Shares of $PLTR rose 7% on Friday after Ecuador announced its partnership with Palantir. The stock is already up more than 75% this year, a solid performance, and the positive trend is likely to continue. I've been buying around $100, and if the stock were to fall again, I would definitely overbuy.
💡 Marvell boosted by AI chips, sales beat estimates, outlook promises more! Marvell Technology $MRVLLconfirmed that it is one of the top manufacturers of advanced chips. These chips power the AI infrastructure in data centers and are pulling up the bottom line. The company beat expectations in the quarter and the outlook for the next period suggests continued growth.
If you had to pick one car company to invest in, which one would it be?
I might choose $TSLA, but I see it more as a technology company. For me, the best right now is $BY6.F. BYD is doing great right now, there is a huge demand and their cars are very cheap and affordable.
🖨️ HP under pressure of tariffs: Profit below estimates, outlook weak and shares plummet! HP Inc $HPQ is facing a challenging period, with second-quarter sales beating expectations but earnings falling short and the outlook disappointing the market. As a result, the stock plummeted by more than 15 %which the stock has erased to its current - 8 %. The main reason for this is the... Read more
Yesterday, a US federal court struck down most of the tariff measures imposed by Donald Trump. At the same time, a bill was introduced in Congress that would limit presidential powers to impose tariffs and would require congressional approval. I think this is great news and finally someone is going to rein Trump in a bit and not let him do whatever he wants. With this news, we... Read more
IPO Circle: A key milestone for cryptocurrencies and Wall Street
Circle, issuer of the second largest stablecoin USDC, is preparing an IPO with a price of $24-26 per share and potential proceeds of up to $624 million. The IPO is backed by top banks including J.P. Morgan, Goldman Sachs and Citigroup, and symbolizes an ambition to connect the crypto world with traditional finance... Read more
🛡️ Okta delivered quality results, but the outlook was disappointing! Okta $OKTA, a digital identity and access rights management company, has posted solid results for the first fiscal quarter of 2026. It beat market expectations on both revenue and profit. However, the company did not change its outlook, despite the excellent numbers, citing ongoing macroeconomic uncertainty.... Read more
Shares of $PLTR rose 7% on Friday after Ecuador announced its partnership with Palantir. The stock is already up more than 75% this year, a solid performance, and the positive trend is likely to continue. I've been buying around $100, and if the stock were to fall again, I would definitely overbuy.
At what price would you overbought$PLTR?
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It's still terribly expensive and I think there are better opportunities on the market right now. For me it would be interesting up to around $80.
💡 Marvell boosted by AI chips, sales beat estimates, outlook promises more!
...Marvell Technology $MRVLLconfirmed that it is one of the top manufacturers of advanced chips. These chips power the AI infrastructure in data centers and are pulling up the bottom line. The company beat expectations in the quarter and the outlook for the next period suggests continued growth.
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I only have $AVGO from this sector so far. It's a stable and quality business, so I don't have to worry about high volatility.
If you had to pick one car company to invest in, which one would it be?
I might choose $TSLA, but I see it more as a technology company. For me, the best right now is $BY6.F. BYD is doing great right now, there is a huge demand and their cars are very cheap and affordable.
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I'd probably go with BYD or $RIVN right now, too. Both car companies are doing great and still have huge potential.
RUBRI: YOUNG COMPANY IN CYBERSECURITY
The $RBRKrubric doesn't try to prevent attacks, but provides solutions for data and...
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It's interesting how it works, but I also have the $CRWD in my portfolio.
🖨️ HP under pressure of tariffs: Profit below estimates, outlook weak and shares plummet!
HP Inc $HPQ is facing a challenging period, with second-quarter sales beating expectations but earnings falling short and the outlook disappointing the market. As a result, the stock plummeted by more than 15 %which the stock has erased to its current - 8 %. The main reason for this is the...
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The company is no longer interesting and I would rather buy $DELL.
Nu Holdings | 1Q 2025: Strong growth, expansion in Latin America and path to profitability
Yesterday, a US federal court struck down most of the tariff measures imposed by Donald Trump. At the same time, a bill was introduced in Congress that would limit presidential powers to impose tariffs and would require congressional approval. I think this is great news and finally someone is going to rein Trump in a bit and not let him do whatever he wants. With this news, we...
Read more
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It looked promising for a while, but in the end he's doing whatever he wants. I sincerely hope he calms down.
A traditional giant with a modern vision of autonomous mobility and eco-friendly tyres
IPO Circle: A key milestone for cryptocurrencies and Wall Street
Circle, issuer of the second largest stablecoin USDC, is preparing an IPO with a price of $24-26 per share and potential proceeds of up to $624 million. The IPO is backed by top banks including J.P. Morgan, Goldman Sachs and Citigroup, and symbolizes an ambition to connect the crypto world with traditional finance...
Read more
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I don't usually invest in IPOs, but Coreweave was a good one.
🛡️ Okta delivered quality results, but the outlook was disappointing!
Okta $OKTA, a digital identity and access rights management company, has posted solid results for the first fiscal quarter of 2026. It beat market expectations on both revenue and profit. However, the company did not change its outlook, despite the excellent numbers, citing ongoing macroeconomic uncertainty....
Read more
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It's a significant drop due to the weaker outlook, but it's important to understand the company's business and look at the competition.
Applied Materials | 2Q 2025: performance above expectations and strategic move towards AI