I added 1x $NVO and hesitated when $TTD was at 50.60, but if it turns down again toward 50 I'll definitely add more.

Of these four, right now $TTD and $NVO. Why? Compared to NU and ASML they're still stuck at the bottom (which I like... I prefer buying more on further dips rather than waiting for sentiment to change and for it to start rising). If I didn't already have positions in these two, I'd gladly open one at these levels.

Also, the best answer is what I've been buying over the last ~10 days. Last week a few shares of $NVDA (small position, minor short-term dip), $MRVL (small position, an absurdly large drop after the latest results) and one share each of $CRWD (still building the position, another small drop, then at 405) and $CRM (an overblown drop after results, so an automatic add — only 1 share since I already have a sufficiently large position and that price below 240 wasn't even the lowest recently) and this additional small add was $TTD (51.5). I'm also considering buying a few dozen more shares of $BYDDY (Chinese stocks are coming back into favor, see flagship $BABA).

I have nothing against NU and ASML, quite the opposite (I myself started adding to ASML — and because of that it's currently my second-largest position in the portfolio — at €675 and now the price is around €680), but not long ago it was €600; same with NU (12 vs 15). I'll happily add a little to NU after some small correction (if it happens), but right now I'm not particularly tempted.

Almost all of them. Read up on S, FTNT, ADOBE, CRM. So we can hear your opinion 😁