The creator mentions a recent deep dive video on Reddit, describing it as a phenomenal business that is growing incredibly fast.
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this is starting to get a LITTLE ridiculous now
Jul 1, 2026
The creator is discussing a dilemma regarding their significant gains in ASML, debating whether to trim profits or hold the position. They lean towards holding ASML despite its large portfolio weight, citing common stock market sayings about not trimming winners. A potential investment in a private company could influence this decision.
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The creator suggests reallocating profits from ASML to AppLovin, which is growing fast at a lower valuation with fewer baked-in expectations.
Broadcom's past performance illustrates how accelerating growth can overcome high valuations, serving as a parallel for ASML.
The creator is holding a large position in ASML with significant gains and is debating whether to trim profits or continue holding, leaning towards holding.
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