Recently, the stock indices have finally fallen significantly. I recently bought $CNDX.L-4.1% and I'm thinking about maybe buying some India and China focused ETFs as well.
Hedge funds are increasingly betting against stocks, with Nvidia $NVDA-7.4%, Advanced Micro Devices $AMD-8.6% and Tesla $TSLA-10.4% their three largest short positions, a Morgan Stanley report showed Thursday.
📉 📉 GameStop, how is this former game-changing meme stock doing in 2021? Video game and electronics retailer GameStop $GME reported results for Q4 of fiscal year 2024. They showed us that the company can surprise, even if the numbers disappointed at first glance.
Carvana: Morgan Stanley analysts upgrade rating to "Buy", stock rises
Carvana $CVNA-10.7% , a pioneer in online used car sales, saw its stock price rise after Morgan Stanley raised its rating to "Buy" and target price to $280.
Xiaomi is a Chinese technology company focused on electronics and smart devices. It's product portfolio is really broad, and one of its main competitors is $AAPL-7.3%, for example . But it's a growth Chinese stock, which can be quite risky. The price is really high at the moment, but after some... Read more
CoreWeave (IPO): key AI infrastructure player goes public
CoreWeave is a GPU-based cloud computing provider that specializes in renting computing power for AI applications. Its IPO (March 28, 2024 on NASDAQ) is one of the largest technology primary issuances this year.
Explosive revenue growth and long-term contracts:
Year-over-year revenue growth of 747% to $1.9 billion
📉 CD Projekt reported a drop in profit, but still beat expectations. Polish video game giant CD Projekt $CDR.WA0.6% has released its results for 2024, showing that even a year without a new game release can deliver very solid numbers. Although the company saw its net profit drop by 2,3 % to 469.9 million zlotys(approx. USD 122 million)However, it beat analysts' expectations, who... Read more
Yesterday it rose very nicely - the S&P500 added less than 2%, $AMD-8.6% jumped 6% and $TSLA-10.4% even 11%. I don't want to time the market, so I guess I don't care where it goes because I'll either buy or be happy with the gains. We'll see... Read more
💰 Investing in gold! In times of global uncertainty, history often repeats itself. Gold, the traditional store of value, is regaining strength. And it's no wonder - the combination of inflation, geopolitical tensions and aggressive buying by central banks creates the ideal environment for its price to rise. Spot gold has recently shot above the $3,000/ounce mark.
NuScale Power: A risky but promising bet on the future of nuclear power
NuScale Power $SMR-10.8% is a start-up focused on small modular nuclear reactors. It is a highly speculative investment as the company is still in a loss-making phase and is yet to see the first commercial deployment of its technology. But if NuScale succeeds, it could become a pioneer in modern nuclear power.
Does anyone else here hold shares of $CEZ.PR-2.5%?
I bought a few shares of CEZ a few years ago, but a lot has changed since then and I wouldn't buy again. My position is pretty small, so I'll hold until something changes significantly.
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%.
Recently, the stock indices have finally fallen significantly. I recently bought $CNDX.L-4.1% and I'm thinking about maybe buying some India and China focused ETFs as well.
What ETFs besides the SP500 do you invest in?
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I also have only purchased $CNDX.L-4.1%, but for retirement I would like to include some ETFs that contain high dividend stocks in my portfolio.
Hedge funds are increasingly betting against stocks, with Nvidia $NVDA-7.4%, Advanced Micro Devices $AMD-8.6% and Tesla $TSLA-10.4% their three largest short positions, a Morgan Stanley report showed Thursday.
Nvidia
NVDARead more
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Well I'm buying both $AMD-8.6% and $TSLA-10.4% now, so we'll see😂
📉 📉 GameStop, how is this former game-changing meme stock doing in 2021?
Video game and electronics retailer GameStop $GME reported results for Q4 of fiscal year 2024. They showed us that the company can surprise, even if the numbers disappointed at first glance.
GameStop
GMERead more
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I only ever look at this company when they have results. I recommend the miniseries on Netflix about Gamestop.
Carvana: Morgan Stanley analysts upgrade rating to "Buy", stock rises
Carvana $CVNA-10.7% , a pioneer in online used car sales, saw its stock price rise after Morgan Stanley raised its rating to "Buy" and target price to $280.
Strong improvement in financial performance:
Ebitda rose to $1.4 billion from $339 million
Expected Ebitda for 2025: $1.9 billion
Shares up nearly 450% year...
Read more
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A growth stock it may be, and now the stock is rising, but for me it's more speculation.
Anyone investing in $3CP.F-8.4%? Would you rather invest in $AAPL-7.3%, $SMSN.L0.0% or $3CP.F-8.4%?
Xiaomi is a Chinese technology company focused on electronics and smart devices. It's product portfolio is really broad, and one of its main competitors is $AAPL-7.3%, for example . But it's a growth Chinese stock, which can be quite risky. The price is really high at the moment, but after some...
Read more
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Apple isn't doing so well anymore, but it still strikes me as a better and higher quality company than $3CP.F.-8.4%
CoreWeave (IPO): key AI infrastructure player goes public
CoreWeave is a GPU-based cloud computing provider that specializes in renting computing power for AI applications. Its IPO (March 28, 2024 on NASDAQ) is one of the largest technology primary issuances this year.
Explosive revenue growth and long-term contracts:
Year-over-year revenue growth of 747% to $1.9 billion
Contrac...
Read more
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I'm sure it can be a good opportunity, but I stay away from it and never invest in an IPO and just watch it.
📉 CD Projekt reported a drop in profit, but still beat expectations.
Polish video game giant CD Projekt $CDR.WA0.6% has released its results for 2024, showing that even a year without a new game release can deliver very solid numbers. Although the company saw its net profit drop by 2,3 % to 469.9 million zlotys (approx. USD 122 million)However, it beat analysts' expectations, who...
Read more
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I am often attracted to such a company because it looks good and interesting. I believe it can grow nicely, but I won't buy the stock.
Yesterday it rose very nicely - the S&P500 added less than 2%, $AMD-8.6% jumped 6% and $TSLA-10.4% even 11%. I don't want to time the market, so I guess I don't care where it goes because I'll either buy or be happy with the gains. We'll see...
Read more
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Things have calmed down quite a bit now and it looks like the stock could slowly start to rise.
💰 Investing in gold!
In times of global uncertainty, history often repeats itself. Gold, the traditional store of value, is regaining strength. And it's no wonder - the combination of inflation, geopolitical tensions and aggressive buying by central banks creates the ideal environment for its price to rise. Spot gold has recently shot above the $3,000/ounce mark.
📊 According to F...
Read more
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Gold's performance has been really great lately, but I still stick to individual stocks and if I needed to diversify I'd rather buy cryptos.
NuScale Power: A risky but promising bet on the future of nuclear power
NuScale Power $SMR-10.8% is a start-up focused on small modular nuclear reactors . It is a highly speculative investment as the company is still in a loss-making phase and is yet to see the first commercial deployment of its technology. But if NuScale succeeds, it could become a pioneer in modern nuclear power.
Wh...
Read more
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It's certainly an interesting business and there's been a lot of talk about it lately, but I'll wait to invest.
Does anyone else here hold shares of $CEZ.PR-2.5%?
I bought a few shares of CEZ a few years ago, but a lot has changed since then and I wouldn't buy again. My position is pretty small, so I'll hold until something changes significantly.
ČEZ
CEZ.PRZobrazit další komentáře
There are much better opportunities on the market right now, and this stock is not cheap at all.
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%.
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After the extreme growth, I am now starting to buy $PLTR-11.5% and $NVDA-7.4% again.