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 ( $Applied Materials(AMAT)$ $KLA-Tencor(KLAC)$ $Lam Research(LRCX)$) as the toll roads to advanced computing
$Alphabet(GOOG)$ $Alphabet(GOOGL)$ $Uber(UBER)$ - One gets you around the web, the other gets you around the city
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