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![CarsonTalkMoney Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1931041720399282176.png) Carson [@CarsonTalkMoney](/creator/twitter/CarsonTalkMoney) on x XXX followers
Created: 2025-07-20 15:56:59 UTC

My thoughts

I am very pleased with $AMD. This is my largest holding and It continues to perform amazing.  

The only stock I was disappointed in was $ASML. This stock was down massive after not giving guidance for 2026. 

I thought this was an overreaction. 

$ASML had great numbers and was just being cautious with the tariff situation. 

I would love to buy more if they go into the $XXX range


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1946962549469327448/c:line.svg)

**Related Topics**
[asml](/topic/asml)
[tariffs](/topic/tariffs)
[$asml](/topic/$asml)
[$amd](/topic/$amd)
[advanced micro devices](/topic/advanced-micro-devices)
[stocks technology](/topic/stocks-technology)

[Post Link](https://x.com/CarsonTalkMoney/status/1946962549469327448)