🔍 Geopolitical chess in the semiconductor field: a trade war between China and the USA!
China has given a vigorous response to US restrictions on the export of advanced semiconductor technology. It is banning the export of key materials such as gallium, germanium and antimony, which are indispensable for cutting-edge technology - from chips and fibre optics to batteries for... Read more
The earnings season of companies traded on the Prague Stock Exchange ended last week. We therefore invited portfolio manager David Brzko from Fio to take a closer look.
Shares of Salesforce $CRM rose more than 8 % after posting strong third quarter results.
The company beat analysts' expectations, posting year-over-year revenue growth of 8% to $9.44 billion. In addition, net income increased to USD 1.5 billion, an increase of 25% more than a year ago.
Today, along with Bitcoin, and following the 100k per BTC threshold, $COINshares are also rising by around 6%. I've had $COIN shares in my portfolio for a while now, but I won't sell yet and will hold.
How do you currently feel about $COINstock ? Are you selling or holding?
To me it's pretty volatile at these prices as it's sensitive to crypto. But about $100 less and I would buy. if there is a dip in cryptos I will probably jump on it.
Gilead Sciences: renewed growth story after years of stagnation
Company shares Gilead Sciences $GILD have risen by 44 %indicating a significant turnaround after years of stagnation. This growth trend is supported by new opportunities in innovative drugs and potential entry into the obesity market.
📈 Marvell Technology: artificial intelligence as a growth engine! 🚀
Marvell Technology $MRVL specializes in the development of advanced chips for data center, networking, storage and increasingly for artificial intelligence applications. The company has delivered great results and set the bar high. The stock responded with a steep rise, and for good reason.
I recently came across a company called CAVA Group thanks to @stockhunter_cz that I found quite interesting. The company operates a chain of restaurants focused on Mediterranean cuisine. The stock is pretty high right now, which may not be ideal for a purchase, however the company has quite a lot of potential as it plans to expand and the outlook is very positive so far.
🔍 Geopolitical chess in the semiconductor field: a trade war between China and the USA!
China has given a vigorous response to US restrictions on the export of advanced semiconductor technology. It is banning the export of key materials such as gallium, germanium and antimony, which are indispensable for cutting-edge technology - from chips and fibre optics to batteries for...
Read more
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It's been pretty heated lately, but I hope it goes off without any major repercussions.
Microsoft's 2025: How AI will change our world
The earnings season of companies traded on the Prague Stock Exchange ended last week. We therefore invited portfolio manager David Brzko from Fio to take a closer look.
https://www.youtube.com/watch?v=4DuV4864QlU💡 Salesforce boosts after results! 💹
Shares of Salesforce $CRM rose more than 8 % after posting strong third quarter results.
The company beat analysts' expectations, posting year-over-year revenue growth of 8% to $9.44 billion. In addition, net income increased to USD 1.5 billion, an increase of 25% more than a year ago.
...Read more
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The results were great and I have a smaller position. Like the growth has been really great lately and it's nice to look at😃
Today, along with Bitcoin, and following the 100k per BTC threshold, $COINshares are also rising by around 6%. I've had $COIN shares in my portfolio for a while now, but I won't sell yet and will hold.
How do you currently feel about $COINstock ? Are you selling or holding?
Zobrazit další komentáře
To me it's pretty volatile at these prices as it's sensitive to crypto. But about $100 less and I would buy. if there is a dip in cryptos I will probably jump on it.
Gilead Sciences: renewed growth story after years of stagnation
Company shares Gilead Sciences $GILD have risen by 44 %indicating a significant turnaround after years of stagnation. This growth trend is supported by new opportunities in innovative drugs and potential entry into the obesity market.
Key growth drivers for $GILD
1. Innovative medicines
- Lenacapavir: A promising HIV...
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Interesting company, however I was probably most intrigued by $NVO.
New leader in the North Sea: Equinor and Shell join forces
Record results thanks to modern technology
Three stocks that offer a high dividend yield in 2024
📈 Marvell Technology: artificial intelligence as a growth engine! 🚀
Marvell Technology $MRVL specializes in the development of advanced chips for data center, networking, storage and increasingly for artificial intelligence applications. The company has delivered great results and set the bar high. The stock responded with a steep rise, and for good reason.
...Read more
Zobrazit další komentáře
74$ is pretty cool, but the stock is already too high for me, so I'm just watching the situation around this company.
I recently came across a company called CAVA Group thanks to @stockhunter_cz that I found quite interesting. The company operates a chain of restaurants focused on Mediterranean cuisine. The stock is pretty high right now, which may not be ideal for a purchase, however the company has quite a lot of potential as it plans to expand and the outlook is very positive so far.
What...
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Zobrazit další komentáře
Interesting business that has a lot of potential, but the P/E is extremely high right now, so I would wait for a bigger drop before buying.
Intel without Gelsinger: What's in store for the tech giant?