Mar. 13 at 5:22 PM
$ASML $NVDA $AVGO Bullish investment message
“In the long term, current noise – oil crises, geopolitical tensions, temporary market dips – is largely irrelevant. Major tech companies like Nvidia, ASML, and Broadcom remain key growth catalysts for the next 10–20 years, with pension funds already investing heavily.
Looking at short-term signals: shipping through the Strait of Hormuz is clear, attacks have decreased, and Turkey has access to strategic routes. This makes me cautiously optimistic about entry points. I’m now building a position in the VanEck Semiconductor ETF, gradually increasing my exposure. Over the long term, these are the winners; 4x growth over 10 years is realistic.”
