$Constellation Energy (CEG.US)$ wow constellation energy is ...
$Constellation Energy (CEG.US)$ wow constellation energy is going to take 3 Mile Island out of the mothballs. they're going to modernize it and 100% of the energy that it produces ( by the way it's a nuclear reactor if you don't know about Three Mile Island people read about it) Microsoft is going to buy 100% of everything it produces how's that for a data center demand.
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36 yrs in the trenches, raised 100mil for start ups, syndicate ipo's, yrs on trading desk mkt maker.
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Money Thrill : Sold 2 weeks ago Constellation? I know it was Carbon Neutral and therefore... and like you always say, you never know for sure ?
10baggerbamm OP Money Thrill : but that's why I say leave the profits in the companies... when you're playing with the house is chips and you have your principal out of it you have all the time in the world to let the industry mature and grow.
Money Thrill : indeed, i know it but don't do it all times. And i buyed it from ethical point of view, Carbon free, not for the money but with uncertainty and volatility, i sold.![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
Money Thrill : But I don't sell $ASML Holding (ASML.US)$ , $Apple (AAPL.US)$, $Alphabet-C (GOOG.US)$ NovoNORDISK (Ozempic ) and $Taiwan Semiconductor (TSM.US)$ Nasdaq100, VanEck semiconductor, and DWS BigData and AI etf Deutshe Bank![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
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10baggerbamm OP Money Thrill : this quarter is going to be a pivotal quarter for ASMl. last year 4th quarter the company came out and said that the first half of 24 this year was going to be a transitional year for them that the strength will come in the back half of 24. and we saw what happened the first and second quarter when they announced earnings the stock got absolutely cranked, hammered. and it took down all similar companies..
so this quarter is paramount because this should be a very good quarter for the company and next quarter is going to be the acceleration of their growth spurt leading through 25.
Money Thrill : Indeed, I know that because I live 150 km from the company. But, I also know that they purchased twice as much land to double the buildings. And looking for 20,000 employees. The US restrictions are a very unfortunate thing ... I would not obey them and look for another way out such as supermicro![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
10baggerbamm OP Money Thrill : all those restrictions change when Trump wins
Money Thrill : The future is for the Nano Quantum lithography and there is a machine now by Imec, Belgium Greatest laboratory research center in world, 5500 sophisticated engineers ... for next development. But also Micron Technology is here (Also Nvidia, Intel, Samsung Electronics and TSMC) and many others secretly. The chips for 2039 exist already but not in production? I am going to visit this year imec to understand better![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
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10baggerbamm OP Money Thrill : see if you can swipe a few samples on your way out..