11Mon·

Initial purchase, subsequent purchases are planned below €95.

Top watchlist value: $MU (+2.69%)

@Memo0606 Let's see what happens

03.10

Merck & Co

Bought at €99.90

16 Comments

Memo0606@Memo0606

11Mon

I am 5% in the red
but will only buy more when it is below 95€ as you say

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Maximilian@Max095

10Mon

@Memo0606 are you still buying now?

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Kate🦋@Iwamoto

11Mon

Congratulations on the purchase. However, I would like to question the post-purchase logic. Theoretically, it is always worthwhile for you to buy when the price is, say, below €99. But you set yourself a limit of u. 95. If the share now corrects a little or there is a slight volatility, you would miss the opportunities between 95 and 99 if u. 95 does not occur. On the other hand, if you are sure that u95 is coming anyway, why buy at 99.9 and not below 95?

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SemiGrowth@SemiGrowth

11Mon

@Iwanowitsch Because I generally tend to build up exposure to a stock slowly in order to keep my options open for subsequent purchases. Furthermore, of course, it always depends on the company's financial figures. I'm just saying that if nothing changes fundamentally, I'll probably buy at 95. Why not at 98, for example? Because if the share continues to fall (the chart doesn't look positive yet), I will have too many additional purchases too quickly at a small discount to the initial price. I prefer to plan with 2 additional buy tranches (approx. 90 and 95). If Mrk runs away from me now (and nothing changes fundamentally), at least I'm in. Ultimately, it doesn't matter how you do it, because volatility doesn't really make a strategy any better. And that's how I manage well

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Erdbeermaus@Lumimyrsky

11Mon

micron just very exciting

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Memo0606@Memo0606

9Mon

@Lumimyrsky are we going in?

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Erdbeermaus@Lumimyrsky

9Mon

@Memo0606 I got in sometime before the last Q figures. But I think it's still exciting ahead of the next Q figures. But we should see another breakout to the upside in the chart.

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Memo0606@Memo0606

11Mon

when are you going in at $MU?

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SemiGrowth@SemiGrowth

11Mon

@Memo0606 no idea, I will take another close look at the share when we head back towards €90

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Memo0606@Memo0606

11Mon

is $MU similar hype or gambler value as $SMCI seems similar to me 😅

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SemiGrowth@SemiGrowth

11Mon

@Memo0606 No, actually not. The only problem is that Micron is very cyclical. That's why it has such a low valuation and is so volatile. In the age of AI, you simply need fast and large data storage devices. And with Samsung and Sk Hynix, there aren't many competitors.

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Memo0606@Memo0606

9Mon

@SemiGrowth and do we buy $MU now? :)

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SemiGrowth@SemiGrowth

9Mon

@Memo0606 I'm watching them again at the moment. But I'm not in a buying mood at the moment. I'm building up cash at the moment. As I said, I would be in at €90

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Memo0606@Memo0606

9Mon

@SemiGrowth what is on your watchlist

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SemiGrowth@SemiGrowth

9Mon

@Memo0606 $IVU $ELF $GOOGL $NU $MU $NOVO B

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Memo0606@Memo0606

9Mon

@SemiGrowth $ELF I am invested

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