What have you bought or added to positions in the last month up until yesterday?

🙋🏻‍♂️Me:

$ABT

$GRAB

$MC.PA (LVMH)

$ADBE

$DOC

$ARE

$MSFT

$NU

$VICI

$AVB

$IB01.L

I have cash ready and I'm eyeing $DNP.WA if it drops further.

$CELH revenue growth of 138%📈

•Celsius Holding exceeds expectations for both revenue and profits (EPS growth of 120%)

•The only downside is the weak growth of the core Celsius brand, which grew year-on-year by only 6%; the rest of the growth is driven by the Alani Nu brand

Does anyone hold this stock?

Shares of $INTC have risen by more than 180% just this year and are up over 450% since last year, which is crazy. I don't think any of us expected such a turnaround in $INTC stock. Personally, that rise seems exaggerated to me and I don't know what the company's valuation is based on to be so high. Such growth would make much more sense to me for $AMD or $NVDA, but not for $INT...
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Hi everyone. What about Samsung, AMD, Google and the others? Are you selling? I'm starting to have over 46% in tech and chips. :-)

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...
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