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$ASML is projecting ~$55B in revenue by 2030 with gross margins approaching 60%. That only works because every advanced chip built by $TSM and designed by $NVDA still has to pass through ASML’s tools. ASML remains the AI kingmaker.

Shay Boloor

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$ASML has become one of the clearest ways to invest in the global AI chip buildout because it controls one of the most important bottlenecks in semiconductor manufacturing. Its lithography systems act like ultra-precise printers that create the tiny circuit patterns used in advanced chips and ASML remains the only company producing EUV machines at scale. $TSM cannot manufacture $NVDA Blackwell or Rubin GPUs without those systems which means nearly every dollar flowing into advanced AI compute ultimately passes through ASML’s equipment.

$ASML has become one of the clearest ways to invest in the global AI chip buildout because it controls one of the most important bottlenecks in semiconductor manufacturing. Its lithography systems act like ultra-precise printers that create the tiny circuit patterns used in advanced chips and ASML remains the only company producing EUV machines at scale. $TSM cannot manufacture $NVDA Blackwell or Rubin GPUs without those systems which means nearly every dollar flowing into advanced AI compute ultimately passes through ASML’s equipment.

Shay Boloor

62,457 görüntüleme • 1 ay önce

Here are 20 companies that will dominate the AI age: 1/ ASML $ASML is revolutionizing the semiconductor industry by enabling chipmakers to produce the world’s most advanced processors with atomic-scale precision. Shrinking transistors to fit more power into smaller chips faces fundamental physical limits. The industry struggled with escalating costs, slower innovation cycles, and diminishing returns from older lithography methods. With $ASML, the process is radically different, its extreme ultraviolet (EUV) lithography machines use cutting-edge optics and physics to etch circuitry at the nanometer scale, enabling faster, more energy-efficient, and more powerful chips. This breakthrough is the backbone of progress in AI, cloud computing, smartphones, and virtually every advanced technology. As AI spreads to all aspects of our economies, an ever-growing number of chips is needed, driving demand for ASML machines and maintenance services.

Here are 20 companies that will dominate the AI age: 1/ ASML $ASML is revolutionizing the semiconductor industry by enabling chipmakers to produce the world’s most advanced processors with atomic-scale precision. Shrinking transistors to fit more power into smaller chips faces fundamental physical limits. The industry struggled with escalating costs, slower innovation cycles, and diminishing returns from older lithography methods. With $ASML, the process is radically different, its extreme ultraviolet (EUV) lithography machines use cutting-edge optics and physics to etch circuitry at the nanometer scale, enabling faster, more energy-efficient, and more powerful chips. This breakthrough is the backbone of progress in AI, cloud computing, smartphones, and virtually every advanced technology. As AI spreads to all aspects of our economies, an ever-growing number of chips is needed, driving demand for ASML machines and maintenance services.

Ray Myers

307,231 görüntüleme • 1 yıl önce

Jensen Huang brushed off OpenAI’s claim that its $AVGO built Jalapeño chip beats GB300 by saying “I don’t have to take anything personally.” $NVDA is still gaining AI market share which is why Jensen says he remains “very comfortable with all the competition.”

Jensen Huang brushed off OpenAI’s claim that its $AVGO built Jalapeño chip beats GB300 by saying “I don’t have to take anything personally.” $NVDA is still gaining AI market share which is why Jensen says he remains “very comfortable with all the competition.”

Shay Boloor

358,092 görüntüleme • 4 gün önce

Semiconductors right now are the heartbeat of the global economy and foundation of economic growth… how could you not be a bull? By 2030: 1) NVIDIA $NVDA is a $500 stock 2) AMD $AMD is a $1,000 stock 3) TSM $TSM is a $1,000 stock 4) ASML $ASML is a $3,000 stock 5) Intel $INTC is a $300 stock 6) Qualcomm $QCOM is a $400 stock 7) Micron $MU is a $1,750 stock 8) $DRAM is a $200 ETF 9) $SMH is a $1,000 ETF 10) Texas Instruments $TXN is a $600 stock

Semiconductors right now are the heartbeat of the global economy and foundation of economic growth… how could you not be a bull? By 2030: 1) NVIDIA $NVDA is a $500 stock 2) AMD $AMD is a $1,000 stock 3) TSM $TSM is a $1,000 stock 4) ASML $ASML is a $3,000 stock 5) Intel $INTC is a $300 stock 6) Qualcomm $QCOM is a $400 stock 7) Micron $MU is a $1,750 stock 8) $DRAM is a $200 ETF 9) $SMH is a $1,000 ETF 10) Texas Instruments $TXN is a $600 stock

