💡 Marvell boosted by AI chips, sales beat estimates, outlook promises more! Marvell Technology $MRVLLconfirmed that it is one of the top manufacturers of advanced chips. These chips power the AI infrastructure in data centers and are pulling up the bottom line. The company beat expectations in the quarter and the outlook for the next period suggests continued growth.
📅 This week's key events! After a week's break, I'm back with a round-up of highlights for the week ahead. The results season is coming to the very end, so this week is weaker in terms of results. Still, we have some important macroeconomic signals and reverberations of geopolitical issues.
🟠 Monday Market reaction to Trump's tariffs.
ISM Manufacturing PMI - The data will give a... Read more
Shares of $PLTR rose 7% on Friday after Ecuador announced its partnership with Palantir. The stock is already up more than 75% this year, a solid performance, and the positive trend is likely to continue. I've been buying around $100, and if the stock were to fall again, I would definitely overbuy.
Hello investors :-) Do you have any dividend stocks in your portfolio that have really monstrous divi payouts? I mean like $ZIM, $ORC, $ARR and the like.
I'm still buying $AMZN and $META, and last month I significantly increased my position in $GOOG. All of these stocks are still undervalued in my opinion, so it would be a shame not to buy them at a discount.
If you had to pick one car company to invest in, which one would it be?
I might choose $TSLA, but I see it more as a technology company. For me, the best right now is $BY6.F. BYD is doing great right now, there is a huge demand and their cars are very cheap and affordable.
🖨️ HP under pressure of tariffs: Profit below estimates, outlook weak and shares plummet! HP Inc $HPQ is facing a challenging period, with second-quarter sales beating expectations but earnings falling short and the outlook disappointing the market. As a result, the stock plummeted by more than 15 %which the stock has erased to its current - 8 %. The main reason for this is the... Read more
Yesterday, a US federal court struck down most of the tariff measures imposed by Donald Trump. At the same time, a bill was introduced in Congress that would limit presidential powers to impose tariffs and would require congressional approval. I think this is great news and finally someone is going to rein Trump in a bit and not let him do whatever he wants. With this news, we... Read more
💡 Marvell boosted by AI chips, sales beat estimates, outlook promises more!
Marvell Technology $MRVLLconfirmed that it is one of the top manufacturers of advanced chips. These chips power the AI infrastructure in data centers and are pulling up the bottom line. The company beat expectations in the quarter and the outlook for the next period suggests continued growth.
Read more
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I only have $AVGO from this sector so far. It's a stable and quality business, so I don't have to worry about high volatility.
📅 This week's key events!
After a week's break, I'm back with a round-up of highlights for the week ahead. The results season is coming to the very end, so this week is weaker in terms of results. Still, we have some important macroeconomic signals and reverberations of geopolitical issues.
🟠 Monday
Market reaction to Trump's tariffs.
ISM Manufacturing PMI - The data will give a...
Read more
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I'm sure the reaction to the tariffs will be interesting, and we'll see what Powell's speech will be.
Shares of $PLTR rose 7% on Friday after Ecuador announced its partnership with Palantir. The stock is already up more than 75% this year, a solid performance, and the positive trend is likely to continue. I've been buying around $100, and if the stock were to fall again, I would definitely overbuy.
At what price would you overbought$PLTR?
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It's still terribly expensive and I think there are better opportunities on the market right now. For me it would be interesting up to around $80.
Hello investors :-) Do you have any dividend stocks in your portfolio that have really monstrous divi payouts? I mean like $ZIM, $ORC, $ARR and the like.
Home Depot | 1Q 2025: Sales Growth, New Stores, and Fiscal Year Outlook Confirmed
Are you still buying any big tech stocks?
I'm still buying $AMZN and $META, and last month I significantly increased my position in $GOOG. All of these stocks are still undervalued in my opinion, so it would be a shame not to buy them at a discount.
Salesforce | 1Q 2026: Strong results, focus on AI and expanded partnership with Google
If you had to pick one car company to invest in, which one would it be?
I might choose $TSLA, but I see it more as a technology company. For me, the best right now is $BY6.F. BYD is doing great right now, there is a huge demand and their cars are very cheap and affordable.
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I'd probably go with BYD or $RIVN right now, too. Both car companies are doing great and still have huge potential.
RUBRI: YOUNG COMPANY IN CYBERSECURITY
The $RBRKrubric doesn't try to prevent attacks, but provides solutions for data and...
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It's interesting how it works, but I also have the $CRWD in my portfolio.
🖨️ HP under pressure of tariffs: Profit below estimates, outlook weak and shares plummet!
HP Inc $HPQ is facing a challenging period, with second-quarter sales beating expectations but earnings falling short and the outlook disappointing the market. As a result, the stock plummeted by more than 15 %which the stock has erased to its current - 8 %. The main reason for this is the...
Read more
Zobrazit další komentáře
The company is no longer interesting and I would rather buy $DELL.
Nu Holdings | 1Q 2025: Strong growth, expansion in Latin America and path to profitability
Yesterday, a US federal court struck down most of the tariff measures imposed by Donald Trump. At the same time, a bill was introduced in Congress that would limit presidential powers to impose tariffs and would require congressional approval. I think this is great news and finally someone is going to rein Trump in a bit and not let him do whatever he wants. With this news, we...
Read more
Zobrazit další komentáře
But they have cancelled it again and everything is as before and the shares fell immediately.