Semis that do circular financing AMD, NVDA, AVGO are in a 6M long downtrend. Semis that only take cash like TSM and ASML have been only going up.

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Lol yeah my semiconductor long term holdings are 25% split 4 way among ASML/AMAT/LRCX/KLAC. I think they are the 4 most solid technology stocks to own right now.

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AMAT and ASML fighting against MU and MSFT on whether my port is red or green today

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So, I’ve been on holiday for the past week, and now you’re telling me that our favourite Ketamine Addict wants to surpass both ASML and TSMC in terms of technology, while they’re not even able to produce their own battery cells with a decent yield at scale? Sure Elmo sure... Anything to pump the stock I guess...

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Today I learned from twitter that Tesla is going to disrupt ASML and TSMC with it's chip business. The narrative always has to change now that TSLA is behind the competition in humanoid robots and self-driving cars 🫠

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SK Hynix commits $8B to ASML EUV tools through 2027 as AI memory race accelerates and chipmakers lock in supply [https://finance.yahoo.com/sectors/technology/articles/sk-hynix-buy-8-billion-074136395.html](https://finance.yahoo.com/sectors/technology/articles/sk-hynix-buy-8-billion-074136395.html)

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At this point better to invest in ASML/AMAT/LRCX/KLAC if you want exposure to semiconductors than NVDA/AVGO

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Nah, but I sold off the remainder of my ASML. Will buy back at 1250.

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