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![FirstHillcap Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1544835698557059072.png) First Hill Capital [@FirstHillcap](/creator/twitter/FirstHillcap) on x XXX followers
Created: 2025-07-20 13:18:18 UTC

Does anyone care about takes on mega caps that I hold like $ASML, $GOOG, and $META? 

Or we just care about the small cap

My opinion is that great value can be found at either the smallest and most mispriced, or the largest and most advantaged.


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1946922616758948178/c:line.svg)

**Related Topics**
[meta](/topic/meta)
[goog](/topic/goog)
[asml](/topic/asml)
[$meta](/topic/$meta)
[$goog](/topic/$goog)
[$asml](/topic/$asml)
[caps](/topic/caps)
[mega](/topic/mega)

[Post Link](https://x.com/FirstHillcap/status/1946922616758948178)