Archer Aviation: a speculative bet on the future of aviation
Archer Aviation $ACHR-10.7%focused on electric vertical takeoff and landing (eVTOL) aircraft, is experiencing dramatic growth. Its stock is up 360% from its all-time low, thanks largely to rising orders, strategic partners and optimistic production plans.
The stock has had a sharp rise, but has recently fallen significantly. There will be a lot of those orders and the company definitely has room to grow, so I would be comfortable buying now.
📉 Verizon warns of weak subscriber growth - telecom sector under pressure! 📡
Verizon Communications $VZ-5.6% has announced that competition in the telecom sector is sharpening and expects weak subscriber growth in the first quarter. The company's shares responded by falling by more than 7 %.
Ulta Beauty, which sells cosmetics, reported its results yesterday. The results were very good and the stock rose 7% in the aftermarket. Buffett also bought shares in this company last year, but sold them after a short time. For me, this company is not very interesting, and this sector is represented in my portfolio by $MC.PA-1.5% and $AMZN-4.2%.
📉 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.WA-2.5% and would like to buy $DNP.WA-1.0% 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.DE-5.1%. 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 $AMD-8.6%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 $ORCL-6.5% 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 $ASML-2.8%stock for quite some time and recently bought $AMD-8.6% and $AVGO-5.0% after the downturn .
Good evening, Buliosians! How are you going to take advantage of the current market downturns?📉
Of the growth companies, $SOFI-10.1%, $MRVL-11.2% 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 $LMT-5.0%, but in the end I didn't buy anything and unfortunately I only found out about $RHM.DE-5.1% 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 $NVO-6.8% 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?
Archer Aviation: a speculative bet on the future of aviation
Archer Aviation $ACHR-10.7%focused on electric vertical takeoff and landing (eVTOL) aircraft, is experiencing dramatic growth. Its stock is up 360% from its all-time low, thanks largely to rising orders, strategic partners and optimistic production plans.
Why is Archer Aviation stock rocketing?
Aircraft eVTOL technology
-...
Read more
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The stock has had a sharp rise, but has recently fallen significantly. There will be a lot of those orders and the company definitely has room to grow, so I would be comfortable buying now.
📉 Verizon warns of weak subscriber growth - telecom sector under pressure! 📡
Verizon Communications $VZ-5.6% has announced that competition in the telecom sector is sharpening and expects weak subscriber growth in the first quarter. The company's shares responded by falling by more than 7 %.
Verizon
VZRead more
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I've never been very interested in this industry. The dividend is great, but that's about it.
Ulta Beauty, which sells cosmetics, reported its results yesterday. The results were very good and the stock rose 7% in the aftermarket. Buffett also bought shares in this company last year, but sold them after a short time. For me, this company is not very interesting, and this sector is represented in my portfolio by $MC.PA-1.5% and $AMZN-4.2%.
What do you think of $ULTA-2.3%? Why do you...
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There are much better companies in this sector and I would rather focus on $RMS.PA.-2.2%
📉 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.WA-2.5% and would like to buy $DNP.WA-1.0% at a lower price .
Do you also have any Polish stocks in your portfolio?
Zobrazit další komentáře
I'm quite intrigued by $DNP.WA-1.0% 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 $ABNB-6.4% 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 - $ABNB-6.4% is betting on travel experiences and sponsored offerings as additional revenue...
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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.DE-5.1%. 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 $AMD-8.6%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 $ORCL-6.5% is an American technology company specializing in database systems, cloud services and enterprise software. It is best known for its Oracle Database relational database and Oracle Cloud platform .
The company released results for the third quarter of fiscal year 2025, where cloud revenue...
Read more
Zobrazit další komentáře
I've never been very interested in this company, so I have bought its competitors($GOOG-3.2%, $AMZN-4.2%).
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 $ASML-2.8%stock for quite some time and recently bought $AMD-8.6% and $AVGO-5.0% after the downturn .
Zobrazit další komentáře
I only have $ASML-2.8% for now, but I'm thinking of buying $AVGO-5.0% 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, $SOFI-10.1%, $MRVL-11.2% 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 $SOFI-10.1% 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 $LMT-5.0%, but in the end I didn't buy anything and unfortunately I only found out about $RHM.DE-5.1% 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 $NVO-6.8% 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.