ASML
ASML Holding NV
stock NASDAQ ADR

ASML you beauty, from 1400 to 1635 this month

Full of losers and ASML

Look at this wall of text. I def triggered you. Hey I was honest with SOFI. I’ll let you figure that one out in the next year too. You have nothing good here except ASML. You have beat up companies with a long way to turn things around. Just NVDA and chill. Sell everything here and buy NVDA on their next drawn down. It’ll beat everything you have here, plus dividends and their buyback.

Their whole business will get commoditized to the hilt.
If you think compute demand is going to be so large that their margins will remain high enough to achieve a decent ROIC, why not just buy broadcom, AMD, ASML etc?

I dipped my toe in when it was under $30, but I didn't have the balls to gamble more than $1,000. I'm about about $5,000 on that play, but that's not much to talk about.
The tiny bits I put into NVIDIA, AMD, MU, SNDK, WDC, ASML, TSM, NFLX, MSFT, and AAPL have all printed, but I never risked enough to be life changing. If I had dumped my investments into my individual picks instead of VTI I'd have about $5 million I estimate, even factoring in for the plays that didn't pan out.
No risk, no reward.

I personally prefer IXN over straight VOO because VOO is S&P 500, which means only US companies. And I believe tech is still going to dominate in the next 5-7 years.
IXN is more like the VUG/QQQ, but with international exposure. So comparing the top holdings, NVDA is 13% versus 8%, AAPL is 12% versus 7%, MSFT is 9% versus 6%, and TSMC is 4th at 4.5%, versus the next holding in VOO is AMZN at 3.8%, and then Micron at 4.4% versus GOOGL at 3%. In IXN, down at 8 through 10 is Samsung (3%), SK Hynix (2.8%), and ASML (2.4%). None of these are in US only indexes.
So I would have a mix, with IXN, SCHG (instead of VOO), and maybe TLT.

HUT8, ASML (back in 2015), RR, Meta, Micron, Nebius, rocket lab

Not that long. NVDA, SHOP, AMZN, MA, NFLX since 2017. AAPL, MSFT, CRWD, AVGO, FTNT, TSLA since 2020. ANET since 2021. ASML since 2022.