Gerry · 2024-11-07T08:33:44.772992Z

I think it's a good time to invest

11Lun

I am currently very unsure about a first tranche

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Gerry@gerry361

11Lun

@VincP3 was my first investment in ASML

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Nico Uhlig@RealMichaelScott

11Lun

@VincP3 If it were safe, the share would not have fallen so far recently.

Many people keep saying: "If share X were cheap, I would buy it immediately, but it's currently far too expensive." Then the day comes when the share corrects sharply and suddenly they say "I'm not sure whether everything is going well, I'd rather wait and see."

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user03@user03

11Lun

@RealMichaelScott no kidding 😂

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Imvestment4Life@Investment4Life

11Lun

Also opening my first position soon 💪😇

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Gerry@gerry361

11Lun

@Investment4Life very strong, think now an entry is Big W

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Cashflow I.@Cashflow_Investor

11Lun

Sales per region:
Taiwan: 38%
South Korea: 29%
China: 14%
USA: 9%
Other: 10%

That's why $ASML shares are not a buy for me

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Gerry@gerry361

11Lun

@Cashflow_Investor but the semiconductor industry is largely represented in Asia, e.g. TSMC, where is the challenge?

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user03@user03

11Lun

@Cashflow_Investor Well, that's the case for many in the sector 🤷🏼‍♂️
If TSMC is the largest chip producer in Taiwan, what can you do😅

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Cashflow I.@Cashflow_Investor

11Lun

@User03 Not all of them are dependent on China and Taiwan. Companies such as $NVDA, $CDNS, $SNPS etc. are not very dependent on China and Taiwan.

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user03@user03

11Lun

@Cashflow_Investor but these are mostly other sectors :)

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Cashflow I.@Cashflow_Investor

11Lun

@User03 There is only one semiconductor sector and not several. However, there are different categories, namely:

Semiconductor equipment companies such as:

- $ASML
- $AMAT
- $LRCX
- $KLAC
- $8035
etc

And then we have semiconductor companies/software, these include:

- $NVDA
- $SNPS
- $CDNS
- $AMD
Etc

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user03@user03

11Lun

@Cashflow_Investor yes, that's what I meant :)

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