The Long Investor

$ASML - TOP 10 - WATCHLIST -

Added 2025-02-11 11:29:28 +0000 UTC

Tepper has revealed that he has increased his position in a number of Chinese positions and also more exposure to the Semi sector....his current portfolio looks very similar to what we have been focusing on for the last 9 months, which is always something I am proud to see, meaning we are assessing positions under the same lens.

He has increased his $ASML position by a whopping +106% in the last quarter too, this is significant....and the price has been oscillating around the 200 WMA for the last quarter too, this should not be wasted on anyone.

We know the set up is there, it is also part of out Top 10 list and now we have Tepper showing he has done his due diligence too.

The hold on the 200 WMA and 0.618 Fib for Wave 2 could not be attractive right now.

If you have no exposure to $NVDA, $AMD or $ASML right now, then taking a position makes a lot of sense.