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Tenbagger2024@Tenbagger2024
13H
Huhu. Has your depot already been flattened?
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~ S.@Semos25
13H
@Tenbagger2024 YTD is currently only at 12% 🤣 and yours ?
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Tenbagger2024@Tenbagger2024
13H
@Semos25
That's mega. I think it's between 3 and 4 %. But still better than World and NASDAQ
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Tenbagger2024@Tenbagger2024
13H
@Semos25
However, I won't be adding to AI stocks for the time being.
I will probably throw out Tokyo Electron because I already have ASML. I already have ASML.
What do you think of the share in my post from earlier
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~ S.@Semos25
13H
@Tenbagger2024 is also ok. My portfolio is simply too tech-heavy. But I can't help it - I'm just too convinced by these companies. 🫣
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Tenbagger2024@Tenbagger2024
13H
@Semos25
I have noticed that the last few days have seen a resurgence in the more conservative stocks.
And pharma is also in demand again.
The stocks that have hardly performed at all over the year now seem to be picking up
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~ S.@Semos25
13H
@Tenbagger2024 you my $2413. Actually, it's not a bad idea not to focus on an American company.
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~ S.@Semos25
13H
@Tenbagger2024 Yes, but I believe that tech will still dominate in the coming years.
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Tenbagger2024@Tenbagger2024
12H
@Semos25
Yes M3, the business model doesn't look bad. And it also seems to be a help for doctors
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~ S.@Semos25
12H
@Tenbagger2024 are you already invested ?
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Tenbagger2024@Tenbagger2024
12H
@Semos25
Yes tech and AI, robotics, autonomous driving, quantum etc. Will be the topics.
And I'm already well invested in them.
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