📉 Micron: Margins overshadow great numbers! 🧠💾 US semiconductor giant Micron Technology $MU released its second fiscal quarter results and the numbers certainly didn't disappoint for me. Revenue was up by 38 %, earnings beat analysts' expectations and the company offered a strong outlook for the period ahead. Still, the stock lost over 8 %due to margins.
📉 FedEx slows down - revised outlook and margin pressure send shares down!
FedEx $FDX, a traditional indicator of the health of the global economy, has rewritten expectations for fiscal year 2025. Shares fell by more than 11 %, the biggest daily drop in two years. The company now expects adjusted earnings between $18.00 and $18.60 per share, having targeted $20 to $22as recently... Read more
FedEx is certainly an interesting company, but Amazon has already outbid this company and is better and more efficient in this segment, so I'd rather buy $AMZN.
This positive $BA stock news is available only to Bulios Black members.
What do you think of the $NKEresults ?Will anyone be buying in today after a 7% drop ?
Nike reported results yesterday that beat expectations, but the stock fell about 7% in the aftermarket. The drop was due to news that the company expects a significant drop in sales. Fortunately,I don't have$NKEstock in my portfolio, but I believe the company will recover over time and... Read more
I have honestly never been interested in this sector and there are better opportunities on the market right now. I'd rather focus on the technology stocks right now.
Tenable: Proactive protection against insider threats
Tenable $TENB specializes in cybersecurity with a focus on insider threats. Instead of reactive defense, it offers a proactive approach - scanning and detecting vulnerabilities in IT systems to help prevent cyber attacks.
Its flagship product, Nessus, analyses networks to look for weak passwords, configuration errors or... Read more
🔥 Nvidia is heading to the next level: 100x more power will be needed for AI!
Nvidia $NVDA continues to crush the competition and its CEO Jensen Huang said at GTC 2025 that the world has underestimated the computing power requirements for AI.
I couldn't find any details anywhere on exactly what they want to invest in. They don't produce anything so what exactly do they want to buy? Will they team up with TSM for new fabs in the US?
Shares of $BA rose 7% yesterday after upbeat comments from CFO Brian West, who said Boeing expects less cash outflow this quarter. I don't have $BA stock in my portfolio and won't be buying it. The company has several problems and I don't see much reason to invest in such a company.
What's your take on $BA? Do you invest in this sector?
Do you give P/E a lot of weight, or do you prefer to focus on other metrics?
P/E (price to earnings) is one of the most commonly tracked metrics when analyzing stocks, but sometimes I think it can be misleading and doesn't necessarily determine whether a stock is expensive or cheap. I do track this metric in my analysis, but it's certainly not the only factor I look at. There... Read more
I wouldn't give too much weight to this metric and would rather focus on the company's financial health, competitive advantage, management and then address these metrics.
📉 Micron: Margins overshadow great numbers! 🧠💾
...US semiconductor giant Micron Technology $MU released its second fiscal quarter results and the numbers certainly didn't disappoint for me. Revenue was up by 38 %, earnings beat analysts' expectations and the company offered a strong outlook for the period ahead. Still, the stock lost over 8 %due to margins.
Read more
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Micron has had a lot of problems and even now it's still a pretty risky stock. I'd rather buy $AVGO out of this sector right now.
Investors, which stocks did you buy last?
I'm taking advantage of the correction and slowly overbought. Most recently I overbought $AMD, $TSLA and established a position in $TTD.
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My last purchases were $ASML and $AVGO.
📉 FedEx slows down - revised outlook and margin pressure send shares down!
FedEx $FDX, a traditional indicator of the health of the global economy, has rewritten expectations for fiscal year 2025. Shares fell by more than 11 %, the biggest daily drop in two years. The company now expects adjusted earnings between $18.00 and $18.60 per share, having targeted $20 to $22as recently...
Read more
Zobrazit další komentáře
FedEx is certainly an interesting company, but Amazon has already outbid this company and is better and more efficient in this segment, so I'd rather buy $AMZN.
What do you think of the $NKEresults ? Will anyone be buying in today after a 7% drop ?
Nike reported results yesterday that beat expectations, but the stock fell about 7% in the aftermarket. The drop was due to news that the company expects a significant drop in sales. Fortunately,I don't have$NKEstock in my portfolio, but I believe the company will recover over time and...
Read more
Zobrazit další komentáře
I have honestly never been interested in this sector and there are better opportunities on the market right now. I'd rather focus on the technology stocks right now.
Amazon | 1Q25 Analysis: E-commerce giant disappoints investors with weaker outlook
Tenable: Proactive protection against insider threats
Tenable $TENB specializes in cybersecurity with a focus on insider threats. Instead of reactive defense, it offers a proactive approach - scanning and detecting vulnerabilities in IT systems to help prevent cyber attacks.
Its flagship product, Nessus, analyses networks to look for weak passwords, configuration errors or...
Read more
Zobrazit další komentáře
Tenable is clearly a quality company, but the question is whether it can grow quickly and compete with other companies in the sector.
🔥 Nvidia is heading to the next level: 100x more power will be needed for AI!
Nvidia $NVDA continues to crush the competition and its CEO Jensen Huang said at GTC 2025 that the world has underestimated the computing power requirements for AI.
...Read more
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Nvidia is one of the best companies and with the low prices I unfortunately didn't buy. I still don't find it too cheap so I bought $AMD.
Nvidia invests hundreds of billions of dollars in chip manufacturing in the US
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I couldn't find any details anywhere on exactly what they want to invest in. They don't produce anything so what exactly do they want to buy? Will they team up with TSM for new fabs in the US?
Shares of $BA rose 7% yesterday after upbeat comments from CFO Brian West, who said Boeing expects less cash outflow this quarter. I don't have $BA stock in my portfolio and won't be buying it. The company has several problems and I don't see much reason to invest in such a company.
What's your take on $BA? Do you invest in this sector?
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I'm not really interested in this company, but I'm starting to think about buying $UAL and $DAL after the recent drop.
Europe and defence technology: new opportunities for growth
Two stock leaders with the potential to outperform the market by 2030
Do you give P/E a lot of weight, or do you prefer to focus on other metrics?
P/E (price to earnings) is one of the most commonly tracked metrics when analyzing stocks, but sometimes I think it can be misleading and doesn't necessarily determine whether a stock is expensive or cheap. I do track this metric in my analysis, but it's certainly not the only factor I look at. There...
Read more
Zobrazit další komentáře
I wouldn't give too much weight to this metric and would rather focus on the company's financial health, competitive advantage, management and then address these metrics.