📅 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
Analyst Erik Woodring called Seagate stock "too attractive to ignore" - despite the company often being overlooked in the context of fast-growing technology titles (AI, cloud, cybersecurity). Reasons:
Valuation: shares of $STX trade at just 7.5 times forward EPS, which is low even in the context of value tech companies
Demand for storage will grow with the rise of AI, edge... Read more
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 had $O and $VICIin my portfolio last year and thought it was a great investment. However, towards the end of the year I sold all the REITs because they were underperforming and I wanted to move the money into more growth stocks. I think they are good dividend stocks for retirement though.
💻 Dell announced results, record orders and an interesting outlook! Dell Technologies$DELL proves that it is not just an electronics manufacturer, but a strategic player in enterprise IT infrastructure. Although earnings for the first fiscal quarter fell slightly short of expectations, sales beat estimates and the outlook for the next period was a pleasant surprise.
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.
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.
💡 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.
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.
📅 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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The employment report will be important and there may be some interesting results this week.
Analyst Erik Woodring called Seagate stock "too attractive to ignore" - despite the company often being overlooked in the context of fast-growing technology titles (AI, cloud, cybersecurity). Reasons:
Read more
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I wouldn't buy for the recommendation, but I'm interested in stocks like this, so thanks for the tip👍.
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.
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I have only $KOMB.PR and $CEZ.PR left in my portfolio.
What do you think about REITs?
I had $O and $VICIin my portfolio last year and thought it was a great investment. However, towards the end of the year I sold all the REITs because they were underperforming and I wanted to move the money into more growth stocks. I think they are good dividend stocks for retirement though.
A European colossus that rewards patient investors
💻 Dell announced results, record orders and an interesting outlook!
Dell Technologies $DELL proves that it is not just an electronics manufacturer, but a strategic player in enterprise IT infrastructure. Although earnings for the first fiscal quarter fell slightly short of expectations, sales beat estimates and the outlook for the next period was a pleasant surprise.
Read more
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I had previously considered buying $DELL or $HPQ, but ended up not buying anything.
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.
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From bich tech I was buying $AMD and increasing my position in $GOOG too.
Salesforce | 1Q 2026: Strong results, focus on AI and expanded partnership with Google
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.
💡 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
Zobrazit další komentáře
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.
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.