6H·

Aixtron | Leveraging the power hunger of AI data centers

I sold my Amphenol bill today for a total of € 967.60 with a profit of € 233.70. At the same time, I sold half of my Broadcom lever bill to secure the profit-taking, with a partial profit of +476.00€. The Siemens leverage certificate was sold for a profit of €784.

Now I bought the Aixtron bill for around €1000, of which around €30 came from dividends.

Aixtron has new special chips based on gallium nitride chips in the pipeline, which are supposed to be particularly energy efficient and have now broken out of the GD50 and GD200 lines, which in my opinion signals a clear upward trend. Aixtron is still quite dominant and has a moat in its technology.

Let's wait a few days/weeks and then some of the profits from my other bills will be invested in dividend stocks.

I currently consider the following dividend stocks to be undervalued in terms of earnings and dividend yield:

$Tokyo Marine Holdings (JP3910660004)

$WTRG (+0,44%)

$PEP (+1,38%)

$ZTS (+0%)

let's see what happens!

27.06

Long @12.77 € Aixtron Open End-Turbo

Acquistato x345 a 2,90 €

1000,50 €

15 Commenti

Chris@Multibagger

Does that mean you have decided against $ASML?

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BockaufDividenden@BockaufDividenden

@Multibagger No actually not yet, ASML is still in my pipeline, I'll see what my gut feeling says in the next few days. Also simply from a geopolitical point of view, I'm not doing any technical analysis now, I can't do that ;)

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Chris@Multibagger

@BockaufDividenden is also totally overrated with the technical analysis😂. Before all the technicians come and tar and feather me, that was not a serious comment. I know that it works in certain cases.

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BockaufDividenden@BockaufDividenden

@Multibagger it certainly works with the coffee grounds reading ;) but it's not really mine. The main focus of my leverage derivatives is on AI and energy anyway, which is basically on the upswing.

Now that Trump has shot so much powder in the last few months, I don't think there will be any more stupid tariffs etc. The greater danger in AI and energy is more likely to be China with regard to the Taiwan issue.

But I don't believe that the protecting power would simply drop Taiwan. I don't think so.

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Chris@Multibagger

@BockaufDividenden The advantage of derivatives is that you can trade them in both directions compared to shares. That's one of the reasons why I'm a fan of them. The higher the volatility, the better for me.

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BockaufDividenden@BockaufDividenden

@Multibagger Completely agree! However, I have to say that I only invest in rising stocks. I've already fallen flat on my face several times with falling prices, so it's better to learn from them

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Chris@Multibagger

@BockaufDividenden This can happen, mostly when you want to trade against the market, there are a few stocks such as $TSLA, $PLTR or $NVDA that are predestined for this because investors do not act rationally with these stocks.

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Maximilian@Max095

I also have two longs on $AVGO and $AIR

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BockaufDividenden@BockaufDividenden

@Max095 $AVGO is great fun! I'm currently enjoying it too

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mami_goes_boerse@mami_goes_boerse

Thanks for sharing. I wish I had the time for warrants.

I've had Zoetis and Aixtron on my watchlist for a long time 🙃

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BockaufDividenden@BockaufDividenden

@mami_goes_boerse I can understand that! But I also have some magazines or sources where I just read a bit during breakfast or lunch.

But here are some others that show some warrants from time to time, sometimes super successful and you can learn from them.

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mami_goes_boerse@mami_goes_boerse

@BockaufDividenden Yes, absolutely. I also enjoy reading the articles, but you do need a little time for warrants. Otherwise you'll learn a lot. I can sing a song about that 😅🫣

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BockaufDividenden@BockaufDividenden

@mami_goes_boerse Definitely!!! For example, I completely missed the mark with $MSTR after Trump was in office, to the point of total loss. I think I lost just under €800. A trade with $AMZN was also unfortunate, but the overall performance is still positive.

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Shem_sen@Shem_sen

With which lever ca 5s or?

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BockaufDividenden@BockaufDividenden

@Shem_sen Exactly, it is a 5 lever

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