💻 DELL bets on the future of AI servers, raises dividend and announces record share buyback! 🚀 Dell Technologies$DELL released its fourth quarter fiscal year 2025 results last week and announced ambitious plans for further expansion in artificial intelligence. Although revenue missed Wall Street expectations , earnings per share beat consensus estimates, underscoring the... Read more
So it looks like Europe will increase defence spending in support of Ukraine and for its own security. Any tips on companies that may benefit from this? 🤔
🗓️Týdenní an overview of key events in the markets!
This week will bring important macro data, key earnings reports and key comments on monetary policy. Also important will be an announcement from Donald Trump, US employment data and a speech from Fed Chair Powell.
Monday 🛠 ISM Manufacturing PMI - the state of industrial activity in the US
🚗 Results before the markets:Continental... Read more
This week is going to be quite interesting in terms of results, and we'll see if the correction in the stock continues. I will be most interested in the results of $TGT, $CRWD and $AVGO.
Which companies' results will you be interested in? Do you think the correction will continue?
📺 Warner Bros. Discovery expands. Warner Bros. Discovery $WBD continues to aggressively expand its streaming business, adding 6.4 million subscribers to its core MAX platform in the fourth quarter of 2024. This brings the total number of subscribers to 116.9 million, and the company expects to reach 150 million by the end of 2026.
How do you feel about the current valuation of $CRWDstock ?
CrowdStrike shares have depreciated approximately 15% since their ATH, but remain expensive for many investors. I was buying back in the summer during the big drop and am now overbought. The company still has a lot of potential and I don't think $CRWDstock is significantly overvalued right now.
🚀 Rolls-Royce at an all-time high: Strong results, dividend and record free cash flow! British aerospace and technology giant Rolls-Royce $RR.L has significantly exceeded market expectations for 2024 and reported exceptional profitability growth. The company benefited from strong demand in the aerospace sector, the successful implementation of strategic initiatives and... Read more
Investors, which automotive stocks do you have in your portfolio?
I've had $P911.DEstock in my portfolio for a while now and I'm at a big loss, but I'll hold. Currently $TSLA is already looking pretty interesting to me , so I'm slowly buying in, but I'll wait for better prices.
💻 DELL bets on the future of AI servers, raises dividend and announces record share buyback! 🚀
Dell Technologies $DELL released its fourth quarter fiscal year 2025 results last week and announced ambitious plans for further expansion in artificial intelligence. Although revenue missed Wall Street expectations , earnings per share beat consensus estimates, underscoring the...
Read more
Zobrazit další komentáře
The $DELL is quite undervalued right now and I'm starting to think about buying it as the outlook is very optimistic.
So it looks like Europe will increase defence spending in support of Ukraine and for its own security. Any tips on companies that may benefit from this? 🤔
Zobrazit další komentáře
I'm more interested in $LMT now, which has fallen a lot and the price looks interesting.
Nvidia and Broadcom test Intel-made chips
Jefferies predicts up to 500% upside for these two stocks with a "Strong Buy" rating
🗓️Týdenní an overview of key events in the markets!
This week will bring important macro data, key earnings reports and key comments on monetary policy. Also important will be an announcement from Donald Trump, US employment data and a speech from Fed Chair Powell.
Monday
🛠 ISM Manufacturing PMI - the state of industrial activity in the US
🚗 Results before the markets: Continental ...
Read more
Zobrazit další komentáře
Powell's speech on Friday will probably be interesting, but the $CRWD and $AVGO results will also be important.
Impact of the proposed US tariffs on the PC supply chain
According to analysts at Bank of America, the planned tariffs (10-25%) on PC and component imports may bring:
- Price increases for consumers and businesses
- Supply chain instability as manufacturers will seek alternative markets
- Long-term changes in production, possible relocation of production to other countries
The...
Read more
Zobrazit další komentáře
In the end, these companies should not be affected so much.
This week is going to be quite interesting in terms of results, and we'll see if the correction in the stock continues. I will be most interested in the results of $TGT, $CRWD and $AVGO.
Which companies' results will you be interested in? Do you think the correction will continue?
Zobrazit další komentáře
The most interesting results will be $AVGO, $COST and $TGT. As for the correction, it could continue for some time.
📺 Warner Bros. Discovery expands.
...Warner Bros. Discovery $WBD continues to aggressively expand its streaming business, adding 6.4 million subscribers to its core MAX platform in the fourth quarter of 2024. This brings the total number of subscribers to 116.9 million, and the company expects to reach 150 million by the end of 2026.
Read more
Zobrazit další komentáře
I had the stock in my portfolio for a while, but it seems to me that the business hasn't changed much since then and the stock is stagnant.
How do you feel about the current valuation of $CRWDstock ?
CrowdStrike shares have depreciated approximately 15% since their ATH, but remain expensive for many investors. I was buying back in the summer during the big drop and am now overbought. The company still has a lot of potential and I don't think $CRWDstock is significantly overvalued right now.
Zobrazit další komentáře
$CRWD reports earnings tomorrow, so we'll see how that plays out and if the stock drops further.
🚀 Rolls-Royce at an all-time high: Strong results, dividend and record free cash flow!
British aerospace and technology giant Rolls-Royce $RR.L has significantly exceeded market expectations for 2024 and reported exceptional profitability growth. The company benefited from strong demand in the aerospace sector, the successful implementation of strategic initiatives and...
Read more
Zobrazit další komentáře
A great company that I used to have on my watchlist, but somehow I rejected it and I don't know why😂. I guess I'll have to take another look at $RR.L.
The new era of Alexa: How Amazon is transforming the voice assistant with AI
Investors, which automotive stocks do you have in your portfolio?
I've had $P911.DEstock in my portfolio for a while now and I'm at a big loss, but I'll hold. Currently $TSLA is already looking pretty interesting to me , so I'm slowly buying in, but I'll wait for better prices.
Zobrazit další komentáře
I've put my money on $TSLA and now I'm buying in. We'll see how far the price goes, as it's possible it will eventually get to $250.