Good evening investors, I’d like to ask what you think about the recent investment by $ASML in Mistral AI, where after investing €1.3 billion it became the largest shareholder with an 11% stake? And what impact do you think this will have on the company?
Although CEO $ASML Christophe Fouquet emphasized that the main purpose is to use AI within the company itself and that they... Read more
What do you think about European banks? Do you have any in your portfolio?
European banks continue to show strong fundamentals, although investor views on this sector remain divided, according to Barclays. The bank noted that "the earnings outlook remains broadly strong, driven primarily by revenues," and it is particularly optimistic about British, French, and German banks.
I still see $NU and $ASML$TTD, $NVO.... Do you have any stocks you consider an "underdog" among those mentioned? If so, please tell me why you think that so I have something to read. Thanks :)
I still see $NU and $ASML$TTD, $NVO.... Do you have any stocks you consider an "underdog" among those mentioned? If so, please tell me why you think so — I'd love something to read. Thanks :)
VICI Properties | Q2 2025: AFFO growth, new projects and increased full-year outlook
Good evening investors,
I’d like to ask what you think about the recent investment by $ASML in Mistral AI, where after investing €1.3 billion it became the largest shareholder with an 11% stake? And what impact do you think this will have on the company?
Although CEO $ASML Christophe Fouquet emphasized that the main purpose is to use AI within the company itself and that they...
Read more
Arm | Q1 2026: Strong revenue growth and record licensing revenue
Robinhood | Q2 2025: Strong growth and tokenization
What do you think about European banks? Do you have any in your portfolio?
European banks continue to show strong fundamentals, although investor views on this sector remain divided, according to Barclays. The bank noted that "the earnings outlook remains broadly strong, driven primarily by revenues," and it is particularly optimistic about British, French, and German banks.
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I have KB, Moneta, and HSBC, but right now they don’t seem interesting price-wise. Otherwise I don’t really follow them....
Ford | Q2 2025: Record sales, profit hampered by tariffs
Where do you see opportunities to buy right now?
Hi,
I still see $NU and $ASML $TTD, $NVO.... Do you have any stocks you consider an "underdog" among those mentioned? If so, please tell me why you think that so I have something to read. Thanks :)
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$PDD is a great opportunity at around $120
Qualcomm | Q3 2025: earnings growth and record results in automotive and IoT
Where do you see buying opportunities right now?
Hi,
I still see $NU and $ASML $TTD, $NVO.... Do you have any stocks you consider an "underdog" among those mentioned? If so, please tell me why you think so — I'd love something to read. Thanks :)
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I added 1x $NVO and hesitated when $TTD was at 50.60, but if it turns down again toward 50 I'll definitely add more.
30% revenue growth, excellent ROIC and billions in profits thanks to the AI boom
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