11Mon
So even if the share is currently experiencing hype, I don't see it coming that GPUs will suddenly no longer be needed sometime in the next human lifetime. So mMn very imprudent to get out of the market leader in the long term.
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•@Siytta yes, everything is correct, the very high valuation ultimately led me to sell. Market leaders are also correcting. I assume that the share will correct. Chips belong to the cyclical stocks. General market environment also rather difficult. Then I ask myself, if it corrects, how fast will it rise again? Vllt it takes 5-6 years until it is again at 370 € 😃
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•11Mon
@Elgringofar Actually, I wanted to reduce my position a few days ago also massively u.a. because of the high kgv. What kept me from it was the kgv of AMD. The are practically even more "unrealistic" valued and yet no sale takes place
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•@Siytta another thing that comes to mind, which the ceo also says, China accounts for 1/3 of sales. There was China bashing under Trump and also under Biden. Both different parties but a common ground against China. That was then all too wild for me 😆
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•11Mon
@Elgringofar oh yes that would be really fatal. I find China generally very critical because of the old communists😂 but then not only the semiconductor industry would be affected.
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