Asml is now my anchor stock

I keep putting money into asml and it surpassed my VOO stock. At first I was apprehensive, but i’m not seeing much movement in 2026 with everything going on. Dunno how long this bubble will last, but until they have any type of real competition, I’m still gonna buy on any dip. I am starting to pivot to bottleneck, pick & shovel, toll booth stocks, and companies with huge moats to try to stabilize. I’ve been trading for about 6 months with a small 1800$ portfolio that i’ve been buying fractional shares every months and have had less than 100$ in losses. I dunno if I’m doing ok, but i’m trying. Thoughts on this move? Advice?