Money Thrill OP : Move lithography to the housing. Instead of making one giant, priceless chip, they cut the chip into smaller, perfectly functioning particles (chiplets) and glue them back together with nano-precision.
This is why the market often underestimates its value ... ???

Money Thrill OP : what investors and analysts are overlooking ???: they focus blindly on front-end lithography (making smaller and smaller transistors with ASML machines), but the real revolution of the coming years is rapidly shifting to the advanced packaging back-end.
The transition i am referring to - from loose chips to atomic interconnects - is key to keeping Moore's Law alive.

Money Thrill OP : The MEMORY WALL: Even if ASML were to make transistors at 1 nanometer; if the data infrastructure outside those transistors cannot enter and remove the data quickly enough, you have a very expensive sports car that is stuck in traffic jams.

Money Thrill : indeed,  just did my research after selling Salesforce with loss and ServiceNow with little gains. Hughe selling of yesterday in afternoon big XL orders moving to AI-interference Era! $Amkor Technology (AMKR.US)$ is also good ... for the big memory wall form so much data   read comment

Money Thrill : do you research and see hughe sell off yesterday day chart at same time as ServiceNow,  even Netflix? Big investors are leaving retailers hope for the best. I sold quickly Salesforce with loss and ServiceNow with little gains and even Netflix with loss. DCA isn't good idea now. I have 41 different shares min 3 now ... liquidity for AI interference Era  ... money is really moving from very good companies with good gains and revenue to future growth companies with losses or some big gains. Dell , SanDisk  ... the new Ase Holding $ASE Technology (ASX.US)$ and $Amkor Technology (AMKR.US)$ i am following now.  Nvidia can't without them .. ask Gemini or Copilot  ...,and see if i am wrong  ???

Money Thrill : So, there is a whole new Era of Chips coming.  Hybrid bonding. 3 layer cake,  vertical integration  ... the old Chips can't longer hold the hughe data ... the greatest bottlenecks... that's my very critical Research now before analysts recover it. So i buyed time ago Mu at 110 when Nobody wants it ... HBM and contract with imec Belgium m greatest Technology laboratory in World nanoelectronics
The TwinScan from asml. greater possibilities ... in the Clean room. i have been there, Amazing. Now i understand better everything.  Only the beginning of new Era but difficult to find the TOPIC'S?

Money Thrill : i am out with loss .. if you look at charts yesterday,  even ServiceNow,  there was a hughe sell of in middle of day from Big Investors.  XL was great. Movement to AI-interference Era. And even Netflix suffers from it.  3 VERY good companies with gains and cash but Growth,  Guidance,  etc isn't what it was ? So be cautious 
I did my research and sold these 3 . A time ago also  over Novo-Nordisk. Who buys for Salesforce and Novo-Nordisk for  lower DCA ... but now i am glad they are gone. Selling losers, Holding winners and now buying winners.  Very, very difficult but i must see reality and be rational as Retired investment advisor.
Never believe buy rating of analysts? They do it for their companies??? Have a nice day

Money Thrill : i know they are buying Fin Ai but ask it what it means at Gemini,  Copilot and Chat GPT and compare it.

Money Thrill : i suppose SaaS hasn’t long-term buy sentiment.  look  $Salesforce (CRM.US)$  So I sell it with loss. Following long time? ServiceNow is better but also difficult to say for Future.  i buyed it at 97 but don't see good moves. Same with $Netflix (NFLX.US)$ Always downwards? Shall also sell with little loss? I sell my losers (41 different shares and all up except These two. But yesterday i sold Novo-Nordisk,  also with loss/ Difficult but rational?  ) .... i  invest the best in AI technology the bottlenecks. 
For these 3 shares no momentum,  bad Hurst Exponent and bad Kwadrant Analysis ... for 1 to 3 years ??? NFA
But i wish you the best

Money Thrill Wakaoz :

Money Thrill : i too, sell Salesforce with loss and already buyed SpaceX at 150 IPO price i had limit at 160 but introduction was at 150

Money Thrill : Probably? The Growth isn't what it was ... ? But maybe we are wrong?

Money Thrill iTradefromDownUnder : Indeed? I buyed SanDisk begin this year at 200. Normally i sell 50% when more than doubled.  But now at 800 I sold for 1st time everything? With Mu is sold only 50% when 3-double. I hold the rest.  That's is my strategy following % in portfolio.  Now 41 US shares.  Gains from 2024 300% . But if i was Holding 59% of SanDisk ... ? Better ...  Conclusion  ... you never knows the future

Money Thrill python_LHu : Very good insight.  Selling 50 % or around 50 % is the Best. All depends on buy price.  In Belgium Lotus Bakeries Bischoffs  At 2000 € everybody says ... very expensive.  Do not buy ... now 10K euro?  I do my research again about SanDisk  ... must buyed it again after drops week ago ? Indeed,  2000 expensive but again, you never knows for sure?