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![BourbonCap Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::251912158.png) Bourbon Capital [@BourbonCap](/creator/twitter/BourbonCap) on x 50.2K followers
Created: 2025-07-20 22:18:14 UTC

I can see many people getting sad if Google doesn't go up after earnings, just like ASML. They are both great businesses, and they will be fine in the long term, but people tend to be obsessed with the short term.

Waymo is expecting a bigger expansion, and ASML is doing great. The forecast remains the same for 2030

AI is still one of the greatest creations out there, and both companies play an important role for the next XX years.


XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947058494747849189/c:line.svg)

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