The defense sector makes sense to me long-term, but personally I would only go with LMT. Lockheed has the most stable cash flow, key programs, and the strongest direct link to the US budget. Other companies are interesting, but are often more cyclical or riskier from a project standpoint. If you're going to hold anything in this sector, for me it would be $LMT.

From what I've read, $JPM is now quite worried about competition from the likes of $SOFI. Other banks have better systems and apps and are luring customers away. This could be one of the steps to boost its attractiveness to investors.

I think Boeing has probably seen the worst, but a full turnaround isn’t a done deal yet. Large orders like Alaska’s are a strong signal of returning confidence and confirm long-term demand, which is crucial for cash flow. At the same time, high execution risk remains, along with regulatory pressure and the need to execute production flawlessly. So I see this as the start of a recovery from the bottom, not a confirmed comeback.

Dave Inc. (DAVE) has a higher percentage upside potential compared to Nu Holdings (NU) because it is expanding faster in the U.S. market and its current valuation (the share price relative to earnings or revenues) is lower than its own historical average.

For a beginner investor this means the following: a stock’s valuation is measured with simple ratios, for example P/E (price divided by earnings per share). If Dave historically averaged a P/E of around 40x but is now only at 23x, that means the stock is currently “cheaper” than it used to be. If the company continues to improve (e.g., revenues grow by 37% in 2025), the share price could revert to that historical average — which would imply gains of tens of percent, perhaps 50% or more.

Unlike Nu, which has a larger market capitalization (USD 86 billion vs. USD 3 billion for Dave) and a valuation closer to its average (P/E 34x), Dave offers a larger “margin of safety” for investors — more room for percentage appreciation at the same fintech-sector risk. Analysts therefore favor Dave (rated “Strong Buy” vs. “Hold” for Nu).

Netflix is a solid company; its valuation looks great right now. As for Amazon, the stock hasn’t been rising much lately, but the results were excellent and that growth should come over time.

Yeah, I follow Intel, it’s a good company.
I wrote a few posts here saying the government won’t let Intel fall.
Intel needs time and confidence that what’s been downright screwed up over the past few years will improve with time.
Nvidia probably had some reason (I think it was to cozy up to the government where the sun doesn’t shine :D).
Time will tell if there are people at Intel who will give 100% to get the company back to competitiveness.