Broadcom reported great results yesterday. Revenues were up 20% year-on-year and other items also grew solidly. The stock has rallied recently and the current valuation is already quite high. I've had $AVGOstock in my portfolio for a few months now and I'm very happy so far.
Do you also have $AVGOstock in your portfolio?
LVMH has not been mentioned for a long time. The shares have fallen another 20% this year and the company is not doing well at all. I have an intermediate position and will hold, but I don't expect any extra performance and hope the company will recover over time.
What is your opinion on LVMH? Do you have shares of $MC.PA in your portfolio?
The company has enough problems and the performance is really lousy. From this sector I find interesting especially $RMS.PA.
CrowdStrike reported very solid results in my opinion and most key metrics grew solidly and exceeded expectations. Still, the stock was down 6% in the aftermarket due to a revenue outlook for the next quarter that was slightly below estimates. I have the stock in my portfolio and think it's a great business, but I won't be overbuying.
What do you think of the results? Anyone...
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The results have obviously turned out very well and the company will continue to thrive.
What do you think about REITs?
I had $O and $VICIin my portfolio last year and thought it was a great investment. However, towards the end of the year I sold all the REITs because they were underperforming and I wanted to move the money into more growth stocks. I think they are good dividend stocks for retirement though.
It may be fine for a stable portfolio, but I certainly won't be buying this stock.
Shares of $PLTR rose 7% on Friday after Ecuador announced its partnership with Palantir. The stock is already up more than 75% this year, a solid performance, and the positive trend is likely to continue. I've been buying around $100, and if the stock were to fall again, I would definitely overbuy.
At what price would you overbought$PLTR?
It's still terribly expensive and I think there are better opportunities on the market right now. For me it would be interesting up to around $80.
I'd probably go with BYD or $RIVN right now, too. Both car companies are doing great and still have huge potential.
Yesterday, a US federal court struck down most of the tariff measures imposed by Donald Trump. At the same time, a bill was introduced in Congress that would limit presidential powers to impose tariffs and would require congressional approval. I think this is great news and finally someone is going to rein Trump in a bit and not let him do whatever he wants. With this news, we...
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It looked promising for a while, but in the end he's doing whatever he wants. I sincerely hope he calms down.
Shares of $TSLA rose 6% yesterday, even though EV sales in Europe are still falling. There has been some positive news for Tesla recently, which may be the reason for the rise. However, I'm most looking forward to the robotaxi launch for now.
How do you see the current situation around Tesla?
For me, Tesla is still a big risk and I prefer to focus on European car companies.
Shares of $BY6.F fell about 8% yesterday in response to the announcement of widespread discounts on electric vehicles. However, this strikes me as positive news and I would have expected more upside. I bought BYD shares recently and will be overbought if their price continues to fall.
What do you think of the discounts? Do you have $BY6.Fstock in your portfolio?
Everything is different again. Trump announced a postponement of the 50% tariff on the EU until July and stocks reacted positively today. I'm honestly getting used to the chaos, but it scares me that it could continue like this for the rest of the year.
Are you still surprised or have you got used to it?
It doesn't surprise me anymore, but hopefully it was the last step. We'll see how it affects inflation, because it will make goods more expensive.
The situation around Apple is not ideal at the moment. On Friday, Trump threatened to impose a 25% tariff on all iPhones not made in the US. I recently soldmy entire position in $AAPL because I no longer find it interesting. Performance will probably be solid, but I don't expect any miracles.
What's your take on the current situation around Apple?
It's a great company, but they may have a lot of problems at the moment and Trump is not making it easy for them.
Trump announced a 50% tariff on all imports from the European Union, which could be a big problem and could hurt European companies a lot. Nevertheless, I hope that the situation will calm down. So I am not changing my opinion and I still hold $ASML and $NVOshares .
What about you? Will you continue to invest in European stocks despite the current situation?
Since everything is different, I'm fine with that and we'll see how Trump deals with them.
Did any of you invest in CoreWeave right after the IPO?
This company provides cloud infrastructure for artificial intelligence and has also received a significant investment from Nvidia, which holds approximately 7% of the company. Since the IPO, the stock is already up more than 150%.
I'm not interested in IPOs because it's too big a risk and I'd rather invest for the long term.
Honestly, I don't worry about it too much and I still have a long investment horizon, so I don't need to diversify.
Great, so you've got some nice growth on her. Congratulations. I've been recording some info on her a bit too lately and she looks good, but by not being in it so it's high for me right now, but if she looked again to a price of around $200 I'd buy 😊.