AMD

further increased, it is not Nvidia but there will be something

trailing PE: 130.40

forward PE: 29.59

PEG: 0.38

source: Yahoo Finance

What a week! This week alone, my portfolio has invested almost 129.000€ this week alone. >> How much has your portfolio gained this week?

#performance
#portfolio
#depot
#trump
$BTC (+1.6%)
$PLTR (+0.7%)
$GOOGL (+0.88%)
$GOOGL (+0.88%)
$MSTR (-0.42%)
$COIN (+2.72%)
$SOL
$NU (+1.73%)
$HOOD (+1.03%)
$RIOT (-0.8%)
$MARA (-0.62%)
$AMD (+0.3%)

$AMD (+0.3%) got in. I think $AMD (+0.3%) will also benefit from AI

ASML as the best investment in semiconductors?

Due to the correction at $ASML (-0.3%) the question arises as to whether the share is currently cheap or whether the risks outweigh the benefits?

ASML is a de facto monopolist in the field of lithography systems for the semiconductor industry, ASML is strategically well positioned to benefit most from global megatrends such as digitalization and AI.

Despite possible burdens from export regulations to China the company's growth story remains interesting. ASML's technologies are crucial for the production of state-of-the-art microprocessors, which are important in almost all technical applications and are only tending to become more important (important for business models of $NVDA (+0.32%) , $AMD (+0.3%) etc).

Chart 1: ASML's performance

With a market share of 85% in the lithography machine segment, ASML shows just how robust a market position can be. However, dependencies on core suppliers and potential effects of international trade restrictions represent risks, however, and these are also addressed in the verlinkten Artikel are also dealt with in the

The long-term outlook is promising, driven by continued investment in new technologies and ever smaller and more sophisticated products. smaller and more sophisticated products. In view of the increasing competition within the customer industry for technological sovereignty and production sites, ASML's market position could be further strengthened.

A deeper insight into ASML's dynamic business model and current market developments is worthwhile, hier as a good summary :)

#ASML
#semiconductor#buythedip
This article is part of an advertising partnership with Société Générale

Month in review Uptober

Total portfolio

+56,700€ book profit

+14% monthly performance

462,700€ Total portfolio size

Wert securities

+46,200€ book profit

+16% monthly performance

331,700€ Depot size

Cryptos

+10,500€ book profit

+9% monthly performance

131,000€ Depot size

Largest positions

+361% MicroStrategy-OS $MSTR (-0.42%)

+55% MicroStrategy factor $MSTR (-0.42%)

+16% Bitcoin $BTC (+1.6%)

+15% Nu Holdings leverage cert. $NU (+1.73%)

+14% Palantir $PLTR (+0.7%)
#PLTRgang

+10% AMD $AMD (+0.3%)

+4% Alphabet $GOOGL (+0.88%)
$GOOGL (+0.88%)

-3% BEST (crypto) #best
For comparison

+0% S&P 500

-1% MSCI World

-3% MSCI Emerging Markets

The MicroStrategy - OS was already bought in April, then fell to -95% and turned positive after the subsequent purchase. After a green August and September, I will have a green October. I am ready for Moonvember, because November is historically the best month for Bitcoin with an average of +42.77%. 52-week high for Palantir and MicroStrategy. New all-time high for Nu Holdings and Bitcoin in euros.

>> Which stocks were your best performers in October? #aktie
#börse#btc
#bitcoin
#krypto
#crypto

ARK invest buys $AMD (+0.3%) and sells $TSLA (+0.57%) and $PLTR (+0.7%)

On Wednesday, 10/30/2024, Cathie Woods ARK ETFs made significant shifts in the financial markets.

The most notable trade of the day involved Advanced Micro Devices Inc $AMD (+0.3%)

ARK purchased a total of 111,080 shares of AMD through its ARKK, ARKQ, ARKW, and ARKX ETFs, representing an investment of $18,467,050. This purchase continues a recent trend of ARK steadily increasing its position in AMD.

Also of note was the purchase of Archer Aviation Inc (NYSE:ACHR) shares. ARK's ARKK ETF acquired 689,365 shares worth $2,316,266. This joins a consistent pattern of ARK increasing its stake in the urban air mobility company in recent days.

On the sell side, ARK divested a sizable stake in Tesla Inc.

Through the ARKK and ARKW ETFs, 62,151 shares were sold for a total value of $16,129,426. This move is part of an overarching strategy in which ARK has been steadily reducing its exposure to the electric vehicle pioneer since the previous week.

Palantir was also affected by a significant sale.

ARK sold 372,730 shares across multiple ETFs for proceeds of $16,746,759. This continues a selling trend that was already observed at the beginning of the week and indicates a strategic realignment with regard to the data analysis company.