How do you see $ASML?
Is it worth taking profits at its new highs and reinvesting into cheaper stocks? (e.g. $NVDA $META $UBER $MSFT…)
🟢 The metrics look solid going forward 👇
🟢 However, on the other hand the valuation is also fairly rich 👇
🟢 I do like how management handles free cash flow 👇
I'm not selling the shares for now, although I understand those who wanted to sell to increase their cash position / use the freed capital for other opportunities.
How are you positioned in $ASML? What would you buy instead of it..❓
I’m still holding the company’s shares, and it’s a position I won’t be selling anytime soon. The company’s outlook and the moat it has give me another reason not to sell even at the current valuation. Apart from a few purchases at the beginning of the year and my ongoing monthly investments, I’m trying to accumulate capital and waiting to see how the market develops.
I personally won't take profits; I still see that European monopoly, which even Elon Musk is praising now.
Without that company, technological progress wouldn't be possible. To me, it's a company worth holding for many more years. And most importantly, finally something outside the US segment.
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