My Notes
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⚠️ Unexpected twists and turns in the markets! 🚨
This week we are witnessing an incredible spectacle!
Meta $META-0.9% former Facebook announced results above analysts expectations but reported a worse outlook. The company's shares are reacting to this today by falling by more than 10 %. On the other hand, there is Tesla $TSLA+2.9%, which took a beating in the results, but the...
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Which companies' results will interest you most this week?
I will definitely be interested in the results of$TSLA+2.9%, $META-0.9%, $GOOG-1.6% and $CAT-0.7%.
$META-0.9% has reduced the monthly subscription fees, it evokes in me that not many people seem to be taking advantage of it. How do you feel about the introduced fees?
Meta
METACapital Structure
Market Cap
1.3T
Enterpr. Val.
1.3T
Valuation
P/E
29.0
P/S
9.0
When I was recently browsing the new Threads app from $META-0.9%, I came across a very interesting post that gave me pause.
Do you own shares of any of the companies on this list? I only have $GOOG-1.6% in my portfolio from this list.
META IS HIRING AGAIN FOR THE AI SECTOR
-Meta Platforms Inc. $META plans to resume hiring with an emphasis on jobs in the artificial intelligence sector.
- The move signals a departure from the trend of cost-cutting in Big Tech, which can be seen as a vote of confidence in the economy and the future of AI technology.
- However, the resurgence in hiring may worry investorsas an...
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My take on Apple's results for the last quarter! 🚀
Solid growth in demand for new iPhones offset gradual weakness in other business segments, confirming the durability of this tech giant. This is also evidenced by the revenue from iPhone sales, which reached $69.7 billionagainst an estimate 68.5 billion dollars. 💼
Apple
AAPLOpen $214.78
Day range $211.60 - $216.75
52 week range $164.08 - $220.20
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With the results ,$META announced-0.9% itsintention to pay a regular dividend, with the first payout date expected to be March 26, 2024 at $0.50 per share :)
Meta
META
Investors, which company's results surprised you the most this week?
For me, it's definitely the results of $GOOGL-1.5% and $META-0.9%. I do have GOOGL stock in my portfolio, but since yesterday, I'm more upset that I didn't...
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📊 Interesting events of the coming week! 🚀
Have a nice Sunday evening, here's a list of what I think are the most important news items coming up next week.
Keeping a close eye on these events can be key to successful investing and...
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Vote to see the results! 0 answers already!
Have a nice morning,
I've been thinking about big companies lately. There's no doubt they are expensive, but I'm kind of wondering after the way they're climbing up even in January if $MSFT+0.1% $AAPL $META or even $ASML-1.5% will ever go down significantly in the next few years or just march further up. What do you think? Is this just a bubble or not?
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And just with these companies and in this situation, I don't think it's a bubble. ASML may have jumped quite a bit after the results, but FY24 is not supposed to be the best year for this company and the company and analysts are expecting a decline or stagnation. I believe the stock will fall this year and I will be very happy to overbought. The following year 25 is supposed to be a breakout year for ASML in a good way. Google is not at its worst price either. I definitely wouldn't buy, but I would overbought around $120 already. I'd say Google is the cheapest of the top tech stocks.
I was surprised by a piece of news on social media today. The company $META-0.9% introduced a monthly payment (for us 299 CZK/month) for their social networks without ads or you can still use it for free, but you have to agree to customize the ads, so they take quite a bit of information from you. Interesting move to "get around" EU regulations while continuing to benefit from...
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I don't really like the idea either, and as others have written here, most social networks are time guzzlers and not good for anything. However, it's a clever move to get around it.
Investors, which companies' results will you be watching next week?
I'm very interested in the results of $MMM+0.3%, $KO+0.2%, $MSFT+0.1%, $GOOGL-1.5% $WM+0.2%, $META-0.9% or maybe $AMZN-1.6%. Next week will be very interesting as far as company results are concerned and I'm very interested and looking forward to the results of several companies.
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This week is going to be big, there is a lot of it, but most of all I am waiting for info around $ENPH-3.6% where it has already fallen quite a lot and where I am quite invested, so I wonder what the next drop will be, which I rather expect, but hopefully not so big.
Big tech companies are "threatened" by the European Union + Apple is now in trouble in China.
Amazon $AMZN-1.6%, Alphabet $GOOG-1.6%, Apple $AAPL+0.5%, Microsoft $MSFT+0.1%, Meta $META-0.9% and ByteDance (is a Chinese internet technology company) now have six months to comply with stricter market rules.
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I don't really get it and it annoys me terribly ( to put it politely). As soon as a country, or in this case the EU, needs money it goes after companies that are doing well. It pisses me off that when a country or the EU needs money and they have a huge debt they go after these companies. Otherwise, I'm not worried about Apple. Apple will and probably already is building factories in India and will target India, so I don't see a problem there.
The best-performing S&P 500 stock so far in 2023:
Nvidia $NVDA+3.5% +231.9% Facebook $META-0.9% +146.3% Tesla $TSLA+2.9% +98.9% Royal Caribbean $RCL-1.4% +97.7% Carnival $CCL-1.4% +95.2% PulteGroup $PHM+0.1% +81.5% General Electric $GE-3.3% +74.7% Palo Alto $PANW+0.0% +73.9% West Pharma $WST-0.6% +73.2% AMD $AMD-0.2% +69% Adobe $ADBE-0.2% +67.4% Salesforce $CRM-2.9% +67.1% Lam...
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Unfortunately, neither, but I did manage to buy at least $AAPL+0.5% and $GOOGL-1.5% shares.
Guys, what about $META-0.9%? On Bulios it comes out about 1% overvalued, so we should be around a fair price, but I personally still find it quite overvalued. How do you see it? Is it a stock to buy at a fair price?
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Meta is expensive even for free... when they show how their Threads are really doing, maybe they'll finally go to hell....
Still on the GDP, here's a comment that captures the dilemma the Fed has faced
"The Fed is now finding itself caught between a rock and a hard place. The growth numbers suggest monetary policy has worked its magic and the Fed's foot on the monetary brake can be eased somewhat. But the inflation figures suggest otherwise," said Stuart Cole, chief macro economist for Equiti Capital in London.