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![timoassi Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::359881375.png) Timothy 🟢 | Panic Drop [@timoassi](/creator/twitter/timoassi) on x 1629 followers
Created: 2025-07-21 06:45:29 UTC

If ASML was in the U.S., it would be the next Nvidia.” Here’s why…

What if ASML, one of the world’s most important chipmakers, were based in the U.S. instead of the Netherlands? According to Nestor Mendoza, it would be double or triple its current size — not because the tech is better, but because American companies know how to sell the story.

Timothy Assi agrees — pointing to Palantir’s CEO as a prime example. Even when the stock is considered wildly overvalued, he’s out there telling investors they’ll grow 20–30% annually. That’s what Wall Street wants: a vision, a narrative, and someone confidently pitching it.

This is why some U.S. tech firms skyrocket — not just on fundamentals, but on founder charisma and storytelling. In today’s market, the messenger is part of the message.

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#Tech #Valuation #Narrative

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**Related Topics**
[the worlds](/topic/the-worlds)
[netherlands](/topic/netherlands)
[asml](/topic/asml)
[$nvda](/topic/$nvda)
[stocks technology](/topic/stocks-technology)

[Post Link](https://x.com/timoassi/status/1947186147576164585)