1Mon·

Almost End of Year Resolution

I have already trimmed my $MSTR (-2.13%) and $COIN (-1.1%) positions and opened a small position in $HOOD (+0.1%) for a bit of long-term investment.

Nothing wrong with $MSTR (-2.13%) but I considered it as selling $BTC for over 250K.

Completely out of $AMAT (+0.99%) instead, I focused on only $ASML (+1.15%), might add $AMAT again but for a better price or better market conditions.

I recently bought $MU (+1.43%) 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 (+3.92%)

$PG (+0.37%)

$AVGO (+1.13%)

$MSFT (+1.47%)

$GOOGL (-0.98%)

$AAPL (-0.28%)

$NOVO B (+0.89%)

$MU (+1.43%)

$ASML (+1.15%)

$2330

$BTC (-0.69%)

$ETH (-1.28%)


Selling 2025

$MSTR (-2.13%)

$COIN (-1.1%)


ETF's that I will keep DCAing for 2025

$VEUR (-0.07%)

$SPY5 (+0.33%)

$VFEM (-0.48%)


any suggestions are welcome

3
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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@InvestingDetective thank you for answer my friend
but can you compare both companies with each other?
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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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