Archer Aviation and Palantir: A revolution in air transport?
Archer Aviation $ACHR-10.7% has entered into a strategic partnership with Palantir Technologies $PLTR-11.5% to use artificial intelligence to develop eVTOL aircraft (electric vertical take-off and landing).
What does the collaboration entail?
-$ACHR-10.7% will gain access to Palantir's AI technologies to streamline production and air... Read more
The Palantir one will be interesting even without that, but it's definitely an interesting opportunity. Both $PLTR-11.5% and $NVDA-7.4% have fallen nicely now after that huge run up, and I'm starting to increase my position again.
📊 Here's an overview of the most interesting things for the coming week. Earnings season for the most important companies is over, but this week will still offer some interesting events.
🚗Monday ✅Services and Manufacturing PMIs - These surveys will offer a fresh look at the state of the economy in both the services and manufacturing sectors. They... Read more
📉 FedEx slows down - revised outlook and margin pressure send shares down!
FedEx $FDX-2.7%, a traditional indicator of the health of the global economy, has rewritten expectations for fiscal year 2025. Shares fell by more than 11 %, the biggest daily drop in two years. The company now expects adjusted earnings between $18.00 and $18.60 per share, having targeted $20 to $22as recently... Read more
For me, it's not that interesting and that $AMZN-4.2% has really been better than $FDX-2.7% for a long time, so it doesn't make sense to buy shares of the worse company.
I'm taking advantage of the correction and slowly overbought. Most recently I overbought $AMD-8.6%, $TSLA-10.4% and established a position in $TTD-5.8%.
📉 Micron: Margins overshadow great numbers! 🧠💾 US semiconductor giant Micron Technology $MU released its second fiscal quarter results and the numbers certainly didn't disappoint for me. Revenue was up by 38 %, earnings beat analysts' expectations and the company offered a strong outlook for the period ahead. Still, the stock lost over 8 %due to margins.
What do you think of the $NKE3.0%results ?Will anyone be buying in today after a 7% drop ?
Nike reported results yesterday that beat expectations, but the stock fell about 7% in the aftermarket. The drop was due to news that the company expects a significant drop in sales. Fortunately,I don't have$NKE3.0%stock in my portfolio, but I believe the company will recover over time and... Read more
I have honestly never been interested in this sector and there are better opportunities on the market right now. I'd rather focus on the technology stocks right now.
Tenable: Proactive protection against insider threats
Tenable $TENB-3.9% specializes in cybersecurity with a focus on insider threats. Instead of reactive defense, it offers a proactive approach - scanning and detecting vulnerabilities in IT systems to help prevent cyber attacks.
Its flagship product, Nessus, analyses networks to look for weak passwords, configuration errors or... Read more
🔥 Nvidia is heading to the next level: 100x more power will be needed for AI!
Nvidia $NVDA continues to crush the competition and its CEO Jensen Huang said at GTC 2025 that the world has underestimated the computing power requirements for AI.
Shares of $BA-9.5% rose 7% yesterday after upbeat comments from CFO Brian West, who said Boeing expects less cash outflow this quarter. I don't have $BA-9.5% stock in my portfolio and won't be buying it. The company has several problems and I don't see much reason to invest in such a company.
What's your take on $BA-9.5%? Do you invest in this sector?
Do you give P/E a lot of weight, or do you prefer to focus on other metrics?
P/E (price to earnings) is one of the most commonly tracked metrics when analyzing stocks, but sometimes I think it can be misleading and doesn't necessarily determine whether a stock is expensive or cheap. I do track this metric in my analysis, but it's certainly not the only factor I look at. There... Read more
I wouldn't give too much weight to this metric and would rather focus on the company's financial health, competitive advantage, management and then address these metrics.
UBS believes the risk-reward profile for leading AI semiconductor stocks is improving, pointing to strong innovation, improved valuations and continued growth in demand for AI computing despite market volatility.
Uber and its future in autonomous taxis and a super app
Uber $UBER-7.5% has strong growth potential through its partnership with Waymo and the development of autonomous taxis, which could exceed a $2 trillion market within a decade.