Marcos Milla

347,059 görüntüleme • 3 ay önce

The cleanest test of the AI cycle is what $NVDA is actually shipping, and current expectations still point to revenue climbing from ~$95B this quarter toward ~$110B next quarter. If revenue keeps rising while gross margins hold around 75% then it becomes much harder to argue the compute boom is already rolling over. That demand base is still expanding too with $SPCX potentially growing from ~4% of Nvidia revenue today toward 10% by the end of 2027 as its compute buildout scales.

The cleanest test of the AI cycle is what $NVDA is actually shipping, and current expectations still point to revenue climbing from ~$95B this quarter toward ~$110B next quarter. If revenue keeps rising while gross margins hold around 75% then it becomes much harder to argue the compute boom is already rolling over. That demand base is still expanding too with $SPCX potentially growing from ~4% of Nvidia revenue today toward 10% by the end of 2027 as its compute buildout scales.

Shay Boloor

101,284 görüntüleme • 5 gün önce

Perplexity CEO Aravind Srinivas: "One thing that Perplexity has is, every revenue we make, unlike certain other [wrapper] companies, every revenue Perplexity makes has positive gross margins." "Because we route through multiple different models, we're very efficient in terms of how we spend on the tokens... we have all this advantage with RAG and orchestration and search. We don't actually need to blow up the [context]." "Every single penny we make, we make profits on that. But the overall company is still yet to be profitable."

Perplexity CEO Aravind Srinivas: "One thing that Perplexity has is, every revenue we make, unlike certain other [wrapper] companies, every revenue Perplexity makes has positive gross margins." "Because we route through multiple different models, we're very efficient in terms of how we spend on the tokens... we have all this advantage with RAG and orchestration and search. We don't actually need to blow up the [context]." "Every single penny we make, we make profits on that. But the overall company is still yet to be profitable."

Wall St Engine

365,015 görüntüleme • 5 ay önce

$AMKR is hitting new ATHs after they announced a 10-year agreement with $TSM to expand advanced semiconductor packaging and testing capabilities in Arizona, strengthening the U.S. chip supply chain. The partnership aims to support growing AI and high-performance computing demand by increasing advanced packaging capacity and speeding time to market for customers.

$AMKR is hitting new ATHs after they announced a 10-year agreement with $TSM to expand advanced semiconductor packaging and testing capabilities in Arizona, strengthening the U.S. chip supply chain. The partnership aims to support growing AI and high-performance computing demand by increasing advanced packaging capacity and speeding time to market for customers.

Sam Badawi

30,821 görüntüleme • 2 ay önce

Morgan Stanley just raised their 2027 AI capex forecast to $1.1 trillion and that number still doesn't include SpaceX or a lot of the other AI companies (Save this). When you factor those in, the real 2027 figure is probably closer to $1.5 trillion and AI lab inference revenue combined is tracking toward $300 billion in 2027. On its surface that ratio sounds alarming, spending $1.5 trillion in capex to generate $300 billion in revenue. But the framing collapses the moment you examine two things the bears consistently ignore, gross margins and the revenue trajectory. Gross margins on inference revenue are running at 60 to 70 percent. That means the $300 billion in inference revenue generates $180 to $210 billion in gross profit and that number compounds rapidly as utilization scales on infrastructure that is already built and paid for. The Capex is not being deployed against today's revenue but rather being deployed against a revenue trajectory that has shown no signs of decelerating. To understand how aggressive that trajectory actually is, consider that Morgan Stanley's $1.1 trillion hyperscaler forecast is nearly double what analysts projected for the same year just twelve months ago And they described the demand as inelastic, meaning it is not slowing down regardless of rising costs, tighter financing conditions or geopolitical risk. The AI industry ended 2025 tracking well over $200 billion in combined inference revenue and the growth rate since then has continued to accelerate rather than flatten. Anthropic alone scaled from negligible revenue to a $30 billion annualized run rate in approximately 18 months while OpenAI is tracking toward $280 billion in annual revenue by 2030 from $13 billion in 2025. There is also a structural reality in the capex number that the bears never account for. Roughly 35 percent of total AI spending goes toward training, building the next model generation which is not revenue-generating in the current period. That means only about 65 percent of the $1.5 trillion in capex is actually deployed against the inference infrastructure that earns revenue today. When you apply the 60 to 70 percent gross margin to the revenue that sits on top of that 65 percent figure, the economics look substantially better than the headline capex to revenue ratio implies. Every CEO who has been closest to this buildout has consistently underestimated it and Jensen Huang projected $1 trillion in AI capex two years ago and was called delusional. Dario Amodei said in early 2026 that AI revenues would reach the low hundreds of billions by 2028 and trillions before 2030 and given where Anthropic's own revenue trajectory is today, he is likely revising those numbers upward. The pattern here is consistent, every time someone models the revenue ceiling, the actual number breaks through it faster than expected. Come join Milk Road Pro for our full breakdown, the real unit economics of the AI inference buildout, how the capex to revenue ratio evolves over the next three years, and our entire AI thesis! Link below!

