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![WisedelCapital Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1462591065916067840.png) Wisedel Capital [@WisedelCapital](/creator/twitter/WisedelCapital) on x XXX followers
Created: 2025-07-22 04:12:08 UTC

$ASML updated FV & investment criteria snapshot!

Actual score: XX
Previous score: XX

FCF conversion fell <100% to XX% in 2Q25, nothing to worry, still excellent cash conversion!

Fair value slightly updated to $XXX from $XXX

Still my largest holding, ~16% of my portfolio!

![](https://pbs.twimg.com/media/Gwbx4FJWgAA896D.png)

XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947509945554829606/c:line.svg)

**Related Topics**
[asml](/topic/asml)
[investment](/topic/investment)
[$asml](/topic/$asml)

[Post Link](https://x.com/WisedelCapital/status/1947509945554829606)