What was your biggest flop in the last two years 📉 ? Transparency & honesty are important & authentic 🙏 . Only showing profits is cheap 🙄.

#fail
#verlust
#verlusterealisieren
#aktien
#fehlkauf
#fehler
#rückblick
#wirecard
#infineon
#asml
#nvidia

Result of the weekly survey

Thank you for the great participation in the weekly poll. Many votes were received and we have a winner:

🏠 - "Germany... : Rent Fetish & Housing Poverty in the Engine of Europe".

This post will be about the extraordinary tenant market in Germany as well as my personal view on investing in home ownership. Feel free to follow me for more top topics that you can actively participate in!

I wish you all a happy and relaxing Easter 🥕

If you should get bored on the aforementioned Easter days, feel free to check out my new video on ASML incl. new stock valuation format via Graham Formula & Piotroski Score.

Would you be interested in an article on ASML? #asml

Your Bass-T

https://youtu.be/aNmzEcN72bs

The world's best and newest ASML machine for chip production is now located in Oregon at Intel. Intel will receive six of the first 10 High NA machines and will produce chips for Microsoft, Broadcom, Qualcomm, UMC and Amazon from 2025. Orders worth 15 billion dollars have already been secured. Apple, Nvidia and AMD could also become Intel customers in the future.

The price of this machine is 380 million dollars. The Twinscan EXE:5000 High-NA EUV machine from ASML is indeed absolutely huge. A total of 250 crates are needed to transport the machine, which weighs around 130,000 kilograms.

A cargo plane transported the container in the video from the Netherlands to Portland, Oregon, and then a truck delivered one of the tool's key components. It will take 250 ASML and Intel engineers about six months to fully install the machine.

Intel will use its Twinscan EXE:5000 lithography tool primarily to learn how to use the High-NA-EUV technology. The company plans to test the use of high-NA lithography with its Intel 18A process technology (but not for high-volume production) and eventually adopt it with its Intel 14A manufacturing process for high-volume production.

I bought 400 shares of Intel about a year ago. They are up 46% since then. How many Intel shares do you have in your portfolio? #intel
#asml
#intc

https://youtu.be/3PCtf1ONYMU?si=f2NrOyL81kc2LYX-

Intel turnaround 📉📈

-At the beginning of last year, following poor quarterly figures, Intel was the most hated stock in the Dow Jones with the worst ratings from analysts.

•Vom Jahrestief aus ist die Aktie 104% gestiegen. 2023 war Intel daher die zweitbeste Aktie im Dow Jones vor Apple und Microsoft. Der Turnaround hat geklappt und geht möglicherweise weiter dieses Jahr. Auch heute trauen die meisten der Aktie wenig zu. Die Erwartungen sind niedrig, sodass hier auch 2024 ggf. Aufwärtspotenzial besteht.

-I bought 400 Intel shares almost a year ago on 07.02.23 at €27.15 each for €10,861. Aktuell +48% / +5.191€

-This week Intel reported solid quarterly figures but disappointed on the outlook, so the stock was down 12% from its 52-week high.

•Ich werde Intel trotzdem halten und diese Entscheidung hier erklären und begründen.

-Critics often accuse Intel of being technologically behind, but the world's most advanced machine is now at Intel, not TSMC or Samsung.

-ASML's new High Numerical Aperture machines are so complicated and costly that only 10 can be produced per year. Sechs der ersten 10 Maschinen wird Intel bekommen.

Intel Gaudi AI accelerators are already in use at Amazon AWS, Hugging Face and Databricks. Der Nachfolger Gaudi 3 mit 5nm-Node kommt dieses Jahr. It has beaten Nvidia's H100 in tests. Intel is an AI stock, even if some people doubt it.

Intel has the ambitious goal of bringing five new nodes / production sizes onto the market in just four years, which would otherwise take 10 years. According to CEO Pat Gelsinger in December 2023, Intel is on schedule: "On track, baby!"

-Last quarter, Intel signed several new contracts with major customers. These included Alibaba Cloud, AT&T, Cisco, Dawn Phase 1, Google Falcon, Geely / Zeekr, Samsung Medison, UMC, Valens Semi and Verizon.

-Nvidia is also an Intel customer and uses dual Intel Xeon Platinum 8480C CPUs with 112 cores in its Nvidia DGX H100 systems.

Amazon, Qualcomm and Nvidia have already expressed their interest in future production at Intel. Intel will therefore be competing with TSMC and Samsung Electronics. On 21.02.24 other major customers such as Microsoft may be announced at this event. This could be positive for the share. However, all new factories will not be ready until 2026/2027. Intel is therefore still a stock only for very patient shareholders.

