@topicswithhead What is and Co? Actually, you only suggested ASML, didn't you?
I find ASML interesting, but I have to admit that I don't have much expertise in the share either. I also don't really know what the problem is at the moment. I can't understand why growth was so flat in 2024. I was told "transition year" but now the forecasts are still gloomy and I don't know how to assess it.
It's not as if I'm saying I'm skeptical or anything, I'm just honestly saying that I don't know enough about ASML and would only invest in the figures.
@Soprano there were 2 more values but I forgot which ones. Unfortunately, you can't filter through all the comments here. So too much work for both of us. I think the upside of Unh is not big enough for the further risk. Dager nue confused that ASML was not in it yet
@topicswithhead have a blog on asml but the way i write i would approach it differently now. There's a lot more data and narrative you can do with AI and more engagement with the company
