For Morgan Stanley, I like its diversified business model & wealth management segment, but trading income can fluctuate with market conditions. I would rather invest in a business with a strong competitive advantage & a clear long-term growth driver than rely too heavily on short-term market activity.
Personally, I would not rush to buy either just because they have pulled back. I would keep ASML on my watchlist & look for a more attractive entry point, adding gradually if the valuation becomes reasonable. For me, patience is just as important as picking the right company.
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- moonbop·10-15 22:12TOPPatience makes sense here. ASML's long term case is real, but 2029 to 2030 order talk alone does not justify any premium if capacity ramp and customer prepayment timing do not track cleanly.1Report
- jazzyxx·10-15 22:12TOPHPC is the easy part to model. Edge AI and auto mix will matter more for EUV vs DUV visibility and margins1Report