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[@GordoCap18](/creator/twitter/GordoCap18)
"@realroseceline I would argue that the holy grail of investing is finding a durable monopoly with secular tailwinds that can reinvest capital at very high incremental returns. Even better if it trades at 25x earnings and is hated by every hedge fund and sell-side analyst. $ASML"  
![@GordoCap18 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1941511868.png) [@GordoCap18](/creator/x/GordoCap18) on [X](/post/tweet/1948093994065355088) 2025-07-23 18:52:56 UTC XXX followers, XXX engagements


"$ASML $LRCX $AMAT Peak litho is peak priced in. ASMLs semi cap premium has almost entirely disappeared. Shares are de-risked on XX numbers and now trade at 20x XX EPS. A bargain IMO. 2030 EPS of $XX at 25x PE is a XX% IRR from here"  
![@gordocap18 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1941511868.png) [@gordocap18](/creator/x/gordocap18) on [X](/post/tweet/1947345648107274654) 2025-07-21 17:19:17 UTC XXX followers, 8311 engagements