The SP500 has more or less erased the losses since the tariffs were introduced and again it's not very cheap anymore. I'm still buying individual stocks like $TTD or $AMZN, but I'm getting more cautious and accumulating cash.
I also lightly shop all the time, but I confess I still stay away from celery. I don't know, I just see it all as too much of a "comedy" where one says A, then B, then it's refuted, back to A, and the markets react to everything but actually in a time frame of six months I don't dare to guess if we're in growth or decline. Technology and AI are still holding the market because there is a hunger for chips, but those tariffs can really put a lot of pressure on consumers and who knows what then. 🤷♂️
The last few weeks I've just been adding $GOOG$AMZN$NVDA. I see, as with you Luky, one more time then $TTD was mentioned here, I'm looking at info and a digital marketing company, which is definitely a trend too, but isn't there a lot of competition in this? What makes the company interesting to you?
Otherwise cash I still hold probably quite a bit, around 20% but as I said I don't really believe Trump has stopped "swirling the waters".
As for the results, this week will probably be more interesting for me than the last one. A number of companies whose shares I hold in my portfolio will report results, and I expect bigger moves because they are growth stocks. I will be watching the results of $PLTR, $NVO, $AMD and $TTD.
Which companies' results will you be interested in?
🟢 Duolingo at an all-time high! Duolingo $DUOL, known in the digital language learning industry, demonstrated a strong combination of growth, profitability and user momentum in Q1. The stock responded with a sharp rise of more than 20 % to a record $487.
The stock is up more than 50% since the beginning of the year and it is clear that it is doing well again after a long time. I sold the stock at a loss last year. Of course, it's not pleasant to see them rise after I sold them, but I still don't like the fundamentals and I won't be buying the stock again.
📡 Qualcomm confirms strategic growth! Qualcomm $QCOM is an American technology company that specializes in the development of semiconductors, software and wireless technologies. It is a global leader in mobile chips and a key player in the development of 5G networks.
The company on Wednesday announced results for its second fiscal quarter 2025 (ended March 30).
Apple's results may have exceeded expectations, but I don't feel good about it. Tariffs are gradually starting to be reflected in the results and growth is slowing. I still hold $AAPL0.8%stock in my portfolio, but I sold some of it last week and moved the money into other stocks.
Does Apple still look like an interesting investment to you?
I've been looking at different brokerage firms and their stocks recently, and I've been surprised at how strongly they've been rising. For example, $IBKR or $XTB.WAhas been a very solid performer . $HOOD is also interesting . I'm adding $XTB.WA to my watchlist right now and would happily buy at a lower price.
💊 Novo Nordisk expands distribution of Wegova via telehealth. Hims & Hers shares jumped by more than 25%! Danish pharmaceutical giant Novo Nordisk $NVO is coming up with another move to accelerate sales of its weight loss drug Wegova. The drug will now also be available through telemedicine platforms such as Hims & Hers Health $HIMS, LifeMD, and including NovoCare's direct... Read more
The results have not been very good and frankly I don't see any positive factors that would indicate that the company will do well and grow. I see$SBUX as a value stock, but an uninteresting one that I will definitely not be investing in.
🚀 SoFi Technologies: important quarterly growth and strengthening of strategic positions!
The first quarter of 2025 produced exceptional results forSoFi Technologies $SOFI, clearly showing that its strategy of focusing on member growth, product expansion and financial services innovation is working well.
I was still shopping on Monday. The company always has a pretty cautious outlook and expectations, but still, the results were great and I may still overbought.
I haven't had many interesting companies on my watchlist in the last couple of months, but recently ON Semiconductor caught my eye. It makes chips for automakers like Tesla, GM, Hyundai, Ford and VW. While it's not in an ideal situation right now and its results aren't great, it has quite a bit of potential and the stock is cheap right now.
💊 AbbVie off to a good start in 2025: Immunology pulls growth, obesity drug as a new opportunity! Pharma giant AbbVie $ABBV has started this year in very solid shape. The first quarter results exceeded market expectations and point to a successful transformation of the company's portfolio after a decline in revenue from Humira (an autoimmune disease treatment).
Tesla shares $TSLA0.5% are up nearly 25% for the week, approaching $290, even as the company's results and technology momentum lag.
Reasons for the rise:
Market psychology: Investors, especially retail investors, believe the stock around $220 was "cheap enough" even though the P/E ratio is extremely high (~156).
Return of Musk: Ironically, the poor results are raising expectations... Read more
Definitely an interesting sector and I would love to be invested in gold in some way. Earlier someone here mentioned $KGC-1.1% stock and that seems the best so far.
