Sabitlenmiş Tweet

Here's what my current portfolio looks like after the small $ASML trim for $FICO
Can $ASML keep climbing and $FICO keep dropping?
Of course, but I think for a cheaper valuation, wider moat and faster growth $FICO serves as a good candidate for me to put my $ASML trims into given just how big of a position $ASML has/had gotten for me
What do you think?

English
















