ASML

🚨 A sneak peek at my $50,000 PORTFOLIO at year-end.

✅ +27.13% YTD return | Updated 30.12.2025

Wishing you lots of success in the New Year, colleagues❗

$GOOGL $AMZN $SOFI $NVDA $ASML $UBER $NFLX $UNH $V $ABNB $DUOL $FICO $NVO

Good evening investors,
I’d like to ask what you think about the recent investment by $ASML in Mistral AI, where after investing €1.3 billion it became the largest shareholder with an 11% stake? And what impact do you think this will have on the company?

Although CEO $ASML Christophe Fouquet emphasized that the main purpose is to use AI within the company itself and that they...
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Where do you see opportunities to buy right now?

Hi,

I still see $NU and $ASML $TTD, $NVO.... Do you have any stocks you consider an "underdog" among those mentioned? If so, please tell me why you think that so I have something to read. Thanks :)

Where do you see buying opportunities right now?

Hi,

I still see $NU and $ASML $TTD, $NVO.... Do you have any stocks you consider an "underdog" among those mentioned? If so, please tell me why you think so — I'd love something to read. Thanks :)

📅 This week's key events!
The results season begins! Apart from inflation data, US banks, tech firms and consumer companies are the main ones coming to the fore.

📌 Monday
Market reaction to Trump's tariffs announcement.

Results before markets open:
Orkla $ORKLY - Scandinavian giant in food, household chemicals and consumer goods.

📈 Tuesday
US CPI Inflation - The monthly consumer...
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Earnings season starts again this week and interesting companies are already appearing on the calendar. I'll definitely be keeping an eye on $BAC, $ASML and $NFLX.

Which companies' results will you be interested in?

Trump plans to raise tariffs on the European Union again. He wants to impose a 30% tariff on member states. European stocks are likely to fall on Monday, which could create interesting opportunities. If that happens, I would like to buy $ASML and $NVO.

What are your thoughts on this? Which European stocks would you potentially buy?

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 .