Hello investors! I'm personally interested in your opinion on the company $ASML. My buy price is €640 and the current value is €1,071. I'm thinking about selling a small portion of my gains, which are wonderful, and reinvesting them elsewhere. I'm curious whether you would sell or not. I definitely don't intend to sell the majority of the shares because the company dominates... Zobrazit více
That’s a great entry price and impressive growth already. Personally, I think trimming a small portion makes sense not because ASML is weak, but because managing concentration risk is important with it being 9% of your portfolio. The long-term AI and semiconductor story still looks very strong.
I also have a few diversification ideas worth considering if you’re open to it.
Yesterday it was announced which companies will be added to the S&P 500. Carvana was also added to the index. The company's shares are extremely volatile and have risen by more than 8,000% since 2023, which is crazy. The company currently meets all the requirements for inclusion, but that can change quickly.
What do you think about Carvana getting into the S&P 500? Do you have... Zobrazit více
$PLTR fell sharply today, despite the company reporting better-than-expected results for the third quarter of 2025. Revenue reached approximately 1.18 billion USD, which beat analysts' consensus of around 1.09 billion USD, and earnings per share were also slightly higher than expected. Nevertheless, the shares lost about 7 to 9 % during the day,... Zobrazit více
I've been holding JOBY for a long time and I'm up over 200%. The company is still pre-serial production (full certification is still pending), has well-developed marketing and contracts for future operation of its eVTOLs. I expect further growth to around $50, and only then will I consider selling. It's worth waiting.
Novo Nordisk $NVOis nicely returning to previous levels. Do you know what caused that rebound and upward trend? I'm glad I added to my position :). What scenario do you see for the future and what is your outlook going forward?
That’s a great entry price and impressive growth already. Personally, I think trimming a small portion makes sense not because ASML is weak, but because managing concentration risk is important with it being 9% of your portfolio. The long-term AI and semiconductor story still looks very strong.
I also have a few diversification ideas worth considering if you’re open to it.