It's recently dropped a bit, so probably a good time to buy (not do options).
I picked up a few stocks last year at 735/sh and it reached 1000/sh a few months ago.
It's a long term play of mine, so generally have been happy with my purchases. It's crazy how expensive a share is, however.
I consider asml and tsm good long term pairings, but TSMs recent movements kinda sucked to witness.
You’re right on; it’s no novel idea certainly, but sound all the same. However, this will land on deaf ears at WSB. Because it makes sense, yet it’s a long-term play. Everybody here likes 30-bagger 0DTEs. (I’m assuming you got this info. partly from their 2023 20-F? It reads very familiar.)
ASML is a great buy, or LEAPs as far as you can buy them. (My Roth is QQQM and ASML.)
Nvidia is a 2tn company selling hardware, sure the world needs GPUs but do they need an infinit amount and pay every price? Chips are a cyclical business and ASML cutting guidence is not the moment you want to be investet in a Chip stock with a PE ratio of 69🤪