[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @QEInvesting Quality & Emerging Investing Quality & Emerging Investing posts on X about asml, ai, investment, $asml the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1331017061770866693/interactions)  - X Week XXXXX -XX% - X Month XXXXXX +906% ### Mentions: X [#](/creator/twitter::1331017061770866693/posts_active)  - X Month XX +318% ### Followers: XXX [#](/creator/twitter::1331017061770866693/followers)  - X Week XXX +13% - X Month XXX +172% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1331017061770866693/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [technology brands](/list/technology-brands) [stocks](/list/stocks) **Social topic influence** [asml](/topic/asml) #60, [ai](/topic/ai), [investment](/topic/investment), [$asml](/topic/$asml) #35, [$asts](/topic/$asts), [$strl](/topic/$strl), [$pl](/topic/$pl), [$meli](/topic/$meli), [fintech](/topic/fintech), [ecommerce](/topic/ecommerce) **Top accounts mentioned or mentioned by** [@bethkindig](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@moninvestor](/creator/undefined) [@kaizeninvestor](/creator/undefined) [@investingvisual](/creator/undefined) [@qualityinvest5](/creator/undefined) [@wolffinancial](/creator/undefined) [@stockmarketnerd](/creator/undefined) [@fromvalue](/creator/undefined) [@danielnewmanuv](/creator/undefined) [@coinbureau](/creator/undefined) [@pghtechs](/creator/undefined) [@brianferoldi](/creator/undefined) [@channelnewsasia](/creator/undefined) [@hoomansv](/creator/undefined) [@vmaxpax](/creator/undefined) [@deloitte](/creator/undefined) [@socratess101](/creator/undefined) [@0xtechquity](/creator/undefined) [@sixsigmacapital](/creator/undefined) **Top assets mentioned** [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Sterling Infrastructure, Inc. Common Stock (STRL)](/topic/$strl) [Planet Labs PBC (PL)](/topic/$pl) [MercadoLibre Inc (MELI)](/topic/$meli) [Intuitive Surgical, Inc. (ISRG)](/topic/$isrg) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [IonQ, Inc. (IONQ)](/topic/$ionq) [Credo Technology Group Holding Ltd Ordinary Shares (CRDO)](/topic/$crdo) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Duolingo, Inc. Class A Common Stock (DUOL)](/topic/$duol) [IREN Limited (IREN)](/topic/$iren) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Tempus AI, Inc. Class A Common Stock (TEM)](/topic/$tem) ### Top Social Posts 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](https://x.com/QEInvesting/status/1997306280646787164) 2025-12-06T14:05Z XXX followers, 9918 engagements "🔭 What Im Watching 8/9 My investment thesis is simple: The potential reward outweighs the technical risk given the size of the opportunity. $ASTS has the strongest partners and the most ambitious tech to build a global communications moat. It's a small concentrated position but one that can move the needle" [X Link](https://x.com/QEInvesting/status/1996947562884964783) 2025-12-05T14:19Z XXX followers, XXX 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](https://x.com/QEInvesting/status/1996947565875458186) 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](https://x.com/QEInvesting/status/1997275564839931942) 2025-12-06T12:02Z XXX followers, XXX engagements "I've written about why $ASML is the ultimate monopoly on my Substack 👇" [X Link](https://x.com/QEInvesting/status/1998460720602644878) 2025-12-09T18:32Z XXX followers, XXX engagements "@Kaizen_Investor Thank you 🙏 Agreed - ASML is exceptional. The moat just keeps getting wider" [X Link](https://x.com/QEInvesting/status/1998466351661228450) 2025-12-09T18:54Z XXX followers, XX 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](https://x.com/QEInvesting/status/1993052087307960470) 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](https://x.com/QEInvesting/status/1995854320181330261) 2025-12-02T13:55Z XXX followers, XX 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](https://x.com/QEInvesting/status/1995854323700350980) 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](https://x.com/QEInvesting/status/1997318838786966011) 2025-12-06T14:54Z XXX followers, XXX 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](https://x.com/QEInvesting/status/1998773781414752535) 2025-12-10T15:16Z XXX followers, XXX 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](https://x.com/QEInvesting/status/1999480532963655776) 2025-12-12T14:04Z XXX followers, XXX engagements
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@QEInvesting Quality & Emerging Investing
Quality & Emerging Investing posts on X about asml, ai, investment, $asml the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXX -XX%
- X Month XXXXXX +906%
Mentions: X #
- X Month XX +318%
Followers: XXX #
- X Week XXX +13%
- X Month XXX +172%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence finance technology brands stocks
Social topic influence asml #60, ai, investment, $asml #35, $asts, $strl, $pl, $meli, fintech, ecommerce
Top accounts mentioned or mentioned by @bethkindig @stocksavvyshay @moninvestor @kaizeninvestor @investingvisual @qualityinvest5 @wolffinancial @stockmarketnerd @fromvalue @danielnewmanuv @coinbureau @pghtechs @brianferoldi @channelnewsasia @hoomansv @vmaxpax @deloitte @socratess101 @0xtechquity @sixsigmacapital
Top assets mentioned AST SpaceMobile, Inc. Class A Common Stock (ASTS) Sterling Infrastructure, Inc. Common Stock (STRL) Planet Labs PBC (PL) MercadoLibre Inc (MELI) Intuitive Surgical, Inc. (ISRG) Alphabet Inc Class A (GOOGL) Amazon.com, Inc. (AMZN) 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 Social Posts
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, 9918 engagements
"🔭 What Im Watching 8/9 My investment thesis is simple: The potential reward outweighs the technical risk given the size of the opportunity. $ASTS has the strongest partners and the most ambitious tech to build a global communications moat. It's a small concentrated position but one that can move the needle"
X Link 2025-12-05T14:19Z XXX followers, XXX 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
"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
"🚀 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, XXX 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
"@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