Which companies are you most excited for in 2025?
@Long_Equity:
Which company in your portfolio are you most excited for in 2025? $ASML Holding NV(ASML)$ $Alphabet(GOOG)$ $Alphabet(GOOGL)$ - Where would the world be without them $AppFolio(APPF)$ - It has a lot of positive sentiment at the moment $ASML Holding NV(ASML)$ $Amazon.com(AMZN)$ - Sometimes CAPEX takes a while to return FCF, I see all the semiconductor equipment manufacturers ( $Applied Materials(AMAT)$ $KLA-Tencor(KLAC)$