💾 Micron raises the bar. AI turns memory chips into premium goods. Micron Technology $MU announced an increase in revenue and profit guidance for the fourth quarter. Growing demand for HBM memory chips for AI data centers puts the company in a favorable position to dictate pricing terms. Shares responded to the news by rising more than 4%.
The share price of both $AMD and $NVDA are slowly approaching $200 and sentiment on these stocks is positive. I have both companies in my portfolio, but I think AMD has much more potential.
How long do you think it will take for $AMD and $NVDA to get to $200?
🎮 Sony results! Japanese tech and entertainment giant $SONY has had a strong quarter. Net profit rose year-on-year by 23 % to ¥259 billion, the company immediately responded and raised its operating and net profit guidance for the full fiscal year 2025/26.
I will definitely be overbought $TTD after a big and exaggerated drop. Slowly $NVO is starting to rise as well , so I'll increase that position some more.
Shares of $NVO have started to rise in recent days after a new weight loss pill from $LLY showed less efficacy than their drug Wegovy. I think this is great news and maybe the sentiment could have turned around on NVO and the stock could continue to rise.
What do you think about this news? Do you think it's enough for the stock to finally go up now?
📈 Rolls-Royce takes off again: Transformation brings results! The British aircraft engine manufacturer Rolls-Royce $RR.L continues its renaissance. For the first half of 2025, it achieved an underlying operating profit of £1.7 billion, an increase of 51 %. Operating margin has risen from 14 % to 19,1 %, the company not only beat expectations but also raised its full-year profit... Read more
Have you been surprised by the results of any companies recently, either positively or negatively?
I was pleased with $META and surprised by the negative reaction of $TTD stock on Thursday . The results were good, but unfortunately investors panicked because of the outlook and the departure of the CFO.
RTX | Q2 2025: Double-digit profitability growth and higher revenues in all segments
💾 Micron raises the bar. AI turns memory chips into premium goods.
...Micron Technology $MU announced an increase in revenue and profit guidance for the fourth quarter. Growing demand for HBM memory chips for AI data centers puts the company in a favorable position to dictate pricing terms. Shares responded to the news by rising more than 4%.
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Great company and the stock has risen quite a bit in recent times. I'm a little annoyed I didn't buy in a few months ago.
The share price of both $AMD and $NVDA are slowly approaching $200 and sentiment on these stocks is positive. I have both companies in my portfolio, but I think AMD has much more potential.
How long do you think it will take for $AMD and $NVDA to get to $200?
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I mainly trust AMD. Both companies are great and I think the stock will get above $200 in a few weeks.
Coca-Cola | Q2 2025: Profitability growth despite volume decline and currency headwinds
🎮 Sony results!
...Japanese tech and entertainment giant $SONY has had a strong quarter. Net profit rose year-on-year by 23 % to ¥259 billion, the company immediately responded and raised its operating and net profit guidance for the full fiscal year 2025/26.
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I understand what the company does and how it operates, but the potential here is limited and it's not exactly a growth stock.
Technology company with 296 million users, AI assistant and 4% dividend
Which stocks are you planning to buy this week?
I will definitely be overbought $TTD after a big and exaggerated drop. Slowly $NVO is starting to rise as well , so I'll increase that position some more.
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I will now be overbought $NVO and we will see how the $NVDA results turn out.
AT&T | Q2 2025: Profit and free cash flow growth driven by strong 5G performance
📅 This week's key market events!
This week will mainly be about macro data from the US and a few earnings reports.
🏦Tuesday
US CPI inflation - the main indicator of price trends and one of the key factors the Fed takes into account when deciding on interest rates.
Results before the markets open:
Sea Limited The $SE - important developments in the e-commerce and digital sectors.
🌐Mid...
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We'll see how this continues, but I'll definitely be watching inflation and I'm interested to see how $TTD stock reacts today after the drop.
Shares of $NVO have started to rise in recent days after a new weight loss pill from $LLY showed less efficacy than their drug Wegovy. I think this is great news and maybe the sentiment could have turned around on NVO and the stock could continue to rise.
What do you think about this news? Do you think it's enough for the stock to finally go up now?
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The results were good and the stock is slowly rising now. The stock has fallen a lot this year, but I believe it will improve.
📈 Rolls-Royce takes off again: Transformation brings results!
The British aircraft engine manufacturer Rolls-Royce $RR.L continues its renaissance. For the first half of 2025, it achieved an underlying operating profit of £1.7 billion, an increase of 51 %. Operating margin has risen from 14 % to 19,1 %, the company not only beat expectations but also raised its full-year profit...
Read more
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I was interested in the stock earlier, but in the end I didn't buy. Didn't they have a lot of debt before?
Have you been surprised by the results of any companies recently, either positively or negatively?
I was pleased with $META and surprised by the negative reaction of $TTD stock on Thursday . The results were good, but unfortunately investors panicked because of the outlook and the departure of the CFO.
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I am satisfied so far and most of the results have been good. Let's see if the clauses don't creep into the results over time.