Share your positions with us! This is a column where you can find the winning trades of our fellow tigers. There probably are a few potential opportunities that you may have overlooked.
$ASML Holding NV(ASML)$ top up around $1730, holding it for longer term investment. Will it break $2000 by end of the year? Will see! ASML Holding (NASDAQ: ASML) — Investment Summary ASML is one of the highest-quality companies in the semiconductor industry because it has a near-monopoly on extreme ultraviolet (EUV) lithography machines, which are essential for manufacturing the world’s most advanced chips. Customers such as TSMC, Samsung, Intel, and SK Hynix depend on ASML’s technology, and there is currently no viable competitor in EUV. Investment thesis Positives * Exceptional moat: Sole supplier of EUV lithography systems. * AI tailwind: AI data center spending is driving demand for advanced chips, boosting orders. * Long backlog: Many advance
$Apple(AAPL)$ still love Apple, at least it share price has been stable! Apple (NASDAQ: AAPL) currently trades at a premium valuation versus both its own history and the broader market. Key valuation metrics (current): * Market capitalization: approximately US$4.6–4.9 trillion * Trailing P/E: roughly 37–40× earnings * Forward P/E: roughly 30–32× next year’s expected earnings * Price/Sales: about 10× * EV/EBITDA: about 29× Is Apple expensive? Compared with its own history, yes. * Apple’s long-term average P/E has generally been in the 20–30× range. * Today’s valuation near 40× earnings implies investors expect continued earnings growth, resilient iPhone demand, expanding services revenue, and stronger AI-driven product upgrades. Bull case * E