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.
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.
📅 This week's key events! After a week's break, I'm back with a round-up of highlights for the week ahead. The results season is coming to the very end, so this week is weaker in terms of results. Still, we have some important macroeconomic signals and reverberations of geopolitical issues.
🟠 Monday Market reaction to Trump's tariffs.
ISM Manufacturing PMI - The data will give a... Read more
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.
💡 Marvell boosted by AI chips, sales beat estimates, outlook promises more! Marvell Technology $MRVLLconfirmed that it is one of the top manufacturers of advanced chips. These chips power the AI infrastructure in data centers and are pulling up the bottom line. The company beat expectations in the quarter and the outlook for the next period suggests continued growth.
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.
🖨️ HP under pressure of tariffs: Profit below estimates, outlook weak and shares plummet! HP Inc $HPQ is facing a challenging period, with second-quarter sales beating expectations but earnings falling short and the outlook disappointing the market. As a result, the stock plummeted by more than 15 %which the stock has erased to its current - 8 %. The main reason for this is the... Read more
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
IPO Circle: A key milestone for cryptocurrencies and Wall Street
Circle, issuer of the second largest stablecoin USDC, is preparing an IPO with a price of $24-26 per share and potential proceeds of up to $624 million. The IPO is backed by top banks including J.P. Morgan, Goldman Sachs and Citigroup, and symbolizes an ambition to connect the crypto world with traditional finance... Read more
🛡️ Okta delivered quality results, but the outlook was disappointing! Okta $OKTA, a digital identity and access rights management company, has posted solid results for the first fiscal quarter of 2026. It beat market expectations on both revenue and profit. However, the company did not change its outlook, despite the excellent numbers, citing ongoing macroeconomic uncertainty.... 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?
Cummins Inc.: A traditional engine maker with new energy - and strong growth potential
Goldman Sachs raised its recommendation to "buy" $CMI and the target price to $431, representing a potential upside of 36%. The reason? Strong performance from its Power Systems division, rising margins, broader demand for generators, and technological alignment with the future of the power... Read more
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?
Coupang: Amazon Korea with rising profits and global ambition
Coupang $CPNG, previously considered one of the failed IPOs of 2021, is now turning into a profitable e-commerce leader in Asia. Despite the stock still trading below its issue price, the company has seen a fundamental turnaround in fundamentals - growing, profiting and expanding.
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.
Are you still buying any big tech stocks?
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.
📅 This week's key events!
After a week's break, I'm back with a round-up of highlights for the week ahead. The results season is coming to the very end, so this week is weaker in terms of results. Still, we have some important macroeconomic signals and reverberations of geopolitical issues.
🟠 Monday
Market reaction to Trump's tariffs.
ISM Manufacturing PMI - The data will give a...
Read more
Zobrazit další komentáře
I'm sure the reaction to the tariffs will be interesting, and we'll see what Powell's speech will be.
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 $100, and if the stock were to fall again, I would definitely overbuy.
At what price would you overbought$PLTR?
Zobrazit další komentáře
It's still terribly expensive and I think there are better opportunities on the market right now. For me it would be interesting up to around $80.
💡 Marvell boosted by AI chips, sales beat estimates, outlook promises more!
Marvell Technology $MRVLLconfirmed that it is one of the top manufacturers of advanced chips. These chips power the AI infrastructure in data centers and are pulling up the bottom line. The company beat expectations in the quarter and the outlook for the next period suggests continued growth.
Read more
Zobrazit další komentáře
I only have $AVGO from this sector so far. It's a stable and quality business, so I don't have to worry about high volatility.
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.
Zobrazit další komentáře
I'd probably go with BYD or $RIVN right now, too. Both car companies are doing great and still have huge potential.
RUBRI: YOUNG COMPANY IN CYBERSECURITY
The $RBRKrubric doesn't try to prevent attacks, but provides solutions for data and...
Read more
Zobrazit další komentáře
It's interesting how it works, but I also have the $CRWD in my portfolio.
🖨️ HP under pressure of tariffs: Profit below estimates, outlook weak and shares plummet!
HP Inc $HPQ is facing a challenging period, with second-quarter sales beating expectations but earnings falling short and the outlook disappointing the market. As a result, the stock plummeted by more than 15 %which the stock has erased to its current - 8 %. The main reason for this is the...
Read more
Zobrazit další komentáře
The company is no longer interesting and I would rather buy $DELL.
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
Zobrazit další komentáře
But they have cancelled it again and everything is as before and the shares fell immediately.
IPO Circle: A key milestone for cryptocurrencies and Wall Street
Circle, issuer of the second largest stablecoin USDC, is preparing an IPO with a price of $24-26 per share and potential proceeds of up to $624 million. The IPO is backed by top banks including J.P. Morgan, Goldman Sachs and Citigroup, and symbolizes an ambition to connect the crypto world with traditional finance...
Read more
Zobrazit další komentáře
I don't usually invest in IPOs, but Coreweave was a good one.
🛡️ Okta delivered quality results, but the outlook was disappointing!
Okta $OKTA, a digital identity and access rights management company, has posted solid results for the first fiscal quarter of 2026. It beat market expectations on both revenue and profit. However, the company did not change its outlook, despite the excellent numbers, citing ongoing macroeconomic uncertainty....
Read more
Zobrazit další komentáře
It's a significant drop due to the weaker outlook, but it's important to understand the company's business and look at the competition.
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?
Zobrazit další komentáře
For me, Tesla is still a big risk and I prefer to focus on European car companies.
Cummins Inc.: A traditional engine maker with new energy - and strong growth potential
Goldman Sachs raised its recommendation to "buy" $CMI and the target price to $431, representing a potential upside of 36%. The reason? Strong performance from its Power Systems division, rising margins, broader demand for generators, and technological alignment with the future of the power...
Read more
Zobrazit další komentáře
The question is whether this company can grow nicely in the long run, and besides, the performance is also quite weak.
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?
Zobrazit další komentáře
I stay away from China and prefer to invest in the US or Europe.
Coupang: Amazon Korea with rising profits and global ambition
Coupang $CPNG, previously considered one of the failed IPOs of 2021, is now turning into a profitable e-commerce leader in Asia. Despite the stock still trading below its issue price, the company has seen a fundamental turnaround in fundamentals - growing, profiting and expanding.
Read more
Zobrazit další komentáře
I'd rather invest in that $AMZN. I recently raised a position and the prospects are great.