Shares of $ASML+5.4% are still falling. Yesterday, the stock was down less than 6%. In my portfolio, $ASML+5.4% is currently one of the largest positions. I took advantage of the discount yesterday and overbought.
Did you also buy into $ASML+5.4%stock ?
ASML looks interesting and the business is great. I'll probably add their stock to my portfolio soon.
I'll be shopping again on Monday. I think it's a great company.
As far as I know, ASML sells its machines to $TSM+4.8%. $TSM+4.8% is one of ASML's main customers and is based in Taiwan and if China invades Taiwan and starts a war there, that's the end of it.
I haven't done it yet. I'm waiting. If the price drops again by the end of September as much as it has in the last 2 weeks, I'll be in for a big one :)
I also bought. The 25% drop from ATH seems very tempting and I can gradually increase my position. If the price bounces back with strong earnings growth in 2025 (which is already predicted) then I want to be bought in already and will be amused at the comments about how overpriced it is again;)