The stock rose nicely today and finally brought some optimism, but the question is how long it will last. Personally, I think this is again a significant and unusual reaction, but perhaps sentiment could really turn for the better... Read more
🤝 Microsoft and OpenAI are negotiating! Microsoft $MSFTand OpenAI are rethinking the basics of their partnership. The reason for this is to prepare OpenAI for a possible stock market listing (IPO). This major move would transform not only the company itself, but the entire AI industry.
🔍 What is it about: Microsoft has invested over $13 billionin OpenAI, but is willing to reduce... Read more
Do you have any stocks in your portfolio with a dividend above 10%?
I held tobacco stocks like $MO and $BTIin my portfolio until recently , where the dividend was around 8%. But I recently sold them and moved the money into other stocks.
Earnings season is still going on and some interesting companies will report results this week. I will be most interested in the results of $JD, $BABA and $WMT.
Which companies' results will you be interested in?
🎮 Electronic Arts: Strong quarter thanks to sports, The Sims and the new Split Fiction. Growth outlook overshadows Apex Legends slump.
Electronic Arts $EA is a video game company, best known as the publisher of popular video game franchises such as FIFA, The Sims, Battlefield and Need for Speed. The company is one of the largest game publishers in the world and focuses on... Read more
For me, it would definitely be $AMZN, $TTD and $NVO. I've been overbought these three stocks a lot lately because their price has been very low, but the fundamentals haven't changed, which I see as a great opportunity to increase my position.
Shares of $CRWD are down 4% today on news that U.S. prosecutors and regulators are investigating the $32 million transaction. Long-term, this probably won't affect the company, but I'm thinking I'd still buy in despite the current valuation.
Will you be overbought on$CRWDstock , or do you think it's getting expensive?
🧠 Arm surprised by the numbers but disappointed by the outlook! Arm Holdings $ARM ended fiscal year 2025 with a record quarter, posting revenue of $1.24 billion which is 34% year-over-year growth. Yet the stock has fallen by more than 6 %. Shareholders were concerned about the cautious forecast for the next period.
This is a British technology company that specialises in the... Read more
The stock rose nicely today and finally brought some optimism, but the question is how long it will last. Personally, I think this is again a significant and unusual reaction, but perhaps sentiment could really turn for the better...
Read more
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I don't change my strategy and buy undervalued stocks and I don't want to time the market.
🤝 Microsoft and OpenAI are negotiating!
Microsoft $MSFT and OpenAI are rethinking the basics of their partnership. The reason for this is to prepare OpenAI for a possible stock market listing (IPO). This major move would transform not only the company itself, but the entire AI industry.
🔍 What is it about:
Microsoft has invested over $13 billionin OpenAI, but is willing to reduce...
Read more
Zobrazit další komentáře
This can be quite a problem for Microsoft and may not be that beneficial to them anymore.
Palantir | 1Q 2025: Commercial growth, strong numbers and mixed market reactions
Coinbase -and its way to the SP500 elsewhere
Key Facts:
Implications of inclusion in the index:
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Realty Income | 1Q 2025: stability, growth and new investment opportunities in commercial real estate
Do you have any stocks in your portfolio with a dividend above 10%?
I held tobacco stocks like $MO and $BTIin my portfolio until recently , where the dividend was around 8%. But I recently sold them and moved the money into other stocks.
In the market since 1866 - currently with a dividend yield of 4.6%
US
📈 Weekly Investment Review: inflation, Fed and interesting results!
This week is packed with crucial data from the US economy, the Fed Chair's speech and company results from around the world.
🌍Monday
Market reaction to positive feedback in the US-China negotiations.
📉 Tuesday
US inflation (CPI) - Key number of the week. Even a minor deviation can significantly change the mood of...
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I will be very interested in the results of $CSCO and $BABA.
Hi, do you know of any companies that are similar to 3M $MMM? Preferably outside the US. Thanks!
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I sold 3M last year because of the lawsuits and debt, but the stock has gone up a lot since then😂
Earnings season is still going on and some interesting companies will report results this week. I will be most interested in the results of $JD, $BABA and $WMT.
Which companies' results will you be interested in?
Zobrazit další komentáře
The duties are the most interesting, but otherwise I'll be most interested in $BABA.
🎮 Electronic Arts: Strong quarter thanks to sports, The Sims and the new Split Fiction. Growth outlook overshadows Apex Legends slump.
Electronic Arts $EA is a video game company, best known as the publisher of popular video game franchises such as FIFA, The Sims, Battlefield and Need for Speed. The company is one of the largest game publishers in the world and focuses on...
Read more
Zobrazit další komentáře
So far I have $TTWO, $CDR on my watchlist and other stocks I'm not that interested in.
Which stock have you bought most often recently?
For me, it would definitely be $AMZN, $TTD and $NVO. I've been overbought these three stocks a lot lately because their price has been very low, but the fundamentals haven't changed, which I see as a great opportunity to increase my position.
Zobrazit další komentáře
I've been buying mostly $AMD now, and a month ago I established a position in $SOFI.
Shares of $CRWD are down 4% today on news that U.S. prosecutors and regulators are investigating the $32 million transaction. Long-term, this probably won't affect the company, but I'm thinking I'd still buy in despite the current valuation.
Will you be overbought on$CRWDstock , or do you think it's getting expensive?
Zobrazit další komentáře
I haven't bought yet, but I have $PANW stock on my watchlist.
🧠 Arm surprised by the numbers but disappointed by the outlook!
Arm Holdings $ARM ended fiscal year 2025 with a record quarter, posting revenue of $1.24 billion which is 34% year-over-year growth. Yet the stock has fallen by more than 6 %. Shareholders were concerned about the cautious forecast for the next period.
This is a British technology company that specialises in the...
Read more
Zobrazit další komentáře
One of the bigger companies, but uninteresting to me at the moment.