Cleaning the noise to focus on leaders. 🚿
SELL: • $QBTS (Full) - Cutting pure speculation. ✂️ • $ASML (Partial) - Locking gains at the top. 💰 •
BUY: • $ADBE (+1,11 %) - Massive discount on a monopoly. 💎 • $XPEV (-1,28 %) - Building real conviction. 🔋 • $FOUR - Top Fintech play. 💳 $TTD (-4,43 %)
Despite remaining a monopoly, ASML valuations are stretched and typically cyclical. I know there are too many positions, but I'll lower it to a total of 17 next week.