Intel enters the video games market. Intel Meteor Lake CPUs will be in the new MSI Claw A1M and One X Player X1 handheld consoles. AMD is already installed in the XBOX, Playstation and Steam Deck. Nvidia is at the heart of the Nintendo Switch.

>> What do you think of the Intel share?

#intel
#amd
#nvidia
#asml
#apple
#tsmc
#samsung
#aktie
#aktien

Intel - shares hit a new 52-week high yesterday. +49% since the beginning of the year.

Intel was acquired on Wednesday by the investment firm Mizuho Securities on Wednesday as it sees improvements in the PC and data center markets.

Analyst Vijay Rakesh raised his rating for Intel shares from "Neutral" to "buy" and raised his price target from 37$ to 50$ (current price: 41$). He pointed out that the company is likely to launch "significant" new server products and a new foundry customer in the next six months. In addition, Rakesh expects the PC and data center markets to experience an "upswing" in 2024.

And as the upcoming demerger (IPO) of the Programmable Solutions Group will add further 17$ per share, and with 2025 likely to be a "key transition year" for Intel's foundry services business, the stock has an implied total of about 84$.

"Arm is now leveraging its state-of-the-art chip design on Intel 18A (Node) and achieving very good performance results with these designs," said Intel CEO Pat Gelsinger. "I want every licensee of Arm chip designs to become our foundry customer in the future. Therefore, the acquisition of Arm's [IP base] opens up many business opportunities for our foundry."

It could be that in the medium term Intel will present a new major customer every few months or weeks for whom Intel will then build chips such as TSMC and Samsung are doing now. Each time, the share price could then receive a boost.

Furthermore, no subsidy money has yet flowed from the US CHIPS Act. According to the Wall Street Journal Intel is the leading contender for the potential receipt of billion $ in U.S. government funding for secure microchip manufacturing facilities for military and intelligence applications.

Intel is currently up 39% in my portfolio.

>> What do you think of the share? Are you also invested?

#intel
#nvidia
#amd
#samsung
#asml
#intc
#tsm

Quarterly figures on 25.01.2023...

Tesla, Boeing, IBM and co, let deep blicken⤵️

$TSLA
Tesla:

Beats analyst estimates of $1.15 in fourth quarter earnings per share of $1.19. Revenue of $24.32 billion below expectations of $24.68 billion.

$T
AT&T Inc:

Beat analyst estimates of $0.57 with fourth-quarter earnings per share of $0.61. Revenue of $31.34 billion below expectations of $31.43 billion.

$BA
Boeing Co:

Missed analyst estimates of $0.27 in fourth quarter with earnings per share of -$1.75; revenue of $19.98 billion below expectations of $20.37 billion. Boeing to increase 787 production to up to 10 aircraft per month in 2025/2026; reaffirmed 2023 guidance of $4.5 to $6.5 billion operating cash flow and $3.0 to $5.0 billion free cash flow.

$ABT
Abbott Laboratories:

Beat analyst estimates of $0.92 with fourth-quarter EPS of $1.03; revenue of $10.1 billion above expectations of $9.62 billion.

$IBM
IBM:

Beats fourth-quarter analyst estimates of $3.58 with earnings per share of $3.60. Revenue of $16.7 billion beats expectations of $16.13 billion.

$ASML
ASML:

Posts Q4 revenue of €6.43 billion (prior quarter: €5 billion, analyst forecast: €6.4 billion) and gross margin of 51.5% (prior year: 54.2%, forecast: 49.3%); revenue shifts to current year of about €3.1 billion. In Q1 outlook, ASML expects revenue of €6.1 to €6.5 billion (forecast: €6.1 billion) and gross margin of 49% to 50% (forecast: 50.6%). For 2022, a dividend of €5.80 per share (forecast: €6.09) is to be paid. For 2023, ASML expects a revenue increase of 25% compared to the previous year 2022 and a slight improvement in the gross margin.

#quartalszahlen
#tesla
#atandt
#ibm
#asml
#abbott
#boeing
#community
#communityfeedback
#aktien
#zahlen
#investieren
#boerse
#börse

Hello to all shareholders of #asml

What is your personal assessment of the current quarterly figures?

Outlook unchanged.

Incoming orders down.

Profit beat.

Share price reaction initially negative - now see "buy the dip"

Personally, I remain calm because after the record order intake at the end of 2023, a decline is only logical for me.

Especially as the outlook has been confirmed. The fact that the chip sector is normalizing is a healthy development for me.

Anyone have a different view? I would be interested to hear it.

Happy trading, ahoy!