🧠Microsoft claims: Powerful quantum computers in a few years, not decades! 🚀
Microsoft $MSFT announced a breakthrough in quantum computer development last week that could yield practical applications in years, not decades. The main driver of this revolution is the new Majorana 1 chip , based on topological conductors, a unique material that enables more stable and powerful... Read more
Comcast: a cheap stock with steady flows, but before restructuring?
Comcast $CMCSA is one of the cheapest-valued stocks in the S&P 500, even though it generates steady cash flows. The main problem is stagnation in the broadband segment and growing pressure to break up the company.
1. Extremely low valuation
-Shares of $CMCSA are trading at just eight times earnings, lower than... Read more
$BRK-B reported very solid results today and the stock subsequently rose 4%. For example, operating profit for last quarter was up 71% (more in flash news). I regularly invest in the S&P 500, but this stock is also great for regular investing.
Would you rather invest in the S&P 500 or in $BRK-B?
Berkshire Hathaway reported very solid results today. For example, operating profit for last quarter was up 71% (see flash newsfor a nice summary of the results ). Shares of $BRK-B are up 4% today and are up 10% year-to-date... Read more
Apple has announced that it will spend and invest more than $500 billion in the US over the next four years! Enormous number 👌
You just don't see that. I especially see this as a giant leap of faith in the growth of the US economy as a whole. But at the moment with Apple, I'm interested to see how they deal with the market in China, where the company has lost ground, and... Read more
📅 This week's key events: Corporate results, macro data and tech dominance !📊
The new week brings earnings season in full swing, along with important economic indicators. Personally, I'll be focusing on the results Nvidia, Dell, HP a Salesforcewhile macro data like GDP per Q4 and data on PCE inflation will certainly be key to future market direction.
Shares of $UNH plunged 7% on Friday following news that the U.S. Department of Justice (DoJ) has opened an investigation into billing practices in recent months. Over the past month, the stock has more or less just been falling. I have a smaller position, but I won't be overbought.
📉 Block disappoints investors: earnings and revenue below estimates, shares fall! Block $SQ, faced a strong market reaction after its Q4 2024 results fell short of analysts' expectations. Revenue, earnings and growth in key segments all fell short of Wall Street forecasts , leading the stock to fall by more than 17 %!
⛏️ Rio Tinto: Profits steady despite iron ore slump, copper and lithium investments up!
Rio Tinto $RIO, one of the biggest mining giants, has kept profits at a similar level to 2023 even as iron ore prices fell by 11 %. This result underlines the diversification of the portfolio as higher profits from copper and aluminium helped offset losses from the core business.
Walmart reported strong results and the outlook is also positive, yet the stock is down 6%. I honestly can't decide if this is a good buying opportunity or if the stock is still expensive.
In your opinion, is this a good buying opportunity or is $WMTstock still expensive?
Hims & Hers Health: growth title in telemedicine with explosive revenue growth
Hims & Hers Health $HIMS is one of the fastest-growing stocks of 2024, with its expansion into the weight-loss injections (GLP-1) segment and aggressive marketing strategy driving its stock up 150%.
Today Alibaba reported results that were very good, and it is clear that the company is still doing well. Shares rose 14% after the results. I bought the stock at the beginning of the year and am currently over 50% in profit, which makes me quite happy.
🚗 Mercedes-Benz announces bad results: profit down, lower sales and pressure on electric cars!
Mercedes-Benz $MBG.DE announced results for 2024 that didn't please too much. Profit dropped by 28 % to 10.4 billion euros, mainly due to lower sales in the key markets of Germany and China. The carmaker is now trying to adapt to the new reality and plans to cut costs by 2027 by 10 %,... Read more
🧠Microsoft claims: Powerful quantum computers in a few years, not decades! 🚀
Microsoft $MSFT announced a breakthrough in quantum computer development last week that could yield practical applications in years, not decades. The main driver of this revolution is the new Majorana 1 chip , based on topological conductors, a unique material that enables more stable and powerful...
Read more
Zobrazit další komentáře
It's an interesting industry, but it's possible that those investments aren't paying off and Microsoft is just burning money unnecessarily.
Comcast: a cheap stock with steady flows, but before restructuring?
Comcast $CMCSA is one of the cheapest-valued stocks in the S&P 500, even though it generates steady cash flows. The main problem is stagnation in the broadband segment and growing pressure to break up the company.
1. Extremely low valuation
-Shares of $CMCSA are trading at just eight times earnings, lower than...
Read more
Zobrazit další komentáře
I'd rather invest in $T, but I still don't find this sector very interesting and don't invest in these companies.
$BRK-B reported very solid results today and the stock subsequently rose 4%. For example, operating profit for last quarter was up 71% (more in flash news). I regularly invest in the S&P 500, but this stock is also great for regular investing.
Would you rather invest in the S&P 500 or in $BRK-B?
