🗓️Týdenní an overview of key events in the markets!
This week will bring important macro data, key earnings reports and key comments on monetary policy. Also important will be an announcement from Donald Trump, US employment data and a speech from Fed Chair Powell.
Monday 🛠 ISM Manufacturing PMI - the state of industrial activity in the US
🚗 Results before the markets:Continental... Read more
This week is going to be quite interesting in terms of results, and we'll see if the correction in the stock continues. I will be most interested in the results of $TGT10.1%, $CRWD16.3% and $AVGO18.7%.
Which companies' results will you be interested in? Do you think the correction will continue?
📺 Warner Bros. Discovery expands. Warner Bros. Discovery $WBD continues to aggressively expand its streaming business, adding 6.4 million subscribers to its core MAX platform in the fourth quarter of 2024. This brings the total number of subscribers to 116.9 million, and the company expects to reach 150 million by the end of 2026.
How do you feel about the current valuation of $CRWD16.3%stock ?
CrowdStrike shares have depreciated approximately 15% since their ATH, but remain expensive for many investors. I was buying back in the summer during the big drop and am now overbought. The company still has a lot of potential and I don't think $CRWD16.3%stock is significantly overvalued right now.
🚀 Rolls-Royce at an all-time high: Strong results, dividend and record free cash flow! British aerospace and technology giant Rolls-Royce $RR.L6.3% has significantly exceeded market expectations for 2024 and reported exceptional profitability growth. The company benefited from strong demand in the aerospace sector, the successful implementation of strategic initiatives and... Read more
A great company that I used to have on my watchlist, but somehow I rejected it and I don't know why😂. I guess I'll have to take another look at $RR.L6.3%.
Investors, which automotive stocks do you have in your portfolio?
I've had $P911.DE5.7%stock in my portfolio for a while now and I'm at a big loss, but I'll hold. Currently $TSLA22.7% is already looking pretty interesting to me , so I'm slowly buying in, but I'll wait for better prices.
🌐Salesforce disappoints, weak earnings and outlook send stock down! Salesforce $CRM is a global leader in cloud-based customer relationship management (CRM ) solutions . Its platform enables companies to effectively manage sales, marketing, customer support and business process automation.
While the company beat earnings estimates in its most recent quarter, it fell short of... Read more
In addition to $NVDA18.5%, Snowflake reported results yesterday . The results beat expectations and $SNOW13.4% stock was up 9%, but it's not an interesting company to me. In the cloud services area, I have $AMZN12.0% and $GOOG9.9% in my portfolio because they look much better to me.
What stocks from this sector do you have in your portfolio?
Upstart (UPST): a revolution in AI-assisted lending, but at what cost?
Upstart $UPST20.2% 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 $TSLA22.7%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.
🗓️Týdenní an overview of key events in the markets!
This week will bring important macro data, key earnings reports and key comments on monetary policy. Also important will be an announcement from Donald Trump, US employment data and a speech from Fed Chair Powell.
Monday
🛠 ISM Manufacturing PMI - the state of industrial activity in the US
🚗 Results before the markets: Continental ...
Read more
Zobrazit další komentáře
Powell's speech on Friday will probably be interesting, but the $CRWD16.3% and $AVGO18.7% results will also be important.
Impact of the proposed US tariffs on the PC supply chain
According to analysts at Bank of America, the planned tariffs (10-25%) on PC and component imports may bring:
- Price increases for consumers and businesses
- Supply chain instability as manufacturers will seek alternative markets
- Long-term changes in production, possible relocation of production to other countries
The...
Read more
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In the end, these companies should not be affected so much.
This week is going to be quite interesting in terms of results, and we'll see if the correction in the stock continues. I will be most interested in the results of $TGT10.1%, $CRWD16.3% and $AVGO18.7%.
Which companies' results will you be interested in? Do you think the correction will continue?
Zobrazit další komentáře
The most interesting results will be $AVGO18.7%, $COST6.2% and $TGT10.1%. As for the correction, it could continue for some time.
📺 Warner Bros. Discovery expands.
Warner Bros. Discovery $WBD continues to aggressively expand its streaming business, adding 6.4 million subscribers to its core MAX platform in the fourth quarter of 2024. This brings the total number of subscribers to 116.9 million, and the company expects to reach 150 million by the end of 2026.
Warner Bros. Discovery, Inc.
WBDRead more
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I had the stock in my portfolio for a while, but it seems to me that the business hasn't changed much since then and the stock is stagnant.
How do you feel about the current valuation of $CRWD16.3%stock ?
CrowdStrike shares have depreciated approximately 15% since their ATH, but remain expensive for many investors. I was buying back in the summer during the big drop and am now overbought. The company still has a lot of potential and I don't think $CRWD16.3%stock is significantly overvalued right now.
CrowdStrike
CRWDZobrazit další komentáře
Your picture is blur. I can't read anything.
🚀 Rolls-Royce at an all-time high: Strong results, dividend and record free cash flow!
British aerospace and technology giant Rolls-Royce $RR.L6.3% has significantly exceeded market expectations for 2024 and reported exceptional profitability growth. The company benefited from strong demand in the aerospace sector, the successful implementation of strategic initiatives and...
Read more
Zobrazit další komentáře
A great company that I used to have on my watchlist, but somehow I rejected it and I don't know why😂. I guess I'll have to take another look at $RR.L6.3%.
Investors, which automotive stocks do you have in your portfolio?
I've had $P911.DE5.7%stock in my portfolio for a while now and I'm at a big loss, but I'll hold. Currently $TSLA22.7% is already looking pretty interesting to me , so I'm slowly buying in, but I'll wait for better prices.
Zobrazit další komentáře
I've put my money on $TSLA22.7% and now I'm buying in. We'll see how far the price goes, as it's possible it will eventually get to $250.
🌐Salesforce disappoints, weak earnings and outlook send stock down!
Salesforce $CRM is a global leader in cloud-based customer relationship management (CRM ) solutions . Its platform enables companies to effectively manage sales, marketing, customer support and business process automation.
While the company beat earnings estimates in its most recent quarter, it fell short of...
Read more
Zobrazit další komentáře
I have a smaller position and I'm happy, but I won't be increasing my position.
In addition to $NVDA18.5%, Snowflake reported results yesterday . The results beat expectations and $SNOW13.4% stock was up 9%, but it's not an interesting company to me. In the cloud services area, I have $AMZN12.0% and $GOOG9.9% in my portfolio because they look much better to me.
What stocks from this sector do you have in your portfolio?
Snowflake
SNOWZobrazit další komentáře
Interesting company, but either $CRM8.6% or the $AMZN12.0% one looks better to me.
Upstart (UPST): a revolution in AI-assisted lending, but at what cost?
Upstart $UPST20.2% 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
Zobrazit další komentáře
I also have the aforementioned $SOFI19.9% 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 $1.44 billion, but analysts had expected a better performance. Same-store sales growth in the U.S. was only 0,4 % compared to the expected 1,72 %. ...
Read more
Zobrazit další komentáře
Now$BRK-B5.7% has been buying $DPZ6.0% and theoretically it could be a good opportunity, but I don't see much potential and room for upside.
3M $MMM8.7% 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?
Zobrazit další komentáře
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
Zobrazit další komentáře
$HIMS13.0% 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 $TSLA22.7%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
$TSLA22.7% is too volatile of a stock for me and is an unnecessary risk.