1Settimana·

Sale ASML

Yesterday I decided to liquidate my highflyer $ASML (-3,66%) after a gain of 501.57% since the initial purchase. I bought it at the beginning of 2021 in the middle of the chip crisis.

It is still a first-class company, if not one of the best in Europe. Nevertheless, the valuation is beyond good and evil. Even though we may not be in the AI bubble, as we often read, we are still in an advanced hype.

It is not a farewell forever, every hype has an end at some point. And then I will probably get my shares back.

In memory of Beate Sander, the following quote: "Avoid the dangerous four; euphoria, fear, panic and greed."

04.06

ASML

Venduto a 1500,60 €

21 Commenti

Paul@paul_finesse_

1Settimana

I remain invested, the price targets have also been raised further. Congratulations on the profit.

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Luuk@Luukratief

1Settimana

@paul_finesse_ price targets move with the stock price and are never backed by a date at which they hope to achieve the price

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Kurz@MrKurt89

1Settimana

@Luukratief correct

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Chris@1Chrischi1

1Settimana

Taking home winnings is never bad, but I wouldn't have bought everything 👀

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Kurz@MrKurt89

1Settimana

@1Chrischi1 That's probably true, but I had already made a partial sale not so long ago.

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Gomerdoc@Gomerdoc

1Settimana

The "hype" has no end. Because the business model of $ASML is not dependent on hype. No matter who in the world builds advanced semiconductors, develops computer chips or electronics: there is no getting around this company. AI or not AI: it doesn't matter. This is a solid long-term company that will continue to earn as long as electronics or semiconductors are used on earth.

It may be that the growth rates are no longer so high that there is sometimes a sideways movement: but as long as this company remains fundamentally dominant with its technology, an investment here is a solid choice, at least for a long-term investor, probably better than $MSFT or $NVDA.

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Kurz@MrKurt89

1Settimana

@Gomerdoc Your comment reminds me strongly of something Charles Prince said: "When the music stops playing, in terms of liquidity, things get complicated. But as long as the music is playing, you have to get up and dance. And we're still dancing", which he said as CEO of Citi Bank in mid-2007. The rest is history.

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Alfred@Alfred16

1Settimana

@Gomerdoc That's exactly how I see it.

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Gomerdoc@Gomerdoc

@MrKurt89 You can see it that way. But: No posting on Getquin without $ASML having earned money. No cell phone. No PC, no spaceship, no car, in fact: Nothing. Worldwide monopolist. As long as it stays that way technically (and even the Chinese can't do without it): $ASML remains. AI hype or not: it doesn't matter.

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Kurz@MrKurt89

@Gomerdoc That's right. That's why I've been a committed investor for over 5 years. Nevertheless, we know that chips are a cyclical business and I personally like to trade anti-cyclically.
Should the company one day be valued favorably again, I will be happy to invest again 👍🏼

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He-Man D.@He-Man

1Settimana

Beate Sander also liked to just take out her stake at plus xxx% and then made tie-up deals and invested in new shares with the money. So she still had shares of her racehorses in her portfolio 👍🏻
Best regards 🗡️💥

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Kurz@MrKurt89

1Settimana

@He-Man stimmt👍🏼

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Kris@Mit44inRente

1Settimana

Congratulations on your win.

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Der O.@MMeier

I think I did everything right.

The problem might be: what should I do with the capital I’ve freed up?

Should I invest it—would it be better off in another company—or should I use it for a vacation or a beautiful diamond ring for my wife?

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Kurz@MrKurt89

@MMeier When the stock markets are racing from one all-time high to the next, it doesn’t hurt to build up some cash 😉 Patience is an asset. So the question is really: what am I willing to give up that patience for?

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edumar@emppsb

1Settimana

I’ve learned that taking profits is never a bad decision. A couple of months ago, when I hit a 100% gain, I sold my initial investment and let the profits continue to run. Right now I’m up around 130%, but the position is starting to become relatively small due to my monthly DCA contributions. ASML now makes up about 4% of my portfolio, and I’m considering adding more. I had planned to buy between €800 and €1,200, but I ended up not doing it and now I regret it

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Paulchen@Divident_e

1Settimana

Oh weh oh weh

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Ricola@Roccola601

1Settimana

In principle, I am also assuming another setback, but I am not selling any shares here because nothing has changed in my basic investment case and, depending on how much the EUV cycle makes itself felt, I would be too worried about missing a good re-entry.

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Kurz@MrKurt89

1Settimana

@Roccola601 That is true. If a share continues to perform, you always look like a fool. I do have that worry, but the generous profit is some consolation.

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Ricola@Roccola601

1Settimana

@MrKurt89 yes, your entry is of course really great! ✨ Congratulations :)

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Charmin@Charmin

1Settimana

Of course, it never hurts to take profits. But I probably wouldn't have sold it without need.

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