ASML

Which company in your portfolio do you think has the biggest competitive advantage?

For me, it's definitely $ASML, because it basically has a monopoly and the world couldn't function without it. I would choose $PLTR as my second firm because it has a strong position and a very good name with the US government.

Trump announced a 50% tariff on all imports from the European Union, which could be a big problem and could hurt European companies a lot. Nevertheless, I hope that the situation will calm down. So I am not changing my opinion and I still hold $ASML and $NVOshares .

What about you? Will you continue to invest in European stocks despite the current situation?

🔌Technology sector under pressure: Nvidia and AMD warn, the whole sector reacts with a sell-off!
Tensions between the US and China are once again rocking the technology market. Chipmakers are reporting higher costs and regulatory uncertainty that is starting to weigh heavily on company results and outlooks.

The most visible case is the company Nvidiawhich has announced that it...
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Shares of $ASML are down 6% today after earnings. I think the results were good and the company should have solid growth over the long term. I already have a large position, so I won't be overbought, but the stock looks cheap to me right now.

What do you think of the results? Will you be overbought after the drop?

📆 Weekly Investment Review: earnings season in full swing, complete with important data and geopolitics!

A mix of corporate results, economic statistics and geopolitical challenges await us this shortened week. Markets will react not only to the numbers, but also to speeches by central bankers and politicians.

🏦 Monday
Results before the markets open:
Goldman Sachs $GS - I'll be...
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Investors, which company in your portfolio do you understand its business best?

Each of us probably has a stock that we're really interested in, enjoy, and have gone deep into. For me, it's probably $GOOG, $ASML and $NVO - companies I've studied a lot and have a larger position in.

There will be a lot of interesting companies reporting results next week, plus high volatility. I will definitely be interested in the results of $BAC, $ASML, $TSM and $NFLX.

Which companies will you be interested in?

Investors, which semiconductor stocks do you have in your portfolio?

For me, this sector makes up a fairly large part of my portfolio. I've had $ASMLstock for quite some time and recently bought $AMD and $AVGO after the downturn .

European stocks have been relatively cheap lately, which has caught my eye, and I invested quite a bit in them last year. Currently my portfolio includes $ASML, $NVO, $MC.PA, plus Czech banks.

What European stocks do you have in your portfolio?

In the end, ASML's results turned out great - sales and net profit exceeded expectations and overall it is clear that the company really did well. Shares of $ASML are up 11% today, which makes me personally quite happy as ASML is one of my largest positions.

What do you think of $ASML's results ?

What do you think about the current DeepSeek sale? What stocks do you plan to buy after the market opens?

Shares of U.S. technology companies have fallen sharply following news of Chinese artificial intelligence company DeepSeek's breakthrough. In the pre-market so far, $NVDA, $MSFT and $METAhave fallen significantly , and $ASML shares have lost over 10% after the opening bell...
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🗓️Klíčové market events of the week: the most important week of the month!
This week is full of interesting macroeconomic data and earnings reports from key companies. Here's a summary of the highlights! 👇

🏠Monday: New home sales!
Let's keep an eye on how the U.S. housing market is doing, which may indicate the health of consumers and the economy as a whole.
📊 Results before the...
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We have a lot to look forward to this week as the biggest and most watched companies will be reporting results. I will be interested in the results of $SOFI, $TSLA, $META, $ASML and $AAPL.

Which companies' results will you be interested in?

Foxconn reported record sales earlier this week, leading shares in the semiconductor sector higher. Shares of $MU, $NVDA, $ASML and $KLAC, for example, rose significantly . I think it's great news and I'm happy for $ASML stock as it's up 10% this week.

Do you have any of these stocks in your portfolio?