ASML

Investors, which semiconductor stocks do you have in your portfolio?

For me, this sector makes up a fairly large part of my portfolio. I've had $ASMLstock for quite some time and recently bought $AMD and $AVGO after the downturn .

European stocks have been relatively cheap lately, which has caught my eye, and I invested quite a bit in them last year. Currently my portfolio includes $ASML, $NVO, $MC.PA, plus Czech banks.

What European stocks do you have in your portfolio?

In the end, ASML's results turned out great - sales and net profit exceeded expectations and overall it is clear that the company really did well. Shares of $ASML are up 11% today, which makes me personally quite happy as ASML is one of my largest positions.

What do you think of $ASML's results ?

What do you think about the current DeepSeek sale? What stocks do you plan to buy after the market opens?

Shares of U.S. technology companies have fallen sharply following news of Chinese artificial intelligence company DeepSeek's breakthrough. In the pre-market so far, $NVDA, $MSFT and $METAhave fallen significantly , and $ASML shares have lost over 10% after the opening bell...
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🗓️Klíčové market events of the week: the most important week of the month!
This week is full of interesting macroeconomic data and earnings reports from key companies. Here's a summary of the highlights! 👇

🏠Monday: New home sales!
Let's keep an eye on how the U.S. housing market is doing, which may indicate the health of consumers and the economy as a whole.
📊 Results before the...
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We have a lot to look forward to this week as the biggest and most watched companies will be reporting results. I will be interested in the results of $SOFI, $TSLA, $META, $ASML and $AAPL.

Which companies' results will you be interested in?

Foxconn reported record sales earlier this week, leading shares in the semiconductor sector higher. Shares of $MU, $NVDA, $ASML and $KLAC, for example, rose significantly . I think it's great news and I'm happy for $ASML stock as it's up 10% this week.

Do you have any of these stocks in your portfolio?

🚀 Microsoft and the AI revolution: what does $80 billion mean for the future of technology? 💡

Microsoft $MSFT recently announced that it plans $80 billion in data center and AI investments for 2025. That's almost double the $44 billion last year ! This massive investment confirms that tech giants will continue to aggressively push the development of AI and related industries.

...
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Investors, I have a question to lighten the load.

Do you use a company's products/services on a daily basis, and do you also hold its stock in your portfolio?

For me, it would definitely be $AAPL, $GOOG, and you could say $ASML.

Which market do you invest in the most besides the US?

For me it's definitely Europe, mainly $ASML, $MC.PA and I have a little bit in Czech stocks. Eventually I plan to probably include Chinese stocks as well.

How much do you take into account the outlook of companies in your analysis? It's just that such $ASML is not looking bad at all right now price-wise and I came across its outlook this morning which looks pretty good.

Are you buying $ASMLstock now that the price is so low?

Shares of $ASML have been on a tear this year, down several dozen percent since its ATH. The outlook is still very bullish for next year and currently the stock is very undervalued, which is why I overbought this week.

Investors, which stock is most represented in your portfolio?

For me it is currently $ASML, followed by $GOOG and $AAPL.

What stocks have you bought or sold the most so far this month?

I've sold $PFEstock this month and have been buying $ASML stock quite heavily during the current downturn .

In addition to $ASML, $UNH stock also fell significantly today . Due to lowered expectations, the stock fell more than 7% today. I have $UNH stock in my portfolio, but it's only a small position and I'm not likely to overbuy.

Are you buying $UNHstock on the current downturn?