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BamBamInvest
@BamBamInvest
1Année·

ASML sold - regrouping AMD and IREN

28.01
IRE
Iris Energy
Acheté x162 à 9,40 €
1 522,80 €
5
19 Commentaires
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~ S.@Semos25
1Année
Why ASML? 🥲
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BamBamInvest@BamBamInvest
1Année
@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
1Année
@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
1Année
@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
1Année
@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
1Année
@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
1Année
@BamBamInvest but the machines are needed "everywhere" 😉 but we'll see. Good luck 😊
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BamBamInvest@BamBamInvest
1Année
@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
1Année
@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
1Année
@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
1Année
@Sansebastian charttechnically completely correct, let's hope it holds the 200 WMA ✌️😁
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Sandy T.@Esperanza
1Année
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
1Année
@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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Brian@Aktienhauptmeister
1Année
Why did you sell ASML completely? Partial sale would also be ok 🧐
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BamBamInvest@BamBamInvest
1Année
@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
1Année
This is going to be exciting 😉
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BamBamInvest@BamBamInvest
1Année
@CashPilot it will 😂
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Singulus@Singulus
1Année
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
1Année
@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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