How do you see $ASML?

Novakkk

@novakkk · Jun 8

· Jun 8

Is it worth taking profits at its new highs and reinvesting into cheaper stocks? (e.g. $NVDA $META $UBER $MSFT…)

🟢 The metrics look solid going forward 👇

🟢 However, on the other hand the valuation is also fairly rich 👇

🟢 I do like how management handles free cash flow 👇

I'm not selling the shares for now, although I understand those who wanted to sell to increase their cash position / use the freed capital for other opportunities.

How are you positioned in $ASML? What would you buy instead of it..❓

Isabella Brown @isabellab Jun 8

I’m still holding the company’s shares, and it’s a position I won’t be selling anytime soon. The company’s outlook and the moat it has give me another reason not to sell even at the current valuation. Apart from a few purchases at the beginning of the year and my ongoing monthly investments, I’m trying to accumulate capital and waiting to see how the market develops.

Carlos Fernández @carlosf Jun 8

I personally won't take profits; I still see that European monopoly, which even Elon Musk is praising now.

Lucas Meyer @lucasm Jun 8

Without that company, technological progress wouldn't be possible. To me, it's a company worth holding for many more years. And most importantly, finally something outside the US segment.

Linh Nguyen @linhn Jun 8

I agree :)

Nando @fernandoruiz_gg Jun 8

WKL

Wall Street closes lower as the chip selloff drags on