I see $MNST+1.3%stock is down more than 10% after the results. For me, the stock is currently getting to an interesting price.
Anyone buying in?
I see $MNST+1.3%stock is down more than 10% after the results. For me, the stock is currently getting to an interesting price.
Anyone buying in?
News from Apple WWDC 2024 and AI Initiative
Introducing Apple Intelligence:
- At the annual Worldwide Developers Conference (WWDC), $AAPL+0.5% unveiled its new artificial intelligence ecosystem called Apple Intelligence.
Hyperpersonalized Assistant:
$AAPL+0.5% aims to transform the iPhone into a hyper-personalized AI assistant reminiscent of Jarvis from Iron Man - a system...
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I, as a proud Apple sheep😂was pretty excited about all the announcements with Apple Intelligence. If they can launch it quickly, it will be great. at the moment, it looks like some of the major features that have been introduced won't come until the end of the year. I think the market reaction after WWDC spoke volumes. If any company has to create the most useful assistant on a phone, it's Apple because of its size and because of the integration.
💼 Rheinmetall: Defence giant on the rise amid global conflicts! 🚀
The German company Rheinmetall $RHM.DE+0.6%,a leading player in the defense industry, currently has record orders worth 48.6 billion euros, a clear indication of the growing demand for military equipment in the context of the conflicts in Ukraine and the Middle East.
The company produces a wide range of military...
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Yeah, great company. While its stock has really grown quite a bit over the past few years, it's one of the companies I could see continuing to grow even in this difficult market situation. Very good financials, growth and business. It's hard to find downsides here.
Flash news: Computer maker HP plans to shift more than half of its computer production out of China over concerns about geopolitical risks with Taiwan, Nikkei Asia reported.
How much are you willing to pay for $HPQ+1.1%stock ? Do you think this move will translate into earnings?
I was thinking about buying them before, but I don't want their stock in my portfolio at the moment.
THE TRADE DESK - DIGITAL ADVERTISING CAMPAIGNS AND BELOW-AVERAGE VALUATIONS
The Trade Desk $TTD+1.4% is steadily becoming a major player in digital advertising, thanks in large part to its advanced technology using artificial intelligence. While the company is not traditionally seen as an AI company, its recent moves in this direction, particularly the introduction of Kokai...
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It will be interesting to see the results today. They can move the price significantly and give further possible direction.
🚀📈 Interesting opportunity in cybersecurity: Fortinet shines in Q2! 🔒💼
Fortinet $FTNT is a global player in cybersecurity, known for its innovative and high-performance security solutions. The company offers a broad portfolio of products and services that include firewalls, antivirus protection, intrusion prevention systems and network security. With its focus on security...
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Now that's what I call awesome growth! It was one of the few companies to strengthen today, and not just a little. Maybe it got some space at CrowdStrike's expense.
Shopify reported earnings today and the stock shot up 20%. For me, an interesting stock maybe for some speculation, but not really as an investment.
What do you think of $SHOP+5.5%stock ?
Well, the results were, I would say, unexpectedly good. Good for shareholders. I followed the company about two years ago, but I didn't invest in it. Anyway, it's an interesting business.
I closed an open short on $TSLA+3.9% on Monday. Then on Tuesday I traded only the indices($QQQ+1.2% and $SPY+0.9% ) intraday. I am not holding anything at the moment and waiting, but I am watching the market intraday.
One more piece of good news from Disney $DIS+1.6%earnings - For the first time ever, Disney's combined streaming division of Disney+, Hulu, and ESPN+ have collectively turned a profit!
The results are fine. I am holding the stock and believe the stock will rise in the long run.
Super Micro Computer: Investment Analysis
Company OverviewSuper Micro Computer $SMCI-0.8% is a major player in the artificial intelligence (AI) and cloud computing industry. The company provides a wide range of server and storage solutions that are critical to modern data centers and computing infrastructures.
Strong Financial Results:- $SMCI-0.8% has shown strong financial...
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The stock, thanks to the fallout from the results, gets interesting. So even if the growth is slower than expected, it's a good company. I wouldn't be afraid to wait on a potential purchase just yet.
I mentionedAxon Enterprise $AXON+1.6% about a year ago in an article on Bulios, where I evaluated it as an interesting company with growth potential. Over the past year the stock is up +64% and after yesterday's results I see another four percent up there.
Shares of $MC.PA+0.1%are down significantly this year . Since the beginning of the year, the stock is down more than 13%. I've taken advantage of this drop and have been overbought.
Are you buying into $MC.PA+0.1%stock as well ?
The slump is very good for shopping. I have already established a base position and will be overbought.
📈 Caterpillar shares rise on positive results!🚜
Caterpillar $CAT is a global leader in construction and mining equipment, diesel and gas engines, industrial turbines and locomotives. With a broad portfolio of products and services, including advanced technologies to manage and optimize operations, Caterpillar continually innovates to improve efficiency and sustainability across...
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What do you think of Uber $UBER+1.8%? The results are quite positive, we are seeing growth in the main segments and also growth in the number of customers or people using Uber by almost 20 million.
Do you have Uber in your portfolio?
First Solar: Investment perspective and photovoltaics
First Solar $FSLR-1.7% is a leader in solar panel manufacturing and providing complete solutions for photovoltaic power plants. What sets it apart from the competition is its innovative cadmium telluride (CdTe) thin-film technology, which offers higher energy efficiency and lower manufacturing costs compared to traditional...
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I take this company as a pretty good competitor for the $ENPH-0.8% company I have in my portfolio. That's why I don't want to put another similar company in my portfolio. However, if I were to go back to my first purchase of $ENPH-0.8% I would hesitate whether to buy it or $FSLR-1.7%...their technology looks good. 😊
The drop came even after the company managed to achieve its highest earnings per share for the quarter. and matched the highest sales figure for the quarter. Investors were now expecting more from the markets, and in this earnings season, more than one stock got burned for the first time in a while. Well, for those of us who don't own this stock, it's an interesting opportunity. But at $40 it would be even better :)