3Wk·

Almost End of Year Resolution

I have already trimmed my $MSTR (+2.79%) and $COIN (+2.29%) positions and opened a small position in $HOOD (-0.05%) for a bit of long-term investment.

Nothing wrong with $MSTR (+2.79%) but I considered it as selling $BTC for over 250K.

Completely out of $AMAT (-0.63%) instead, I focused on only $ASML (-0.01%), might add $AMAT again but for a better price or better market conditions.

I recently bought $MU (-1.49%) because it is extremely undervalued, I will add more after earning which is in 2 days.

Buy List for 2025 at the right price

$NVDA (-1.2%)

$PG (-0.63%)

$AVGO (-0.27%)

$MSFT (-0.24%)

$GOOGL (-0.19%)

$AAPL (-0.18%)

$NOVO B (+0.48%)

$MU (-1.49%)

$ASML (-0.01%)

$2330

$BTC (+2.58%)

$ETH (+2.54%)


Selling 2025

$MSTR (+2.79%)

$COIN (+2.29%)


ETF's that I will keep DCAing for 2025

$VEUR (-0.1%)

$SPY5 (-0.03%)

$VFEM (-0.57%)


any suggestions are welcome

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5 Comments

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Personally, I think $MU is a bit more undervalued compared to $LRCX , but $LRCX has a better track record when it comes to dividend and share buy backs. I already hold enough $LRCX and am not adding more as of right now.
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Not really they are in the same industry but doing two completely different things.
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what is worh $LRCX
do you think its undervalued like $MU ?
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it's madness to get out of $COIN right now...is currently one of the stocks with the highest potential to explode and go ATH
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