UBS believes the risk-reward profile for leading AI semiconductor stocks is improving, pointing to strong innovation, improved valuations and continued growth in demand for AI computing despite market volatility.
Do you think it is good news for the future of $INTC that TSMC and Broadcom are interested in certain divisions? 🤔 It's more of a question for those who continue to hold the stock. Is this company such a tragedy anymore?
Hi investors :-) Can I get some tips from you on stocks related to agriculture/fertilizer/agricultural equipment? I would like to include this sector in my portfolio but I have no insight into these companies at all. Thanks a lot and good luck!
TikTok in the US is saved, at least for the next 2.5 months. Do you think it will be taken over by someone or will one of the giants like Meta, Snap or Google take advantage of this window with a new and similar app?
How do you feel about the statements of the newly elected US President Donald Trump? Alternatively, what do you expect from him and are you wondering if this will have an impact on your portfolio?
Everyone has probably heard about the tariffs, then the statements about the Panama Canal, the desire to acquire Greenland, the proposal to merge the country with Canada, and last but... Read more
The idea is scary enough, but I don't think it would be that simple. However, this news didn't have a big impact on the markets and I don't think it will affect the stock much going forward.
Guys, what about that Target $TGT this week? I saw that it reported results, but the main driver to the downside (down 20%) was the weaker outlook for the Christmas season. I guess that's not that drastic right? Or was there something else negative said?
How much do you take into account the outlook of companies in your analysis? It's just that such $ASML is not looking bad at all right now price-wise and I came across its outlook this morning which looks pretty good.
I recently sold off my stake in $TR due to underperformance and the dividend wasn't that interesting to hold on to either. Still, I walk away with some +9%, which is the main thing. However, I have a spot in my portfolio right now for some dividend stocks. Can you post some of your divi portfolio stocks? Ideally the yield should be at least 4-5%.
An incredible performance by $TSM. Revenues in 2024 will reach $83 billion, up from $8 billion in 2004. But do you think the current pace is sustainable? For the next couple of years I guess it's clear, but what's next? Is anyone keeping TSM here for the long term?
Great company, so far I only have $ASML and $NVDA from this industry. TSM is pretty high right now and we'll mostly see how the US election goes as it may affect a lot of things too.
Hey! Hey! I would like to ask about your portfolio allocation in terms of how many positions you focus on dividend stocks and how many on growth stocks and possibly other assets?
I have it about 50/50, the one half which is dividend stocks makes up sort of the stable part of the portfolio, while in the other half I have some big tech, pharmaceutical companies and a few "play"... Read more
Hi investors, I would like to know your opinion. I'm sure you've all noticed how China has started pumping money into growth, easing rates, supporting companies, just to kick start growth again (they want to achieve 5% growth this year if I'm not mistaken).
Short term? Probably great if you hold Chinese stocks. But what about the long term implications? Does anyone here have an... Read more
Well, I thought about it before, but I decided that I just won't buy stocks from China. The only thing that would probably make sense to me is to position for some short period of time and sell at a nice profit.
What do you currently say about stocks from China? Are you buying?
Chinese stocks plunged today to their lowest level since January 2019, a grim reflection of how investors have lost faith in the country's earnings and economic recovery. The CSI 300 index closed with a 0.4% loss on Thursday, down around 14% from its May high.
It's been 15 years since Disney $DIS bought Marvel Studios for $4 billion. Since then, Disney has made more than $30 billion worldwide from Marvel movies. But what's next for the division? It seems to me that Marvel has begun to decline a bit. How do you feel about that?
Hello, investors. Do you think $NVDAwill look at a new ATHafter earnings ? 🤔
What do you guys expect from the results anyway? And do you think the main driver will be outperformance x disappointment in terms of forecasts or outlook for the rest of the year ?
I sold 3M last year because of the lawsuits and debt, but the stock has gone up a lot since then😂