Berkshire Hathaway
BRK-BZobrazit další komentáře
I don't invest in the SP500. I have individual stocks in my portfolio and $BRK-B is among them.
Berkshire Hathaway reported very solid results today. For example, operating profit for last quarter was up 71% (see flash newsfor a nice summary of the results ). Shares of $BRK-B are up 4% today and are up 10% year-to-date...
Read more
Apple has announced that it will spend and invest more than $500 billion in the US over the next four years! Enormous number 👌
You just don't see that. I especially see this as a giant leap of faith in the growth of the US economy as a whole. But at the moment with Apple, I'm interested to see how they deal with the market in China, where the company has lost ground, and...
Read more
Zobrazit další komentáře
Apple is not doing well right now and we'll see if such an investment pays off at all.
📅 This week's key events: Corporate results, macro data and tech dominance !📊
The new week brings earnings season in full swing, along with important economic indicators. Personally, I'll be focusing on the results Nvidia, Dell, HP a Salesforcewhile macro data like GDP per Q4 and data on PCE inflation will certainly be key to future market direction.
🍕Monday
Results before the...
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We'll see how the $NVDA results come out tomorrow and how other stocks react.
Shares of $UNH plunged 7% on Friday following news that the U.S. Department of Justice (DoJ) has opened an investigation into billing practices in recent months. Over the past month, the stock has more or less just been falling. I have a smaller position, but I won't be overbought.
Are you overbought $UNHstock after this drop?
UnitedHealth
UNHZobrazit další komentáře
The stock is already getting to a very interesting price. I overbought after the drop and will now hold the stock long term.
Netflix invests $1 billion in Mexican production
- Investment plan: Netflix $NFLX will invest $1 billion in Mexico over the next four years.
- Target: Produce 20 movies and series a year in Mexico.
-Statement by Ted Sarandos: The CEO of $NFLX announced theinvestment at a press conference by President Claudia Sheinbaum.
- Economic Impact: The investment will support jobs in...
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Great news. It shows that the company knows what it is doing and is still thriving.
📉 Block disappoints investors: earnings and revenue below estimates, shares fall!
Block $SQ, faced a strong market reaction after its Q4 2024 results fell short of analysts' expectations. Revenue, earnings and growth in key segments all fell short of Wall Street forecasts , leading the stock to fall by more than 17 %!
Block
SQRead more
Zobrazit další komentáře
The stock is cheap now, but the problem is that overall growth is slowing and the company is not coming up with anything new.
⛏️ Rio Tinto: Profits steady despite iron ore slump, copper and lithium investments up!
Rio Tinto $RIO, one of the biggest mining giants, has kept profits at a similar level to 2023 even as iron ore prices fell by 11 %. This result underlines the diversification of the portfolio as higher profits from copper and aluminium helped offset losses from the core business.
Rio Tinto
RIORead more
Zobrazit další komentáře
The performance doesn't look very high to me and I don't see that much potential in this company, so I'll look for another stock.
Walmart reported strong results and the outlook is also positive, yet the stock is down 6%. I honestly can't decide if this is a good buying opportunity or if the stock is still expensive.
In your opinion, is this a good buying opportunity or is $WMTstock still expensive?
Zobrazit další komentáře
The stock is still expensive, but I established a small position yesterday. In fact, $WMT stock doesn't fall this much very often.
Hims & Hers Health: growth title in telemedicine with explosive revenue growth
Hims & Hers Health $HIMS is one of the fastest-growing stocks of 2024, with its expansion into the weight-loss injections (GLP-1) segment and aggressive marketing strategy driving its stock up 150%.
1. Rocketing revenue growth
- Q1: +46% | Q2: +52% | Q3: +72%
- Expected growth for Q4: up to 90%
-Demand...
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- 25% is already a solid drop, but it may be a good time to buy.
Today Alibaba reported results that were very good, and it is clear that the company is still doing well. Shares rose 14% after the results. I bought the stock at the beginning of the year and am currently over 50% in profit, which makes me quite happy.
What do you think of $BABA'sresults ?
Zobrazit další komentáře
I don't invest in China. $BABA is growing solidly, but I just don't like the politics and their system.
🚗 Mercedes-Benz announces bad results: profit down, lower sales and pressure on electric cars!
Mercedes-Benz $MBG.DE announced results for 2024 that didn't please too much. Profit dropped by 28 % to 10.4 billion euros, mainly due to lower sales in the key markets of Germany and China. The carmaker is now trying to adapt to the new reality and plans to cut costs by 2027 by 10 %,...
Read more
Zobrazit další komentáře
Great company, however, I don't find European car companies interesting anymore, as they are really not doing well right now.
TRUMP AND HIS TARIFFS IMPACTING THE AUTO INDUSTRY
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I have $P911.DE in my portfolio and that may be a pretty big deal for them, but I'll still hold.