Nebius Group: a hidden technology player with huge potential?
Nebius Group $NBIS-6.8% is a fast-growing technology company that emerged as a result of the restructuring of Russian tech giant Yandex. After selling its Russian assets and subsequently listing on Nasdaq in October 2024, the company has focused on cloud infrastructure and artificial intelligence (AI).
📉 Marvell: Strong numbers, but weak outlook sends stock down more than 19%!
Marvell Technology $MRVL-11.2%, a major manufacturer of chips for data centers, artificial intelligence (AI) and network infrastructure, reported results for the latest quarter. Although the company beat analysts' expectations, the outlook for the upcoming period did not impress investors. As a result, the... Read more
If you had to choose now, would you rather have $LMT-5.0% or $RHM.DE-5.1%stock in your portfolio ?
While $RHM.DE-5.1%stock is up significantly this year, $LMT-5.0% stock is down quite a bit. I would prefer Rheinmetall because of the current situation, but the stock is very overvalued right now.
Despite the high price, I still find $RHM.DE-5.1% more interesting. The stock may have risen now, but the company still has huge potential. With $LMT-5.0%, the big risk is Musk, who can negatively impact this company.
Cummins (CMI): stable growth leader in the industrial engine segment
Cummins Inc. $CMI-6.2%, known for its industrial engines and power generation systems, is showing strong results and offers investors steady growth potential. Analyst Angel Castillo expressed optimism about the company's future prospects, with key factors being:
🚗 Europe confirms the end of the internal combustion engine in 2035 - what does this mean for European carmakers? ⚡
European Commission has confirmed its plan to completely phase out the sale of new cars with internal combustion engines from 2035. The move is part of a wider strategy to decarbonise transport, but comes at a time when the popularity of electric cars is slowing... Read more
I would be interested to know how you are approaching the current correction and what your strategy is. I am currently overbought and taking advantage of larger declines in individual stocks. I have been... Read more
Broadcom shares are still falling. They're down about 19% this year alone and are writing off 6% so far this week. The company reports earnings tomorrow, so we'll see how that affects the share price. I think the current valuation is already quite interesting and I'm gradually overbought.
Are you buying $AVGO-5.0%stock on this pullback or are you waiting for better prices?
📈 Okta surprises again: strong results, revenue growth and positive outlook for 2026 🚀
Okta $OKTA, a leader in cybersecurity and digital identity management, reported significantly better results than analysts expected last quarter. Shares responded by rising more than 17 %confirming investor confidence in the company and its strategy. 🔥
Gevorkyan announces continued acquisitions in Europe, which the company expects to have a positive effect of increasing revenues by EUR 12-14 million per year.
Amgen (AMGN): a hidden player in the GLP-1 sector with great potential
The GLP-1 weight loss drugs market is one of the fastest growing segments of the healthcare industry and could reach a value of $200 billion by 2031. So far, Eli Lilly (LLY) and Novo Nordisk (NVO) dominate the market, but their shares are trading at extremely high earnings multiples. Amgen $AMGN-5.0% may become a... Read more
💻 DELL bets on the future of AI servers, raises dividend and announces record share buyback! 🚀 Dell Technologies$DELL released its fourth quarter fiscal year 2025 results last week and announced ambitious plans for further expansion in artificial intelligence. Although revenue missed Wall Street expectations , earnings per share beat consensus estimates, underscoring the... Read more
So it looks like Europe will increase defence spending in support of Ukraine and for its own security. Any tips on companies that may benefit from this? 🤔
🗓️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 $TGT1.5%, $CRWD-7.4% and $AVGO-5.0%.
Which companies' results will you be interested in? Do you think the correction will continue?
Nebius Group: a hidden technology player with huge potential?
Nebius Group $NBIS-6.8% is a fast-growing technology company that emerged as a result of the restructuring of Russian tech giant Yandex. After selling its Russian assets and subsequently listing on Nasdaq in October 2024, the company has focused on cloud infrastructure and artificial intelligence (AI).
Given its strong...
Read more
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I don't really like these "small" companies, so I would buy cheap $AMZN-4.2% or $GOOG-3.2% right now.
📉 Marvell: Strong numbers, but weak outlook sends stock down more than 19%!
Marvell Technology $MRVL-11.2%, a major manufacturer of chips for data centers, artificial intelligence (AI) and network infrastructure, reported results for the latest quarter. Although the company beat analysts' expectations, the outlook for the upcoming period did not impress investors. As a result, the...
