10/15/24 - $asml - buying sub $730 here...10/15/24 :: VROCKSTAR :: NASDAQ:ASML
buying sub $730 here...
- booking drop. k
- "AI" is dead... nope
- one of the few hard to replace co's in the semi's space
- unclear where bottom is b/c the drop is so extreme. pods get rekt and need to deleverage
- 25x PE (on perhaps inflated EPS) still expensive
- but a good LT entry at this pt
- making it a 2% position to go - swingin' a bit on the big drop
- would make it closer to 3-5% as we get closer to the mid 600s
- stay safe.
- lol
V