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I focus on it differently, so I rather prefer comment it: Main (70-80%): GOOGL, META, AMZN, MSFT, ASML, RMS, 2330, MA Extremely high quality (15-25%): V, ITX, MONC, RACE, BKNG, BRK B, My personal bets for many reasons (5-15%): CHKP, UTHR, EVO, MRK, ADYEN, GAW, ZETA Special situations and even …
ASML
Bullish for ASML no? If china is already buying the chips it's only a matter of time before restrictions on equipment to make them is relaxed.
Not realistic expectations, but hoping for big pullbacks in either MELI or ASML.
I’d keep an eye on ASML and MU.
I only started tracking my buys about 6 months ago but in those 6 months had a few that went really well... AMD(+85%) , GOOG(+98%), FSLR(+80%), ASML(+63%) , VIST(+40%) , SEZL(28%) , ADMA(29%) to name a few... However... 2 of my picks went badly lol: CMG(-25%) , TTD( -20%) (I …
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Total Off-Exchange Volume: 391005
Values over 50% Short often indicate hidden bearish pressure from institutions.
🏆 Master Buzz Score: 2/15
Capitol Trades
| Date | Politician | Amount |
|---|---|---|
| Oct 31, 2025 | Lisa McClain | $8,000 |
| Oct 30, 2025 | Michael McCaul | $8,000 |
| Oct 30, 2025 | Lisa McClain | $8,000 |
| Oct 30, 2025 | Lisa McClain | $8,000 |
| Oct 27, 2025 | Michael McCaul | $32,500 |
| Oct 23, 2025 | Michael McCaul | $8,000 |
| Oct 16, 2025 | Michael McCaul | $8,000 |
| Oct 14, 2025 | Lisa McClain | $8,000 |
| Oct 07, 2025 | Michael McCaul | $8,000 |
Insider Trades
| Date | Insider | Value |
|---|---|---|
| No recent trades found. | ||
Institutional Holdings (Whales)
| Institution | Shares | Value | % Held | Date |
|---|---|---|---|---|
| JPMORGAN CHASE & CO | 5,793,758 | $6.1 billion | 0.0149% | Sep 30, 2025 |
| Fisher Asset Management, LLC | 4,352,596 | $4.6 billion | 0.0112% | Sep 30, 2025 |
| Capital World Investors | 4,187,006 | $4.4 billion | 0.0108% | Sep 30, 2025 |
| Capital International Investors | 3,919,154 | $4.2 billion | 0.0101% | Sep 30, 2025 |
| State Farm Mutual Automobile Insurance Co | 2,758,173 | $2.9 billion | 0.0071% | Sep 30, 2025 |
| Edgewood Management Llc | 2,289,505 | $2.4 billion | 0.0059% | Sep 30, 2025 |
| Van Eck Associates Corporation | 2,148,506 | $2.3 billion | 0.0055% | Sep 30, 2025 |
| WCM Investment Management, LLC | 1,933,748 | $2.0 billion | 0.0050% | Sep 30, 2025 |
| Morgan Stanley | 1,926,508 | $2.0 billion | 0.0050% | Sep 30, 2025 |
| Bank of America Corporation | 1,865,254 | $2.0 billion | 0.0048% | Sep 30, 2025 |
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