[epgui]

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)

[PartiallyTyped]

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.

[FredPret]

ASML is a fantastic business to own but has a price tag to match. Intel might be good and is selling for a song.

[epgui]

Not a bad long-term bet IMO! I’m partial to both ASML and TSMC.

[hnfong]

Might help if people checked this out first - https://en.wikipedia.org/wiki/Kelly_criterion