🌐 CoreWeave: Sales are up, but the market expected more! CoreWeave provides specialized cloud infrastructure for computationally intensive applications, especially in the field of artificial intelligence.
The company beat market expectations in both revenue and outlook, yet the stock is down more than 18%!
Shares of US firm Cava fell 17% today on worse results. I have a smaller position and will probably overbought a bit as the company continues to grow and plans to open more restaurants.
Does anyone have $CAVAstock in their portfolio as well?
💾 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.
🌐 CoreWeave: Sales are up, but the market expected more!
CoreWeave provides specialized cloud infrastructure for computationally intensive applications, especially in the field of artificial intelligence.
The company beat market expectations in both revenue and outlook, yet the stock is down more than 18%!
...Read more
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I don't invest much in these new companies, so I'd rather put my money in $AMZN or $MSFT.
Shares of US firm Cava fell 17% today on worse results. I have a smaller position and will probably overbought a bit as the company continues to grow and plans to open more restaurants.
Does anyone have $CAVAstock in their portfolio as well?
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It looks like an interesting business, but the results aren't very good and I don't like the fundamentals.
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.
Read more
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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