ASML
ASML Holding NV
stock NASDAQ ADR

Current portfolio: $883 in VT, 756 in ASML, 833 in GOOGL, 610 in LUNR, 1239 in MU, 500 in PFE, 300 in RNA, and 500 in SABR. Thinking about market selling lunr, sabr, rna, and googl? Any thoughts or suggestions?

ASML zahlt gut, Eindhoven ist aber auch teuer.

Personally I’d go with index funds for a while to build a decent baseline to work with and have some slush funds in a money market in case you lose your job or shit hits the fan. Then the individual stocks come after say 50k 100k 200k 300k whatever you decide. And here are the ones I’m betting on for the next 15 years ish: TSLA NVDA MSFT META PLTR MSTR ASML. My buddy and I follow an ultra successful guru w/ tons of followers: look up InvestAnswers on YouTube if you want.

My top 5 picks would be:
AMZN, META, ASML, NFLX, CRWD.

Reddit likes to follow eachothers sentiment like a sheep herd. Ive spent hundreds of hours on reseaching Tesla the last 3 years an do not agree with the negative sentiment at all. The market is pricing Tesla at the current valuations because the investors that buy the stock right now is willing to, that says something. If not it would have been lower ages ago. I currently have 15% of my porfolio in Tesla, the rest is ASTS, GOOGLE and ASML, I love disruption and innovation. Whats especially underappreciated is all the megapack solutions Tesla is going to sell to China in the next years, their revenue on this has been growing in an absurd way, now that China are increasing renewable power, they need battery packs. People are also sleeping on autonomous trucking, which could cut down costs of companies dramatically. And eventually everyone is forced to switch over to cut costs. When there is clear costcutting gains to be had, people dont care in politics or a maniac CEO they want to save money. And I have not even started to talk about Taxies and Robotics where I think they will disrupt and innovate too. Bullish as f\*\*\*! I would be rather scared not to hold some Tesla at all the next couple of years than fearing it crash.

ASML, habe es mit Verlust wieder verkauft.

Good question- it's hard to predict anything 10 to 20 years down the line. The EUV tech (for example) is well over 20 years in the making so it's a very long road. But as tight a lid as ASML keeps on their tech, China is f'in sneaky and relentless. My hope is that ASML is more relentless with their security and innovation.

Yes, but is that the case for the next 10 to 20 years? Even Jensen says that nothing is a safe bet when it comes to China. I myself am invested in ASML and am also mind-blown by their technology. But if they’re not allowed to sell to China, the country will be forced to develop the technology on its own.

Because the US told the Netherlands to stop selling to China. Therefore china has to develop their own lithography machines (Huawei). In a few years they might not need any ASML tech.

Too heavily tech focused for my liking. I've got 20 individual stocks but have tried to cover multiple sectors which I think will have notable growth in the next decade.
Not advice by any means but I'm currently across;
Tech (MSFT, TMC, ASML, SHOP)
Nuclear supply chain (CCO, KAP)
Aerospace & defence (RR, RKLB)
Water treatment (VIE)
Finance (BGEO)
Medical (PFE)
I then have small holdings in 9 other stocks but these combined only make up circa 10% of holdings and are quite speculative. I am looking to condense these down from 9.
Lastly I'm paranoid about being too heavy into the USA soo I've tried to ensure a good distribution globally of companies. For example BGEO primarily operates in Georgia (the country) although it's been on quite a run so won't be investing any more in it until there's a dip

ASML holdings

ASML is by far the best stock there, I’d just sell everything and buy that

What do you guys think of report generated through AI for doing the analysis around the stock. something like this - [https://maroon-norah-74.tiiny.site/](https://maroon-norah-74.tiiny.site/)
What are your thoughts what is missing and what can be done better on this report for ASML.

Quick Stock Analysis for ASML

TSSI, NVTS, APLD, ASML, RDDT

Regarding SPGI & MCO, that's another discussion : )
I agree with your point on NFLX and he does tend to promote companies he's invested in.
His financial portfolio more or less replicates what Dev Kantesaria has (SPGI, MA, EFX,INTU)
Also, he bought EFX and ASML(I think) after Dev Kantersaria bought them. He's transparent about it though.
Saying that he doesn't have a clue how to value a business is a bit harsh. He did buy AMZN & NFLX back in 2022 when everyone else was selling. He's learning as we all are and more importantly sharing it on his channel and monetizing it which works well for him.

From a value investment perspective, I can't say for sure if he's the right person to follow as I am new to investing myself and just started 3 years ago.

Regarding MSFT - I read that municipalities in Germany and Denmark are moving away from MSFT. Not sure how easy that'll be but if this picks up in other EU nations as well, then that might change the sentiment around the company. However, I don't see see big business moving away from the MSFT ecosystem.
Although your post says next few years so MSFT along with the others does look great .
For me it'd GOOGL, BRK-B, ASML, AMZN, SPGI

If you were obliged to sell your current portfolio and invest in just 5 stocks (ETFs excluded) to hold for the next few years at least, which would you pick?
My choice would be V, ASML, BRK, GOOG, MSFT as I believe (hope!) they're at reasonable prices right now, are big and robust enough to survive Trump and are available on euro exchanges.

He's ok...and I watch him. But his videos are bit repetitive. He has a core set of companies he likes (Netflix, Amazon, ASML, Master Card, AMEX, Texas Road House, etc... Then like every week has a big headline like "Three Quality Stocks to Buy Now" or "Five Quality Stocks to Buy Now", "Biggest Value Stocks", etc... Then he goes into his formulaic sales pitch on why the companies he bought are so wonderful and doubters are so wrong. Maybe he'll share some news tidbits about his core 10+ companies as well.
Again he's not awful...but many of his videos are a bit clickbaity and repetitive. It seems his best investment was making YT videos. Really wish he would dig into other companies more in depth.

Im not talking about tesla when i say that. I know tesla is overpriced at the moment. But AMD, Amazon, Novo Nordisk, Enphase Energy, ASML are all undervalued according to my fair value calculations.