extreme ultraviolet light to produce the most advanced chip patterns in the semiconductor space.
AI is creating 1,600 new millionaires every single day. At the center of this frenzy sits Nvidia, now valued at $4.5 trillion. But most investors don't know Nvidia has three secret partners, smaller companies that play almost impossible-to-replicate roles in GPU development. Without them, Nvidia's business would be hamstrung. Because they're largely ignored, these companies trade at far more attractive valuations, giving you a way to capitalize on Nvidia's dominance without buying Nvidia itself. This is a pivotal moment for AI, but winning this trend requires playing smart, not reckless.
See the full 2026 AI investment playbook and all three secret partners.
The process uses high-energy lasers fired at tiny tin droplets, turning them into hot plasma that emits EUV light. That light is directed through a precise arrangement of mirrors to imprint patterns onto silicon wafers. Such concentrated EUV light doesn't occur naturally, and ASML relies on an exclusive relationship with Carl Zeiss ZMT—the world's only supplier of the specialized mirrors used in these systems.
Though it sounds complex, an EUV system costs roughly $200 million to $400 million. The engineering, optics and manufacturing requirements are so demanding that competitors cannot easily match the R&D and production investment.
Even shipping is elaborate: each unit requires dozens of transport containers and on-site assembly by a team of ASML engineers. In 2026, ASML expects to begin volume production of its next-generation High-Numerical Aperture (High-NA) EUV machines, which enlarge the aperture to improve resolution. Those new systems should reduce process complexity but will likely cost more than $400 million apiece initially.
Strong 2025 Earnings and Guidance Raise for 2026
ASML closed out fiscal 2025 on a strong note in its Jan. 28 earnings release. Fourth-quarter revenue was €9.7 billion (approx. $11.5 billion), bringing full-year sales to €32.7 billion (approx. $38.8 billion), a 16% year-over-year increase. Gross margin for 2025 was 52.8%, and the company earned €24.73 per share (approx. $29.30) for the year.
ASML shrugged off concerns about a slowdown in China and raised its 2026 revenue guidance to €34 billion–€39 billion (approx. $40.3 billion–$46.2 billion). Management updated gross-margin guidance to a 51%–53% range; that somewhat lower near-term margin outlook reflects the rollout of High-NA machines, which are expected to carry lower margins while manufacturing and supply chains scale. Management reiterated its longer-term goal of achieving 56%–60% gross margins by 2030.
The stock trades at roughly 45 times forward earnings, a premium valuation but not unprecedented compared with some AI-adjacent names in the tech sector. ASML also has a backlog exceeding €38 billion (approx. $45 billion), which already covers the lower end of its 2026 revenue guidance. A backlog roughly equal to a year's revenue gives the company a solid revenue floor while it implements new technology. The company also announced a dividend increase and a plan to repurchase more than €12 billion (approx. $14.2 billion) in shares through 2028.
Chart Shows Bullish Momentum Reaching Overbought Territory
Management, investors and analysts are broadly bullish on ASML's 2026 prospects, and that enthusiasm may have become somewhat exuberant. The stock climbed more than 30% in January, helped by multiple analyst upgrades and higher price targets. The long-term trend remains strong: the price is well above the 50-day and 200-day simple moving averages (SMAs), with the 50-day SMA acting as support during pullbacks.
Despite solid fundamentals and a bullish technical picture, signs are emerging that the rally may be becoming overextended. Daily trading ranges have widened as the stock moves further above the 50-day SMA, and the Relative Strength Index (RSI) has remained in overbought territory since before New Year's Eve. It wouldn't be surprising to see some profit-taking after the strong earnings report and analyst upgrades, so a brief pullback is possible. For investors looking to start new positions, the 50-day SMA could offer a more attractive entry point — keep an eye on the chart in the coming days and weeks.
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