I can understand your emotions. I am unfamiliar with some of the stocks, but the question should be asked whether semiconductors/chi/tech will be more likely to meet us in the future or not. I would continue to bet on the sector 👍🏻.
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@Hammerdividende This does not mean that shares have to rise exorbitantly. High demand/fantasy is already priced into many share prices.
The question is whether everything will materialize as it is already assumed.
The question is whether everything will materialize as it is already assumed.
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@RealMichaelScott
Okay, it has to be said that the semiconductor sector has barely recovered since the mini-crash in August. And a recovery is only now taking place in some cases. After the last figures, ASML threw the sector down again to some extent. So I still see room for upward movement. Or how do you see it?
Okay, it has to be said that the semiconductor sector has barely recovered since the mini-crash in August. And a recovery is only now taking place in some cases. After the last figures, ASML threw the sector down again to some extent. So I still see room for upward movement. Or how do you see it?
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@Tenbagger2024 I'm not saying it's not worth investing, the question is at what price and in which companies.
Personally, I'm a big fan of $ASML, $AMAT & $KLAC. I have a comparatively large investment in ASML, I would like to get into Applied Materials (at ~€150) and I was invested in KLA but then got out at ~€700 per share because the potential seemed exhausted due to the valuation.
I would have less confidence in the lofty valuations of $ARM or $AMD. Not to mention crisis companies like $INTC.
Personally, I'm a big fan of $ASML, $AMAT & $KLAC. I have a comparatively large investment in ASML, I would like to get into Applied Materials (at ~€150) and I was invested in KLA but then got out at ~€700 per share because the potential seemed exhausted due to the valuation.
I would have less confidence in the lofty valuations of $ARM or $AMD. Not to mention crisis companies like $INTC.
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@RealMichaelScott
The machine builders are running almost in parallel, so it should be enough to have one in the portfolio. I therefore think I will liquidate Tokio Electron.
https://getqu.in/RcBeBD/
The machine builders are running almost in parallel, so it should be enough to have one in the portfolio. I therefore think I will liquidate Tokio Electron.
https://getqu.in/RcBeBD/
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•@Tenbagger2024 almost yes. That's why I'm happy with my position in ASML.
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