1Settimana
I have also held ASML for the last few years, but have just sold it. The performance is not very good, especially after the recent dip. And the export restrictions that the Americans had already put in place are not good either. Who knows when the share will recover.

I have decided between two alternatives
a) If the previous performance of ASML was good enough for you, then take a semiconductor ETF. It should perform similarly or slightly better and is of course diversified.
b) if you have strong confidence in individual stocks, then take NVIDIA and/or TSMC. Whereby TSMC is less dependent on the AI hype and is therefore perhaps a little safer.

Since I currently believe in the momentum of Nvidia and I think TSMC is less vulnerable, I ended up investing in both.

Otherwise everything is ok.
With Palantir, bear in mind that the share price and the share are currently valued somewhat highly. I'm still thinking about that too.
Primarily, I regret not getting in 3 years ago, as I had thought about it at the time. 🤔😩

But why not mix in something less high-tech?
GE Vernova, for example? Motorola and Cintas or Wallmart also have good track records.
immagine del profilo
@UndNun Thank you very much for all these informative tips.
I'll have a look at all the titles and then decide what to do 💪🏻
1Settimana
@Wiktor_06 You're welcome