I would like to ask if you invest in India, whether through an ETF $INDY or by stock picking. It's at least interesting to consider if we're thinking about the future and not focusing only on China. So far my personal view is a bit skeptical, which is why I'm asking you.
Do you invest in India? Are you considering it, or are you not... Read more
Good evening investors, I’d like to ask what you think about the recent investment by $ASML in Mistral AI, where after investing €1.3 billion it became the largest shareholder with an 11% stake? And what impact do you think this will have on the company?
Although CEO $ASML Christophe Fouquet emphasized that the main purpose is to use AI within the company itself and that they... Read more
What do you think about European banks? Do you have any in your portfolio?
European banks continue to show strong fundamentals, although investor views on this sector remain divided, according to Barclays. The bank noted that "the earnings outlook remains broadly strong, driven primarily by revenues," and it is particularly optimistic about British, French, and German banks.
I still see $NU and $ASML$TTD, $NVO.... Do you have any stocks you consider an "underdog" among those mentioned? If so, please tell me why you think that so I have something to read. Thanks :)
I still see $NU and $ASML$TTD, $NVO.... Do you have any stocks you consider an "underdog" among those mentioned? If so, please tell me why you think so — I'd love something to read. Thanks :)
S&P 500 is at its all-time highs and there haven't been many opportunities lately. I'm trying to be cautious, but I bought a lot of $TTD after the drop and recently opened a position in $NU, which I plan to increase gradually.
I've been buying it since the end of 2023. This year I took some profits, but I still hold more than half of the position... my average buy price is around $5, and I might buy there, depending on the success or failure of their batteries...
$AMD and $NVDA are, together with a weaker dollar, reaching interesting levels for us. Are you considering buying? If so, at what price levels are you waiting? Which company do you prefer?
I sold both AMD and NVIDIA (168). I took decent profits, and if I buy again I’d probably only pick one company — I’ll see what the dip does and whether it even falls lower, maybe around $135 for AMD and $145 for NVIDIA 🍀
⚙️Marvell: record growth driven by AI chips, but a weaker outlook sent the stock lower! The custom chip maker Marvell Technology $MRVL released results for fiscal Q2 2026 that were in line with market expectations and confirmed a sharp rise in demand for AI chips. Still, markets were disappointed by the cautious outlook for the current quarter and the lack of details about new... Read more
$GOOG is one of my largest positions and, in my opinion, one of the best companies. The results came out very well, but the market reaction was only mild. The stock has great potential, but its growth is being held back by investors' concerns about legal disputes and a possible breakup, so we'll see how it plays out.
I also believe in them and I’m not afraid to keep investing in them during any dip. We’ll see how the lawsuits over a potential breakup play out, but I think the company will weather even a negative outcome. When is the next date for that, actually? 😊
How have you handled or are you handling a position in $NIO? 🤔 The stock price has hardly changed over the past year — we're still in that $5 range, while year-on-year deliveries are generally increasing, but issues like profitability, future financing and tariffs still hang over us.
I need to check their latest numbers and make a decision. I’ve been holding them for a while, but like you said, the stock isn’t going anywhere — it’s just stuck at the same level and the company is burning a ton of cash, and the results so far haven’t been anything to write home about.
I’m seriously considering selling my current average price of $4.74 and then buying lower, because I just think it’ll slide down again and if it doesn’t, I’ll survive without that stock :)
I'm still wondering whether to focus in the defense industry on larger companies like $LMT and $RHM.DE, or look for more growth-oriented stocks, such as $AVAV. I prefer smaller companies, but the problem is they tend to be much pricier than the big ones.
What do you think makes more sense? Invest in $LMT or in $AVAV?
Berkshire Hathaway bought 5 million shares of UnitedHealth Group, which pushed the stock price about 12% higher in aftermarket trading. I think the previous drop was exaggerated and the shares are cheap now, so I’m not surprised it caught Buffett’s attention.
What do you think about this news? Do you have $UNH in your portfolio?
📉 Coherent: Strong results but uncertain outlook sends stocks down! Coherent $COHR delivered very solid numbers for the fourth quarter, earnings per share came in at $1.00, beating estimates ($0.92), and sales were up year-over-year by 16 % to $1.53 billion, also above estimates. Still, the stock is down more than 23 %as the outlook for the first quarter fell short of... Read more
Investing in India?
Hello fellow investors,
I would like to ask if you invest in India, whether through an ETF $INDY or by stock picking. It's at least interesting to consider if we're thinking about the future and not focusing only on China. So far my personal view is a bit skeptical, which is why I'm asking you.
Do you invest in India? Are you considering it, or are you not...
Read more
Zobrazit další komentáře
I've looked into it and it's an interesting market, but I'm not investing in it yet. If I were to invest, I'd only buy an ETF.
VICI Properties | Q2 2025: AFFO growth, new projects and increased full-year outlook
Good evening investors,
I’d like to ask what you think about the recent investment by $ASML in Mistral AI, where after investing €1.3 billion it became the largest shareholder with an 11% stake? And what impact do you think this will have on the company?
Although CEO $ASML Christophe Fouquet emphasized that the main purpose is to use AI within the company itself and that they...
Read more
What do you think about European banks? Do you have any in your portfolio?
