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Google and Microsoft also have pretty much the same business. That's probably where it comes from.
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@topicswithhead they only have different strengths. Otherwise they are almost 95% different
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@topicswithhead
Yes, of course, and ASML and Tokyo Electron too.
That's why I see good opportunities to read the shares in advance.
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he also writes twins :)
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@Tenbagger2024 Well, I don't see it that way. So ASML would be pretty boring without EUV and ASML's story is EUV. EUV is also the reason for the huge service fees
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@topicswithhead
But you can see parallels on the chart, and when the other one went down, the other one followed. I see good opportunities to go short early on.
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@Memo0606
I think you should look at which plant manufacturer offers the best opportunities.
They all work in relatively the same way.
$ASML $AMAT $LRCX $8035
But maybe Tokyo is a good opportunity right now.
I myself went into ASML last year after the poor figures.
But I am still in the red because ASML has still not recovered.
That's why I'm cautious with recommendations.
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@topicswithhead But have performed differently according to the figures
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@Multibagger are also other companies. The same is not the same. Both ASML and Alphabet are structured differently from the other two. What's more, they are all listed in different currencies. Yen, Euro, Dollar
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@topicswithhead For example, ASML must have done so badly because the dollar price was even worse. Most of the trading volume is in USD.