Bill Combs

The negative news on Novo Nordisk keeps coming and the stock fell another 4% yesterday. So far I am in the red, but I still believe in the company and hope that the trend will turn around.

Do you think $NVO will turn around and start growing again this year?

Shares of $AMD have been rising solidly lately, and were up over 6% yesterday. The company's chips are getting better, already outperforming $NVDA in some respects , and major growth is yet to come. I've been buying below $100 myself and am curious to see where the price will go by the end of the year.

Do you think $AMD could grow to $200 this year?

Tesla launched its robotaxi in Austin on Sunday and already the first problems are appearing. According to available videos, the car reportedly drove into the wrong lane and exceeded the speed limit. I'm happy for Tesla and hold the stock in my portfolio, but this is likely to be a much discussed topic and the stock may be volatile in the near term.

What do you guys think? Do...
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The US engaged in an Israeli attack on Iran over the weekend, which is likely to lead to today's stock plunge. Just to be safe, I already loaded cash into my account yesterday and if any stocks drop significantly today, I will be overbought.

What do you think of the US attack on Iran? Are you going to overbought today?

Luxury sector stocks aren't doing well right now and $MC.PA is the lowest it's been since 2020. Even $RMS.PA is cheaper, so I'm wondering if I should buy a bit.

Which luxury sector stocks do you have in your portfolio?

I mentioned here recently that I would never buy $BAstock . However, I find Airbus much more interesting and think it is in a better position. Moreover, the company has recently won orders worth over €21 billion and the long-term performance of the stock looks solid.

Does anyone have $AIR.PAstock in their portfolio? Does Airbus look better to you than Boeing?

Yesterday I came across $RGCstock , which has been rising extremely lately and is already up 48,000% this year, which is insane. I don't have any of these stocks in my portfolio, but as a total speculation with a small amount it could be interesting.

Do you have any similar stocks in your portfolio that are purely speculative?

Shares of $COIN soared more than 15% yesterday as the company applied to the SEC for permission to offer tokenized stock trading. I held the stock in my portfolio for a time, but then sold it at a profit and moved the money into a bitcoin ETF.

Do you have shares of $COIN in your portfolio?

Does anyone have telecom stocks in their portfolio? If so, why?

I'm familiar with stocks like $VZ, $T, and $TMUS, but I don't think they are very interesting investments. The main growth has already passed these companies and apart from a decent dividend I find them uninteresting and often loss making.

Which company in your portfolio do you think has the biggest competitive advantage?

For me, it's definitely $ASML, because it basically has a monopoly and the world couldn't function without it. I would choose $PLTR as my second firm because it has a strong position and a very good name with the US government.

BYD last month significantly cut the prices of its cars, sparking a price war in China. The company has faced criticism from regulators, which may pose a problem. Still, I think it was a great move and BYD is starting to get ahead of Tesla. If the stock continues to fall, I'll definitely buy in.

What do you think of the $BY6.Fstrategy ?

Shares of $BA plunged 8% last week due to the tragic crash of a Boeing plane in India. But they are up more than 16% since the beginning of the year, so the company seems to be doing well overall. I won't be buying this stock, but it looks like Boeing is off to a good start.

Do you have $BAstock in your portfolio? Are you investing in the sector?

Do you have any interesting stocks on your watchlist right now?

I haven't been buying much lately, but I'm looking at $TTDagain and may overbuy $BY6.F.

AMD yesterday unveiled its line of chips that could be competitive with Nvidia's new Blackwell chips. For me, this is great news and it's clear that AMD is gradually catching up with Nvidia. I've been buying$AMDstock under $100 so I'm happy so far, but I think the main upside is yet to come.

What do you guys think? Do you have $AMDstock in your portfolio?

Elon Musk said yesterday that he regrets some of his posts about Donald Trump. Shares of $TSLA fell 14% last Thursday, but have since erased the loss. So it looks like things have calmed down and the feud may be over.

What do you think? Do you think it's definitely over?