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@QEInvesting Quality & Emerging InvestingQuality & Emerging Investing posts on X about asml, ai, $asml, investment the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Social category influence finance XXXXX% technology brands XXXXX% stocks XXXXX%
Social topic influence asml #56, ai 14.71%, $asml #34, investment 8.82%, $strl 5.88%, strong 5.88%, $amzn 5.88%, amzn 5.88%, $asts 5.88%, $pl XXXX%
Top accounts mentioned or mentioned by @bourboncap @joecarlsonshow @wolffinancial @cnbc @steveonspeed @thelonginvest @kaizeninvestor @stocksavvyshay @qualityinvest5 @tukkieindetukt1 @kaizen_investor @boybelieber056 @phucthinhbtv
Top assets mentioned Sterling Infrastructure, Inc. Common Stock (STRL) Amazon.com, Inc. (AMZN) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Planet Labs PBC (PL) MercadoLibre Inc (MELI) Intuitive Surgical, Inc. (ISRG) Alphabet Inc Class A (GOOGL) IonQ, Inc. (IONQ) Credo Technology Group Holding Ltd Ordinary Shares (CRDO) Nebius Group N.V. Class A Ordinary Shares (NBIS) Duolingo, Inc. Class A Common Stock (DUOL) IREN Limited (IREN) Rocket Lab USA, Inc. Common Stock (RKLB) Tempus AI, Inc. Class A Common Stock (TEM)
Top posts by engagements in the last XX hours
"@BourbonCap $MELI is Latin Americas everything app. E-commerce fintech logistics advertising creditall in one ecosystem. XXX% revenue growth XXX% cash growth over X years. The pure play on LatAms digital boom"
X Link 2025-12-06T14:05Z XXX followers, 9933 engagements
"7/7 What Im watching (Not investment advice) My checklist for $STRL: E-Infrastructure share of revenue & margins does mix keep improving Backlog / RPO growth vs. revenue (book-to-bill X over time) Cash generation and leverage can they keep a strong balance sheet while growing Discipline on new projects & M&A (no empire building). As long as EPS margins and backlog all trend up together the thesis is intact for me"
X Link 2025-11-24T20:20Z XXX followers, XX engagements
"🛡 The Fortress (76.6%): This is the "sleep well at night" core. I prioritize unassailable moats and dominant market share. 🥇 $ISRG (18.0%): The largest position. The ultimate "Razor-and-Blade" monopoly in robotics. 🥈 $GOOGL (16.9%): AI Search and Cloud dominance. 🥉 $ASML (16.3%): The sole manufacturer of the critical EUV chip machines. 🏅 $AMZN (15.6%): Global logistics and AWS cloud scale. ❺ $MELI (9.8%): The high-growth LatAm E-commerce/Fintech giant. The goal of The Fortress is consistent reliable compounding"
X Link 2025-12-02T13:55Z XXX followers, XX engagements
"🎯 Summary & The Verdict 9/9 $ASTS captures the essence of my strategy: High risk but with a clear path to exponential returns in a $1T+ market. The partners are there the tech is validated now its purely about execution. The big question: Do you see the technical hurdles or the capital burn as the biggest risk right now Let me know below 👇"
X Link 2025-12-05T14:19Z XXX followers, XXX engagements
"@SteveOnSpeed The $3M in investments no contest. A $5M home bleeds money even when paid off: taxes insurance repairs. Its an illiquid anchor. Investments give you diversification compounding returns and zero maintenance drama"
X Link 2025-12-06T12:02Z XXX followers, XXX engagements
"I've written about why $ASML is the ultimate monopoly on my Substack 👇"
X Link 2025-12-09T18:32Z XXX followers, XXX engagements
"@Kaizen_Investor Thank you 🙏 Agreed - ASML is exceptional. The moat just keeps getting wider"
X Link 2025-12-09T18:54Z XXX followers, XX engagements
"Planet Labs $PL is reporting Q3 2026 earnings tonight after market close. For those interested in my detailed analysis and key highlights from the earnings report Ill be publishing a comprehensive breakdown on my Substack tomorrow. The analysis will cover: Revenue growth and guidance Key operational metrics Contract wins and pipeline Management commentary Quarterly score (1-10 rating using my framework) Investment implications Stay tuned Follow my Substack for in-depth quarterly earnings analysis and portfolio updates"
X Link 2025-12-10T15:16Z XXX followers, XXX engagements
"🚀 The Growth Engines (23.4%): XX positions across structural Deep Tech shifts: AI Compute & Data Center Infrastructure: $CRDO $IREN $NBIS E-Infrastructure & Data Center Construction: $STRL Next-Gen Energy Storage: $AMPX Space Exploration & Earth Data: $RKLB $ASTS $PL Quantum Computing: $IONQ MedTech & Advanced Diagnostics: $TEM AI-Powered EdTech: $DUOL AI Voice & Conversational AI: $SOUN The Fortress protects the downside the Engines capture asymmetric upside"
X Link 2025-12-02T13:55Z XXX followers, XXX engagements
"The ultimate monopoly hiding in plain sight: $ASML Every cutting-edge chip on Earth - AI smartphones data centers - requires ASMLs EUV machines. Competition: Zero Alternatives: None Replaceability: Impossible When you own the chokepoint of the entire tech supply chain you dont participate in growth - you gatekeep it"
X Link 2025-12-06T14:54Z XXX followers, 1002 engagements
"@StockSavvyShay Spot on. $ASML is essentially the shovel provider in the AI gold rush. The constant 2-3 year upgrade cycle you mention is key to their predictable long-term growth. The capex cycle is accelerating"
X Link 2025-12-12T14:04Z XXX followers, XXX engagements
"@QualityInvest5 Looking strong Especially love the $AMZN and $ASML holdings"
X Link 2025-12-13T09:55Z XXX followers, XX engagements