Upstart (UPST): a revolution in AI-assisted lending, but at what cost?
Upstart $UPST4.8% experienced impressive growth in 2024 - revenue grew 56%, leading to 200% stock growth. Its AI enables more accurate credit scores, setting it apart from traditional banks. It is expected to turn a profit for the first time in 2025, but the question remains whether the current share price is... Read more
📉 Domino's shares fall after weak Q4 results! 🍕 Shares of Domino's Pizza $DPZ fell more than 6 %as the pizza chain reported worse-than-expected fourth-quarter results. While the company posted year-over-year sales growth of 2,9 % to $1.44billion, but analysts had expected a better performance. Same-store sales growth in the U.S. was only 0,4 % compared to the expected 1,72 %. ... Read more
I had the stock in my portfolio for a while, but then I sold it because of the litigation. The stock has gone up nicely since then, but I guess I'm glad I got rid of it.
📉 Hims & Hers shares fall by more than 20%! Shares of Hims & Hers Health $HIMS plummeted by more than 30 %, even though the company reported year-over-year revenue growth of 95 % to $481 million, beating Wall Street' s expectations . Important, however, were weaker gross margins and news that the company will likely discontinue sales of compounded semaglutide (a diabetes drug),... Read more
What do you think about the drop in $TSLA3.9%stock ? Are you overbought?
Lots of stocks are down this week and Tesla stock is down significantly. The stock is down 20% in the last month alone. I'm just waiting for the price to get below $300, and then I'll start overbought.
🧠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 $CMCSA2.1% 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 $CMCSA2.1% are trading at just eight times earnings, lower than... Read more
$BRK-B2.0% 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-B2.0%?
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-B2.0% 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 $UNH1.4% 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 %!
Upstart (UPST): a revolution in AI-assisted lending, but at what cost?
Upstart $UPST4.8% experienced impressive growth in 2024 - revenue grew 56%, leading to 200% stock growth. Its AI enables more accurate credit scores, setting it apart from traditional banks. It is expected to turn a profit for the first time in 2025, but the question remains whether the current share price is...
Read more
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I also have the aforementioned $SOFI6.2% in my portfolio, and I've been overbought now during the downturn.
📉 Domino's shares fall after weak Q4 results! 🍕
Shares of Domino's Pizza $DPZ fell more than 6 %as the pizza chain reported worse-than-expected fourth-quarter results. While the company posted year-over-year sales growth of 2,9 % to $1.44 billion, but analysts had expected a better performance. Same-store sales growth in the U.S. was only 0,4 % compared to the expected 1,72 %. ...
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Now$BRK-B2.0% has been buying $DPZ-0.7% and theoretically it could be a good opportunity, but I don't see much potential and room for upside.
3M $MMM2.9% announced it will return $10 billion to shareholders by 2027!
3M
MMMRead more
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I had the stock in my portfolio for a while, but then I sold it because of the litigation. The stock has gone up nicely since then, but I guess I'm glad I got rid of it.
Bitcoin drops below $90,000 to a three-month low
-Current price: Bitcoin $BTCUSD fell below 90 000 USD (approx. 2.1 million CZK).
- The main reasons for the drop:
- Nervousness in the financial markets
- Theft of cryptocurrencies from exchanges Bybitwhich increased investor concerns
What about you and BTC $BTCUSD investors?
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It can't grow all the time and it's a good thing that some correction came in the end. At least I bought in.
📉 Hims & Hers shares fall by more than 20%!
Shares of Hims & Hers Health $HIMS plummeted by more than 30 %, even though the company reported year-over-year revenue growth of 95 % to $481 million, beating Wall Street' s expectations . Important, however, were weaker gross margins and news that the company will likely discontinue sales of compounded semaglutide (a diabetes drug),...
Read more
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$HIMS5.1% was very overpriced for a long time, but now after the drop it's better and the price is starting to look quite interesting.
What do you think about the drop in $TSLA3.9%stock ? Are you overbought?
Lots of stocks are down this week and Tesla stock is down significantly. The stock is down 20% in the last month alone. I'm just waiting for the price to get below $300, and then I'll start overbought.
Tesla
TSLAZobrazit další komentáře
$TSLA3.9% is too volatile of a stock for me and is an unnecessary risk.
🧠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
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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 $CMCSA2.1% 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 $CMCSA2.1% are trading at just eight times earnings, lower than...
Read more
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I'd rather invest in $T1.9%, but I still don't find this sector very interesting and don't invest in these companies.
$BRK-B2.0% 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-B2.0%?
Berkshire Hathaway
BRK-BZobrazit další komentáře
I don't invest in the SP500. I have individual stocks in my portfolio and $BRK-B2.0% 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-B2.0% 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 $NVDA5.3% results come out tomorrow and how other stocks react.
Shares of $UNH1.4% 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 $UNH1.4%stock 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 $NFLX3.1% 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 the3.1%investment 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
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The stock is cheap now, but the problem is that overall growth is slowing and the company is not coming up with anything new.