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A comment on Tech bubbles are bursting all over the place. Parent comment

Re:Tech bubbles are bursting all over the place by epgui on Friday May 13, 2022 @12:36PM (#31369731)
If you know something the market doesn't know, and you're confident that you're right, then put all your eggs in that basket: that's how one beats the market.

(Don't follow this advice, I'm just a dude on the internet, this is not financial advice and my background is biochem + software, not finance)

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Re:Tech bubbles are bursting all over the place by PartiallyTyped on Friday May 13, 2022 @12:50PM (#31369912)
I'd put my eggs in some Dutch company cough asml cough that has an enormous backlog and controls a segment of the manufacturing process ;).

But what do I know, I am just a grad student.

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Re:Tech bubbles are bursting all over the place by FredPret on Friday May 13, 2022 @02:21PM (#31370911)
ASML is a fantastic business to own but has a price tag to match. Intel might be good and is selling for a song.
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Re:Tech bubbles are bursting all over the place by epgui on Friday May 13, 2022 @12:52PM (#31369930)
Not a bad long-term bet IMO! I’m partial to both ASML and TSMC.
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Re:Tech bubbles are bursting all over the place by hnfong on Saturday May 14, 2022 @10:29AM (#31378257)
Might help if people checked this out first - https://en.wikipedia.org/wiki/Kelly_criterion
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