New: $NVDA has introduced NVLink Fusion, a new technology that allows its GPUs to be connected to third-party chips (e.g. CPUs from AMD, Intel or third-party accelerators).
Strategy: This is a significant shift from a closed ecosystem, which:
Increases acceptability for enterprise customers and hyperscalers (AWS, Google Cloud, etc.).
Enables compatibility in heterogeneous data... Read more
MNTN (read "mountain") is heading to the stock market with a goal of raising up to $187 million and a valuation of up to $1.24 billion. The company specializes in advertising on smart TV (Connected TV/CTV) - a fast-growing market where traditional TV is losing ground and marketing is shifting to streaming platforms (YouTube, Hulu... Read more
What percentage of your portfolio do you currently have in cash?
Sometimes I read that someone doesn't have any cash left, which seems a bit risky to me, especially when the market may fall even further. I try to keep about 10% to... Read more
🔬 Applied Materials: solid earnings, but geopolitics is taking its toll! Applied Materials $AMAT, a key supplier of chip manufacturing equipment, reported mixed second quarter results last week. Although earnings per share beat expectations, sales fell slightly short. The main reason is uncertainty related to export restrictions to China, the company's largest foreign market.
At the moment, I would rather focus on US stocks because those European companies will start to have problems because of the tariffs and the geopolitics.
Planet Fitness: a generational growth bet on a healthy lifestyle
Generational Trend: A strong shift in the perception of health among Generation Z and millennials - an emphasis on regular exercise, prevention and healthy living.
Brand & Marketing.
Base growth: The company has seen increasing sales per branch (same-store sales growth), a strong signal of a healthy business.
There has been a lot of talk lately about the situation surrounding $UNH and their problems. However, on Friday, the management of this company was buying shares heavily, which is a very positive signal, and today the stock could rise. If the price stays below $300, I will establish a position, because such a drop is not common and the reaction is overreaction.
🗓️ Investment Outlook of the Week! This week will offer interesting events, from the results of leading retail chains to technology conferences to data from the real estate market and European industrial companies.
✈️ Monday Results before the markets open: Ryanair $RYAOF - The low-cost carrier outlines how travel demand is ahead of the summer season and how it is managing fuel... Read more
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It's amazing how the company is growing and since April the stock is up maybe 50% 😂
MNTN (IPO): Smart TV advertising star goes public
MNTN (read "mountain") is heading to the stock market with a goal of raising up to $187 million and a valuation of up to $1.24 billion. The company specializes in advertising on smart TV (Connected TV/CTV) - a fast-growing market where traditional TV is losing ground and marketing is shifting to streaming platforms (YouTube, Hulu...
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The financials look good and I especially like the news that BlackRock would like their shares.
Shopify | 1Q 2025: Strong growth, stable profitability and the next step towards the e-commerce future
What percentage of your portfolio do you currently have in cash?
Sometimes I read that someone doesn't have any cash left, which seems a bit risky to me, especially when the market may fall even further. I try to keep about 10% to...
Read more
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Sometimes it happens that there is not much cash left, but so far I haven't had a problem. I have about 5% in cash.
UK dividend giant bets on vaccines and stable yields
🔬 Applied Materials: solid earnings, but geopolitics is taking its toll!
...Applied Materials $AMAT, a key supplier of chip manufacturing equipment, reported mixed second quarter results last week. Although earnings per share beat expectations, sales fell slightly short. The main reason is uncertainty related to export restrictions to China, the company's largest foreign market.
Read more
Zobrazit další komentáře
At the moment, I would rather focus on US stocks because those European companies will start to have problems because of the tariffs and the geopolitics.
Planet Fitness: a generational growth bet on a healthy lifestyle
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It's a great company and the numbers look good too. But the problem is the high price. I'd much rather buy after a 20% drop.
Warner Bros. Discovery | 1Q 2025: streaming growth, studio decline and restructuring on the horizon
There has been a lot of talk lately about the situation surrounding $UNH and their problems. However, on Friday, the management of this company was buying shares heavily, which is a very positive signal, and today the stock could rise. If the price stays below $300, I will establish a position, because such a drop is not common and the reaction is overreaction.
How do you seet...
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Under that $300, it creates quite an interesting opportunity and I will be buying gradually.
🗓️ Investment Outlook of the Week!
This week will offer interesting events, from the results of leading retail chains to technology conferences to data from the real estate market and European industrial companies.
✈️ Monday
Results before the markets open:
Ryanair $RYAOF - The low-cost carrier outlines how travel demand is ahead of the summer season and how it is managing fuel...
Read more
Zobrazit další komentáře
I'll keep an eye on that Google conference and see how PMI turns out.