Morgan Stanley just raised their 2027 AI capex forecast to $1.1 trillion and that number still doesn't include SpaceX or a lot of the other AI companies (Save this). When you factor those in, the real 2027 figure is probably closer to $1.5 trillion and AI lab inference revenue combined is tracking toward $300 billion in 2027. On its surface that ratio sounds alarming, spending $1.5 trillion in capex to generate $300 billion in revenue. But the framing collapses the moment you examine two things the bears consistently ignore, gross margins and the revenue trajectory. Gross margins on inference revenue are running at 60 to 70 percent. That means the $300 billion in inference revenue generates $180 to $210 billion in gross profit and that number compounds rapidly as utilization scales on infrastructure that is already built and paid for. The Capex is not being deployed against today's revenue but rather being deployed against a revenue trajectory that has shown no signs of decelerating. To understand how aggressive that trajectory actually is, consider that Morgan Stanley's $1.1 trillion hyperscaler forecast is nearly double what analysts projected for the same year just twelve months ago And they described the demand as inelastic, meaning it is not slowing down regardless of rising costs, tighter financing conditions or geopolitical risk. The AI industry ended 2025 tracking well over $200 billion in combined inference revenue and the growth rate since then has continued to accelerate rather than flatten. Anthropic alone scaled from negligible revenue to a $30 billion annualized run rate in approximately 18 months while OpenAI is tracking toward $280 billion in annual revenue by 2030 from $13 billion in 2025. There is also a structural reality in the capex number that the bears never account for. Roughly 35 percent of total AI spending goes toward training, building the next model generation which is not revenue-generating in the current period. That means only about 65 percent of the $1.5 trillion in capex is actually deployed against the inference infrastructure that earns revenue today. When you apply the 60 to 70 percent gross margin to the revenue that sits on top of that 65 percent figure, the economics look substantially better than the headline capex to revenue ratio implies. Every CEO who has been closest to this buildout has consistently underestimated it and Jensen Huang projected $1 trillion in AI capex two years ago and was called delusional. Dario Amodei said in early 2026 that AI revenues would reach the low hundreds of billions by 2028 and trillions before 2030 and given where Anthropic's own revenue trajectory is today, he is likely revising those numbers upward. The pattern here is consistent, every time someone models the revenue ceiling, the actual number breaks through it faster than expected. Come join Milk Road Pro for our full breakdown, the real unit economics of the AI inference buildout, how the capex to revenue ratio evolves over the next three years, and our entire AI thesis! Link below!

Milk Road AI

21,141 görüntüleme • 2 ay önce

$AMD CEO: “We will need to add 100x more compute in the next 4-5 years.” McKinsey predicts that semiconductor market will double to $1.6 trillion by 2030. Lisa Su guides for 35% annual revenue growth for $AMD by 2030. $AMD is the most compelling opportunity in the chip space.

$AMD CEO: “We will need to add 100x more compute in the next 4-5 years.” McKinsey predicts that semiconductor market will double to $1.6 trillion by 2030. Lisa Su guides for 35% annual revenue growth for $AMD by 2030. $AMD is the most compelling opportunity in the chip space.

Oguz Erkan

286,606 görüntüleme • 4 ay önce

$ASML says it is already close to securing all the EUV orders needed for 2027 as memory lithography revenue surges 75% this year. The company is expanding Low-NA EUV capacity by 30% in 2027 to ~85 systems and is evaluating another 30% increase for 2028.

