Tim Cook has led Apple since 2011 and is set to step down on September 1 this year. However, Cook isn’t leaving the company entirely and will move into the role of executive chairman of the board. The new CEO will be John Ternus, who has so far led hardware development. Personally I don't have any specific expectations, so I'll wait to see which direction... Read more
This weekend was a textbook example of how chaotic this “war-not-war” around Iran and the Strait of Hormuz is. On Friday Trump reported that a deal was “almost done” and sent Vance, Witkoff and Kushner to Islamabad, but on Sunday he announced that the US Navy had stopped and fired on an Iranian cargo ship in the Gulf of Oman — the first visible strike as part of the blockade of... Read more
Another contract in the chain of defense agreements
Lockheed Martin announced a contract modification with the U.S. Army worth approximately $101.6 million. At first glance this is not a major sum compared with the company’s billion-dollar projects, but the market sees it as further evidence of steady demand for defense services.
Which stocks do you currently have on your watchlist and find interesting?
A few days ago I added $HOOD to my watchlist, because the stock has fallen more than 50% from its all-time high. The drop was largely caused by the decline in $BTCUSD and also by lower trading activity from investors. It still carries risks, but personally I think the valuation is already very interesting... Read more
I'm not thrilled about it, but Tesla has now launched that FSD in the EU, which will help them a lot, and hopefully they won't have to sell cars to themselves like this anymore.
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6 Stocks Wall Street Is Quietly Accumulating Right Now
🚨APPLE CEO IS LEAVING
Tim Cook has led Apple since 2011 and is set to step down on September 1 this year. However, Cook isn’t leaving the company entirely and will move into the role of executive chairman of the board. The new CEO will be John Ternus, who has so far led hardware development. Personally I don't have any specific expectations, so I'll wait to see which direction...
Read more
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I don't think there will be major changes. But maybe :D — $AAPL could also start doing better, even though I don't own the shares.
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Apple’s next chapter: a hardware chief at the top, AI and China on his to‑do list
Netflix $NFLX is down another 3% today. Are you buying? 🤔
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I also bought in at 84, so only if it drops below that.
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UniCredit turns up the volume in its Commerzbank campaign
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When a luxury car stock is priced like a cyclical, but pays you 5% to wait
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3 Small-Cap Stocks Under $2B That Could Become Tomorrow’s Market Leaders
This weekend was a textbook example of how chaotic this “war-not-war” around Iran and the Strait of Hormuz is. On Friday Trump reported that a deal was “almost done” and sent Vance, Witkoff and Kushner to Islamabad, but on Sunday he announced that the US Navy had stopped and fired on an Iranian cargo ship in the Gulf of Oman — the first visible strike as part of the blockade of...
Read more
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I'm a bit confused, but I understand it's closed now — and the ceasefire ends tomorrow, right?
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Mizuho says STM trades like a value stock, grows like a compounder
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Micron turns HBM into the new AI chokepoint
Lockheed Martin secures a new contract
Another contract in the chain of defense agreements
Lockheed Martin announced a contract modification with the U.S. Army worth approximately $101.6 million. At first glance this is not a major sum compared with the company’s billion-dollar projects, but the market sees it as further evidence of steady demand for defense services.
...Read more
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I only started investing in this sector recently and didn't manage to buy during the dip, so I would only buy $LMT and $AVAV after some correction.
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Gucci bets on “luxury AI glasses” to reboot the brand
Which stocks do you currently have on your watchlist and find interesting?
A few days ago I added $HOOD to my watchlist, because the stock has fallen more than 50% from its all-time high. The drop was largely caused by the decline in $BTCUSD and also by lower trading activity from investors. It still carries risks, but personally I think the valuation is already very interesting...
Read more
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A silver miner priced like software, betting on a structural shortage
$TSLA sold Cybertrucks to its own companies. This isn't a problem with the car, this is a problem with the whole company.
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I'm not thrilled about it, but Tesla has now launched that FSD in the EU, which will help them a lot, and hopefully they won't have to sell cars to themselves like this anymore.