Alfred Gray

Philip Morris - shares on the rise thanks to move beyond conventional cigarettes

• Stock Growth: Philip Morris International $PM0.8% has gained +86% over the past 12 months, largely due to a strategic shift toward alternative nicotine products.
• Key growth drivers:
• • IQOS (heated tobacco) - growing rapidly in global markets.
  • Zyn (nicotine sachets) - becoming the market leader in oral...
    Read more

• Tesla shares $TSLA2.1% 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...
    Read more

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...
  Read more

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...
Read more

Archer Aviation and Palantir: A revolution in air transport?

Archer Aviation $ACHR9.0% has entered into a strategic partnership with Palantir Technologies $PLTR1.1% 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...
Read more

Uber and its future in autonomous taxis and a super app

Uber $UBER1.8% 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

-...
Read more

Airbnb grows thanks to positive analyst reviews

Airbnb shares $ABNB0.9% 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...
Read more

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...
Read more

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...
Read more

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...
Read more

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...
  Read more

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...
Read more

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...
Read more

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...
Read more