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SemiGrowth
@SemiGrowth
1Anno·

Initial purchase, subsequent purchases are planned below €95.

Top watchlist value: $MU (-3,69%)

@Memo0606 Let's see what happens

03.10
Merck & Co logo
Merck & Co
Acquistato a 99,90 €
10
16 Commenti
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Kate🦋@Iwamoto
1Anno
Congratulations on the purchase. However, I would like to question the post-purchase logic. Theoretically, it is always worthwhile for you to buy when the price is, say, below €99. But you set yourself a limit of u. 95. If the share now corrects a little or there is a slight volatility, you would miss the opportunities between 95 and 99 if u. 95 does not occur. On the other hand, if you are sure that u95 is coming anyway, why buy at 99.9 and not below 95?
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SemiGrowth@SemiGrowth
1Anno
@Iwanowitsch Because I generally tend to build up exposure to a stock slowly in order to keep my options open for subsequent purchases. Furthermore, of course, it always depends on the company's financial figures. I'm just saying that if nothing changes fundamentally, I'll probably buy at 95. Why not at 98, for example? Because if the share continues to fall (the chart doesn't look positive yet), I will have too many additional purchases too quickly at a small discount to the initial price. I prefer to plan with 2 additional buy tranches (approx. 90 and 95). If Mrk runs away from me now (and nothing changes fundamentally), at least I'm in. Ultimately, it doesn't matter how you do it, because volatility doesn't really make a strategy any better. And that's how I manage well
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Erdbeermaus@Lumimyrsky
1Anno
micron just very exciting
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Erdbeermaus@Lumimyrsky
10Mes
@Memo0606 I got in sometime before the last Q figures. But I think it's still exciting ahead of the next Q figures. But we should see another breakout to the upside in the chart.
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Maximilian@Max095
10Mes
@Memo0606 are you still buying now?
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SemiGrowth@SemiGrowth
1Anno
@Memo0606 no idea, I will take another close look at the share when we head back towards €90
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SemiGrowth@SemiGrowth
1Anno
@Memo0606 No, actually not. The only problem is that Micron is very cyclical. That's why it has such a low valuation and is so volatile. In the age of AI, you simply need fast and large data storage devices. And with Samsung and Sk Hynix, there aren't many competitors.
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10Mes
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SemiGrowth@SemiGrowth
10Mes
@Memo0606 I'm watching them again at the moment. But I'm not in a buying mood at the moment. I'm building up cash at the moment. As I said, I would be in at €90
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SemiGrowth@SemiGrowth
10Mes
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