$AMD and $NVDA are, together with a weaker dollar, reaching interesting levels for us. Are you considering buying? If so, at what price levels are you waiting? Which company do you prefer?
I sold both AMD and NVIDIA (168). I took decent profits, and if I buy again I’d probably only pick one company — I’ll see what the dip does and whether it even falls lower, maybe around $135 for AMD and $145 for NVIDIA 🍀
⚙️Marvell: record growth driven by AI chips, but a weaker outlook sent the stock lower! The custom chip maker Marvell Technology $MRVL released results for fiscal Q2 2026 that were in line with market expectations and confirmed a sharp rise in demand for AI chips. Still, markets were disappointed by the cautious outlook for the current quarter and the lack of details about new... Read more
$GOOG is one of my largest positions and, in my opinion, one of the best companies. The results came out very well, but the market reaction was only mild. The stock has great potential, but its growth is being held back by investors' concerns about legal disputes and a possible breakup, so we'll see how it plays out.
I also believe in them and I’m not afraid to keep investing in them during any dip. We’ll see how the lawsuits over a potential breakup play out, but I think the company will weather even a negative outcome. When is the next date for that, actually? 😊
How have you handled or are you handling a position in $NIO? 🤔 The stock price has hardly changed over the past year — we're still in that $5 range, while year-on-year deliveries are generally increasing, but issues like profitability, future financing and tariffs still hang over us.
I need to check their latest numbers and make a decision. I’ve been holding them for a while, but like you said, the stock isn’t going anywhere — it’s just stuck at the same level and the company is burning a ton of cash, and the results so far haven’t been anything to write home about.
I’m seriously considering selling my current average price of $4.74 and then buying lower, because I just think it’ll slide down again and if it doesn’t, I’ll survive without that stock :)
I'm still wondering whether to focus in the defense industry on larger companies like $LMT and $RHM.DE, or look for more growth-oriented stocks, such as $AVAV. I prefer smaller companies, but the problem is they tend to be much pricier than the big ones.
What do you think makes more sense? Invest in $LMT or in $AVAV?
Berkshire Hathaway bought 5 million shares of UnitedHealth Group, which pushed the stock price about 12% higher in aftermarket trading. I think the previous drop was exaggerated and the shares are cheap now, so I’m not surprised it caught Buffett’s attention.
What do you think about this news? Do you have $UNH in your portfolio?
📉 Coherent: Strong results but uncertain outlook sends stocks down! Coherent $COHR delivered very solid numbers for the fourth quarter, earnings per share came in at $1.00, beating estimates ($0.92), and sales were up year-over-year by 16 % to $1.53 billion, also above estimates. Still, the stock is down more than 23 %as the outlook for the first quarter fell short of... Read 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%!
$AMD and $NVDA are, together with a weaker dollar, reaching interesting levels for us. Are you considering buying? If so, at what price levels are you waiting? Which company do you prefer?
Have a nice weekend.
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I sold both AMD and NVIDIA (168). I took decent profits, and if I buy again I’d probably only pick one company — I’ll see what the dip does and whether it even falls lower, maybe around $135 for AMD and $145 for NVIDIA 🍀
What exactly do you focus on when selecting individual ETFs? 🤔
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I'm usually very concerned about fees, and the most important thing for me is probably the company that issued or manages the ETF.
⚙️Marvell: record growth driven by AI chips, but a weaker outlook sent the stock lower!
The custom chip maker Marvell Technology $MRVL released results for fiscal Q2 2026 that were in line with market expectations and confirmed a sharp rise in demand for AI chips. Still, markets were disappointed by the cautious outlook for the current quarter and the lack of details about new...
Read more
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I bought more at 64-65 and I'll probably continue on Tuesday.
What is your current view on $GOOG?
$GOOG is one of my largest positions and, in my opinion, one of the best companies. The results came out very well, but the market reaction was only mild. The stock has great potential, but its growth is being held back by investors' concerns about legal disputes and a possible breakup, so we'll see how it plays out.
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I also believe in them and I’m not afraid to keep investing in them during any dip. We’ll see how the lawsuits over a potential breakup play out, but I think the company will weather even a negative outcome. When is the next date for that, actually? 😊
Are you buying like W. Buffett $UNH? The stock price may already seem quite high, but it's still down 40% YTD, so still at a big discount.
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That discount is clearly large, and if sentiment turns, probably all stocks in this sector will rise.
How have you handled or are you handling a position in $NIO? 🤔 The stock price has hardly changed over the past year — we're still in that $5 range, while year-on-year deliveries are generally increasing, but issues like profitability, future financing and tariffs still hang over us.
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I need to check their latest numbers and make a decision. I’ve been holding them for a while, but like you said, the stock isn’t going anywhere — it’s just stuck at the same level and the company is burning a ton of cash, and the results so far haven’t been anything to write home about.
I’m seriously considering selling my current average price of $4.74 and then buying lower, because I just think it’ll slide down again and if it doesn’t, I’ll survive without that stock :)
I'm still wondering whether to focus in the defense industry on larger companies like $LMT and $RHM.DE, or look for more growth-oriented stocks, such as $AVAV. I prefer smaller companies, but the problem is they tend to be much pricier than the big ones.
What do you think makes more sense? Invest in $LMT or in $AVAV?
...Read more
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I have a position in $SAABY and I was afraid to open positions in the others, but I'm still watching and wondering if it's already too late.
Berkshire Hathaway bought 5 million shares of UnitedHealth Group, which pushed the stock price about 12% higher in aftermarket trading. I think the previous drop was exaggerated and the shares are cheap now, so I’m not surprised it caught Buffett’s attention.
What do you think about this news? Do you have $UNH in your portfolio?
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It's a good catalyst for growth and the shares have probably already bounced off the bottom.
📉 Coherent: Strong results but uncertain outlook sends stocks down!
Coherent $COHR delivered very solid numbers for the fourth quarter, earnings per share came in at $1.00, beating estimates ($0.92), and sales were up year-over-year by 16 % to $1.53 billion, also above estimates. Still, the stock is down more than 23 %as the outlook for the first quarter fell short of...
Read more
Do you think sentiment around $UNH has already turned?
The shares have been rising in recent days and might already be bouncing. I have a small position and I'm wondering whether I should increase it.
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I don't want to invest in this segment anymore, the healthcare sector is unpredictable, but I believe the stock could bounce back.
Do you think sentiment has turned on $UNH yet?
The stock has been rising in recent days and may have already bounced. I have a smaller position and am wondering if I should increase it further.
What stocks are you currently buying? I decided to buy Cognizant $CTSH 🚀
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I'm mostly buying $TTD now after the recent exaggerated drop.
Hello investors, do you think it's already too late to get into $SOFI or do you still see potential?
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It’s probably not too late, but I personally wouldn’t buy now. If you plan to hold it for another 15 years, then it doesn’t really matter.
Hello investors, do you think it's already too late to enter $SOFI or do you still see potential?
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It's probably not too late, but I wouldn't be buying right now. If you plan to hold it for another 15 years, then it doesn't really matter.
🌐 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.