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NU reported great results that confirm to me that fintech is a great business and I want to keep holding the stock. Unfortunately the stock didn’t respond by rising and in after-hours trading it dropped by 3%. I’ll add a little more, but my position is already large enough and now I want to buy more $SOFI.

Will you be adding $NU as well, or do you think the stock is expensive?
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I'll definitely buy $NU. A small pullback never hurts. I see its potential — I think it still has a lot to show us, and the gains will come.
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Sell or hold $AMZN? 📈

I’m currently thinking about what to do next with my position in $AMZN.

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I'm not sure which metrics you're using to evaluate valuation, but for this company I prefer P/OCF, and it doesn't look expensive to me on that metric. The 10‑year median is roughly 25; currently it's about 20. Amazon is again in a phase of massive investments, from which profits will be harvested over the next few years. It's estimated that OCF could grow from about 180bn to around 285bn within roughly three years. I don't know many companies like that, so for now I don't have a reason to sell.
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Cisco reported excellent results yesterday and announced a very strong outlook for the future. It also raised its full-year AI orders outlook from $5 billion to $9 billion. The stock reacted to these results and the positive outlook in after-hours trading with a 20% rise, which is very respectable. I don't own the shares myself, but I think Cisco is a quality company and I was...
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I had..... I made some profit on it and sold the position. Now I’ll probably do a little swing trade after those results :)
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According to Bloomberg, Anthropic is testing how far AI valuations can go — pushing the entire AI trade into a new, quite extreme phase. The company aims to raise at least $30 billion at a potential valuation above $900 billion, and is also considering an IPO as soon as this fall; the fresh capital is intended to cover the brutal compute demands and further scaling of Claude....
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There seem to be a lot of IPOs coming, and I think attention and demand will shift significantly if Anthropic, SpaceX and other companies go public.
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