The S&P 500 ($^GSPC9.5%) is down about 5% in the last month and $^NDX12.0% is down about 8%. I'm currently overbought mostly individual stocks, but this time I also overbought the Nasdaq 100.
📅 This week's key investment events! This week will be packed with macroeconomic data and the results of interesting companies that can influence the markets. Here's a round-up of the highlights:
📊 Monday Results before the markets open Oracle $ORCL - is one of the largest providers of cloud and database solutions. It will be especially important to watch growth in cloud computing... Read more
Tapestry, Inc. (TPR): luxury retail player with growing potential
Tapestry, Inc. $TPR11.0% is an American luxury fashion and accessories retailer that owns Coach, Kate Spade and Stuart Weitzman. The company has been successfully adapting to market changes and has seen its stock rise more than 20% in 2025, hitting an all-time high in February on the back of strong quarterly results.
☕ Starbucks at a crossroads: new management, restructuring and questions about the future!
Starbucks $SBUX is at a pivotal stage of transformation. After CEO Brian Niccol took over, significant changes, layoffs and a "Back to Starbucks" plan are coming .
Broadcom reported very solid results yesterday, beating expectations. Shares of $AVGO18.7% subsequently rose 12% in the aftermarket. I'm buying now on the dips, so we'll see if the rise continues or if this is just a short-term reaction.
What do you think of Broadcom's results? Do you have shares of $AVGO18.7% in your portfolio?
I've only bought into $AMD23.8% stock from the semiconductor sector so far. But if the stock falls further, I would also buy $AVGO18.7% and $ASML15.4%.
EY has announced the results of the latest edition of the prestigious EY Entrepreneur of the Year competition, in which the highest award went to the founder of GEVORKYAN, a.s. Congratulations!
Nebius Group: a hidden technology player with huge potential?
Nebius Group $NBIS16.9% 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 $MRVL21.9%, 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 $LMT4.2% or $RHM.DE2.3%stock in your portfolio ?
While $RHM.DE2.3%stock is up significantly this year, $LMT4.2% 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.DE2.3% more interesting. The stock may have risen now, but the company still has huge potential. With $LMT4.2%, the big risk is Musk, who can negatively impact this company.
Cummins (CMI): stable growth leader in the industrial engine segment
Cummins Inc. $CMI10.8%, 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 $AVGO18.7%stock on this pullback or are you waiting for better prices?
📈 Okta surprises again: strong results, revenue growth and positive outlook for 2026 🚀
Okta $OKTA, a leader in cybersecurity and digital identity management, reported significantly better results than analysts expected last quarter. Shares responded by rising more than 17 %confirming investor confidence in the company and its strategy. 🔥
Are you buying ETFs in the current downturn?
The S&P 500 ($^GSPC9.5%) is down about 5% in the last month and $^NDX12.0% is down about 8%. I'm currently overbought mostly individual stocks, but this time I also overbought the Nasdaq 100.
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I don't have ETFs in my portfolio and I buy specific stocks. The closest thing I have to an ETF is $BRK-B5.7%, but that's expensive right now.
📅 This week's key investment events!
This week will be packed with macroeconomic data and the results of interesting companies that can influence the markets. Here's a round-up of the highlights:
📊 Monday
Results before the markets open
Oracle $ORCL - is one of the largest providers of cloud and database solutions. It will be especially important to watch growth in cloud computing...
Read more
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For me the results of $P911.DE5.7% will be interesting and Wednesday will be important.
Tapestry, Inc. (TPR): luxury retail player with growing potential
Tapestry, Inc. $TPR11.0% is an American luxury fashion and accessories retailer that owns Coach, Kate Spade and Stuart Weitzman. The company has been successfully adapting to market changes and has seen its stock rise more than 20% in 2025, hitting an all-time high in February on the back of strong quarterly results.
De...
Read more
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I only have $MC.PA5.6% too. The company is not doing well and the growth is weak, so I sold part of the position already.
Tesla faces longest losing streak in 15 years
Shares $TSLA22.7% have fallen for seven straight weeks, the longest decline since it went public.
Key reasons for the drop:
-Bank of America and Goldman Sachs cut target prices on $TSLA22.7%stock due to falling sales and market uncertainty
- Musk's political involvement and controversial statements negatively impact investor sentiment in the US...
Read more
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I remain optimistic. I believe in Tesla and the stock should rise over the long term, so I'm buying.
☕ Starbucks at a crossroads: new management, restructuring and questions about the future!
Starbucks $SBUX is at a pivotal stage of transformation. After CEO Brian Niccol took over, significant changes, layoffs and a "Back to Starbucks" plan are coming .
Starbucks
SBUXRead more
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The growth this year is quite nice, but I've never been very interested in this company and I won't be buying shares.
Broadcom reported very solid results yesterday, beating expectations. Shares of $AVGO18.7% subsequently rose 12% in the aftermarket. I'm buying now on the dips, so we'll see if the rise continues or if this is just a short-term reaction.
What do you think of Broadcom's results? Do you have shares of $AVGO18.7% in your portfolio?
Broadcom
AVGOZobrazit další komentáře
I've only bought into $AMD23.8% stock from the semiconductor sector so far. But if the stock falls further, I would also buy $AVGO18.7% and $ASML15.4%.
EY has announced the results of the latest edition of the prestigious EY Entrepreneur of the Year competition, in which the highest award went to the founder of GEVORKYAN, a.s. Congratulations!
Nebius Group: a hidden technology player with huge potential?
Nebius Group $NBIS16.9% 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 $AMZN12.0% or $GOOG9.9% right now.
📉 Marvell: Strong numbers, but weak outlook sends stock down more than 19%!
Marvell Technology $MRVL21.9%, 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 $LMT4.2% or $RHM.DE2.3%stock in your portfolio ?
While $RHM.DE2.3%stock is up significantly this year, $LMT4.2% 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.DE2.3% more interesting. The stock may have risen now, but the company still has huge potential. With $LMT4.2%, the big risk is Musk, who can negatively impact this company.
Cummins (CMI): stable growth leader in the industrial engine segment
Cummins Inc. $CMI10.8%, 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
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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
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I've been buying mostly $AMZN12.0% now and $GOOG9.9% 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 $AVGO18.7%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 $AMD23.8%.
📈 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 $CRWD16.3% so far and I have been gradually adding more.