European banks continue to show strong fundamentals, although investor views on this sector remain divided, according to Barclays. The bank noted that "the earnings outlook remains broadly strong, driven primarily by revenues," and it is particularly optimistic about British, French, and German banks.
Zobrazit další komentáře
I have KB, Moneta, and HSBC, but right now they don’t seem interesting price-wise. Otherwise I don’t really follow them....
Where do you see opportunities to buy right now?
Hi,
I still see $NU and $ASML $TTD, $NVO.... Do you have any stocks you consider an "underdog" among those mentioned? If so, please tell me why you think that so I have something to read. Thanks :)
Zobrazit další komentáře
$PDD is a great opportunity at around $120
Where do you see buying opportunities right now?
Hi,
I still see $NU and $ASML $TTD, $NVO.... Do you have any stocks you consider an "underdog" among those mentioned? If so, please tell me why you think so — I'd love something to read. Thanks :)
Zobrazit další komentáře
I added 1x $NVO and hesitated when $TTD was at 50.60, but if it turns down again toward 50 I'll definitely add more.
S&P 500 is at its all-time highs and there haven't been many opportunities lately. I'm trying to be cautious, but I bought a lot of $TTD after the drop and recently opened a position in $NU, which I plan to increase gradually.
What stocks have you been buying recently?
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$TTD is interesting and I'll probably open a position as well. I was also intrigued by $APP, but it's already too expensive.
Revolution in electromobility.
...Read more
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I've been buying it since the end of 2023. This year I took some profits, but I still hold more than half of the position... my average buy price is around $5, and I might buy there, depending on the success or failure of their batteries...
$AMD and $NVDA are, together with a weaker dollar, reaching interesting levels for us. Are you considering buying? If so, at what price levels are you waiting? Which company do you prefer?
Have a nice weekend.
Zobrazit další komentáře
I sold both AMD and NVIDIA (168). I took decent profits, and if I buy again I’d probably only pick one company — I’ll see what the dip does and whether it even falls lower, maybe around $135 for AMD and $145 for NVIDIA 🍀
What exactly do you focus on when selecting individual ETFs? 🤔
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I'm usually very concerned about fees, and the most important thing for me is probably the company that issued or manages the ETF.
⚙️Marvell: record growth driven by AI chips, but a weaker outlook sent the stock lower!
The custom chip maker Marvell Technology $MRVL released results for fiscal Q2 2026 that were in line with market expectations and confirmed a sharp rise in demand for AI chips. Still, markets were disappointed by the cautious outlook for the current quarter and the lack of details about new...
Read more
Zobrazit další komentáře
I bought more at 64-65 and I'll probably continue on Tuesday.
What is your current view on $GOOG?
$GOOG is one of my largest positions and, in my opinion, one of the best companies. The results came out very well, but the market reaction was only mild. The stock has great potential, but its growth is being held back by investors' concerns about legal disputes and a possible breakup, so we'll see how it plays out.
Zobrazit další komentáře
I also believe in them and I’m not afraid to keep investing in them during any dip. We’ll see how the lawsuits over a potential breakup play out, but I think the company will weather even a negative outcome. When is the next date for that, actually? 😊
Are you buying like W. Buffett $UNH? The stock price may already seem quite high, but it's still down 40% YTD, so still at a big discount.
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That discount is clearly large, and if sentiment turns, probably all stocks in this sector will rise.
How have you handled or are you handling a position in $NIO? 🤔 The stock price has hardly changed over the past year — we're still in that $5 range, while year-on-year deliveries are generally increasing, but issues like profitability, future financing and tariffs still hang over us.
Zobrazit další komentáře
I need to check their latest numbers and make a decision. I’ve been holding them for a while, but like you said, the stock isn’t going anywhere — it’s just stuck at the same level and the company is burning a ton of cash, and the results so far haven’t been anything to write home about.
I’m seriously considering selling my current average price of $4.74 and then buying lower, because I just think it’ll slide down again and if it doesn’t, I’ll survive without that stock :)
I'm still wondering whether to focus in the defense industry on larger companies like $LMT and $RHM.DE, or look for more growth-oriented stocks, such as $AVAV. I prefer smaller companies, but the problem is they tend to be much pricier than the big ones.
What do you think makes more sense? Invest in $LMT or in $AVAV?
...Read more
Zobrazit další komentáře
I have a position in $SAABY and I was afraid to open positions in the others, but I'm still watching and wondering if it's already too late.
Berkshire Hathaway bought 5 million shares of UnitedHealth Group, which pushed the stock price about 12% higher in aftermarket trading. I think the previous drop was exaggerated and the shares are cheap now, so I’m not surprised it caught Buffett’s attention.
What do you think about this news? Do you have $UNH in your portfolio?
Zobrazit další komentáře
It's a good catalyst for growth and the shares have probably already bounced off the bottom.
📉 Coherent: Strong results but uncertain outlook sends stocks down!
Coherent $COHR delivered very solid numbers for the fourth quarter, earnings per share came in at $1.00, beating estimates ($0.92), and sales were up year-over-year by 16 % to $1.53 billion, also above estimates. Still, the stock is down more than 23 %as the outlook for the first quarter fell short of...
Read more