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?
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... Read more
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.
I'm still buying $AMZN and $META, and last month I significantly increased my position in $GOOG. All of these stocks are still undervalued in my opinion, so it would be a shame not to buy them at a discount.
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.
If you had to pick one car company to invest in, which one would it be?
I might choose $TSLA, but I see it more as a technology company. For me, the best right now is $BY6.F. BYD is doing great right now, there is a huge demand and their cars are very cheap and affordable.
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... Read more
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?
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?
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?
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?
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%.
Does anyone have $BY6.Fstock in their portfolio ? If so, what broker do you buy them from?
I'd like to add BYD shares to my portfolio but XTB still hasn't added them so I'm looking for a broker to buy them from, ideally with other Chinese stocks.
The results have obviously turned out very well and the company will continue to thrive.