$ASML says it is already close to securing all the EUV orders needed for 2027 as memory lithography revenue surges 75% this year. The company is expanding Low-NA EUV capacity by 30% in 2027 to ~85 systems and is evaluating another 30% increase for 2028.

Shay Boloor

116,827 görüntüleme • 1 ay önce

I Built Street Fighter with my new AutoSprite 3.0 + WizardGenie AI Game Engine. AutoSprite 3.0 has an API that works directly with your favorite coding agent (and comes integrated with WizardGenie by default) [LINK TO TOOLS USED IN COMMENTS] #gamedev #aigamedev #indiegamedev

I Built Street Fighter with my new AutoSprite 3.0 + WizardGenie AI Game Engine. AutoSprite 3.0 has an API that works directly with your favorite coding agent (and comes integrated with WizardGenie by default) [LINK TO TOOLS USED IN COMMENTS] #gamedev #aigamedev #indiegamedev

DevDude

17,954 görüntüleme • 23 gün önce

Every serious analyst has called Elon Musk's Terafab unrealistic. The CEO of the company that supplies the machines to build it just said it is an upside opportunity and compared it to the largest chip buildouts in history. That is not a small statement. ASML makes the lithography machines that every advanced semiconductor fab on earth depends on. You cannot print a chip without them. There is no workaround. There is no alternative supplier. If the Terafab gets built, every single machine inside it comes from one company. The interviewer asked the ASML CEO directly about one terawatt of compute power. He did not laugh. He did not hedge. He compared it to the massive DRAM megaprojects in Korea and said new projects at that scale are exactly the kind of upside ASML is positioned for. His exact words: "New projects are opportunity." Then he said something that most people missed. He said ASML is already watching the Terafab very carefully. Tracking when things will happen. At what speed. That is not how you talk about a fantasy project. The mainstream take on the Terafab is that Musk is dreaming. The CEO of the most critical company in the entire chip supply chain just said he is preparing for it. Those are not the same position. (Watch the full 11 minutes Interview at Bloomberg TV on YouTube)

Every serious analyst has called Elon Musk's Terafab unrealistic. The CEO of the company that supplies the machines to build it just said it is an upside opportunity and compared it to the largest chip buildouts in history. That is not a small statement. ASML makes the lithography machines that every advanced semiconductor fab on earth depends on. You cannot print a chip without them. There is no workaround. There is no alternative supplier. If the Terafab gets built, every single machine inside it comes from one company. The interviewer asked the ASML CEO directly about one terawatt of compute power. He did not laugh. He did not hedge. He compared it to the massive DRAM megaprojects in Korea and said new projects at that scale are exactly the kind of upside ASML is positioned for. His exact words: "New projects are opportunity." Then he said something that most people missed. He said ASML is already watching the Terafab very carefully. Tracking when things will happen. At what speed. That is not how you talk about a fantasy project. The mainstream take on the Terafab is that Musk is dreaming. The CEO of the most critical company in the entire chip supply chain just said he is preparing for it. Those are not the same position. (Watch the full 11 minutes Interview at Bloomberg TV on YouTube)

Ihtesham Ali

67,385 görüntüleme • 2 ay önce

SITUATION EXPLAINED: A Chinese state-backed company started mass-producing DUV lithography tools, a step below EUV but still significant. • ASML shares fell as much as 6.5%, their lowest since early June, after The Information reported a Shanghai-based, state-backed company began mass-producing immersion DUV lithography machines • The company is Shanghai Yuliangsheng, with ties to Huawei and the SiCarrier equipment group, it brought together immersion DUV development teams from other Chinese firms • Plans call for 5 tools this year and 20 next year, with confirmed customers SMIC, CXMT, and Hua Hong Semiconductor • Real caveat: SMIC has actually been trialing this tool since September 2025, and active mass production isn't targeted until 2027 at the earliest • Independent analysis from the AI Futures Project puts commercial-scale Chinese immersion DUV in the mid-2030s, with ASML still holding 98.7% of the immersion lithography market • Chinese chipmakers are currently only allowed to buy ASML's older DUV tools, not its cutting-edge EUV machines • The MATCH Act, moving through Congress, would widen restrictions specifically on immersion DUV equipment • China is separately developing its own domestic EUV machine, but that project remains at the prototype stage and is likely years away from producing working chips • Nikon and Canon are the only other established DUV/lithography vendors outside ASML, alongside SMEE as another Chinese domestic challenger Theo Jaffee: "Someone has to own the bottom of the market. Chinese DUV would be the same thing for ASML. The frontier leading-edge chip fabs will still be using ASML EUV machines, but less leading-edge fabs would use DUV machines, like, for example, it would be really helpful for Huawei."

