Do you have a stock that makes up more than 10% of your portfolio?
For me it's $ASML+5.1% and then around 8-9% is $GOOG+1.5% and $MC.PA+3.0%.
Do you have a stock that makes up more than 10% of your portfolio?
For me it's $ASML+5.1% and then around 8-9% is $GOOG+1.5% and $MC.PA+3.0%.
💡 Himax and NVIDIA: Collaborating for the future of AI Vision 🚀
Taiwan-based Himax Technologies $HIMX, is a leading supplier of semiconductor products focused on the automotive industry. The company announced the integration of its innovative WiseEye Ultralow Power AI Sensing solution with NVIDIA's $NVDA+4.0% TAO platform . This collaboration brings powerful AIto low-power...
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I'm just under the impression that I've heard of this company before, but I hardly know it at all🤣. Thanks for the article👍
Workday: strong market position and financial performance
Company Overview:
$WDAY-0.4%, a leader in human capital management (HCM) and cloud-based enterprise resource planning (ERP) software, has more than 20% market share in HCM. It is among the leading providers such as ADP and Oracle, and has been recognized by Gartner as a leader in cloud ERP for eight consecutive years. Its...
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Do you have shares of $KOMB.PR+0.7%in your portfolio ?
I bought in last year and was still buying in last month. I'm currently +12% on this position and still getting a decent dividend, which makes me happy.
You would look for European stocks in my portfolio. This is also true for banks. I only have $JPM+1.4%.
Dell and Super Micro shares on the rise thanks to collaboration with Elon Musk and xAI!
Shares of Dell $DELL and Super Micro Computer $SMCI+0.1% rose sharply in early trading on Thursday after xAI founder Elon Musk announced that the companies would supply hardware for his artificial intelligence supercomputer startup.
Well, it looks like Dell is going to do well. The company is definitely doing much better than $HPQ+0.8%.
Phillips 66: Attractive dividends
Company Overview:
Phillips 66 $PSX+1.7% is an integrated energy company that engages in refining, midstream, chemical and marketing activities. This diversification helps reduce earnings volatility, improve margins, and provide new growth opportunities.
Growing dividend and payouts to shareholders:
Sounds like a quality company. As for defensive and dividend stocks, I currently have as many of those in my portfolio as I want. In the event that I sell a dividend stock and there is room in the portfolio, this would definitely be an option.
Solar industry companies ☀️
I've noticed this topic is getting quite a bit of press and quite a few of us have invested in this industry. And since I felt like talking to AI today as well, I thought I'd share what a nice summary she wrote here.
...It ro an interesting company and I read about it here quite often ( often from you😁) but I still haven't looked at it much, but I kind of suspect it won't find a place in my portfolio.
📈✨ Micron Technology hits the highlights, before the results are announced!
Micron Technology $MU, a leading player in the memory chip market, is preparing to release its Q3 earnings results on Wednesday , June26. The company has announced that it expects a return to positive free cash flow (FCF), which could significantly boost stock market activity.
I don't think I have any lesser-known ones. For me it's $GOOGL+1.5% and $AAPL+3.7%.
What do you think is a fair price for $ARM+1.6%stock ?
I've seen that the company has been doing very well lately and $ARM+1.6%stock has been growing very solidly this year.
The company is really doing well, and not just on the stock market itself, but since the IPO I have a feeling that something is wrong with the price😅
Chewy (CHWY): growth potential and loyal customers
Company Overview:
$CHWY+0.6%, a popular e-commerce store for pets, offers a wide range of products, from pet food and toys to health insurance and prescription drugs. The company has built a strong customer base thanks to its loyal fans who return repeatedly and spend more.
Autoship as a growth engine:
- Autoship, an automatic...
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It's an interesting business/focus, but it's not a stock I'd want in my portfolio.
Google got there, otherwise I have it close with Apple and $MSFT+1.8%