ASML expects to generate revenue between 44 billion euros ($52 billion) and 60 billion euros ($70 billion) by 2030. The high end of that range is more than double the company's 2024 revenue. Palantir might grow at a faster rate, but I think its lofty valuation will prevent its share price from moving in lockstep. ASML shouldn't have this problem.

Despite a 17% drop from highs, Palantir is still the top-performing stock in the S&P 500 this year.

Palantir Technologies ($PLTR) stock has come under pressure last week, with shares falling nearly 10% and marking the company’s longest losing