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BamBamInvest
@BamBamInvest
3Sem.·

ASML sold - regrouping AMD and IREN

28.01
IRE
Acheté x162 à 9,40 €
1 522,80 €
5
19 Commentaires
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~ S.@Semos25
3Sem.
Why ASML? 🥲
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BamBamInvest@BamBamInvest
3Sem.
@Semos25 because I had 2 semiconductor stocks in my portfolio and the position had to be large enough to further reduce the cost price and to be able to buy $IREN and possibly $ELF. If $AMD makes it and my investment works out, I think they will outperform $ASML for 3 years. We'll see 😄.
But doing nothing would probably have been smarter 😂
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~ S.@Semos25
3Sem.
@BamBamInvest sounds like a good strategy. I still think that ASML will improve. Of course, you should also invest in renewable energy. I'll have to take a closer look at all this.
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BamBamInvest@BamBamInvest
3Sem.
@Semos25 I don't doubt that at all, I think $ASML is a great company and will probably regret it. 😁
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Sansebastian@Sansebastian
3Sem.
@BamBamInvest daring 😎 but if it works, all the better. But with ASML you have little to no competition. What's the situation with AMD?
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BamBamInvest@BamBamInvest
3Sem.
@Sansebastian true, but growth in China/Asia is also difficult if that is eliminated. With $AMD, I am betting that they will continue to expand their market share compared to $INTC, that after Corona life cycle PCs should also pick up again and that the data center inference area will grow strongly and they will be the leader here. Is bigger than the training market. We will see, it remains exciting ✌️
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Sansebastian@Sansebastian
3Sem.
@BamBamInvest but the machines are needed "everywhere" 😉 but we'll see. Good luck 😊
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BamBamInvest@BamBamInvest
3Sem.
@Sansebastian According to Lisa Su, AMD is best positioned in the area of inference. The focus has so far been on training with GPUs, but now the focus should shift to inference. AMD should be very strong here. AMD's turnover will then probably rise sharply from 2025 to 2030.
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BamBamInvest@BamBamInvest
3Sem.
@Sansebastian Yes, I know that, but it's not like you can sell 1 million machines a year. If $AMD manages to continue to have 30-60% growth in the data center sector, then the position will be fun, if not, I assume that I will not make a -50% loss either, as they are in the gaming sector etc . Yes, they are also well positioned , remains exciting .
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Sansebastian@Sansebastian
3Sem.
@BamBamInvest I absolutely agree with you. But AMD is lagging behind on the charts and I can't really understand why that is. That's why AMD is currently uninteresting for me, as there has been a downward trend since around March 24. And that really has its reasons
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BamBamInvest@BamBamInvest
3Sem.
@Sansebastian charttechnically completely correct, let's hope it holds the 200 WMA ✌️😁
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Sandy the Squirrel@Esperanza
3Sem.
Welcome to the crash stock AMD lol. Got ASML and AMD and AMD just crashing although in my opinion I already bought dip
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BamBamInvest@BamBamInvest
3Sem.
@Esperanza thanks 😂 if I look at the figures from $TSM, $ASML this should have an impact on the sector and $AMD figures will probably not be bad either, we are quite oversold and if prospects are good then it can go up again quickly and that will then go very quickly l. If not a crash 😁
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B. T.@Aktienhauptmeister
3Sem.
Why did you sell ASML completely? Partial sale would also be ok 🧐
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BamBamInvest@BamBamInvest
3Sem.
@Aktienhauptmeister because I would have had too little capital for additional purchases. At $AMD I had to buy more to have an effect on the cost price 😄
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CashPilot@CashPilot
3Sem.
This is going to be exciting 😉
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BamBamInvest@BamBamInvest
3Sem.
@CashPilot it will 😂
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Singulus@Singulus
3Sem.
How do you rate $IREN, after the down just now rather crosswise to cautiously upwards... Do you have any news, is something up or where is your optimism coming from?
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BamBamInvest@BamBamInvest
3Sem.
@Singulus I have read through some analyses on 𝕏, it would take too long to summarize them here. Please understand 😄. But basically, I like the mix of data centers, colocation, Ai, miners, alternative energies, performance, property owners and excellent positioning of the locations. In addition, the capacities are constantly being expanded. I recommend @Agrippa_Inv on 𝕏, take a look at the pinned company presentation. ✌️
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