Do you currently have a stock in your sights that you think could be the "second Palantir" (+1,391% over 5 years)? I'd like to look for something new, maybe a bit riskier, but with an interesting business model.
📅 This week's key events! Important events this week will be labour market and macroeconomic indicators. Friday will be quiet on the stock markets due to Independence Day.
🎙️ Tuesday Fed Chairman Powell's Speech - What is his view on the current state of the US economy? 🏭 ISM Manufacturing PMI - An indicator of the current health of the industry. 💼 JOLTS Job Openings - An important... Read more
Do you invest in emerging markets? If so, what stocks or ETFs do you have in your portfolio?
I used to consider buying ETFs on India because of its strong growth, but I eventually backed away from it because of the political problems there at the time.
Nike announced plans to reduce its reliance on manufacturing in China for the U.S. market. Following the news, the stock rose more than 15%. I held$NKEstock in my portfolio for a while, but later sold it because I don't find it that attractive in the long run and this news doesn't mean any major turnaround yet in my opinion.
Shares of $SOFI are a short distance from their ATH and so far the trend is positive. For me, Sofi is one of the stocks I'm betting on and I expect big growth from it this year.
What do you think of $SOFI? Do you have shares of this company in your portfolio?
📈 Micron announces record quarter and ambitious outlook! In the third fiscal quarter of 2025, Micron Technology $MU demonstrated a return to a growth trajectory. Record revenues of $9.3 billion, a nearly fivefold year-over-year increase in net income, and significant margin improvement across segments show that the memory industry has its strong period ahead.
Japan's rice crisis: what does it reveal about the state of one of the world's largest economies?
While the world watches the technology boom or geopolitical tensions, a crisis is quietly unfolding in Japan that has deeper significance than meets the eye. The land of the rising sun is facing a shortage of rice, a staple not only for daily consumption but also for the nation's... Read more
AeroVironment (AVAV): exceptional growth and billion-dollar potential
📊 Key financial results
Revenues $AVAV for the latest quarter reached $275.1 million, a 40% year-on-year growth and significantly beating estimates (expectations were for approximately $241.5 million).
Earnings per share (EPS) for Q4 were $1.61, more than triple last year's $0.43.
The negative news on Novo Nordisk keeps coming and the stock fell another 4% yesterday. So far I am in the red, but I still believe in the company and hope that the trend will turn around.
Do you think $NVO will turn around and start growing again this year?
🚀 AeroVironment surprises Wall Street and the stock appreciates! Shares of unmanned systems maker AeroVironment $AVAV have shot up by more than 20 % after the company significantly beat expectations on both earnings and revenue. One analyst even compared the company to "the Palantir of hardware." which further boosted growth. Indeed, the results confirm that AeroVironment is... Read more
🍝 Darden Restaurants (DRI): stable growth in a volatile sector? Evercore says yes.
📈 Why does Evercore have confidence?
Long-term stability and brand Olive Garden (45% of sales) and LongHorn (25%) are strong brands with a loyal customer base. This allows us to predict sustainable growth without dramatic fluctuations.
Shares of $AMD have been rising solidly lately, and were up over 6% yesterday. The company's chips are getting better, already outperforming $NVDA in some respects , and major growth is yet to come. I've been buying below $100 myself and am curious to see where the price will go by the end of the year.
Tesla launched its robotaxi in Austin on Sunday and already the first problems are appearing. According to available videos, the car reportedly drove into the wrong lane and exceeded the speed limit. I'm happy for Tesla and hold the stock in my portfolio, but this is likely to be a much discussed topic and the stock may be volatile in the near term.
Do you currently have a stock in your sights that you think could be the "second Palantir" (+1,391% over 5 years)? I'd like to look for something new, maybe a bit riskier, but with an interesting business model.
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Frankly, I'm not looking for such shares yet, and I don't want to, because it might not turn out well.
Archer Aviation: air taxis closer to reality than science fiction
🚀 Company background and vision
Read more
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For me, this is more of a sci-fi thing, so it's not really appealing to me.
📅 This week's key events!
Important events this week will be labour market and macroeconomic indicators. Friday will be quiet on the stock markets due to Independence Day.
🎙️ Tuesday
Fed Chairman Powell's Speech - What is his view on the current state of the US economy?
🏭 ISM Manufacturing PMI - An indicator of the current health of the industry.