SITUATION EXPLAINED: A Chinese state-backed company started mass-producing DUV lithography tools, a step below EUV but still significant. • ASML shares fell as much as 6.5%, their lowest since early June, after The Information reported a Shanghai-based, state-backed company began mass-producing immersion DUV lithography machines • The company is Shanghai Yuliangsheng, with ties to Huawei and the SiCarrier equipment group, it brought together immersion DUV development teams from other Chinese firms • Plans call for 5 tools this year and 20 next year, with confirmed customers SMIC, CXMT, and Hua Hong Semiconductor • Real caveat: SMIC has actually been trialing this tool since September 2025, and active mass production isn't targeted until 2027 at the earliest • Independent analysis from the AI Futures Project puts commercial-scale Chinese immersion DUV in the mid-2030s, with ASML still holding 98.7% of the immersion lithography market • Chinese chipmakers are currently only allowed to buy ASML's older DUV tools, not its cutting-edge EUV machines • The MATCH Act, moving through Congress, would widen restrictions specifically on immersion DUV equipment • China is separately developing its own domestic EUV machine, but that project remains at the prototype stage and is likely years away from producing working chips • Nikon and Canon are the only other established DUV/lithography vendors outside ASML, alongside SMEE as another Chinese domestic challenger Theo Jaffee: "Someone has to own the bottom of the market. Chinese DUV would be the same thing for ASML. The frontier leading-edge chip fabs will still be using ASML EUV machines, but less leading-edge fabs would use DUV machines, like, for example, it would be really helpful for Huawei."

MTS

16,220 görüntüleme • 1 ay önce

Does anyone realize that if SpaceX pulls this off, Terafab would become the largest building ever constructed by floor area? More than 100 million square feet of manufacturing space, over 5x the floor area of the current largest building on Earth. I wanted to wait before reporting because news was coming out quite rapidly after the until announcement. SpaceX and Tesla are planning to invest roughly $16.8 billion in the initial buildout in Grimes County, Texas. It will manufacture, package and test advanced logic and memory chips under one roof because their combined demand is expected to exceed 1 terawatt of compute, more than the current global supply. The buildout is already so massive that ASML, (the only supplier of the most advanced EUV lithography machines) is factoring Terafab demand into its own 2027 and 2028 capacity plans. Elon’s rough estimate is that 25% of its AI compute output will go toward Tesla Optimus and the other 75% toward AI spacecraft. ASML has to plan years in advance for the sheer amount of chipmaking capacity Elon wants for robots and ‘ai spacecraft’

Does anyone realize that if SpaceX pulls this off, Terafab would become the largest building ever constructed by floor area? More than 100 million square feet of manufacturing space, over 5x the floor area of the current largest building on Earth. I wanted to wait before reporting because news was coming out quite rapidly after the until announcement. SpaceX and Tesla are planning to invest roughly $16.8 billion in the initial buildout in Grimes County, Texas. It will manufacture, package and test advanced logic and memory chips under one roof because their combined demand is expected to exceed 1 terawatt of compute, more than the current global supply. The buildout is already so massive that ASML, (the only supplier of the most advanced EUV lithography machines) is factoring Terafab demand into its own 2027 and 2028 capacity plans. Elon’s rough estimate is that 25% of its AI compute output will go toward Tesla Optimus and the other 75% toward AI spacecraft. ASML has to plan years in advance for the sheer amount of chipmaking capacity Elon wants for robots and ‘ai spacecraft’

Chris

81,034 görüntüleme • 24 gün önce

The Economic Singularity is not a metaphor. AI, robotics and blockchain converging into one event by 2030. Work, growth, investing... all rebuilt at once. The only real move is to use the tools and stay in through the compounding. New episode is up. As ever, please enjoy!

