I want to ask whether you use AI when deciding if you will buy a particular stock. I personally tend to use it more when a company catches my interest—for example, to have it outline what the company does, etc.—but it’s not the key factor that convinces me according to its "theses".
Quite often — it’s all about how you ask. I’ve gotten into the habit of always asking at the end to list the sources and links it’s drawing from and the method it used for the calculations.
Hi everyone, recently I’ve been focusing more on stocks from the energy and real estate, because my portfolio is predominantly concentrated in the communications and technology sectors and I’m trying to diversify it a bit. I’m curious which stocks you currently have on your watchlist or which ones you already hold in your portfolio. I appreciate any tips or experiences—thank... Read more
Take a look at the Canadian company $BN; they do a bit of both.
A short summary from Grok :) "Brookfield Corporation is a Canadian investment holding company that focuses on owning and operating assets in real estate, renewable energy, infrastructure, and private equity"
In July 2025 they signed with Google the largest corporate clean hydropower deal in history, worth over $3 billion, which includes the supply of up to 3 GW of carbon-neutral energy from hydro plants in the U.S. to power Google's data centers.
I have them in my portfolio and I like them for two reasons. First, they're not a tech company, but they ride the tech wave within the energy sector. Second, they're not a U.S. company, so it's at least some diversification from having everything in the U.S. They're one of those companies I don't mind buying almost anytime and I sleep well at night. They're not exactly cheap right now, but I wouldn't call them expensive either.
Novo Nordisk $NVOis nicely returning to previous levels. Do you know what caused that rebound and upward trend? I'm glad I added to my position :). What scenario do you see for the future and what is your outlook going forward?
I own $MC.PA and I'm not very satisfied. Overall, stocks in this sector have dropped a lot and the situation still isn't ideal. I used to look at $RMS.PA, but I don't want to invest in them anymore.
I would like to ask if you invest in India, whether through an ETF $INDY or by stock picking. It's at least interesting to consider if we're thinking about the future and not focusing only on China. So far my personal view is a bit skeptical, which is why I'm asking you.
Do you invest in India? Are you considering it, or are you not... Read more
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
CVS Health | Q2 2025: Revenue growth, higher profit outlook
Do you use AI as a tool to help with investing?
Hello investors,
I want to ask whether you use AI when deciding if you will buy a particular stock. I personally tend to use it more when a company catches my interest—for example, to have it outline what the company does, etc.—but it’s not the key factor that convinces me according to its "theses".
Do you use AI, and if so does it...
Read more
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Quite often — it’s all about how you ask. I’ve gotten into the habit of always asking at the end to list the sources and links it’s drawing from and the method it used for the calculations.
Hi everyone, recently I’ve been focusing more on stocks from the energy and real estate, because my portfolio is predominantly concentrated in the communications and technology sectors and I’m trying to diversify it a bit. I’m curious which stocks you currently have on your watchlist or which ones you already hold in your portfolio. I appreciate any tips or experiences—thank...
Read more
Zobrazit další komentáře
Take a look at the Canadian company $BN; they do a bit of both.
A short summary from Grok :) "Brookfield Corporation is a Canadian investment holding company that focuses on owning and operating assets in real estate, renewable energy, infrastructure, and private equity"
In July 2025 they signed with Google the largest corporate clean hydropower deal in history, worth over $3 billion, which includes the supply of up to 3 GW of carbon-neutral energy from hydro plants in the U.S. to power Google's data centers.
I have them in my portfolio and I like them for two reasons. First, they're not a tech company, but they ride the tech wave within the energy sector. Second, they're not a U.S. company, so it's at least some diversification from having everything in the U.S. They're one of those companies I don't mind buying almost anytime and I sleep well at night. They're not exactly cheap right now, but I wouldn't call them expensive either.
A revolution in quantum computing? A company with unique technology and a risky valuation
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Novo Nordisk $NVO is nicely returning to previous levels. Do you know what caused that rebound and upward trend? I'm glad I added to my position :). What scenario do you see for the future and what is your outlook going forward?
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https://finance.yahoo.com/news/novo-nordisk-ozempic-reduces-risk-084500624.html
AbbVie | Q2 2025: Key drugs drive growth and management raises outlook
What's your opinion on luxury sector stocks?
I own $MC.PA and I'm not very satisfied. Overall, stocks in this sector have dropped a lot and the situation still isn't ideal. I used to look at $RMS.PA, but I don't want to invest in them anymore.
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Looks like we're all holding $MC.PA 😃. I'm also down, but so far it looks like it could bounce back.
Mastercard | Q2 2025: 17% revenue growth and continued strength in cross-border payments
Investing in India?
Hello fellow investors,
I would like to ask if you invest in India, whether through an ETF $INDY or by stock picking. It's at least interesting to consider if we're thinking about the future and not focusing only on China. So far my personal view is a bit skeptical, which is why I'm asking you.
Do you invest in India? Are you considering it, or are you not...
Read more
Zobrazit další komentáře
I've looked into it and it's an interesting market, but I'm not investing in it yet. If I were to invest, I'd only buy an ETF.
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