Read more
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I'm thinking about gearing up at the moment :)
If you had to choose now, would you rather have $LMT-5.0% or $RHM.DE-5.1%stock in your portfolio ?
While $RHM.DE-5.1%stock is up significantly this year, $LMT-5.0% stock is down quite a bit. I would prefer Rheinmetall because of the current situation, but the stock is very overvalued right now.
Lockheed Martin
LMTRead more
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Despite the high price, I still find $RHM.DE-5.1% more interesting. The stock may have risen now, but the company still has huge potential. With $LMT-5.0%, the big risk is Musk, who can negatively impact this company.
Cummins (CMI): stable growth leader in the industrial engine segment
Cummins Inc. $CMI-6.2%, known for its industrial engines and power generation systems, is showing strong results and offers investors steady growth potential. Analyst Angel Castillo expressed optimism about the company's future prospects, with key factors being:
Better-than-expected Q4 results:
Potential for margin...
Read more
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I'm investing more in technology stocks right now, but if the price drops a few more percent, it could be an interesting opportunity.
🚗 Europe confirms the end of the internal combustion engine in 2035 - what does this mean for European carmakers? ⚡
European Commission has confirmed its plan to completely phase out the sale of new cars with internal combustion engines from 2035. The move is part of a wider strategy to decarbonise transport, but comes at a time when the popularity of electric cars is slowing...
Read more
Zobrazit další komentáře
The question is whether the end of the internal combustion engine is the right way to go and whether it will only harm European carmakers.
Do you buy, sell or hold?
I would be interested to know how you are approaching the current correction and what your strategy is. I am currently overbought and taking advantage of larger declines in individual stocks. I have been...
Read more
Zobrazit další komentáře
I've been buying mostly $AMZN-4.2% now and $GOOG-3.2% looks pretty cheap too.
Broadcom shares are still falling. They're down about 19% this year alone and are writing off 6% so far this week. The company reports earnings tomorrow, so we'll see how that affects the share price. I think the current valuation is already quite interesting and I'm gradually overbought.
Are you buying $AVGO-5.0%stock on this pullback or are you waiting for better prices?
Broadcom
AVGOZobrazit další komentáře
The drop is already quite big, al from this sector I have so far only bought $AMD-8.6%.
📈 Okta surprises again: strong results, revenue growth and positive outlook for 2026 🚀
Okta $OKTA, a leader in cybersecurity and digital identity management, reported significantly better results than analysts expected last quarter. Shares responded by rising more than 17 %confirming investor confidence in the company and its strategy. 🔥
Okta
OKTARead more
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From that sector I have only the mentioned $CRWD-7.4% so far and I have been gradually adding more.
Gevorkyan announces continued acquisitions in Europe, which the company expects to have a positive effect of increasing revenues by EUR 12-14 million per year.
Amgen (AMGN): a hidden player in the GLP-1 sector with great potential
The GLP-1 weight loss drugs market is one of the fastest growing segments of the healthcare industry and could reach a value of $200 billion by 2031. So far, Eli Lilly (LLY) and Novo Nordisk (NVO) dominate the market, but their shares are trading at extremely high earnings multiples. Amgen $AMGN-5.0% may become a...
Read more
Zobrazit další komentáře
I'd like to buy $LLY-6.5% stock, but the valuation is too high right now.
💻 DELL bets on the future of AI servers, raises dividend and announces record share buyback! 🚀
Dell Technologies $DELL released its fourth quarter fiscal year 2025 results last week and announced ambitious plans for further expansion in artificial intelligence. Although revenue missed Wall Street expectations , earnings per share beat consensus estimates, underscoring the...
Read more
Zobrazit další komentáře
The $DELL-7.3% is quite undervalued right now and I'm starting to think about buying it as the outlook is very optimistic.
So it looks like Europe will increase defence spending in support of Ukraine and for its own security. Any tips on companies that may benefit from this? 🤔
Zobrazit další komentáře
I'm more interested in $LMT-5.0% now, which has fallen a lot and the price looks interesting.
🗓️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 $CRWD-7.4% and $AVGO-5.0% 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...
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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 $TGT1.5%, $CRWD-7.4% and $AVGO-5.0%.
Which companies' results will you be interested in? Do you think the correction will continue?
Zobrazit další komentáře
The most interesting results will be $AVGO-5.0%, $COST-5.2% and $TGT1.5%. As for the correction, it could continue for some time.