Xiaomi is a Chinese technology company focused on electronics and smart devices. It's product portfolio is really broad, and one of its main competitors is $AAPL, for example . But it's a growth Chinese stock, which can be quite risky. The price is really high at the moment, but after some... Read more
CoreWeave (IPO): key AI infrastructure player goes public
CoreWeave is a GPU-based cloud computing provider that specializes in renting computing power for AI applications. Its IPO (March 28, 2024 on NASDAQ) is one of the largest technology primary issuances this year.
Explosive revenue growth and long-term contracts:
Year-over-year revenue growth of 747% to $1.9 billion
📉 CD Projekt reported a drop in profit, but still beat expectations. Polish video game giant CD Projekt $CDR.WA has released its results for 2024, showing that even a year without a new game release can deliver very solid numbers. Although the company saw its net profit drop by 2,3 % to 469.9 million zlotys(approx. USD 122 million)However, it beat analysts' expectations, who... Read more
Yesterday it rose very nicely - the S&P500 added less than 2%, $AMD jumped 6% and $TSLA even 11%. I don't want to time the market, so I guess I don't care where it goes because I'll either buy or be happy with the gains. We'll see... Read more
💰 Investing in gold! In times of global uncertainty, history often repeats itself. Gold, the traditional store of value, is regaining strength. And it's no wonder - the combination of inflation, geopolitical tensions and aggressive buying by central banks creates the ideal environment for its price to rise. Spot gold has recently shot above the $3,000/ounce mark.
NuScale Power: A risky but promising bet on the future of nuclear power
NuScale Power $SMR is a start-up focused on small modular nuclear reactors. It is a highly speculative investment as the company is still in a loss-making phase and is yet to see the first commercial deployment of its technology. But if NuScale succeeds, it could become a pioneer in modern nuclear power.
I bought a few shares of CEZ a few years ago, but a lot has changed since then and I wouldn't buy again. My position is pretty small, so I'll hold until something changes significantly.
Archer Aviation and Palantir: A revolution in air transport?
Archer Aviation $ACHR has entered into a strategic partnership with Palantir Technologies $PLTR to use artificial intelligence to develop eVTOL aircraft (electric vertical take-off and landing).
What does the collaboration entail?
-$ACHR will gain access to Palantir's AI technologies to streamline production and air... Read more
The Palantir one will be interesting even without that, but it's definitely an interesting opportunity. Both $PLTR and $NVDA have fallen nicely now after that huge run up, and I'm starting to increase my position again.
📊 Here's an overview of the most interesting things for the coming week. Earnings season for the most important companies is over, but this week will still offer some interesting events.
🚗Monday ✅Services and Manufacturing PMIs - These surveys will offer a fresh look at the state of the economy in both the services and manufacturing sectors. They... Read more
Anyone investing in $3CP.F? Would you rather invest in $AAPL, $SMSN.L or $3CP.F?
Xiaomi is a Chinese technology company focused on electronics and smart devices. It's product portfolio is really broad, and one of its main competitors is $AAPL, for example . But it's a growth Chinese stock, which can be quite risky. The price is really high at the moment, but after some...
Read more
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Apple isn't doing so well anymore, but it still strikes me as a better and higher quality company than $3CP.F.
CoreWeave (IPO): key AI infrastructure player goes public
CoreWeave is a GPU-based cloud computing provider that specializes in renting computing power for AI applications. Its IPO (March 28, 2024 on NASDAQ) is one of the largest technology primary issuances this year.
Explosive revenue growth and long-term contracts:
Year-over-year revenue growth of 747% to $1.9 billion
Contrac...
Read more
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I'm sure it can be a good opportunity, but I stay away from it and never invest in an IPO and just watch it.
📉 CD Projekt reported a drop in profit, but still beat expectations.
Polish video game giant CD Projekt $CDR.WA has released its results for 2024, showing that even a year without a new game release can deliver very solid numbers. Although the company saw its net profit drop by 2,3 % to 469.9 million zlotys (approx. USD 122 million)However, it beat analysts' expectations, who...
Read more
Zobrazit další komentáře
I am often attracted to such a company because it looks good and interesting. I believe it can grow nicely, but I won't buy the stock.
Alphabet | 4Q 25 Analysis: $32 billion Wiz acquisition - Was it a bargain?
Yesterday it rose very nicely - the S&P500 added less than 2%, $AMD jumped 6% and $TSLA even 11%. I don't want to time the market, so I guess I don't care where it goes because I'll either buy or be happy with the gains. We'll see...
Read more
Zobrazit další komentáře
Things have calmed down quite a bit now and it looks like the stock could slowly start to rise.
Dividend on the rise: steady payout growth for 23 years
💰 Investing in gold!
In times of global uncertainty, history often repeats itself. Gold, the traditional store of value, is regaining strength. And it's no wonder - the combination of inflation, geopolitical tensions and aggressive buying by central banks creates the ideal environment for its price to rise. Spot gold has recently shot above the $3,000/ounce mark.
📊 According to F...
Read more
Zobrazit další komentáře
Gold's performance has been really great lately, but I still stick to individual stocks and if I needed to diversify I'd rather buy cryptos.
NuScale Power: A risky but promising bet on the future of nuclear power
NuScale Power $SMR is a start-up focused on small modular nuclear reactors . It is a highly speculative investment as the company is still in a loss-making phase and is yet to see the first commercial deployment of its technology. But if NuScale succeeds, it could become a pioneer in modern nuclear power.
Wh...
Read more
Zobrazit další komentáře
It's certainly an interesting business and there's been a lot of talk about it lately, but I'll wait to invest.
Apple | 1Q 25 Analysis: Strong growth in Services, but iPhone sales disappoint
Does anyone else here hold shares of $CEZ.PR?
I bought a few shares of CEZ a few years ago, but a lot has changed since then and I wouldn't buy again. My position is pretty small, so I'll hold until something changes significantly.
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There are much better opportunities on the market right now, and this stock is not cheap at all.
Archer Aviation and Palantir: A revolution in air transport?
Archer Aviation $ACHR has entered into a strategic partnership with Palantir Technologies $PLTR to use artificial intelligence to develop eVTOL aircraft (electric vertical take-off and landing).
What does the collaboration entail?
-$ACHR will gain access to Palantir's AI technologies to streamline production and air...
Read more
Zobrazit další komentáře
The Palantir one will be interesting even without that, but it's definitely an interesting opportunity. Both $PLTR and $NVDA have fallen nicely now after that huge run up, and I'm starting to increase my position again.
📅 Investment review of the week!
📊 Here's an overview of the most interesting things for the coming week. Earnings season for the most important companies is over, but this week will still offer some interesting events.
🚗Monday
✅Services and Manufacturing PMIs - These surveys will offer a fresh look at the state of the economy in both the services and manufacturing sectors. They...
Read more
Zobrazit další komentáře
I'll be watching this CoreWeave IPO and probably like other investors, I'll be interested to see how core inflation turns out.