4D·

Almost End of Year Resolution

I have already trimmed my $MSTR (+8.98%) and $COIN (+0.27%) positions and opened a small position in $HOOD (+3.38%) for a bit of long-term investment.

Nothing wrong with $MSTR (+8.98%) but I considered it as selling $BTC for over 250K.

Completely out of $AMAT (+0.53%) instead, I focused on only $ASML (-1.59%), might add $AMAT again but for a better price or better market conditions.

I recently bought $MU (+2.58%) because it is extremely undervalued, I will add more after earning which is in 2 days.

Buy List for 2025 at the right price

$NVDA (+2.01%)

$PG (-1.24%)

$AVGO (+0.31%)

$MSFT (-1.05%)

$GOOGL (+0.94%)

$AAPL (+1.34%)

$NOVO B (-17.74%)

$MU (+2.58%)

$ASML (-1.59%)

$2330

$BTC (-0.1%)

$ETH (+0.91%)


Selling 2025

$MSTR (+8.98%)

$COIN (+0.27%)


ETF's that I will keep DCAing for 2025

$VEUR (-0.84%)

$SPY5 (-0.21%)

$VFEM (-0.05%)


any suggestions are welcome

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5 Comments

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Personally, I think $MU is a bit more undervalued compared to $LRCX , but $LRCX has a better track record when it comes to dividend and share buy backs. I already hold enough $LRCX and am not adding more as of right now.
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Not really they are in the same industry but doing two completely different things.
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what is worh $LRCX
do you think its undervalued like $MU ?
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it's madness to get out of $COIN right now...is currently one of the stocks with the highest potential to explode and go ATH
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