1D·

Sale ASML

Yesterday I decided to liquidate my highflyer $ASML (-6.01%) after a gain of 501.57% since the initial purchase. I bought it at the beginning of 2021 in the middle of the chip crisis.

It is still a first-class company, if not one of the best in Europe. Nevertheless, the valuation is beyond good and evil. Even though we may not be in the AI bubble, as we often read, we are still in an advanced hype.

It is not a farewell forever, every hype has an end at some point. And then I will probably get my shares back.

In memory of Beate Sander, the following quote: "Avoid the dangerous four; euphoria, fear, panic and greed."

04.06

ASML

Sold at €1,500.60

15 Comments

Paul@paul_finesse_

I remain invested, the price targets have also been raised further. Congratulations on the profit.

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Luuk@Luukratief

@paul_finesse_ price targets move with the stock price and are never backed by a date at which they hope to achieve the price

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Kurz@MrKurt89

@Luukratief correct

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Chris@1Chrischi1

Taking home winnings is never bad, but I wouldn't have bought everything 👀

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Kurz@MrKurt89

@1Chrischi1 That's probably true, but I had already made a partial sale not so long ago.

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He-Man D.@He-Man

Beate Sander also liked to just take out her stake at plus xxx% and then made tie-up deals and invested in new shares with the money. So she still had shares of her racehorses in her portfolio 👍🏻
Best regards 🗡️💥

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Kurz@MrKurt89

@He-Man stimmt👍🏼

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edumar@emppsb

I’ve learned that taking profits is never a bad decision. A couple of months ago, when I hit a 100% gain, I sold my initial investment and let the profits continue to run. Right now I’m up around 130%, but the position is starting to become relatively small due to my monthly DCA contributions. ASML now makes up about 4% of my portfolio, and I’m considering adding more. I had planned to buy between €800 and €1,200, but I ended up not doing it and now I regret it

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Gomerdoc@Gomerdoc

The "hype" has no end. Because the business model of $ASML is not dependent on hype. No matter who in the world builds advanced semiconductors, develops computer chips or electronics: there is no getting around this company. AI or not AI: it doesn't matter. This is a solid long-term company that will continue to earn as long as electronics or semiconductors are used on earth.

It may be that the growth rates are no longer so high that there is sometimes a sideways movement: but as long as this company remains fundamentally dominant with its technology, an investment here is a solid choice, at least for a long-term investor, probably better than $MSFT or $NVDA.

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Kurz@MrKurt89

@Gomerdoc Your comment reminds me strongly of something Charles Prince said: "When the music stops playing, in terms of liquidity, things get complicated. But as long as the music is playing, you have to get up and dance. And we're still dancing", which he said as CEO of Citi Bank in mid-2007. The rest is history.

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Paulchen@Divident_e

Oh weh oh weh

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Ricola@Roccola601

In principle, I am also assuming another setback, but I am not selling any shares here because nothing has changed in my basic investment case and, depending on how much the EUV cycle makes itself felt, I would be too worried about missing a good re-entry.

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Kurz@MrKurt89

@Roccola601 That is true. If a share continues to perform, you always look like a fool. I do have that worry, but the generous profit is some consolation.

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Ricola@Roccola601

@MrKurt89 yes, your entry is of course really great! ✨ Congratulations :)

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Charmin@Charmin

Of course, it never hurts to take profits. But I probably wouldn't have sold it without need.

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