📉 Adobe - strong results, but shares fall on AI concerns! Adobe $ADBE is a global leader in creative software used by millions of professionals in graphic design, digital marketing, video production and document management.
Key products include: 🎨Adobe Creative Cloud - Photoshop, Illustrator, Premiere Pro, After Effects, InDesign and other tools for creatives. 📊 Adobe Experience... Read more
It's not just US stocks that are interesting - there are interesting companies in Europe too. For example, I think the Polish stock market is currently very interesting and undervalued. I was buying Polish stocks at the end of last year at $APR.WA0.7% and would like to buy $DNP.WA2.1% at a lower price .
Do you also have any Polish stocks in your portfolio?
💥 Rheinmetall on the rise: 36% revenue growth and expectations of a boom in military orders! 🚀
Europe's defense sector is experiencing historic growth, and one of the biggest winners is German weapons manufacturer Rheinmetall $RHM.DE0.6%. The company announced a huge 36% sales growth in 2024 and predicts further 25-30% growth in 2025, mainly due to a massive influx of military... Read more
It has been a long time since a European stock had such an extreme growth. Some may find it expensive, but I'm toying with the idea of buying a few more shares as the growth is likely to continue.
The year 2024 was the most successful year for the KARO Group in terms of results. We caught up with the Group's Chief Financial Officer, Jakub Hemerka, for a brief commentary on the recently announced results.
So $AMD23.8%stock has already dropped below $100. They've lost 20% this year alone. I bought in at the beginning of the year and am currently still overbought. I think the stock is significantly undervalued now and has huge potential... Read more
☁️ Oracle and the battle for the cloud: 23% growth in the AI era! 🚀 Oracle Corporation $ORCL12.2% is an American technology company specializing in database systems, cloud services and enterprise software. It is best known for its Oracle Database relational database and Oracle Cloud platform .
The company released results for the third quarter of fiscal year 2025, where cloud revenue... Read more
Investors, which semiconductor stocks do you have in your portfolio?
For me, this sector makes up a fairly large part of my portfolio. I've had $ASML15.4%stock for quite some time and recently bought $AMD23.8% and $AVGO18.7% after the downturn .
Good evening, Buliosians! How are you going to take advantage of the current market downturns?📉
Of the growth companies, $SOFI19.9%, $MRVL21.9% and a number of others I've been following for a long timeare getting pretty interesting prices for me . These two companies have seen tremendous growth in the past year, but despite quality results the price is down significantly.
Arms stocks break records: an opportunity for investors?
Defence sector growth in Europe has reached new highs thanks to increased defence spending and the drive for strategic independence from the US. The STOXX Europe Aerospace & Defense Index rose 9% over the week, with Hensoldt (+22%), Leonardo (+16%) and Dassault Aviation (+15%) posting the strongest gains.
I thought about buying $LMT4.2%, but in the end I didn't buy anything and unfortunately I only found out about $RHM.DE0.6% when it grew so significantly.
Novo Nordisk shares fell 9% today following news that the weight loss drug CagriSema was not as effective as expected in clinical trials. Investors may not be happy with such news, but on the other hand, this decline can be used to increase the position.
What do you think about this news? Are you buying $NVO5.7% after today's drop?
Beyond Tesla - What weight do you give to Elon Musk's statements? Musk actually wants the US to leave NATO 🤔 Would that encourage even more investment in the EU arms industry in your opinion?
The company $KARIN.PR1.8% has published preliminary results for the year 2024, which was the most successful period in the history of the KARO Group. Operating EBITDA increased 170% year-on-year to CZK 96 million and the Group expects further dynamic growth.
The S&P 500 ($^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
📉 Adobe - strong results, but shares fall on AI concerns!
Adobe $ADBE is a global leader in creative software used by millions of professionals in graphic design, digital marketing, video production and document management.
Key products include:
🎨Adobe Creative Cloud - Photoshop, Illustrator, Premiere Pro, After Effects, InDesign and other tools for creatives.
📊 Adobe Experience...
Read more
Zobrazit další komentáře
That AI may be a problem for the company, but if they adapt a bit and improve their strategy, they could be around for a long time.
It's not just US stocks that are interesting - there are interesting companies in Europe too. For example, I think the Polish stock market is currently very interesting and undervalued. I was buying Polish stocks at the end of last year at $APR.WA0.7% and would like to buy $DNP.WA2.1% at a lower price .
Do you also have any Polish stocks in your portfolio?
Zobrazit další komentáře
I'm quite intrigued by $DNP.WA2.1% shares and would like to include them in my portfolio, but the price is too high right now.
