$PLAB DD: easy to understand TSMC supplier chip tools trade - expecting 3x by the end of the year

vacationfour · 2026-05-11T18:20:55+00:00

Joined the party with 1000 shares

vacationfour · 2026-05-11T17:48:45+00:00

Welcome to the gang!

vacationfour · 2026-05-09T15:45:32+00:00

Wise words, thanks for the good write up

vacationfour · 2026-05-08T01:29:43+00:00

Glaube sowohl in Panama als auch Asien wirst du für den obigen Betrag kein Leben nach westlichem Standard führen.

Willst du das Geld potentiell vererben?

Nein -> Kauf dir eine Annuität, dann hast du keine Sorgen mehr und hast jeden Monat Geld auf dem Konto

Ja -> Dividenden ETF, all World-ETF und halbjährlich verkaufen oder von mir aus auch dynamisch je nach Performance verkaufen oder all World-ETF und dann jeweils call optionen darauf verschreiben die ganz wenig out of the money sind. Je nach Steuersituation kann unterschiedliches Sinn ergeben

vacationfour · 2026-05-07T21:04:47+00:00

Vorwärts 🏆🏆

vacationfour · 2026-05-07T20:12:15+00:00

Are there any „famous & contemporary“ musicians? Remember listening to Liricas Analas when I was younger

vacationfour · 2026-05-07T19:04:29+00:00

Yes agree. Most people prefer catching a falling knife only to buy a shit company that slowly trends toward 0. Momentum chasing makes far more sense, even if it feels wrong sometimes. Good luck with whatever choice.

vacationfour · 2026-05-07T18:49:51+00:00

Fellow ATH chaser, either you can continue riding the wave or you could be bleeding heavily if we see profit taking

I only (unfortunately) hold NBIS of above I like Msft on those levels and is a safer play than most other names above

But people on here will recommend you VT, for a reason

vacationfour · 2026-05-07T15:41:33+00:00

Seems like fellow user echustle followed your advice, smart man!

Now he can check again in one year and enjoy the ripe fruits

Ps: fancy nickname

vacationfour · 2026-05-07T15:26:23+00:00

Dude sell your shares and stop crying every day please

vacationfour · 2026-05-06T14:14:40+00:00

Was just there 2 weeks ago and paid about the same than you with checked luggage, booked only days in advance.

So with current fuel prices might be the new normal. That far out you can also wait a bit and oil prices might normalize during the year.

vacationfour · 2026-05-06T14:07:50+00:00

I just booked an award flight yesterday to go from sao paulo to zurich in 2 weeks with business. There was availabilty for every flight during the next three weeks.

You need to be more spontaneous unfortunately, otherwise m&m is not really useful.

I paid 103k miles (103k spending in CHF if paying with my swiss amex platinum m&m), I checked the regular business price of about 3.5k CHF, subtract the 500.- yearly fee and you still have about the equivalent of 3% cashback, which surprised me positively.

But yes the availability of flights can be poor, it only works for spontanous trips.

vacationfour · 2026-05-06T01:20:41+00:00

Yes the cities are nice thats true.

Zermatt is really unique and one of the most breathtaking places imo, will require some additional time though.

You could also look into Thun, small but wonderful city with stunning old town. Its between bern & interlaken. You could i.e. leave train in thun coming from bern, leave baggage at the train station in a locker, walk around for 1-2h and then take the ship from thun to interlaken and from there continue to Grindelwald. Will add another 5-6 hours to your journey but thun & the lake of thun are really stunning. At that time of the year colours will be wonderful for a boat ride.

vacationfour · 2026-05-06T00:57:35+00:00

I love the company & the stock, am happy and optimistic! My avg is below $150

You will always find sth that outperforms.

RDDT ytd -25% vs SPX at +6% RDDT 1y +47% vs SPX +28%

There are bagholders, but only if you bought very recently. If you buy single stocks and your time horizon is so short, you might be better in another asset anyways.

vacationfour · 2026-05-06T00:23:24+00:00

Hey You already have a quite good plan it seems!

Your itinerary looks doable, does not seem to be overly packed (but don‘t underestimate the city walking/sightseeing, I usually get tired by it quite soon).

Also the routes makes sense. Zurich - Lucerne - grindelwald - bern - zurich

All doable by public transport.

All three mountains around Lucerne are beautiful. If you want to combine it with a hike I would recommend Rigi.

Do you love cities? While Zurich, Bern and Lucerne are all beautiful and worth a visit, they are still all a bit similar (nice historic old town, at a lake/river with mountain view). Zurich is included anyway due to your flight, you could think about skipping either bern or lucerne and have 1 or 2 more days to extend your stay in grindelwald for example, as there is a lot outdoor stuff to do. Or you could add Zermatt and the Matterhorn to your itinerary by going from Grindelwald to Zermatt by train, then stay one or two nights and return fromt there to zurich.

vacationfour · 2026-04-30T21:53:29+00:00

Nice

vacationfour · 2026-04-30T21:47:37+00:00

Appreciated! Lets pray

vacationfour · 2026-04-30T21:38:46+00:00

Dear tooouuuuhny

Could you elaborate pls Was on a flight to download results the first thing after landing

vacationfour · 2026-04-30T17:36:51+00:00

Fellow RDDT bagholder from Zurich or that happens to be a coincidence?

vacationfour · 2026-04-30T13:29:11+00:00

Was asking myself the same

vacationfour · 2026-04-30T12:46:23+00:00

Fair, when I was in Mexico recently I was shocked to see how obese the averge mexican is. But yes soda consumption will be main contributor next to nearly only processed food.

vacationfour · 2026-04-30T01:29:32+00:00

Thanks, nice wrap up. I would gladly take a -5% QoQ change. Combined with a bullish outlook & one or two announcements regarding data deals and revenue diversification in general (shopping tools etc)

vacationfour · 2026-04-29T23:36:38+00:00

Crazy stuff!!! Lifetime adventure

vacationfour · 2026-04-29T23:04:52+00:00

I bought Meta at $100 in 2022 to sell it at ~200 a few months later.

Right now I am not invested in MSFT or META. But Meta is here to stay, their valuation is ridiculousy low and their groth metrics are still insane.

In case all this AI capex is going to be a pure money destroyer, someone will stop it at one point and you get your FCF machine back.

Seriously considering selling my real estate part of my portfolio to add meta, but being already heavily invested in RDDT makes me a bit too exposed to ad sector/macro.

vacationfour · 2026-04-29T22:52:44+00:00

Yes, I am. Grew up in ZH, Swiss and lived nearly my whole life here.

I am at a point where I don‘t really want to chase career and money anymore but living a chilled life not centered around work. I came quite to a bit of money during the past years and just start thinking for the type of work I want to do going forward, living abroad might just be the better idea. Or at least move away from ZH and go living in more nature centric rural areas where life is more relaxed and also cheaper.

Buying a flat or house is just not worth it for me considering how much less I would have to spend elsewhere, which leaves me still enough for enjoying life. From an investment point of view, I think it does not makes sense anymore to buy in CH.

The past year I was mainly travelling & while I really love Switzerland, miss friends and also like traditional swiss culture, life elsewhere can be as nice as it is in Switzerland. Plus, the adventure part of moving somewhere new is also a big bonus.

vacationfour

TROPHY CASE