The creator achieved a 150% gain on ASML, making it their biggest winner.
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The creator discusses several market events, including OpenAI's confidential S-1 filing for an IPO, Nvidia CEO Jensen Huang's comment on stock valuations, Booking.com's attractive low valuation despite revenue growth, Apple's perceived wasteful celebrity ad campaign, Salesforce's acquisition of Meter, and the creator's personal 150% gain on ASML.
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Salesforce is acquiring Meter, which is noted as an acquisition despite previous statements against them.
Apple's recent celebrity-driven advertisement is criticized as a wasteful and poor-quality campaign.
Booking.com is trading at its cheapest valuation in recent memory and is accelerating revenue growth, making it an attractive investment.
Nvidia's CEO commented that stocks are very cheap.
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