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don't you think that $VRTX is currently too expensive
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@Memo0606 No, it won't be much cheaper any time soon
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@Soprano how come you talk so "safe"
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@Memo0606 there's no reason to doubt Vertex I've been with them for €150
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@Soprano i had actually already used up my budget for $LRCX
I'll see if I can find some money😅😀
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@Memo0606 You don't have to do that

And I hope you have informed yourself well at LAM because I don't know what they do better than the others
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@Soprano i thought the rating was clearly better than asml, for example
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@Memo0606
Valuation is not everything.
Have you also considered growth?
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