First entry in $CSG (-0.31%)

I still believe $ASML (-1.41%) is an absolutely fantastic company with an incredibly strong long-term future. It’s one of those rare businesses with a true technological moat and a dominant global position.

That said, after buying my ASML shares around €630, I decided yesterday to sell them at approximately €1.174.- Not because my conviction in the company has changed, but simply because I felt it was the right moment to lock in a very solid gain and redeploy that capital into other opportunities. I am happy to dive in again if the stockprice declines to about € 750,-

With the proceeds, I’ve reinvested into $CSG (-0.31%) , $NVDA (-0.85%) , and $AMZN (-1.08%) . The reasoning behind this is diversification with clear themes in mind:

• $CSG (-0.31%) because I wanted exposure to a defense-related stock, which I see as increasingly relevant in the current geopolitical climate.
• $NVDA (-0.85%) to stay firmly positioned in the AI space, which I believe is still in a strong growth phase.
• $AMZN (-1.08%) because I see it as a global powerhouse, not only in online retail but also in cloud services and AI-driven web applications.

So overall, this move wasn’t about losing faith in ASML, but about capitalizing on a strong run and spreading risk while staying invested in long-term growth themes.

Do you, as a community, think this was a sensible decision? And do you have any tips for other stocks with attractive upward potential going forward? #learningfromothers

$CSG (-0.31%) I got in at 35 .. let us see what it brings

+30% day 1

$CSG (-0.31%)

​🚀 CSG Group ($CSG): The New European Defense Powerhouse has Arrived! 🛡️

​The eagle has landed on Euronext Amsterdam! Czechoslovak Group (CSG) just pulled off the largest defense IPO in history, and the market’s reaction says it all. Opening significantly above its €25 offer price, CSG is proving that the "Defense Supercycle" is more than just a buzzword—it's a multi-year fundamental shift.

​Why the bulls are running:

​Massive Visibility: A €32 Billion combined backlog and pipeline provides revenue clarity for nearly a decade. 📈

​Profitability Beast: With an adjusted operating EBIT margin of 24.5%, CSG is outperforming almost every European peer in the sector. 💰

​The Ammunition King: As the world’s largest small-caliber and Europe’s 2nd largest large-caliber producer, CSG is the "pick and shovel" play of global security. 🌍

​Low Free Float & High Demand: With only 15% of shares available, the supply-demand imbalance is heavily skewed in favor of long-term holders. 💎

​This isn't just an IPO; it’s a strategic entry into a high-growth, mission-critical industry leader. While others are waiting for a dip, the smart money is recognizing that CSG is still undervalued compared to legacy giants like Rheinmetall.

​The mission is clear: Growth. Security. Scale. 🦅🔥

​#CSG #IPO #Euronext #DefenseStocks #Investing #ValueInvesting #MilitaryIndustrialComplex #AmsterdamStockExchange