🧮 Stock Valuation Model: www.buymeacoffee.com/dividendtalks/extras ☕️ Feel free to buy me a coffee: www.buymeacoffee.com/DIVIDENDTALKS 📰 Join the FREE weekly Newsletter: dividendtalks.substack.com/subscribe Stock Tools I Use: 🚀 $30 OFF Seeking Alpha Premium: www.sahg6dtr.com/29N4DP9/R74QP 🚀 50% OFF TipRanks: www.tbg2jcftrk.com/262DXM/55M6S/ 💬 Join the community in our Discord: www.patreon.com/DividendTalks 👋 Follow me on X: www.x.com/DividendTalks Investing Platform I Use: 💰 Free shares up to £100 by joining Trading212: www.trading212.com/invite/Gux0x99S 🏆 Become a member to get access to to perks: th-cam.com/channels/lLyc3C2K3C-RAh7eEJAwyg.htmljoin
Have all three stocks. Biggest position ASML, LAM at 2/3 of ASML position size and Qualcomm at almost 50% of ASML position size. Am thinking about adding more to all three but have some LEAPs for all positions as well
@@DividendTalks got to say I love the analysis. I’m very semi conductor, tech and chip heavy. This year made serious profits on KULR, LUNR and SOUN. Love a volatile stock and one that’s oversold. Got any videos coming on that sort of stock. ie one that should really jump or have plenty of peaks and troughs to dip in and out of?
🧮 Stock Valuation Model: www.buymeacoffee.com/dividendtalks/extras
☕️ Feel free to buy me a coffee: www.buymeacoffee.com/DIVIDENDTALKS
📰 Join the FREE weekly Newsletter: dividendtalks.substack.com/subscribe
Stock Tools I Use:
🚀 $30 OFF Seeking Alpha Premium:
www.sahg6dtr.com/29N4DP9/R74QP
🚀 50% OFF TipRanks:
www.tbg2jcftrk.com/262DXM/55M6S/
💬 Join the community in our Discord: www.patreon.com/DividendTalks
👋 Follow me on X: www.x.com/DividendTalks
Investing Platform I Use:
💰 Free shares up to £100 by joining Trading212:
www.trading212.com/invite/Gux0x99S
🏆 Become a member to get access to to perks:
th-cam.com/channels/lLyc3C2K3C-RAh7eEJAwyg.htmljoin
Have all three stocks. Biggest position ASML, LAM at 2/3 of ASML position size and Qualcomm at almost 50% of ASML position size. Am thinking about adding more to all three but have some LEAPs for all positions as well
AMAT needs to be included in this list - All 4 are at amazing prices
have all 3, how do you calculate/assume the terminal value in the DCF model?
Ive been buying lrcx
My pick some up.. Need more dividend stocks. Thanks
My pleasure 😊
I really like asml i go big hopes for the company as a am also a dutch person
Love this. Have all 3. Reaffirms I picked the right stocks. Love some confirmation bias 😂
Glad to have helped my friend 😂😊
@@DividendTalks got to say I love the analysis. I’m very semi conductor, tech and chip heavy. This year made serious profits on KULR, LUNR and SOUN.
Love a volatile stock and one that’s oversold.
Got any videos coming on that sort of stock. ie one that should really jump or have plenty of peaks and troughs to dip in and out of?
Great video!
Where do you get 20% growth for asml, their guidance is 8-14% ?
On seeking alpha, analysts project 20% eps growth, so from there, likely?