I keep putting money into asml and it surpassed my VOO stock. At first I was apprehensive, but i’m not seeing much movement in 2026 with everything going on. Dunno how long this bubble will last, but until they have any type of real competition, I’m still gonna buy on any dip. I am starting to pivot to bottleneck, pick & shovel, toll booth stocks, and companies with huge moats to try to stabilize. I’ve been trading for about 6 months with a small 1800$ portfolio that i’ve been buying fractional shares every months and have had less than 100$ in losses. I dunno if I’m doing ok, but i’m trying. Thoughts on this move? Advice?
Posted by ZombieSkipper
3 Comments
Way overhyped imo. Their PE looks to be near 50 now while rev growth is in the single digits or low teens at best
I owned it as well and sold it for near 100% gain
I just saw the SK Hynix is spending $8 billion on chip making supplies. I don’t think rev is slowing down. Especially since many businesses are pivoting to reduce reliance on Nvidia and make their own chips.
This is what I’m currently holding.
ASML Holding (ASML) — 24.49%
Vanguard S&P 500 ETF (VOO) — 22.07%
Nutrien (NTR) — 10.37%
Meta Platforms (META) — 8.83%
Waste Management (WM) — 6.04%
CRISPR Therapeutics (CRSP) — 5.79%
Sprott Uranium Miners ETF (URNM) — 4.08%
Joby Aviation (JOBY) — 4.00%
Cheniere Energy (LNG) — 3.51%
Applied Materials (AMAT) — 3.33%
Equinix (EQIX) — 3.05%
Vertex Pharmaceuticals (VRTX) — 2.87%
Enbridge (ENB) — 1.56%