1Mon

I'd like to pick them up a bit cheaper, I'll wait and if it doesn't work out, tough luck ☺️ but no real strong reaction today, I think we'll see even lower prices. ✌️

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Memo0606@Memo0606

1Mon

@BamBamInvest I thought you would buy $TMDX 😅

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user0e3jddwsjxu@user1d7gf8465j461735

1Mon

@Memo0606 I have a few companies on my watchlist. But no freely available capital yet, it will take some time. There are always good opportunities ✌️

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1Mon

@BamBamInvest What price are you going for?

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1Mon

@user1d7gf8465j461735 I don't know yet, I'll keep an eye on the next few weeks. I would like to get in under 100. But I also already have $ASML, it shouldn't get that far for me.

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Davids.Aktien@DK2016

1Mon

Warrants
until 2027 is set

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1Mon

@DK2016 what exactly did you buy ;-)?

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ddoc@ddoc

1Mon

All legitimate points, but I was convinced by point 5. I looked at the chart myself and it looks pretty good.
I bought

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Memo0606@Memo0606

1Mon

thanks for your opinion
I am in $LRCX

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Tom@Tomtom12

1Mon

So highly valued. Fair at 90 Eus. 1st tranche possibly at 80

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1Mon

@Tomtom12 How did you calculate the fair value?

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Alfred@Alfred16

1Mon

Yesterday, Bank of America canceled its buy recommendation for AMD and significantly lowered its price target from 180$ to 155$. Just for your information.

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1Mon

@Alfred16 What banks or analysts say is as irrelevant as a cowpat. When the share price reaches 300, they raise the target to 400.

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1Mon

@Alfred16 Very good, may still fall a little more. In the meantime, I have the feeling that the Amalysts are deliberately depressing the prices and can then collect them again at a lower price.

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1Mon

@BamBamInvest exactly the same with HIMS. Hardly corrected and Amazon does not offer individual meds, immediately from buy to sell :D

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1Mon

@Konstantin85 yes, they probably want to get in a little cheaper 😂, the price targets are diced anyway, much more important is the content, why they give a sell rating. It usually makes sense to read this to form your own opinion.

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1Mon

@BamBamInvest Yes, in any case. After the crash, BlackRock doubled its position 😅 The only reason was that Amazon could allegedly grab market share.

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Alfred@Alfred16

1Mon

@BamBamInvest You're absolutely right, of course.

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JCM@TheStoic

1Mon

"After the last correction, the valuation seems attractive again" - I would be interested to know how you measure the value of $AMD here? The P/E ratio of 114 seems to be anything but cheap, and even compared to $NVDA, I don't see AMD as more favorably valued, but rather more expensive.

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1Mon

@TheStoic The P/E ratio alone is often not enough to assess the attractiveness of a share. It is important to look at it in the context of growth, margins and market position. AMD may have a high P/E ratio because the market expects high growth rates. Compared to NVIDIA, AMD might appear less attractive in other aspects such as market share or margins, but also offer opportunities if these expectations are met. It would be interesting to also consider PEG ratio (price/earnings growth ratio) or other metrics such as cash flow.

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JCM@TheStoic

1Mon

@WinStreak77 yes, that's why I asked, I only saw the high P/E ratio and I would have been interested to know how else you calculated the value.

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1Mon

You can forget the P/E ratio for growth stocks. AMD is more favorably valued in terms of both PEG and EV/Sales. However, I doubt that AMD can match Nvidia in terms of large language model usage.

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Christian@christian

1Mon

Thanks!

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1Mon

@christian oh how thoughtful :-) thank you

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Kevin@Delacruzz

1Mon

Also bought a couple yesterday 💪🏻

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