The situation around Apple is not ideal at the moment. On Friday, Trump threatened to impose a 25% tariff on all iPhones not made in the US. I recently soldmy entire position in $AAPL because I no longer find it interesting. Performance will probably be solid, but I don't expect any miracles.
What's your take on the current situation around Apple?
Trump announced a 50% tariff on all imports from the European Union, which could be a big problem and could hurt European companies a lot. Nevertheless, I hope that the situation will calm down. So I am not changing my opinion and I still hold $ASML and $NVOshares .
What about you? Will you continue to invest in European stocks despite the current situation?
❄️ Snowflake announces record sales: AI as growth engine! Snowflake $SNOW delivered results that rewrote its track record. It crossed the $1 billionmark in quarterly revenue for the first time since going public in 2020 , confirming its role as one of the most dynamic players in cloud data analytics.
Shares jumped more than 12 % reaching its highest level in more than a year.... Read more
Did any of you invest in CoreWeave right after the IPO?
This company provides cloud infrastructure for artificial intelligence and has also received a significant investment from Nvidia, which holds approximately 7% of the company. Since the IPO, the stock is already up more than 150%.
Idacorp: the unchallenged leader in energy transformation
Idacorp $IDA is a regulated electric utility in a fast-growing region of the U.S. (Idaho + Eastern Oregon). It combines stable earnings with unexpectedly strong growth potential stemming from demographic expansion, hydropower and data center development.
Low cost of energy - Hydropower keeps the price below 10 cents/kWh ... Read more
🛡️ Palo Alto Networks: strong growth, profit above expectations, but margins under pressure! Palo Alto Networks $PANW, one of the leaders in cybersecurity, reported fiscal third quarter results showing solid performance, yet today the stock is down more than 6 %. While earnings and revenue beat expectations, the company missed its gross margin target, and it is precisely the... Read more
Antiscalants and Dispersants: Safeguarding Industrial Water Systems
Antiscalants and dispersants are essential water treatment chemicals used to prevent scale formation and particle deposition in industrial systems like boilers, RO membranes, and cooling towers. These additives work by interfering with the growth and agglomeration of mineral crystals, ensuring smooth operation and prolonged equipment life.
Antiscalants are commonly used in desalination plants, power generation, and HVAC systems, helping reduce maintenance costs and energy consumption. Dispersants help keep silt, clay, and other particles suspended in water, preventing fouling and clogging in pipelines and heat exchangers.
The use of antiscalants and dispersants improves system efficiency and reduces downtime. As industrial sectors continue to emphasize water conservation and operational efficiency, the demand for these preventive chemical solutions is rising globally.
The situation around Apple is not ideal at the moment. On Friday, Trump threatened to impose a 25% tariff on all iPhones not made in the US. I recently soldmy entire position in $AAPL because I no longer find it interesting. Performance will probably be solid, but I don't expect any miracles.
What's your take on the current situation around Apple?
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It's a great company, but they may have a lot of problems at the moment and Trump is not making it easy for them.
Trump announced a 50% tariff on all imports from the European Union, which could be a big problem and could hurt European companies a lot. Nevertheless, I hope that the situation will calm down. So I am not changing my opinion and I still hold $ASML and $NVOshares .
What about you? Will you continue to invest in European stocks despite the current situation?
Zobrazit další komentáře
Since everything is different, I'm fine with that and we'll see how Trump deals with them.
❄️ Snowflake announces record sales: AI as growth engine!
Snowflake $SNOW delivered results that rewrote its track record. It crossed the $1 billion mark in quarterly revenue for the first time since going public in 2020 , confirming its role as one of the most dynamic players in cloud data analytics.
Shares jumped more than 12 % reaching its highest level in more than a year....
Read more
Zobrazit další komentáře
I still stick to the fact that there is better competition, so I buy $AMZN and $GOOG.
Did any of you invest in CoreWeave right after the IPO?
This company provides cloud infrastructure for artificial intelligence and has also received a significant investment from Nvidia, which holds approximately 7% of the company. Since the IPO, the stock is already up more than 150%.
Zobrazit další komentáře
I'm not interested in IPOs because it's too big a risk and I'd rather invest for the long term.
Idacorp: the unchallenged leader in energy transformation
Idacorp $IDA is a regulated electric utility in a fast-growing region of the U.S. (Idaho + Eastern Oregon). It combines stable earnings with unexpectedly strong growth potential stemming from demographic expansion, hydropower and data center development.
Read more
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As a stable portfolio component for some diversification, it's great.
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What stocks do you consider to be a stable part of your portfolio?
I try to stabilize and diversify my portfolio with stocks like $BAC and $CAT. Until recently, I also had $MO in my portfolio .
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Honestly, I don't worry about it too much and I still have a long investment horizon, so I don't need to diversify.
Eightfold increase in profits thanks to efficient contract signings
🛡️ Palo Alto Networks: strong growth, profit above expectations, but margins under pressure!
Palo Alto Networks $PANW, one of the leaders in cybersecurity, reported fiscal third quarter results showing solid performance, yet today the stock is down more than 6 %. While earnings and revenue beat expectations, the company missed its gross margin target, and it is precisely the...
Read more
Zobrazit další komentáře
Antiscalants and Dispersants: Safeguarding Industrial Water Systems
Antiscalants and dispersants are essential water treatment chemicals used to prevent scale formation and particle deposition in industrial systems like boilers, RO membranes, and cooling towers. These additives work by interfering with the growth and agglomeration of mineral crystals, ensuring smooth operation and prolonged equipment life.
Antiscalants are commonly used in desalination plants, power generation, and HVAC systems, helping reduce maintenance costs and energy consumption. Dispersants help keep silt, clay, and other particles suspended in water, preventing fouling and clogging in pipelines and heat exchangers.
VIEW FULL REPORT ACCESS AT: https://www.marketresearchfuture.com/reports/antiscalants-dispersant-market-35012
The use of antiscalants and dispersants improves system efficiency and reduces downtime. As industrial sectors continue to emphasize water conservation and operational efficiency, the demand for these preventive chemical solutions is rising globally.
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