Jessie Ramsdale

Nucor (NUE): Iron certainty in steel despite 50% tariffs - outlook rises, shares strengthen

🧾 Summary of key news:

📈 What's driving Nucor's growth despite tariffs?

1. Domestic demand remains strong - steelmakers like Nucor $NUE benefit from weakening imports
2. Ability to pass on higher costs to customers
3. Improvement across segments - most notably:
4. • Steel mills (higher selling prices)
   • Steel...
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AST Spacemobile - Startup that wants to connect your smartphone directly to a satellite.

It sounds like science fiction, but Texas startup AST SpaceMobile $ASTS is close to turning that vision into reality. The company is developing technology that will allow ordinary smartphones to connect directly to satellites - without the need for special hardware or antennas.

And investors...
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Analyst Erik Woodring called Seagate stock "too attractive to ignore" - despite the company often being overlooked in the context of fast-growing technology titles (AI, cloud, cybersecurity). Reasons:

• Valuation: shares of $STX trade at just 7.5 times forward EPS, which is low even in the context of value tech companies
• Demand for storage will grow with the rise of AI, edge...
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Hello investors :-) Do you have any dividend stocks in your portfolio that have really monstrous divi payouts? I mean like $ZIM, $ORC, $ARR and the like.

RUBRI: YOUNG COMPANY IN CYBERSECURITY

• ARR over USD 1 billion (as of 31 Jan), +39% YoY
• IPO 13 months ago, but already showing signs of stability and growth
• Positive free cash flow, a very important signal in the cloud software segment (especially compared to companies still burning cash)

The $RBRKrubric doesn't try to prevent attacks, but provides solutions for data and...
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DigitalOcean - Undervalued stock?

Key points:

• Focus: Cloud services for small and medium businesses (SMBs), not for corporate clients like AWS or Azure.
• AI expansion: AI revenue up 160% YoY, company launched GenAI platform with LLM support (OpenAI, Meta, Anthropic).
• Q1 2025 results: Revenue +14% YoY ($210.7m), net income +171% ($38.2m), operating expenses down 6%.
• Valuation:$DOCN st...
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Kroger: Defensive leader with growth potential

Kroger $KR one of the largest retail chains in the US, is becoming an attractive option for defensive investors thanks to its stable business model and earnings growth. Despite higher EBITDA volatility (32%), it provides predictable earnings through sales of food and drug products - a sector that is less sensitive to economic cycles...
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Arms stocks break records: an opportunity for investors?

Defence sector growth in Europe has reached new highs thanks to increased defence spending and the drive for strategic independence from the US. The STOXX Europe Aerospace & Defense Index rose 9% over the week, with Hensoldt (+22%), Leonardo (+16%) and Dassault Aviation (+15%) posting the strongest gains.

However, the...
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The company $KARIN.PR has published preliminary results for the year 2024, which was the most successful period in the history of the KARO Group. Operating EBITDA increased 170% year-on-year to CZK 96 million and the Group expects further dynamic growth.

Amgen (AMGN): a hidden player in the GLP-1 sector with great potential

The GLP-1 weight loss drugs market is one of the fastest growing segments of the healthcare industry and could reach a value of $200 billion by 2031. So far, Eli Lilly (LLY) and Novo Nordisk (NVO) dominate the market, but their shares are trading at extremely high earnings multiples. Amgen $AMGN may become a...
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Kering and Gucci: Stabilization after a difficult period?

French luxury group Kering $KER.PAwhose flagship brand is Gucci, has faced a challenging period in recent years. Weakened demand for luxury goods, particularly in China, and the unconvincing direction of the Gucci brand have led to a 38% decline in the stock over the past 12 months. Yet recent results and strategic moves...
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XPO: The road to the top of the transport sector

Company $XPOthe third-largest less-than-truckload (LTL) provider in the U.S., has become one of the most important players in the logistics sector through strategic changes and a focus on efficiency. While the transportation sector is facing declining volumes, XPO is demonstrating resilience and the ability to grow, making it an...
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Altria Group: the S&P 500 dividend leader with a yield of almost 8%

Altria Group $MO has become the most attractive dividend stock in the S&P 500 index, thanks to a yield of nearly 8%. This status was reinforced by pharmaceutical giant Walgreens Boots Alliance's decision to suspend dividend payments, which shifted investor attention to Altria and other stable dividend payers.

Ke...
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Oddity Tech Ltd. (ODD): growth potential in online cosmetics

Shares of Oddity Tech Ltd. $ODD are currently trading around $47.73 and analysts see a target price of $52, representing nearly 12% upside potential. The company is benefiting from the trend of the cosmetics market shifting to the Internet, where there is only 20% penetration so far, opening up room for further...
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DeepSeek and its impact on markets and the technology sector

Chinese startup DeepSeek is fundamentally changing the dynamics of the global technology sector. Its new artificial intelligence (AI) model, which is more efficient and less costly, is disrupting the dominant approaches of Silicon Valley. This development has caused futures on US technology indices to fall, while...
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