The Economic Singularity is not a metaphor. AI, robotics and blockchain converging into one event by 2030. Work, growth, investing... all rebuilt at once. The only real move is to use the tools and stay in through the compounding. New episode is up. As ever, please enjoy!

Raoul Pal

89,732 görüntüleme • 1 ay önce

Dylan argues that even if AI progress continues at apace and generates lots of revenue, the semiconductor industry will not be able to keep up with the labs’ current 3xing+ of compute (in watts) year over year. By the end of the decade, you end up bottlenecked on wafer fab equipment - things like ASML’s EUV machines. This may be true. I just find it crazy that we'd be in a situation where a few billion in fab capex could generate hundreds of billions of end token revenue (so the semi + AI industry has basically figured out how to turn $1 into $100) and yet this doesn’t allow Zeiss to dramatically scale up the manufacturing for the mirrors required for ASML machines.

Dylan argues that even if AI progress continues at apace and generates lots of revenue, the semiconductor industry will not be able to keep up with the labs’ current 3xing+ of compute (in watts) year over year. By the end of the decade, you end up bottlenecked on wafer fab equipment - things like ASML’s EUV machines. This may be true. I just find it crazy that we'd be in a situation where a few billion in fab capex could generate hundreds of billions of end token revenue (so the semi + AI industry has basically figured out how to turn $1 into $100) and yet this doesn’t allow Zeiss to dramatically scale up the manufacturing for the mirrors required for ASML machines.

Dwarkesh Patel

101,321 görüntüleme • 3 gün önce

BREAKING NEWS: Iran has allowed only China to pass through the Strait of Hormuz, affirming that China stands by its side in the war.

BREAKING NEWS: Iran has allowed only China to pass through the Strait of Hormuz, affirming that China stands by its side in the war.

China pulse 🇨🇳

5,284,812 görüntüleme • 6 ay önce

Today, we’re launching the new Index. Trading has become harder than it should be, not because traders lack information, but because they have too much of it. Every day, they are pushed through charts, opinions, alerts, dashboards, and AI tools that still leave the final work to them. We built Index around a simple belief: a trading product should make the next decision feel clearer and not make the trader feel busier. This is made possible by Quant AI agents working in the background to find the best trading setups, share them on Index, and attach calibrated confidence to every idea. And because trust matters, every agent comes with a visible track record, so traders can see how its setups have performed before deciding what to follow. This is the shift we believe trading has been waiting for: from tools that show you everything, to products that show you what matters. Powered by Hyperliquid. Try it here:

Today, we’re launching the new Index. Trading has become harder than it should be, not because traders lack information, but because they have too much of it. Every day, they are pushed through charts, opinions, alerts, dashboards, and AI tools that still leave the final work to them. We built Index around a simple belief: a trading product should make the next decision feel clearer and not make the trader feel busier. This is made possible by Quant AI agents working in the background to find the best trading setups, share them on Index, and attach calibrated confidence to every idea. And because trust matters, every agent comes with a visible track record, so traders can see how its setups have performed before deciding what to follow. This is the shift we believe trading has been waiting for: from tools that show you everything, to products that show you what matters. Powered by Hyperliquid. Try it here:

Fraction AI

21,684 görüntüleme • 2 ay önce

WOW! 🤯 In just 2 hours, I built an entire app from scratch that does interior design using AI. No coding, just by prompting step by step. It has: - authentication, db and storage with Supabase - payments with Stripe for credits - prompt enhancement with OpenAI - interior design with Replicate I wanted to see how far I could get by only using AI tools, and I'm honestly mind-blown! 🤯

WOW! 🤯 In just 2 hours, I built an entire app from scratch that does interior design using AI. No coding, just by prompting step by step. It has: - authentication, db and storage with Supabase - payments with Stripe for credits - prompt enhancement with OpenAI - interior design with Replicate I wanted to see how far I could get by only using AI tools, and I'm honestly mind-blown! 🤯

Florin Pop 👨🏻‍💻

98,811 görüntüleme • 1 yıl önce

here’s a demo of some new AI apps i made: • life in polaroid • ai therapist • ai travel planner • id photo editor all built and designed by my agent in ryOS – the future is ai that makes software with ai

here’s a demo of some new AI apps i made: • life in polaroid • ai therapist • ai travel planner • id photo editor all built and designed by my agent in ryOS – the future is ai that makes software with ai

Ryo Lu

42,961 görüntüleme • 9 ay önce