- Tesla shares $TSLA are up nearly 25% for the week, approaching $290, even as the company's results and technology momentum lag.
- Reasons for the rise:
- Market psychology: Investors, especially retail investors, believe the stock around $220 was "cheap enough" even though the P/E ratio is extremely high (~156).
- Return of Musk: Ironically, the poor results are raising expectations...
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Alfred Gray
Bitcoin at 7-week high thanks to Trump's easing of tariff stance
- Bitcoin $BTCUSD gained 3.1% to $93,000, the highest since early March.
- Investors were reassured by Trump's announcement of easing trade tariffs against China.
- The fact that Trump backed off from pressuring Fed chief Powell also triggered a positive reaction.
- The improving macroeconomic climate is supporting the growth...
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I am quite happy that the development is now stable and the price is going up. We'll see if it holds.
Apple faces challenges with iPhone upgrades
-Lack of innovation: $AAPL is having trouble convincing consumers to upgrade iPhones because new innovations are not appearing.
- Delays in Siri updates: Siri updates with artificial intelligence features are delayed, reducing hopes for increased sales.
- Longer device life: The average age of iPhones has increased, suggesting slower...
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Unfortunately, this is all true, but I still hold the stock and I certainly won't be selling.
Archer Aviation and Palantir: A revolution in air transport?
Archer Aviation $ACHR has entered into a strategic partnership with Palantir Technologies $PLTR to use artificial intelligence to develop eVTOL aircraft (electric vertical take-off and landing).
What does the collaboration entail?
-$ACHR will gain access to Palantir's AI technologies to streamline production and air...
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The Palantir one will be interesting even without that, but it's definitely an interesting opportunity. Both $PLTR and $NVDA have fallen nicely now after that huge run up, and I'm starting to increase my position again.
Uber and its future in autonomous taxis and a super app
Uber $UBER has strong growth potential through its partnership with Waymo and the development of autonomous taxis, which could exceed a $2 trillion market within a decade.
Key growth drivers:
-Expansion into a super app - $UBER focuses not only on ridesharing but also on food delivery, travel booking and advertising business
-...
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Uber is a very interesting company that has a great business. The service works great and I believe it can be attractive now. I prefer to buy other stocks now and overbuy the big tech.
Airbnb grows thanks to positive analyst reviews
Airbnb shares $ABNB saw gains after a Jefferies analyst raised his recommendation to "Buy" and set a $185 price target.
Reasons for optimism:
- Strong booking growth and new products boost investor confidence
-Expansion beyond traditional lodging - $ABNB is betting on travel experiences and sponsored offerings as additional revenue...
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Tesla faces longest losing streak in 15 years
Shares $TSLA have fallen for seven straight weeks, the longest decline since it went public.
Key reasons for the drop:
-Bank of America and Goldman Sachs cut target prices on $TSLAstock due to falling sales and market uncertainty
- Musk's political involvement and controversial statements negatively impact investor sentiment in the US...
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I remain optimistic. I believe in Tesla and the stock should rise over the long term, so I'm buying.
Impact of the proposed US tariffs on the PC supply chain
According to analysts at Bank of America, the planned tariffs (10-25%) on PC and component imports may bring:
- Price increases for consumers and businesses
- Supply chain instability as manufacturers will seek alternative markets
- Long-term changes in production, possible relocation of production to other countries
The...
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Bitcoin drops below $90,000 to a three-month low
-Current price: Bitcoin $BTCUSD fell below 90 000 USD (approx. 2.1 million CZK).
- The main reasons for the drop:
- Nervousness in the financial markets
- Theft of cryptocurrencies from exchanges Bybitwhich increased investor concerns
What about you and BTC $BTCUSD investors?
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It can't grow all the time and it's a good thing that some correction came in the end. At least I bought in.
Netflix invests $1 billion in Mexican production
- Investment plan: Netflix $NFLX will invest $1 billion in Mexico over the next four years.
- Target: Produce 20 movies and series a year in Mexico.
-Statement by Ted Sarandos: The CEO of $NFLX announced theinvestment at a press conference by President Claudia Sheinbaum.
- Economic Impact: The investment will support jobs in...
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Great news. It shows that the company knows what it is doing and is still thriving.
TRUMP AND HIS TARIFFS IMPACTING THE AUTO INDUSTRY
- Trump's tariffs on car imports may hit Volkswagen, Hyundai, Kia, BMW and Mercedes the hardest due to their high dependence on exports to the U.S.
- Ford and General Motors could face financial repercussions even though they produce most of their vehicles in North America
- Tesla will avoid tariffs because it manufactures all of its...
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I have $P911.DE in my portfolio and that may be a pretty big deal for them, but I'll still hold.
Walmart boosts market share on rising demand for savings
-Growth at the expense of competition:$WMT Walmart benefits from higher demand for affordable goods, weakening smaller players.
- Strong segments: Sales are boosted by food, healthcare and digital advertising, which offset weaker non-food sales.
- Threats to growth: High investor expectations, intensifying competition and...
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For me, it's one of the best companies right now. I would love to include $WMT in my portfolio, but the price is too high right now.
Shopify exceeded expectations, but outlook disappointed
-Strong results: Shopify $SHOP recorded $2.81 billion in revenue and total merchandise volume (GMV) reached $94.46 billion.
- Earnings per share: Results showed earnings of 44 cents per share, beating forecasts.
- Negative Outlook: However, the market was concerned about the weaker revenue outlook for the first quarter of...
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Very much a growth company, but as an investment it didn't interest me much.
Carnival achieves record sales and strong share growth
-Record revenue: Carnival $CCL recorded $25 billion in revenue in 2024, boosting the stock up 75%.
- Strong Demand: Cruises remain popular, with higher booking rates helping improve financial results and ship occupancy.
- New attractions: The Celebration Key project and positive tourism trends are opening up new growth...
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The stock has been rising pretty solidly lately, but I don't quite see why it would be an interesting investment here.
Meta Platforms: shares rise thanks to debate on open source models
-Slight stock gain: shares of Meta Platforms $META rose 0.6% in response to an analysis by Mark Kelley of Stifel.
- Open source models Llama: Kelley highlighted DeepSeek's use of Llama models, which pointed to possible violations of Meta's policies.
-MAU limit : Current $METApolicy allows free use of Llama models...
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The company can make good use of this. From what I've seen so far, the results have turned out well.
The $220 was great for overbought and establishing a position. Now I would expect growth thanks to Robotax.