According to Compounding Quality (@QCompounding), a recent stock screener highlights high-quality companies including Visa, Mastercard, Hermès, ASML, Adobe, Arista Networks, Fortinet, Fair Isaac, MSCI, IDEXX Laboratories, and Rollins as strong candidates for further research. These industry leaders are recognized for their robust fundamentals and consistent performance, making them attractive for institutional and retail investors. For crypto traders, the growing interest in tech and fintech equities such as Visa, Mastercard, and ASML may lead to capital rotation out of cryptocurrencies into traditional markets, especially during earnings seasons or when positive corporate news emerges. Monitoring these equities can help crypto market participants anticipate shifts in liquidity and sentiment, which could impact major coins like Bitcoin and Ethereum. (Source: Compounding Quality on Twitter, June 8, 2025)

According to Compounding Quality, ASML remains a critical player in the semiconductor supply chain, with its advanced lithography machines essential for chip manufacturing. This has direct trading implications, as any disruption or growth in ASML production affects global chip supply, influencing crypto mining hardware availability and costs. Traders should monitor ASML's quarterly results and supply updates, as changes can impact GPU pricing and, ultimately, the profitability of cryptocurrency mining operations. (Source: Compounding Quality via Twitter, May 18, 2025)

According to Balaji, the US's attempt to restrict ASML through dual use technology limitations may not succeed as the European Union, specifically the Netherlands, considers China an important trade partner. PM Schoof emphasizes the significance of China for Dutch trade, indicating potential non-compliance with US policies.