📅 Weekly overview of interesting events! This week will be rich in economic data, major Fed decisions and the last few results of interesting companies. Let's take a look at the overview.
🏭 Monday 🛍 US Retail Sales - A key indicator of consumer strength. NY Fed Manufacturing Activity Survey - We track the state of industrial production and sentiment among manufacturers in New York... Read more
Surely the Fed's question for all the money is will the US go into recession or even stagflation? What does the Fed say? For now, I have only a pithy quote from today's WSJ
Fed policymakers are alternatively referred to as inflation-fighting "hawks" or labor-market-defending "doves." Right now, Powell looks more like a duck-calm on the surface while constantly paddling beneath murky waters.😂
Investors, which broker do you use for investing and why?
I've been investing with XTB for a while now and I'm satisfied so far - the fees are low and overall I like the platform. I'm thinking of opening an account with IB... Read more
Iren (IREN): The cheapest publicly traded bitcoin miner?
Iren $IREN-6.0% specializing in mining bitcoins using renewable energy, has come under the spotlight thanks to a ratings upgrade from JPMorgan. Analysts have praised its low operating costs and efficiency, calling the stock too harshly punished since the start of the year, which they say represents an attractive entry point.
🚛 Daimler Truck under pressure: Change in US emissions rules dampens pre-sale expectations! Shares of Daimler Truck $DTG.DE-0.1% fell more than 7 %. The main reason is the announcement by the Environmental Protection Agency (EPA) in the U.S. that it's considering lifting stricter emissions rules. This regulation was supposed to encourage U.S. companies to massively pre-order... Read more
Archer Aviation: a speculative bet on the future of aviation
Archer Aviation $ACHR-7.6%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-0.1% 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-0.6% and $AMZN-4.3%.
📉 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-0.9% and would like to buy $DNP.WA-0.4% 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-3.2%. 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-3.2%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-3.4% 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-2.3%stock for quite some time and recently bought $AMD-3.2% and $AVGO-1.7% after the downturn .
📅 Weekly overview of interesting events!
This week will be rich in economic data, major Fed decisions and the last few results of interesting companies. Let's take a look at the overview.
🏭 Monday
🛍 US Retail Sales - A key indicator of consumer strength.
NY Fed Manufacturing Activity Survey - We track the state of industrial production and sentiment among manufacturers in New York...
Read more
Zobrazit další komentáře
Surely the Fed's question for all the money is will the US go into recession or even stagflation? What does the Fed say? For now, I have only a pithy quote from today's WSJ
Fed policymakers are alternatively referred to as inflation-fighting "hawks" or labor-market-defending "doves." Right now, Powell looks more like a duck-calm on the surface while constantly paddling beneath murky waters.😂
Investors, which broker do you use for investing and why?
I've been investing with XTB for a while now and I'm satisfied so far - the fees are low and overall I like the platform. I'm thinking of opening an account with IB...
Read more
Zobrazit další komentáře
I've been using eToro for quite a while now, but there are high fees for some things, so I'm thinking of switching to T212.
Iren (IREN): The cheapest publicly traded bitcoin miner?
Iren $IREN-6.0% specializing in mining bitcoins using renewable energy, has come under the spotlight thanks to a ratings upgrade from JPMorgan. Analysts have praised its low operating costs and efficiency, calling the stock too harshly punished since the start of the year, which they say represents an attractive entry point.
Thi...
Read more
Zobrazit další komentáře
That rating looks interesting. The stock was overvalued and the stock is now undervalued. I already have a few shares and will buy more this week.
🚛 Daimler Truck under pressure: Change in US emissions rules dampens pre-sale expectations!
Shares of Daimler Truck $DTG.DE-0.1% fell more than 7 %. The main reason is the announcement by the Environmental Protection Agency (EPA) in the U.S. that it's considering lifting stricter emissions rules. This regulation was supposed to encourage U.S. companies to massively pre-order...
Read more
Zobrazit další komentáře
Interesting business, but it's hard to say if such a company has great potential or not.
Archer Aviation: a speculative bet on the future of aviation
Archer Aviation $ACHR-7.6%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
Zobrazit další komentáře
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-0.1% 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
Zobrazit další komentáře
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-0.6% and $AMZN-4.3%.
What do you think of $ULTA-2.9%? Why do you...
Read more
Zobrazit další komentáře
There are much better companies in this sector and I would rather focus on $RMS.PA.-1.7%
📉 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-0.9% and would like to buy $DNP.WA-0.4% at a lower price .
Do you also have any Polish stocks in your portfolio?
Zobrazit další komentáře
I'm quite intrigued by $DNP.WA-0.4% 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-3.9% 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-3.9% 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.DE-3.2%. 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-3.2%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 $ORCL-3.4% is an American technology company specializing in database systems, cloud services and enterprise software. It is best known for its Oracle Database relational database and Oracle Cloud platform .
The company released results for the third quarter of fiscal year 2025, where cloud revenue...
Read more
Zobrazit další komentáře
I've never been very interested in this company, so I have bought its competitors($GOOG-4.9%, $AMZN-4.3%).
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-2.3%stock for quite some time and recently bought $AMD-3.2% and $AVGO-1.7% after the downturn .
Zobrazit další komentáře
I only have $ASML-2.3% for now, but I'm thinking of buying $AVGO-1.7% since the stock has dropped significantly this year.