Airbnb grows thanks to positive analyst reviews
Airbnb shares $ABNB14.8% saw gains after a Jefferies analyst raised his recommendation to "Buy" and set a $185 price target.
Reasons for optimism:
- Strong booking growth and new products boost investor confidence
-Expansion beyond traditional lodging - $ABNB14.8% is betting on travel experiences and sponsored offerings as additional revenue...
Read more
Zobrazit další komentáře
It's not very interesting to me, so I mostly just watch it.
💥 Rheinmetall on the rise: 36% revenue growth and expectations of a boom in military orders! 🚀
Europe's defense sector is experiencing historic growth, and one of the biggest winners is German weapons manufacturer Rheinmetall $RHM.DE0.6%. The company announced a huge 36% sales growth in 2024 and predicts further 25-30% growth in 2025, mainly due to a massive influx of military...
Read more
Zobrazit další komentáře
It has been a long time since a European stock had such an extreme growth. Some may find it expensive, but I'm toying with the idea of buying a few more shares as the growth is likely to continue.
The year 2024 was the most successful year for the KARO Group in terms of results. We caught up with the Group's Chief Financial Officer, Jakub Hemerka, for a brief commentary on the recently announced results.
So $AMD23.8%stock has already dropped below $100. They've lost 20% this year alone. I bought in at the beginning of the year and am currently still overbought. I think the stock is significantly undervalued now and has huge potential...
Read more
Zobrazit další komentáře
I'm intrigued by AMD too, but we'll see if companies eventually switch to AMD chips or stay with Nvidia.
☁️ Oracle and the battle for the cloud: 23% growth in the AI era! 🚀
Oracle Corporation $ORCL12.2% is an American technology company specializing in database systems, cloud services and enterprise software. It is best known for its Oracle Database relational database and Oracle Cloud platform .
The company released results for the third quarter of fiscal year 2025, where cloud revenue...
Read more
Zobrazit další komentáře
I've never been very interested in this company, so I have bought its competitors($GOOG9.9%, $AMZN12.0%).
Investors, which semiconductor stocks do you have in your portfolio?
For me, this sector makes up a fairly large part of my portfolio. I've had $ASML15.4%stock for quite some time and recently bought $AMD23.8% and $AVGO18.7% after the downturn .
Zobrazit další komentáře
I only have $ASML15.4% for now, but I'm thinking of buying $AVGO18.7% since the stock has dropped significantly this year.
Good evening, Buliosians! How are you going to take advantage of the current market downturns?📉
Of the growth companies, $SOFI19.9%, $MRVL21.9% and a number of others I've been following for a long timeare getting pretty interesting prices for me . These two companies have seen tremendous growth in the past year, but despite quality results the price is down significantly.
SoFi...
Read more
Zobrazit další komentáře
I'm at a loss on $SOFI19.9% right now, but I'm diluting it and slowly adding to it😂
Arms stocks break records: an opportunity for investors?
Defence sector growth in Europe has reached new highs thanks to increased defence spending and the drive for strategic independence from the US. The STOXX Europe Aerospace & Defense Index rose 9% over the week, with Hensoldt (+22%), Leonardo (+16%) and Dassault Aviation (+15%) posting the strongest gains.
However, the...
Read more
Zobrazit další komentáře
I thought about buying $LMT4.2%, but in the end I didn't buy anything and unfortunately I only found out about $RHM.DE0.6% when it grew so significantly.
Novo Nordisk shares fell 9% today following news that the weight loss drug CagriSema was not as effective as expected in clinical trials. Investors may not be happy with such news, but on the other hand, this decline can be used to increase the position.
What do you think about this news? Are you buying $NVO5.7% after today's drop?
Novo Nordisk
NVOZobrazit další komentáře
I've got a smaller position and I'll hold for now. Right now I'm more buying and taking advantage of the downturn in tech stocks.
Beyond Tesla - What weight do you give to Elon Musk's statements? Musk actually wants the US to leave NATO 🤔 Would that encourage even more investment in the EU arms industry in your opinion?
Zobrazit další komentáře
He promises a lot and I wouldn't put too much weight on it because he says what he wants and how it suits him.
The company $KARIN.PR1.8% has published preliminary results for the year 2024, which was the most successful period in the history of the KARO Group. Operating EBITDA increased 170% year-on-year to CZK 96 million and the Group expects further dynamic growth.
Are you buying ETFs in the current downturn?
The S&P 500 ($^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.
Zobrazit další komentáře
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
Zobrazit další komentáře
For me the results of $P911.DE5.2% will be interesting and Wednesday will be important.