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Arm $ARM faces a new regulatory risk in the US: according to Bloomberg, the FTC has opened an antitrust investigation into whether the British chip designer is attempting to illegally monopolize parts of the semiconductor market through the way it licenses its IP. Investigators are examining whether Arm plans to refuse or "worsen" licensing terms for its CPU designs — that is,...
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It’s not pleasant for the company, but hopefully they’ll resolve it. I’m glad I have most of my money in big companies like $NVDA.
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A hidden problem in the markets that most people are overlooking...

U.S. 30-year Treasury yields have just reached 5% for the first time since October 2023. Before 2023, they were last this high in 2007. In both cases, this was close to a significant decline in equity markets.

10-year Treasury yields climbed to 4.57%, the highest since April last year. This move reflects growing...
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March inflation wasn't a bolt out of the blue. Anyone who was following energy, tariffs, and inflation expectations could at most have been surprised by the magnitude, not the direction.
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Which Asian stocks do you have in your portfolio or find interesting?

Overall, I feel that Asian stocks are still somewhat underrated and investors don't pay them much attention, yet there are, in my opinion, many interesting companies in Asia with great potential. I created a small portfolio on T212 focused mainly on Chinese and Japanese stocks. Currently I have, for example, $...
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I don’t want Chinese stocks to make up a large part of my portfolio, but as a complement and for diversification they’re great in my opinion. I’ve been buying a lot of $BY6.F lately because they beat Tesla and their results are excellent.
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Bill Ackman announced that in February he was buying $MSFT shares after a 15% drop, at a 21× forward P/E ratio. 📊

Azure is growing 40%, the AI business is making $37 billion annually and is up 123% year-over-year, while the sell-off was triggered by concerns over $190 billion in capex and fears of competition from $GOOG and $AMZN. 📈

Microsoft is now Pershing Square's fourth major...
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I held the shares of $MSFT for several years, but I couldn't resist and have already added to my position. That P/E is absurdly low.
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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.
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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.
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