Key growth drivers:
-Expansion into a super app - $UBER-7.5% focuses not only on ridesharing but also on food delivery, travel booking and advertising business
Uber is a very interesting company that has a great business. The service works great and I believe it can be attractive now. I prefer to buy other stocks now and overbuy the big tech.
🔐 Google gets stronger in cybersecurity - Alphabet buys Wiz for a record $32 billion! 🚀 US giant Alphabet $GOOGL has announced the largest acquisition in its history - for $32 billion(over £735 billion) takes over cybersecurity firm Wiz.
Lately I've been thinking about including $TSM-6.8%stock in my portfolio . TSMC is a great and very important company that is performing well and still has great potential. The stock has fallen nicely since the beginning of the year and the P/E is not that high either.
Are you buying $TSM-6.8%stock on the current downturn or are you buying other stocks in the sector?
🚀 Intel's new CEO comes with sweeping changes! 🏭 Intel $INTC was once a dominant player in the semiconductor industry, but has failed to keep up with the competition over the past decade. The company has missed out on the smartphone boom, failed to respond to the surge in demand for AI chips , while falling behind technology leaders like TSMC, Nvidia and AMD.
I'm not investing in Intel, but the way I see it, if everything goes right and the CEO makes the right decisions, the company could soon be doing well again and the stock could start to rise.
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Archer Aviation and Palantir: A revolution in air transport?
Archer Aviation $ACHR-10.7% has entered into a strategic partnership with Palantir Technologies $PLTR-11.5% to use artificial intelligence to develop eVTOL aircraft (electric vertical take-off and landing).
What does the collaboration entail?
-$ACHR-10.7% will gain access to Palantir's AI technologies to streamline production and air...
Read more
Zobrazit další komentáře
The Palantir one will be interesting even without that, but it's definitely an interesting opportunity. Both $PLTR-11.5% and $NVDA-7.4% have fallen nicely now after that huge run up, and I'm starting to increase my position again.
📅 Investment review of the week!
📊 Here's an overview of the most interesting things for the coming week. Earnings season for the most important companies is over, but this week will still offer some interesting events.
🚗Monday
✅Services and Manufacturing PMIs - These surveys will offer a fresh look at the state of the economy in both the services and manufacturing sectors. They...
Read more
Zobrazit další komentáře
I'll be watching this CoreWeave IPO and probably like other investors, I'll be interested to see how core inflation turns out.
📉 FedEx slows down - revised outlook and margin pressure send shares down!
FedEx $FDX-2.7%, a traditional indicator of the health of the global economy, has rewritten expectations for fiscal year 2025. Shares fell by more than 11 %, the biggest daily drop in two years. The company now expects adjusted earnings between $18.00 and $18.60 per share, having targeted $20 to $22as recently...
Read more
Zobrazit další komentáře
For me, it's not that interesting and that $AMZN-4.2% has really been better than $FDX-2.7% for a long time, so it doesn't make sense to buy shares of the worse company.
Investors, which stocks did you buy last?
I'm taking advantage of the correction and slowly overbought. Most recently I overbought $AMD-8.6%, $TSLA-10.4% and established a position in $TTD-5.8%.
Zobrazit další komentáře
After the extreme growth, I am now starting to buy $PLTR-11.5% and $NVDA-7.4% again.
📉 Micron: Margins overshadow great numbers! 🧠💾
US semiconductor giant Micron Technology $MU released its second fiscal quarter results and the numbers certainly didn't disappoint for me. Revenue was up by 38 %, earnings beat analysts' expectations and the company offered a strong outlook for the period ahead. Still, the stock lost over 8 %due to margins.
Micron
MURead more
Zobrazit další komentáře
Micron has had a lot of problems and even now it's still a pretty risky stock. I'd rather buy $AVGO-5.0% out of this sector right now.
What do you think of the $NKE3.0%results ? Will anyone be buying in today after a 7% drop ?
Nike reported results yesterday that beat expectations, but the stock fell about 7% in the aftermarket. The drop was due to news that the company expects a significant drop in sales. Fortunately,I don't have$NKE3.0%stock in my portfolio, but I believe the company will recover over time and...
Read more
Zobrazit další komentáře
I have honestly never been interested in this sector and there are better opportunities on the market right now. I'd rather focus on the technology stocks right now.
