Which company in your portfolio do you think has the biggest competitive advantage?
For me, it's definitely $ASML, because it basically has a monopoly and the world couldn't function without it. I would choose $PLTR as my second firm because it has a strong position and a very good name with the US government.
I would also pick $ASML because there are few companies like that on the market and the current valuation is still great.
I chose AMD because they are growing incredibly now and will be better than Nvidia in a while.