Europe

ASML, work there too. 💪🏻

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@GordenShanway then eon, Novo nordisk, BASF and Münchener RE

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@GordenShanway I also find ASML interesting, but I've been put off by the fact that I simply don't understand enough about semiconductors, etc. Are there any reasons why you preferred Munich RE to Allianz?

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HamsterFrodo@HamsterFrodo

@Jona1407 better trend

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@GordenShanway Top company. I've also had it in my portfolio since the Trump customs crash. Without ASML, nothing would work in the chip industry. Are you still looking for working students or interns?

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@HamsterFrodo I'm just a dumb worker. Can't tell you where/how/what to look for 😀

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Mav83!@Maverick4831

@GordenShanway $BMW $MC every month pure da😁

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Tenbagger2024@Tenbagger2024

@Maverick4831 no, they're not my thing

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Mav83!@Maverick4831

@GordenShanway everyone as he likes

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$SIE $MTX . $GFT $YSN $LTMC $RACE $KIT $CAMX $ASML $ASM. $ENR

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Tenbagger2024@Tenbagger2024

@Tenbagger2024 all solid, except $SIE which is a snoozer when it comes to performance

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@Investingyoung
Siemens is one of the best industrial AI stocks.

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HamsterFrodo@HamsterFrodo

@Tenbagger2024 I also bought Siemens yesterday.

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Tenbagger2024@Tenbagger2024

@HamsterFrodo
I also remain invested. I think AI is an underestimated value.
The mobility division is also booming.
I see the partnerships with JetZero to develop innovative, hydrogen-capable aircraft designs such as the "Rochen" aircraft, which is intended to increase efficiency, as positive.
There is also the Cellsius project (ETH Zurich): Siemens is supplying industrial PCs (SIMATIC IPC) and supporting the students in building a hydrogen aircraft.

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stocker_1862@stocker_1862

@Tenbagger2024 siemens energy ja

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I currently have $SAP on my to-buy list. Strange that they are so rarely mentioned here.

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Andre@DivGrowth1989

$LOTB $DNP $AHT $III $BELA

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༺Yuichi༻@Yuichi

@DivGrowth1989 $LOTB I'd love to have them too, but I'll never manage that in my life🤣🤣

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Chris_legt_an@Chris_legt_an

$NOVO B $ALV $BAS $WCH $NESN $ROG $SIE $DTRUY $AI $MURGY $ASML $AFX $DHLGY $SAP $ENR $TTE 🙈😁

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༺Yuichi༻@Yuichi

$ASMLAsml, $RMSHermes , $ALVAllianz ,$ $DTETelekom $MClvhm , $NESNNestle , $AIRAirbus $RACE🙂

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I have the best $ASML

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@Investingyoung I hear ASML a lot, I have to take a closer look at it to understand the business model.

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@Jona1407 Without ASML, almost nothing works in the chip industry.
The new EXE generators are also still mega expensive, I mean something around 4 million, so sales are not yet that high, but there is no way around the new 4nano generators for AI

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@GordenShanway must correct, without asml NOTHING works in the chip industry 🤠

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@Investingyoung Well, there is competition, but it's small. Nobody can do the new Nano technology.
I could also explain to you roughly what other companies are doing to get hold of the 4 Nano technology.

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Jeremiah@JonathanPeachum

$DSV $LOTB to complete the comments

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Dividendenopi👴@Dividendenopi

@JonathanPeachum Do you think $LOTB will carry out a stock split at some point?

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What is your investment philosophy 🤔

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