Tenable: Proactive protection against insider threats
Tenable $TENB-3.9% specializes in cybersecurity with a focus on insider threats. Instead of reactive defense, it offers a proactive approach - scanning and detecting vulnerabilities in IT systems to help prevent cyber attacks.
Its flagship product, Nessus, analyses networks to look for weak passwords, configuration errors or...
Read more
Zobrazit další komentáře
Tenable is clearly a quality company, but the question is whether it can grow quickly and compete with other companies in the sector.
🔥 Nvidia is heading to the next level: 100x more power will be needed for AI!
Nvidia $NVDA continues to crush the competition and its CEO Jensen Huang said at GTC 2025 that the world has underestimated the computing power requirements for AI.
Nvidia
NVDARead more
Zobrazit další komentáře
Nvidia is one of the best companies and with the low prices I unfortunately didn't buy. I still don't find it too cheap so I bought $AMD-8.6%.
Shares of $BA-9.5% rose 7% yesterday after upbeat comments from CFO Brian West, who said Boeing expects less cash outflow this quarter. I don't have $BA-9.5% stock in my portfolio and won't be buying it. The company has several problems and I don't see much reason to invest in such a company.
What's your take on $BA-9.5%? Do you invest in this sector?
Boeing
BAZobrazit další komentáře
I'm not really interested in this company, but I'm starting to think about buying $UAL-4.3% and $DAL-3.7% after the recent drop.
Do you give P/E a lot of weight, or do you prefer to focus on other metrics?
P/E (price to earnings) is one of the most commonly tracked metrics when analyzing stocks, but sometimes I think it can be misleading and doesn't necessarily determine whether a stock is expensive or cheap. I do track this metric in my analysis, but it's certainly not the only factor I look at. There...
Read more
Zobrazit další komentáře
I wouldn't give too much weight to this metric and would rather focus on the company's financial health, competitive advantage, management and then address these metrics.
UBS believes the risk-reward profile for leading AI semiconductor stocks is improving, pointing to strong innovation, improved valuations and continued growth in demand for AI computing despite market volatility.
TSMC
TSMRead more
Zobrazit další komentáře
I've only been buying $AMD-8.6% for now. I think it's the most undervalued stock in the sector right now and has the most potential.
Uber and its future in autonomous taxis and a super app
Uber $UBER-7.5% has strong growth potential through its partnership with Waymo and the development of autonomous taxis, which could exceed a $2 trillion market within a decade.
Key growth drivers:
-Expansion into a super app - $UBER-7.5% focuses not only on ridesharing but also on food delivery, travel booking and advertising business
-...
Read more
Zobrazit další komentáře
Uber is a very interesting company that has a great business. The service works great and I believe it can be attractive now. I prefer to buy other stocks now and overbuy the big tech.
🔐 Google gets stronger in cybersecurity - Alphabet buys Wiz for a record $32 billion! 🚀
US giant Alphabet $GOOGL has announced the largest acquisition in its history - for $32 billion (over £735 billion) takes over cybersecurity firm Wiz.
Alphabet
GOOGLRead more
Zobrazit další komentáře
I think the acquisition is great. $160 is a great price, I'm taking advantage of the drop and buying.
Lately I've been thinking about including $TSM-6.8%stock in my portfolio . TSMC is a great and very important company that is performing well and still has great potential. The stock has fallen nicely since the beginning of the year and the P/E is not that high either.
Are you buying $TSM-6.8%stock on the current downturn or are you buying other stocks in the sector?
TSMC
TSMZobrazit další komentáře
I've bought $ASML-2.8% and $AVGO-5.0% so far, but $TSM-6.8% looks pretty good so I'm adding it to the watchlist.
🚀 Intel's new CEO comes with sweeping changes! 🏭
Intel $INTC was once a dominant player in the semiconductor industry, but has failed to keep up with the competition over the past decade. The company has missed out on the smartphone boom, failed to respond to the surge in demand for AI chips , while falling behind technology leaders like TSMC, Nvidia and AMD.
Now, this decaying...
Read more
Zobrazit další komentáře
I'm not investing in Intel, but the way I see it, if everything goes right and the CEO makes the right decisions, the company could soon be doing well again and the stock could start to rise.