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日期發布者立場提及日收市價最新收市價模擬報酬來源

TSMC and ASML are bellwethers for the AI trades? If so, I think it's a buying opportunity. Both companies had incredible earnings.

看好 · Buy1657.441635.57-1.32%Video

Overweight · 維持 · Maintained

看好 · Buy1657.441635.57-1.32%Yahoo Finance · provider

Trimmed profits at 1800 and 1850, now only a 6.7% position — a partial reduction, still holding. 'Don't be greedy. If it pulls back to around 1600 again I'll buy back in without h…

持有 · Hold1844.08
2026-08-14
1635.57-11.31%Video

Overweight · 維持 · Maintained

看好 · Buy1782.561635.57-8.25%Yahoo Finance · provider

Says he added to his ASML position near this week's low around the 1820 level, buying roughly 10 shares. He is swing trading ASML and notes earnings on July 15 and that the busine…

增持 · Overweight1795.00
2026-07-10
1635.57-8.88%Video

Buy · 維持 · Maintained

看好 · Buy1926.761635.57-15.11%Yahoo Finance · provider

Built position around $1,300 and kept adding; 'I believe 2000 is not a problem and a trillion-dollar market cap in the future is not a problem.' Expects a SpaceX-ASML lithography…

持有 · Hold1861.14
2026-06-12
1635.57-12.12%Video

Overweight · 維持 · Maintained

看好 · Buy1724.131635.57-5.14%Yahoo Finance · provider

Part of the special AI-infrastructure portfolio he holds long-term for his parents' retirement money and will hold with full peace of mind.

持有 · Hold1355.041635.57+20.70%Video

Overweight · 升級 · Upgrade

看好 · Buy1448.201635.57+12.94%Yahoo Finance · provider

Overweight · 維持 · Maintained

看好 · Buy1257.681635.57+30.05%Yahoo Finance · provider