PayPal (for investors more like PainPal) reported very poor numbers and the stock plunged by roughly 20% yesterday. I think the company will have a very hard time now and won’t erase this loss easily. I don’t own the shares, because I’ve seen it as a speculation from the start and I don’t see any vision or solid fundamentals.
Do you think $PYPL will ever pull itself out of this... Read more
Why would a company without a meaningful moat be a good investment? $PYPL didn’t make sense at $60 and doesn’t make sense at $40 either, unless its business model shifts into the 21st century.
Most tech stocks are plunging right now and probably almost everyone has a stock in their portfolio that’s at a significant loss. Over the past few days I lost the most money on $AMD and $TTD, but I trust the companies, so I’m buying more.
Which stock have you had the biggest loss on so far this year?
$AMD has once again delivered great results and exceeded all expectations. The market is sending the shares down about 8% in the premarket.
I have to say the market is riding a great wave right now, bringing us big opportunities every day. I'm excited about it, but unfortunately the truth remains that you don't know where to deploy cash first and funds aren't unlimited. Let's... Read more
With Nvidia $NVDA it once again shows how large a geopolitical risk today hangs over even the strongest technology stories. Sales of H200 AI chips to China are practically frozen — not because there isn’t demand, but because even nearly two months after the formal approval of exports it’s unclear under what conditions, if any, they will pass U.S. security reviews. Chinese... Read more
Today was an extreme sell-off. The only thing annoying me is $NVO, where I’ve been bleeding for a long time, and just when it looked like things were turning for the better, we got hit. Unfortunately, there’s nothing to be done.
Who are your top picks right now? At current prices I have three — $MSFT, $FICO (it’s brutal, but it could still go a bit lower 🤣) and $SPGI
Disney delivered pretty good numbers (in the flash news), but not good enough to outperform Netflix. In recent years Netflix has grown tremendously and $DIS isn't able to grow at the same pace. I sold $DIS shares some time ago and if I didn't already have so many positions, I'd almost certainly buy $NFLX now.
Is $DIS still interesting to you, or is $NFLX simply a much better and... Read more
I think it's hard to compare. Disney isn't all-in on producing films, series and documentaries. It also has parks, cruise ships and many other businesses where Disney has unevenly better years alternating with weaker ones (not to mention costs, the pandemic that reduced attendance in its entertainment segment, rising prices, etc.). On the other hand we have the content king, which aggressively improves monetization, content and advertising — Netflix. If you focus purely on streaming, Netflix led, leads, and will probably continue to lead.
Cryptocurrencies during turbulent days and my strategy for the coming months
No one can say with certainty today which direction the cryptocurrency market will take after the recent very turbulent days. Volatility is extreme, sentiment shifts day to day, and emotions again play a huge role.
Today's sharp sell-off in the shares of $SAP is the most pronounced in more than five years and shows how quickly sentiment toward traditional software giants can change. SAP shares fell more than 15% in a single day, marking the deepest one-day drop since 2020, and during the session the stock broke levels not seen since mid-2024. This slide comes despite relatively solid... Read more
📊 Tomorrow we have SoFi's results and I personally think the company will deliver strong numbers and show that the number of customers continues to grow. The stock is down year-to-date and sentiment isn't great, so we'll see if that changes tomorrow.
PayPal (for investors more like PainPal) reported very poor numbers and the stock plunged by roughly 20% yesterday. I think the company will have a very hard time now and won’t erase this loss easily. I don’t own the shares, because I’ve seen it as a speculation from the start and I don’t see any vision or solid fundamentals.
Do you think $PYPL will ever pull itself out of this...
Read more
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Why would a company without a meaningful moat be a good investment? $PYPL didn’t make sense at $60 and doesn’t make sense at $40 either, unless its business model shifts into the 21st century.
Most tech stocks are plunging right now and probably almost everyone has a stock in their portfolio that’s at a significant loss. Over the past few days I lost the most money on $AMD and $TTD, but I trust the companies, so I’m buying more.
Which stock have you had the biggest loss on so far this year?
