Earnings season starts again this week and interesting companies are already appearing on the calendar. I'll definitely be keeping an eye on $BAC, $ASML and $NFLX.
Which companies' results will you be interested in?
Trump plans to raise tariffs on the European Union again. He wants to impose a 30% tariff on member states. European stocks are likely to fall on Monday, which could create interesting opportunities. If that happens, I would like to buy $ASML and $NVO.
What are your thoughts on this? Which European stocks would you potentially buy?
If we go lower again, I'm going into $ASML on the tute because I didn't buy that in the downturn and I definitely want to increase my position in it. In health care I don't know, I'm not going there yet because Trump isn't done there and who knows what he'll impose on it. 🤷♂️
✈️ Delta Air Lines shares appreciate more than 10% after earnings announcement! Delta $DAL was the first U.S. airline to release second quarter results, and it appears to have beaten expectations both in terms of numbers and sentiment. Indeed, after several months of weaker demand, booking trends are starting to stabilise. And the market has reacted very positively to this.
Elon Musk said Tesla plans to expand its robotaxis to San Francisco within two months. Shares of $TSLA soared yesterday and I think this is more great news and it shows that the service is expanding and so far working quite well.
What do you guys think? Do robotaxis make sense to you?
💊 Acquisition of Verona Pharma for 10 billion USD! Pharmaceutical giant Merck $MRK is expanding its portfolio as it announced the acquisition of Verona Pharma $VRNA, a British company specializing in the treatment of chronic lung disease (COPD). The value of the acquisition is expected to reach approximately $10 billion. This is the company's largest transaction since 2023 a... Read more
Nvidia became the most valuable company in the world this week when its market capitalization exceeded $4 trillion. Since the April plunge, $NVDAstock is up more than 70%. I have $NVDA stock in my portfolio and consider it a great company, but I see more potential in $AMD right now .
Earnings season starts again this week and interesting companies are already appearing on the calendar. I'll definitely be keeping an eye on $BAC, $ASML and $NFLX.
Which companies' results will you be interested in?
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There's a lot in there, but for me it's definitely $NFLX and it will be interesting to see the stock reaction to the tariffs today.
Trump plans to raise tariffs on the European Union again. He wants to impose a 30% tariff on member states. European stocks are likely to fall on Monday, which could create interesting opportunities. If that happens, I would like to buy $ASML and $NVO.
What are your thoughts on this? Which European stocks would you potentially buy?
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If we go lower again, I'm going into $ASML on the tute because I didn't buy that in the downturn and I definitely want to increase my position in it. In health care I don't know, I'm not going there yet because Trump isn't done there and who knows what he'll impose on it. 🤷♂️
✈️ Delta Air Lines shares appreciate more than 10% after earnings announcement!
...Delta $DAL was the first U.S. airline to release second quarter results, and it appears to have beaten expectations both in terms of numbers and sentiment. Indeed, after several months of weaker demand, booking trends are starting to stabilise. And the market has reacted very positively to this.
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I still have $UAL stock on my watchlist, and it's fallen nicely this year, so I may start a position.
Elon Musk said Tesla plans to expand its robotaxis to San Francisco within two months. Shares of $TSLA soared yesterday and I think this is more great news and it shows that the service is expanding and so far working quite well.
What do you guys think? Do robotaxis make sense to you?
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It's great news and if it goes through, the stock will rise sharply again.
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💊 Acquisition of Verona Pharma for 10 billion USD!
Pharmaceutical giant Merck $MRK is expanding its portfolio as it announced the acquisition of Verona Pharma $VRNA, a British company specializing in the treatment of chronic lung disease (COPD). The value of the acquisition is expected to reach approximately $10 billion. This is the company's largest transaction since 2023 a...
Read more
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The company doesn't have much cash and I don't like the fundamentals either.
Nvidia became the most valuable company in the world this week when its market capitalization exceeded $4 trillion. Since the April plunge, $NVDAstock is up more than 70%. I have $NVDA stock in my portfolio and consider it a great company, but I see more potential in $AMD right now .
How far do you think Nvidia can grow?
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I also bet on AMD. They already have better chips and are slowly overtaking Nvidia.
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