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BE Semiconductor Industries N.V.
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"Added to $MELI today. Some shun averaging down but the r/r seems as good as it gets in this market My new top 5: XXX% $AVGO Broadcom XXX% $MELI MercadoLibre XXX% $NVDA Nvidia XXX% $GOOGL Alphabet XXX% $BESI.AS BE Semiconductor"
X Link @Minnvestor 2025-10-10T20:41Z 1526 followers, XXX engagements
"My thinking has evolved over the past two days. High growth estimates are also a risk (the risk of missing high expectations) If I deem estimates above XX% lofty companies in the sweet spot include: $APH $BESI.AS $FN $META $MRVL $MSFT $RMBS $SNPS $TSM"
X Link @Minnvestor 2025-09-25T17:40Z 1527 followers, XXX engagements