Google is a leading tech company with a strong presence in search, high margin YouTube advertising, a growing cloud business, and exposure to artificial intelligence and autonomous driving through Waymo. With a solid balance sheet and consistent buybacks, it is diversifying its revenue and remains attractively valued despite near term capital spending and overstated AI search concerns. Click the panel for more info

ASML’s EUV technology gives it a monopolistic edge in advanced chip manufacturing, driving high margin system sales and recurring service revenues through its servicing segment. Recent stock weakness, due to China exposure, slow market recoveries, and elevated inventories, are short term headwinds. These factors have temporarily dislocated ASML’s price from its fundamentals. Click the panel for more info

The nation’s largest private healthcare platform, spanning insurance, health services, and data analytics, has seen $32 million in insider buying as a DOJ probe likely concludes with a modest fine. With Medicare margin pressure behind them and insurance pricing adjustments ahead, normalized earnings and multiple expansion point to rapid 17.7% growth rate and meaningful upside from low valuation. Click the panel for more info