Dario Amodei from Anthropic is saying out loud what the SaaS market has been fearing for months: if software companies don’t adapt to AI, their “moat” could disappear and some may even end up bankrupt. At the same time, he adds that AI won’t kill software — it will more likely make it cheaper and force incumbents to change quickly, so those who integrate AI aggressively will... Read more
I completely agree with this, because the truth lies somewhere in the middle. Investors' fear is excessive, but at the same time those companies need to take certain steps to stay afloat and be able to make money from AI.
I feel the same and I also try to look for opportunities and stocks where the valuation is low and the shares have been oversold or the company is just going through a rough patch. However, I’d be cautious with that $SMCI, because there seem to be too many problems there for my taste😃
AMD $AMDcrushed expectations: Q1 2026 delivers 38% revenue growth and an explosion in datacenters
AMD, after the market close, released results for Q1 2026 that significantly beat analysts' expectations. Revenue rose 38% to $10.3 billion versus $7.44 billion a year ago, while the consensus had only expected $9.89 billion.
Novo Nordisk $NVO is beating Eli Lilly $LLY ahead of important results!
Eli Lilly is still the king of the GLP-1 drug market, but Novo Nordisk took the lead in the oral version of this drug right out of the gate. Oral Wegovy appeared on the U.S. market in early January 2026 and within less than three weeks had already reached 50,000 weekly prescriptions. Overall the drug is... Read more
Palantir $PLTR in Q1 2026 delivered a brutal acceleration: revenue up 85% year-over-year to $1.63 billion, of which $1.28 billion came from the US alone, where the business more than doubled in a year. The company raised its full-year revenue outlook to $7.65 billion and US commercial growth to 120%, which confirms that AI is not just a buzzword for Palantir but a scaling... Read more
$PLTR I'm still holding it, and based on the results and that insane growth I expect the shares to rise further—possibly even 100% within a year. The valuation isn't as high as it was two years ago.
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EBITDA growth of 80% and nuclear deal with Amazon
Dario Amodei from Anthropic is saying out loud what the SaaS market has been fearing for months: if software companies don’t adapt to AI, their “moat” could disappear and some may even end up bankrupt. At the same time, he adds that AI won’t kill software — it will more likely make it cheaper and force incumbents to change quickly, so those who integrate AI aggressively will...
Read more
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I completely agree with this, because the truth lies somewhere in the middle. Investors' fear is excessive, but at the same time those companies need to take certain steps to stay afloat and be able to make money from AI.
What surprised me in the market over the last few days — and what I'm trying to understand 📊
The last few days reminded me again how important it is to remain humble in the market. We all know the basics:
👉 the trend is your friend
👉 it’s better to go with the market than against it
And yet the market can still surprise us.
One of the biggest problems is confirmation bias — we tend...
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I feel the same and I also try to look for opportunities and stocks where the valuation is low and the shares have been oversold or the company is just going through a rough patch. However, I’d be cautious with that $SMCI, because there seem to be too many problems there for my taste😃
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Service Sector Slowdown: Why Manufacturing Data Won't Tell the Full Story
AMD $AMD crushed expectations: Q1 2026 delivers 38% revenue growth and an explosion in datacenters
AMD, after the market close, released results for Q1 2026 that significantly beat analysts' expectations. Revenue rose 38% to $10.3 billion versus $7.44 billion a year ago, while the consensus had only expected $9.89 billion.
Shares gain 4.83% in after-hours trading!
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Hi investors, I sold before the results... probably a mistake!! Results are great!🙉
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AMD | Q1 2026: Share price rises 16% after another strong quarter
Novo Nordisk $NVO is beating Eli Lilly $LLY ahead of important results!
Eli Lilly is still the king of the GLP-1 drug market, but Novo Nordisk took the lead in the oral version of this drug right out of the gate. Oral Wegovy appeared on the U.S. market in early January 2026 and within less than three weeks had already reached 50,000 weekly prescriptions. Overall the drug is...
Read more
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I'm curious about the results, but even if they don't turn out well, I won't sell.
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PayPal | Q1 2026: Decent numbers, but growth only in the low single digits
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SoFi: 14.7 million members, 41% revenue growth and shares at a valuation of "just another fintech"
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These 5 cash-rich giants are sitting on billions
Palantir $PLTR in Q1 2026 delivered a brutal acceleration: revenue up 85% year-over-year to $1.63 billion, of which $1.28 billion came from the US alone, where the business more than doubled in a year. The company raised its full-year revenue outlook to $7.65 billion and US commercial growth to 120%, which confirms that AI is not just a buzzword for Palantir but a scaling...
Read more
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$PLTR I'm still holding it, and based on the results and that insane growth I expect the shares to rise further—possibly even 100% within a year. The valuation isn't as high as it was two years ago.
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Palantir Q1 2026: 85% growth with chip‑like margins
A few updates to my portfolio for a bit of speculation — maybe something will catch your interest
$AIP (Arteris)
- They make IP for chips (interconnects inside an SoC — without it AI chips don’t function efficiently)
- Riding the AI trend — the more complex the chips, the more you need their tech
- Why: leverage to the whole semiconductor boom
- Risk: small company, dependent on a...
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GameStop wants to gobble up eBay for $56 billion. Ryan Cohen's big bet, or a suicidal all-in?
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Federal offices at a discount: 8% yield backed by Washington