ASML
ASML
ASML Fair Price
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Investors, which stocks make up more than 10% of your portfolio?
For me, $ASML-1.3%, $GOOG+0.9%, and $AAPL+0.1%make up a significant portion of my portfolio .
Investors, what is your current investment strategy?
I recently bought into $ASML-1.3% and $GOOG+0.9%shares , but otherwise I'm trying not to buy anything and am accumulating cash that I want to have ready for when the bigger dips come.
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I didn't buy much into the portfolio. I concentrated more on trading where volatility was high right now. My investment portfolio is pretty full and I'm happy with the prices of most companies, so higher dips would have to come.
Shares of $ASML-1.3% are still falling. Yesterday, the stock was down less than 6%. In my portfolio, $ASML-1.3% is currently one of the largest positions. I took advantage of the discount yesterday and overbought.
Did you also buy into $ASML-1.3%stock ?
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ASML looks interesting and the business is great. I'll probably add their stock to my portfolio soon.
Investors, what is your favorite stock right now?
For me, it would have to be $ASML-1.3%, followed by $AAPL+0.1% and $GOOG+0.9%.
Which chip companies do you hold in your portfolio?
I only have $ASML-1.3%stock from this sector . I might add $AMD-1.9% to my portfolio at a lower price .
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I only have $TSM-4.7% left. I see a lot of people still have $NVDA-2.2%. Congratulations on what is surely a great assessment.
ASML reported its results today, which I thought were solid. $ASML-1.3% is currently the largest position in my portfolio as it is a great and very high quality company that has a monopoly in this industry. I'm not currently overbought, but if there is a downturn, I'll gladly overbought again.
What do you think of$ASML-1.3%?
ASML
ASML🗓️Zajímavosti of the coming week!
Here is a summary of the interesting events that await us in the week ahead.
Monday: Fed Chairman Powell's speech 🗣️Jerome Powell will speak about the current state of the economy and USmonetary policy . His words may influence markets around the world.
Tuesday: US Retail Sales 🛒 The retail sales report will provide insight into consumer spending...
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I will definitely be interested in $BAC-0.3%, $ASML-1.3%, $UNH+1.2% and $NFLX-0.6%.
Next week will be more interesting in terms of results. I will be interested in the results of$UNH+1.2%, $BAC-0.3%, $ASML-1.3% and $NFLX-0.6%.
Which companies will you be interested in?
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Netflixy is going to be a pushover. That's where I think it will be most interesting. Subscribers are what often diminish in the summer as people travel and don't watch movies.
Do you have a stock that makes up more than 10% of your portfolio?
For me it's $ASML-1.3% and then around 8-9% is $GOOG+0.9% and $MC.PA+3.7%.
Investors, on which stocks in your portfolio do you currently have the biggest profit?
For me, it's currently $ASML-1.3% and $AAPL+0.1%.
Shares of $ASML-1.3% rose 9.5% yesterday after CEO Roger Dassen indicated he was positive about the possibility of orders from TSMC . For me, great news and the stock makes me happy.
What do you think about$ASML-1.3%?
Which European is your favourite?
For me it would definitely be$ASML-1.3% and $MC.PA+3.7%. Lately I've been quite taken with $DNP.WA+0.0% and $OTIS+1.0%.
Today ASML reported results that weren't bad at all, which makes me happy since$ASML-1.3%stock makes up a pretty big part of my portfolio.
Do you have $ASML-1.3%stock in your portfolio?
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I've been following the comments about the "bad" price for about 2 years when I've been accumulating this stock and I'd be quite interested to know what you actually expect to happen to this company to make its price drop? It regularly discloses the value of its pre-orders, so its earnings are clearly 1-2 years ahead, and EPS is expected to be +50% for 2025 (FP/E of 31, and that's about equivalent to a 10y median of 33). All those bigtechs that are now cursing AI can't do without this company and TSMC and they are almost the only companies that are growing, so if you buy the index you are practically betting on about 5-7 companies.
I bought today thanks to salad hands;)
$AAPL+0.1%