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BC
Bill Combs
@billcombs · Sep 4

Shares of $ASML are still falling. Yesterday, the stock was down less than 6%. In my portfolio, $ASML is currently one of the largest positions. I took advantage of the discount yesterday and overbought.

Did you also buy into $ASMLstock ?

Osebni pogled člana skupnosti, ne naložbeno priporočilo. Pravila skupnosti

CB

ASML looks interesting and the business is great. I'll probably add their stock to my portfolio soon.

GP

I'll be shopping again on Monday. I think it's a great company.

BC

Super👍

NT

As far as I know, ASML sells its machines to $TSM. $TSM is one of ASML's main customers and is based in Taiwan and if China invades Taiwan and starts a war there, that's the end of it.

GP

I don't think that's going to happen. It would lead to an even bigger war. China is threatening, but will not dare to start a war with Taiwan because it knows that it would be bad for them.

AA

I haven't done it yet. I'm waiting. If the price drops again by the end of September as much as it has in the last 2 weeks, I'll be in for a big one :)

BC

Great, well I regularly overbuy and if it gets any lower I will of course overbuy.

YE

I also bought. The 25% drop from ATH seems very tempting and I can gradually increase my position. If the price bounces back with strong earnings growth in 2025 (which is already predicted) then I want to be bought in already and will be amused at the comments about how overpriced it is again;)

BC

Yeah, the drop is nice. Otherwise, just as you write, it's already predicted to rise to 25, and even so it's been said that the 24 will be kind of temporary.

Uporabljamo nujne piškotke za delovanje spletnega mesta in izbirne analitične piškotke za merjenje uporabe. Preberite naš Pravilnik o zasebnosti.