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?
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
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.
Palantir: Increased target price thanks to AI strategy
-New target price: analyst Daniel Ives raised his $PLTRtarget price on Palantir shares to $90 due to strong growth potential in the AI space.
- Strong Earnings: Revenue from the U.S. commercial business is expected to exceed $1 billion due to the Artificial Intelligence Platform (AIP) strategy, representing a major shift in...
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I had a few shares, but I've already sold. The stock might still go up, but I didn't want to risk a correction afterwards.
MicroStrategy: Bitcoin gains and more optimism
- Significant Gain: MicroStrategy $MSTR added 6,120 BTC to its reserve holdings over the past week , a return of 1.36% of its total 45,000 BTC. At the current price of $105,000 per BTC, this is approximately $642.6 million.
- Statement by Michael SaylorMichael Saylor, Executive Chairman of the Company, described the earnings as...
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I don't have anything in this stock yet. If the price goes even lower, I would think about it. I don't like the fact that the company is losing money.
Starbucks introduces "Back to Starbucks" plan
- Process Reorganization: Starbucks $SBUX focuses on streamlining processes and improving operational efficiencies to restore the welcoming atmosphere that is iconic to the brand.
- Possible job cutsPlan includes Job cuts within the administration and other areas outside the cafes themselves to reduce costs and increase efficiency.
...
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For diversification it can be fine, but if I want to diversify my portfolio, I prefer to buy other stocks.
Volkswagen and Rivian strengthen strategic partnership
- Strengthening cooperation: Volkswagen $VWA.BR CEO Oliver Blume confirmed Volkswagen is considering expanding its cooperation with Rivian, including sharing modules and pooling purchasing volumes to increase efficiency and reduce costs.
- Rivian's shares are rising: Following the announcement, shares of Rivian $RIVN ro...
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I think the partnership is great and I think Rivian has a lot of potential. A lot of people in the US would rather buy a Rivian car than a Cybertruck.
Bitcoin is heading to break the 100 000 USD mark
- Strong price growth: bitcoin $BTCUSD has approached USD 100,000, supported by favorable macroeconomic factors such as a weakening dollar and an improving inflation environment.
- The impact of inflation: December data suggests falling inflation, reinforcing expectations that Fed to start cutting rates in the year 2025.
- Instit...
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I'm watching it too and the volatility is pretty high on BTC right now. Let's see when BTC looks above 100,000 again.
Nio (NIO) recorded significant growth in shipments in December
- Shipment growth: shipments of Nio $NIO electric vehicles rose 73% in December , signaling a strong finish to 2024 and giving investors reason for optimism.
- Onvo brand: $NIO's newer brand , Onvo, is expected to be a key driver of growth in 2025.
- Market challenges: Chinese price war in the electric vehicle...
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I only have $BABA stock from China so far, and that's good enough for me. Nio is also an interesting company, but I won't invest in it.
Disney and fuboTV partnership: combining Hulu + Live TV with new capabilities
- Expanded reachDescription : Partnership connects Hulu + Live TV s fuboTV, together reaching 6.2 million subscribers.
- Shares: Disney $DIS acquires a 70% ownership stake, while fuboTV $FUBO retains management control of day-to-day operations.
- Strategic advantagesA: Disney support increases credib...
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That's great for me. I have a few shares of $DIS and will continue to hold them.
Meta Platforms cancels fact-checking program in the US
- Change of approach: Meta Platforms $META (the parent company of Facebook, Instagram and Threads) is scrapping its fact-checking program in the US and introducing Community Notes, inspired by Elon Musk's Social Network X.
- Community Notes features: Users will be able to Report misleading posts and provide context.
- Reg...
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That model works well for Company X, so I believe it will work well here too. Plus Meta is now changing partly management and that's a cool move too.
I think it's a good opportunity to increase the position. I overbought yesterday and if it gets below 85,000 I will overbought even more.