I find your approach interesting. But I have a quick question. If you say you are investing for the long term, i.e. >10 years, but on the other hand are very tech-heavy due to your professional activity, do you intend to buy these stocks such as AMD or ASML in the cyclical dips, or do you want to sit them out in the expectation that the next high will be higher than the previous one.
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@Multibagger Very interesting question! Thanks to the high-end EUV machines, ASML will probably remain a monopoly for longer than the next 10 years, as existing chip processes cannot necessarily be changed so quickly. Accordingly, I see enormous demand for lithography technology in the future, not only due to the expansion of generative AI but above all due to robotics. Of course, there will be price fluctuations due to the cycles, but I still think that ASML has the potential to continue to be a multibagger in the next 10 years. Therefore, as you say, use dips to buy up, as you did in the last 3 months, for example.
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