💡 TSMC discontinues supply to Chinese chipmaker Sophgo: How geopolitics affects the semiconductor industry
Taiwan Semiconductor Manufacturing Company $TSM, a global leader in chip manufacturing, has suspended its cooperation with Chinese firm Sophgo after its chip was discovered in Huawei' s artificial intelligence processor . Huawei is banned from using advanced technology... Read more
It's not good, and since I have that $ASML in my portfolio, the geopolitical decisions scare me sometimes, but hopefully it won't be that big of a deal.
So it's gonna be tough. Diess tried to change course a few years ago, and now it's clear that his dismissal has only exacerbated the problems. The reasons for his dismissal are well covered here:
And while I don't entirely agree, and think the role of the Porsche Piech familly's possible collusion with the unions could have been more significant, I do agree with the key phrase:
Volkswagen will continue to fail, not because it is incapable of developing good technology, but because the company proved with the firing of Herbert Diess that it is incapable of fundamental change
I have to agree. 🤷♂️
This positive $AMD stock news is available only to Bulios Black members.
What do you think about Waste Management $WMstock ? We're due for its quarterly results after the market closes today, and I'd like to know your opinion on the valuation. Is it currently overvalued or can the current price be considered attractive to enter?
This week will be the most important week of the whole results season for me, since there are so many results and events, I'm just attaching my list of the most important news:
❌Monday Prague Stock Exchange closed due to a public holiday
Recently, European car companies are often addressed as they have quite a few problems and are not doing well. I only have $P911.DEfrom European car companies . I don't like this situation, but I'm definitely not going to sell.
Which European car companies do you have in your portfolio?
QuantumScape $QS, a manufacturer of solid-state lithium metal batteries, announced a significant milestone in the third quarter of 2024 - the start of production and delivery of the first battery test samples QSE-5 to its automotive customers. While this is an important step forward, the company still faces several challenges and... Read more
💼 IBM Q3 results: is the growth of AI worth paying attention to?
IBM(International Business Machines Corporation) is a global technology company focused on innovation in software, artificial intelligence, cloud services and hybrid infrastructure. IBM is one of the so-called technology pioneers, and now the company is helping companies transform their digital operations and... Read more
📉 Mercedes-Benz to focus on cost cutting after profit falls by half!
Mercedes-Benz $MBG.DE has reported a significant drop in profits for the third quarter of 2024, more than halving from the same period last year. This drop was mainly due to lower demand for luxury cars in the key Chinese market and fierce competition on the global stage 🚗
I think it is a rather interesting investment and a good diversification of the portfolio. I have $KOMB.PR and Erste in my portfolio and I'm satisfied because so far the performance of the stocks is very decent + they pay a nice dividend.
💡 TSMC discontinues supply to Chinese chipmaker Sophgo: How geopolitics affects the semiconductor industry
Taiwan Semiconductor Manufacturing Company $TSM, a global leader in chip manufacturing, has suspended its cooperation with Chinese firm Sophgo after its chip was discovered in Huawei' s artificial intelligence processor . Huawei is banned from using advanced technology...
Read more
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It's not good, and since I have that $ASML in my portfolio, the geopolitical decisions scare me sometimes, but hopefully it won't be that big of a deal.
Investors, which stock is most represented in your portfolio?
For me it is currently $ASML, followed by $GOOG and $AAPL.
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For me it is $MO, $AAPL and $MSFT.
Crisis in the German car industry: Volkswagen lays off and cuts production
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So it's gonna be tough. Diess tried to change course a few years ago, and now it's clear that his dismissal has only exacerbated the problems. The reasons for his dismissal are well covered here:
https://fullycharged.show/blog/why-volkswagen-sacked-herbert-diess/
And while I don't entirely agree, and think the role of the Porsche Piech familly's possible collusion with the unions could have been more significant, I do agree with the key phrase:
Volkswagen will continue to fail, not because it is incapable of developing good technology, but because the company proved with the firing of Herbert Diess that it is incapable of fundamental change
I have to agree. 🤷♂️
What do you think about Waste Management $WMstock ? We're due for its quarterly results after the market closes today, and I'd like to know your opinion on the valuation. Is it currently overvalued or can the current price be considered attractive to enter?
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For some portfolio replenishment and diversification, it may be great, but the price is currently too high in my opinion.
3 stocks that can deliver significant growth thanks to strong third quarter results
🗓️Klíčové events of the week! 🌟
This week will be the most important week of the whole results season for me, since there are so many results and events, I'm just attaching my list of the most important news:
❌Monday
Prague Stock Exchange closed due to a public holiday
Results:
Before the markets open: ON Semi $ON
After markets close: Ford $F
📊Tuesday
US Consumer Confidence
JOLTS - Job...
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It's going to be very interesting from tonight through Thursday, so I'll definitely be watching.
Recently, European car companies are often addressed as they have quite a few problems and are not doing well. I only have $P911.DEfrom European car companies . I don't like this situation, but I'm definitely not going to sell.
Which European car companies do you have in your portfolio?
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I would rather choose something from China or the USA. I see quite a bit of potential in $NIO and Tesla is great too.
QuantumScape (QS): current situation and outlook
QuantumScape $QS, a manufacturer of solid-state lithium metal batteries, announced a significant milestone in the third quarter of 2024 - the start of production and delivery of the first battery test samples QSE-5 to its automotive customers. While this is an important step forward, the company still faces several challenges and...
Read more
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It's a fine business, but the stock isn't growing, which is bad, and I'm staying away from it.
💼 IBM Q3 results: is the growth of AI worth paying attention to?
IBM (International Business Machines Corporation) is a global technology company focused on innovation in software, artificial intelligence, cloud services and hybrid infrastructure. IBM is one of the so-called technology pioneers, and now the company is helping companies transform their digital operations and...
Read more
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Very good company, the performance is not bad, however the stock is expensive and there are much better opportunities in the market in my opinion.
📉 Mercedes-Benz to focus on cost cutting after profit falls by half!
Mercedes-Benz $MBG.DE has reported a significant drop in profits for the third quarter of 2024, more than halving from the same period last year. This drop was mainly due to lower demand for luxury cars in the key Chinese market and fierce competition on the global stage 🚗
CFO Harald Wilhelm acknowledged that...
Read more
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European car companies currently suck. For me, it's either the US or China.
What do you think about Czech bank shares?
I think it is a rather interesting investment and a good diversification of the portfolio. I have $KOMB.PR and Erste in my portfolio and I'm satisfied because so far the performance of the stocks is very decent + they pay a nice dividend.
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The company pays a high dividend, but the stock doesn't grow much, which is not good, and $BAC or $JPM do much better.