Buy ASML by Jun 25, 2026.

I’ve had a strong focus on defense since the war in Ukraine started, around 35 % of my total holdings, with the rest in stable large-cap companies and global index funds. Now I’m considering scaling that down and instead investing more in European self-sufficiency, with exposure to AI, energy, power systems, and IT technology. I also want more global exposure to nuclear power. What do you think about that shift? I’m thinking about ASML, Siemens Energy, ABB, and Boliden, plus …