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For me it’s $PYPL at -35% — I get nervous when they release any news and I’m waiting to see how much further it can fall 😁
$AMD has once again delivered great results and exceeded all expectations. The market is sending the shares down about 8% in the premarket.
I have to say the market is riding a great wave right now, bringing us big opportunities every day. I'm excited about it, but unfortunately the truth remains that you don't know where to deploy cash first and funds aren't unlimited. Let's...
Read more
Zobrazit další komentáře
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In the end, -17% — brutal. Are you buying more?
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An 11% cash-backed yield: why the market remains cautious on this credit model
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If This Sector Revives, These Stocks Could Skyrocket Up to +2000%
With Nvidia $NVDA it once again shows how large a geopolitical risk today hangs over even the strongest technology stories. Sales of H200 AI chips to China are practically frozen — not because there isn’t demand, but because even nearly two months after the formal approval of exports it’s unclear under what conditions, if any, they will pass U.S. security reviews. Chinese...
Read more
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Even if that were the case, Nvidia and AMD would cope with it somehow. It’s a risk, but certainly not large enough for me to sell those shares.
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Today was an extreme sell-off. The only thing annoying me is $NVO, where I’ve been bleeding for a long time, and just when it looked like things were turning for the better, we got hit. Unfortunately, there’s nothing to be done.
Who are your top picks right now? At current prices I have three — $MSFT, $FICO (it’s brutal, but it could still go a bit lower 🤣) and $SPGI
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For me, MSFT is definitely number one of those three!
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Novo Nordisk strikes back: oral Wegovy could reopen the obesity drug race
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Tesla’s Next Frontier: From Electric Cars to Autonomous AI and Robotics
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Disney delivered pretty good numbers (in the flash news), but not good enough to outperform Netflix. In recent years Netflix has grown tremendously and $DIS isn't able to grow at the same pace. I sold $DIS shares some time ago and if I didn't already have so many positions, I'd almost certainly buy $NFLX now.
Is $DIS still interesting to you, or is $NFLX simply a much better and...
Read more
Zobrazit další komentáře
I think it's hard to compare. Disney isn't all-in on producing films, series and documentaries. It also has parks, cruise ships and many other businesses where Disney has unevenly better years alternating with weaker ones (not to mention costs, the pandemic that reduced attendance in its entertainment segment, rising prices, etc.). On the other hand we have the content king, which aggressively improves monetization, content and advertising — Netflix. If you focus purely on streaming, Netflix led, leads, and will probably continue to lead.
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AI Demand Is Accelerating, Not Slowing: Infrastructure Stocks Leading the Next Tech Leap
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A forgotten dividend king: when half a century of growth meets market indifference
Cryptocurrencies during turbulent days and my strategy for the coming months
No one can say with certainty today which direction the cryptocurrency market will take after the recent very turbulent days. Volatility is extreme, sentiment shifts day to day, and emotions again play a huge role.
In my USD portfolio I have long-term holdings of $BTCUSD, $ETHUSD and $ADAUSD. Bitcoin...
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Are you buying more during these big drops now, or are you still buying the same amount?
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Post-earnings sell-off, steady dividends: separating short-term nerves from long-term value
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Deep Dive into the S&P 500: Which Sectors Led the Rally and Who Might Take Over in 2026
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Today's sharp sell-off in the shares of $SAP is the most pronounced in more than five years and shows how quickly sentiment toward traditional software giants can change. SAP shares fell more than 15% in a single day, marking the deepest one-day drop since 2020, and during the session the stock broke levels not seen since mid-2024. This slide comes despite relatively solid...
Read more
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It's similar now with $CRM, and honestly it doesn't really appeal to me — I'm looking for opportunities elsewhere.
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Microsoft $MSFT is down about 6–7% after earnings. Will you be buying more?
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This offer can’t be refused (... and maybe it never will). So I’ll buy a little more :)
📊 Tomorrow we have SoFi's results and I personally think the company will deliver strong numbers and show that the number of customers continues to grow. The stock is down year-to-date and sentiment isn't great, so we'll see if that changes tomorrow.
What do you expect from the results of $SOFI?
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I believed in the upside, but after today's Microsoft I'm not so sure anymore.