Don't you think Texas Inst. is too expensive? The analysts are more likely to hold at € 160 and the P/E ratio is 34. I'm up 85% myself and keep wanting to buy more, but the 3 points keep stopping me!
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Congrats on the good entry price. I have been struggling for a long time and have been buying stocks that benefit from AI development (Broadcom, Qualcomm, Digital Realty, Cisco).... Texas has actually been expensive all along, but I don't think it will get any cheaper in the medium term. If AI becomes established, we will experience a medium-term sector revolution and then the entry prices of today will be "peanuts" in 5-10 years. However, as I am highly diversified, this is not "putting all my eggs in one basket" but only a small part of the portfolio.
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