The niche sounds very exciting at first, but it also brings challenges. I actually see the extreme concentration of customers as the biggest risk. And at the current valuation, I honestly don't see much room for maneuver.
The niche is too narrow for me at the moment.
But once again, a great idea. If I were to look around in this area in Japan, my choice would probably be $8035.🤷🏼♂️
@Get_Rich_or_Die_Tryin the position was simply too small, and I still had ASML in my portfolio. But luckily I got out of ASML before the figures. Now I'm still in Aixtron
@Tenbagger2024 Oh, that was the story, I see. Position size is of course one of those things.
Is that why you're still looking for something in the semiconductor sector? Or would something else be an option? You're already in $EXENS, aren't you?
@Tenbagger2024 coming from a much lower base, completely clear.👍🏻 Here, too, I would be less interested in music, but should fulfill other purposes. But I currently prefer something else for the last free space in the depot.😊
@Tenbagger2024 I'm not quite with you on that, my dear. When growth inevitably flattens out at some point, it is only and exclusively about capital efficiency.😉
