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![TacticzH Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1488239011378388997.png) TacticzHazel - Value Investing [@TacticzH](/creator/twitter/TacticzH) on x 12.6K followers
Created: 2025-07-05 20:56:10 UTC

@meeijer Excellent list with companies! $NBIS, $ASML, $TSM. All great companies that I'm happy to have in portfolio.

$SE and $CDLR need some more research, but look great as well.

$BABA starting to look great at these levels as well.


XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1941602023297675275/c:line.svg)

**Related Topics**
[baba](/topic/baba)
[asml](/topic/asml)
[$baba](/topic/$baba)
[$cdlr](/topic/$cdlr)
[$se](/topic/$se)
[$tsm](/topic/$tsm)
[$asml](/topic/$asml)
[investment](/topic/investment)

[Post Link](https://x.com/TacticzH/status/1941602023297675275)