💼 JOLTS Job Openings - An important...
Read more
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I've also read that there's supposed to be a law being passed and it's not certain if it will be passed, so that could be interesting.
Do you invest in emerging markets? If so, what stocks or ETFs do you have in your portfolio?
I used to consider buying ETFs on India because of its strong growth, but I eventually backed away from it because of the political problems there at the time.
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I honestly don't care that much and if I wanted to invest in it somehow I would just buy ETFs.
What do you think about the growth of $NKEstock ?
Nike announced plans to reduce its reliance on manufacturing in China for the U.S. market. Following the news, the stock rose more than 15%. I held$NKEstock in my portfolio for a while, but later sold it because I don't find it that attractive in the long run and this news doesn't mean any major turnaround yet in my opinion.
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That growth means nothing and Nike still has a lot of problems. I'm glad I don't have $NKE stock in my portfolio.
Shares of $SOFI are a short distance from their ATH and so far the trend is positive. For me, Sofi is one of the stocks I'm betting on and I expect big growth from it this year.
What do you think of $SOFI? Do you have shares of this company in your portfolio?
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I had the stock on my watchlist, but I slept on the opportunity and will now wait again for a better price.
📈 Micron announces record quarter and ambitious outlook!
...In the third fiscal quarter of 2025, Micron Technology $MU demonstrated a return to a growth trajectory. Record revenues of $9.3 billion, a nearly fivefold year-over-year increase in net income, and significant margin improvement across segments show that the memory industry has its strong period ahead.
Read more
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Interesting company, but I'm betting on AMD and I'll stick with it.
Japan's rice crisis: what does it reveal about the state of one of the world's largest economies?
While the world watches the technology boom or geopolitical tensions, a crisis is quietly unfolding in Japan that has deeper significance than meets the eye. The land of the rising sun is facing a shortage of rice, a staple not only for daily consumption but also for the nation's...
Read more
Zobrazit další komentáře
I didn't know about that, but I probably won't pay much attention to it yet. Do you have any Japanese stocks in your portfolio?
AeroVironment (AVAV): exceptional growth and billion-dollar potential
📊 Key financial results
Read more
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It looks interesting, it's not a very big company yet, but I'd still like to see a lower price.
The negative news on Novo Nordisk keeps coming and the stock fell another 4% yesterday. So far I am in the red, but I still believe in the company and hope that the trend will turn around.
Do you think $NVO will turn around and start growing again this year?
Zobrazit další komentáře
This is a long term investment and it will take time for the company to recover. I'll definitely be buying more.
🚀 AeroVironment surprises Wall Street and the stock appreciates!
Shares of unmanned systems maker AeroVironment $AVAV have shot up by more than 20 % after the company significantly beat expectations on both earnings and revenue. One analyst even compared the company to "the Palantir of hardware." which further boosted growth. Indeed, the results confirm that AeroVironment is...
Read more
Zobrazit další komentáře
As has been written here, the companies have major growth yet to come and it remains to be seen who will be the best.
🍝 Darden Restaurants (DRI): stable growth in a volatile sector? Evercore says yes.
📈 Why does Evercore have confidence?
Olive Garden (45% of sales) and LongHorn (25%) are strong brands with a loyal customer base. This allows us to predict sustainable growth without dramatic fluctuations.
Read more
Zobrazit další komentáře
It's not great, but $CAVA is an interesting business too and the performance is great.
Shares of $AMD have been rising solidly lately, and were up over 6% yesterday. The company's chips are getting better, already outperforming $NVDA in some respects , and major growth is yet to come. I've been buying below $100 myself and am curious to see where the price will go by the end of the year.
Do you think $AMD could grow to $200 this year?
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I was also buying around $100 a while ago and since then the stock has risen nicely and hopefully that rise will continue.
What do you think about Continental $CON.DE? The stock has appreciated 32% over the past year, the P/E here is just over 11 and the dividend is 3.4%.
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It doesn't look bad, but it would take a lower price to get in. What's the reason for the increase?
Tesla launched its robotaxi in Austin on Sunday and already the first problems are appearing. According to available videos, the car reportedly drove into the wrong lane and exceeded the speed limit. I'm happy for Tesla and hold the stock in my portfolio, but this is likely to be a much discussed topic and the stock may be volatile in the near term.
What do you guys think? Do...
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It's all over the media and it's just a watched topic and any mistake will be all over the news.