I'm not sure which metrics you're using to evaluate valuation, but for this company I prefer P/OCF, and it doesn't look expensive to me on that metric. The 10‑year median is roughly 25; currently it's about 20. Amazon is again in a phase of massive investments, from which profits will be harvested over the next few years. It's estimated that OCF could grow from about 180bn to around 285bn within roughly three years. I don't know many companies like that, so for now I don't have a reason to sell.
NU reported great results that confirm to me that fintech is a great business and I want to keep holding the stock. Unfortunately the stock didn’t respond by rising and in after-hours trading it dropped by 3%. I’ll add a little more, but my position is already large enough and now I want to buy more $SOFI.
Will you be adding $NU as well, or do you think the stock is expensive?
According to Bloomberg, Anthropic is testing how far AI valuations can go — pushing the entire AI trade into a new, quite extreme phase. The company aims to raise at least $30 billion at a potential valuation above $900 billion, and is also considering an IPO as soon as this fall; the fresh capital is intended to cover the brutal compute demands and further scaling of Claude.... Read more
Cisco reported excellent results yesterday and announced a very strong outlook for the future. It also raised its full-year AI orders outlook from $5 billion to $9 billion. The stock reacted to these results and the positive outlook in after-hours trading with a 20% rise, which is very respectable. I don't own the shares myself, but I think Cisco is a quality company and I was... Read more
What percentage of your portfolio is made up of ETFs?
I recently noticed that I’m hardly contributing to ETFs anymore and am mainly buying individual stocks, so the share of ETFs in my portfolio is gradually decreasing. Currently, ETFs make up about 8% of my portfolio and I don’t really mind, because I want to focus on individual stocks to boost the overall performance of my... Read more
CEO $NVDA Jensen Huang joined Donald Trump's US delegation to Beijing at the last minute. According to Reuters and Politico, he wasn't originally on the list of businesspeople scheduled to travel. Trump reportedly invited him during the trip, and Huang subsequently boarded Air Force One during a stop in Alaska.
$HIMS yesterday reported results that didn't go well and failed to convince investors, so the shares are down 16% in premarket today. I don't own the stock, but I'd guess this drop will be only temporary and then it could rise again.
Will any of you be buying $HIMS today after that drop?
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Sell or hold $AMZN? 📈
I’m currently thinking about what to do next with my position in $AMZN.
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I'm not sure which metrics you're using to evaluate valuation, but for this company I prefer P/OCF, and it doesn't look expensive to me on that metric. The 10‑year median is roughly 25; currently it's about 20. Amazon is again in a phase of massive investments, from which profits will be harvested over the next few years. It's estimated that OCF could grow from about 180bn to around 285bn within roughly three years. I don't know many companies like that, so for now I don't have a reason to sell.
NU reported great results that confirm to me that fintech is a great business and I want to keep holding the stock. Unfortunately the stock didn’t respond by rising and in after-hours trading it dropped by 3%. I’ll add a little more, but my position is already large enough and now I want to buy more $SOFI.
Will you be adding $NU as well, or do you think the stock is expensive?
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I'll definitely buy $NU. A small pullback never hurts. I see its potential — I think it still has a lot to show us, and the gains will come.
According to Bloomberg, Anthropic is testing how far AI valuations can go — pushing the entire AI trade into a new, quite extreme phase. The company aims to raise at least $30 billion at a potential valuation above $900 billion, and is also considering an IPO as soon as this fall; the fresh capital is intended to cover the brutal compute demands and further scaling of Claude....
Read more
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There seem to be a lot of IPOs coming, and I think attention and demand will shift significantly if Anthropic, SpaceX and other companies go public.
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Xi promises US bosses a wider opening of China
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Microsoft: when AI numbers accelerate and valuation remains only fair
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Nvidia has billion dollar AI deals approved in China. But so far not a single chip has left
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The Hidden Company Controlling the Speed of AI Datacenter Expansion
Cisco reported excellent results yesterday and announced a very strong outlook for the future. It also raised its full-year AI orders outlook from $5 billion to $9 billion. The stock reacted to these results and the positive outlook in after-hours trading with a 20% rise, which is very respectable. I don't own the shares myself, but I think Cisco is a quality company and I was...
Read more
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I had..... I made some profit on it and sold the position. Now I’ll probably do a little swing trade after those results :)
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Intel jumped 85% in a month. Is foundry euphoria the beginning of a new era, or overblown FOMO?
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From urban engineer to key AI player with growing profitability
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5 Companies Growing EPS by More Than 25%
What percentage of your portfolio is made up of ETFs?
I recently noticed that I’m hardly contributing to ETFs anymore and am mainly buying individual stocks, so the share of ETFs in my portfolio is gradually decreasing. Currently, ETFs make up about 8% of my portfolio and I don’t really mind, because I want to focus on individual stocks to boost the overall performance of my...
Read more
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I only have ETFs within my DIP, to which I send a fixed monthly payment. Otherwise, my portfolio consists only of individual stocks.
🚨 Jensen Huang is flying to China with Trump!
CEO $NVDA Jensen Huang joined Donald Trump's US delegation to Beijing at the last minute. According to Reuters and Politico, he wasn't originally on the list of businesspeople scheduled to travel. Trump reportedly invited him during the trip, and Huang subsequently boarded Air Force One during a stop in Alaska.
And honestly? This...
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This will definitely be a landmark visit. It’s no accident that Trump is bringing 10+ CEOs from various top companies with him.
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FCC approves $40 billion sale of EchoStar spectrum to SpaceX and AT&T
$HIMS yesterday reported results that didn't go well and failed to convince investors, so the shares are down 16% in premarket today. I don't own the stock, but I'd guess this drop will be only temporary and then it could rise again.
Will any of you be buying $HIMS today after that drop?
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Good call :)
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Google Health: one AI coach over all watches and rings
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Abbott Laboratories: Dividend aristocrat with big discount
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Fed Raises Inflation Expectations: Is the Market Underestimating the Risk?