You picked a great company to have a deeper look into.
ASML Is my third largest holding.
My holdings from highest weighting to lowest weighting:
FBR - Disruption/Robotics/Monopoly/Early Stage/Micro-cap status
TSLA - Autonomous Driving/Humanoid Robots/Electrification/Manufacturing Scale/Start-up Incubator/Elon/Proven performance
ASML - AI/Tax on all technology/monopoly
GOOGL - Gemini AI/Google/YouTube
STM - Autonomous Driving/Electrification
ABNB - Digitization/AI/Network Effects
Each company I believe has have clear moats underlying the economics of their businesses and some strong industry tailwinds.
Not giving advice or anything. This is just want I am holding ATM. Do your own research, etc.
FBR General Discussion, page-5041
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