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what's your strategy now?
The SP500 has more or less erased the losses since the tariffs were introduced and again it's not very cheap anymore. I'm still buying individual stocks like $TTD or $AMZN, but I'm getting more cautious and accumulating cash.
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I also lightly shop all the time, but I confess I still stay away from celery. I don't know, I just see it all as too much of a "comedy" where one says A, then B, then it's refuted, back to A, and the markets react to everything but actually in a time frame of six months I don't dare to guess if we're in growth or decline. Technology and AI are still holding the market because there is a hunger for chips, but those tariffs can really put a lot of pressure on consumers and who knows what then. 🤷♂️
The last few weeks I've just been adding $GOOG $AMZN $NVDA. I see, as with you Luky, one more time then $TTD was mentioned here, I'm looking at info and a digital marketing company, which is definitely a trend too, but isn't there a lot of competition in this? What makes the company interesting to you?
Otherwise cash I still hold probably quite a bit, around 20% but as I said I don't really believe Trump has stopped "swirling the waters".
📅 Investment outlook of the week!
This week we have corporate earnings across various sectors, the US Fed rate decision and new data from the economy.
📈 Monday
ISM Services PMI - Let's keep an eye on the health of the sector that makes up the majority of the US economy.
🔌 Results before the markets open:
ON Semiconductor $ON - A key player in the supply chain for the automotive and...
Read more
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The rates will remain the same and otherwise I will be interested in $PLTR and $AMD.
As for the results, this week will probably be more interesting for me than the last one. A number of companies whose shares I hold in my portfolio will report results, and I expect bigger moves because they are growth stocks. I will be watching the results of $PLTR, $NVO, $AMD and $TTD.
Which companies' results will you be interested in?
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I'll be most interested in the results of $NVO now, as I already have a large position and hope the stock bounces off the bottom.
🟢 Duolingo at an all-time high!
Duolingo $DUOL, known in the digital language learning industry, demonstrated a strong combination of growth, profitability and user momentum in Q1. The stock responded with a sharp rise of more than 20 % to a record $487.
Read more
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I'd really like to buy, but it's still high.
What do you think about the growth of $CVSstock ?
The stock is up more than 50% since the beginning of the year and it is clear that it is doing well again after a long time. I sold the stock at a loss last year. Of course, it's not pleasant to see them rise after I sold them, but I still don't like the fundamentals and I won't be buying the stock again.
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I would not buy now and focus on other stocks. The interesting one right now might be $UNH or maybe $NVO.
📡 Qualcomm confirms strategic growth!
Qualcomm $QCOM is an American technology company that specializes in the development of semiconductors, software and wireless technologies. It is a global leader in mobile chips and a key player in the development of 5G networks.
The company on Wednesday announced results for its second fiscal quarter 2025 (ended March 30).
The stock responded...
Read more
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I currently have only $AVGO and $AMD from this sector. I find those much more interesting and better stocks.
Apple's results may have exceeded expectations, but I don't feel good about it. Tariffs are gradually starting to be reflected in the results and growth is slowing. I still hold $AAPL0.8%stock in my portfolio, but I sold some of it last week and moved the money into other stocks.
Does Apple still look like an interesting investment to you?
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I think it's expensive right now and I'm definitely not going to shop around. I think $GOOG is better for me now.
Do you have any broker stocks in your portfolio?
I've been looking at different brokerage firms and their stocks recently, and I've been surprised at how strongly they've been rising. For example, $IBKR or $XTB.WAhas been a very solid performer . $HOOD is also interesting . I'm adding $XTB.WA to my watchlist right now and would happily buy at a lower price.
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Overall, Polish stocks are very interesting and have a lot of potential, so I'm adding $XTB.WA to my watchlist as well.
💊 Novo Nordisk expands distribution of Wegova via telehealth. Hims & Hers shares jumped by more than 25%!
Danish pharmaceutical giant Novo Nordisk $NVO is coming up with another move to accelerate sales of its weight loss drug Wegova. The drug will now also be available through telemedicine platforms such as Hims & Hers Health $HIMS, LifeMD, and including NovoCare's direct...
Read more
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Unfortunately,$NVO is still falling, but it creates a nice opportunity to establish a position.
Are you happy with Starbucks' results?
The results have not been very good and frankly I don't see any positive factors that would indicate that the company will do well and grow. I see$SBUX as a value stock, but an uninteresting one that I will definitely not be investing in.
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I'm not interested either and would rather buy $MCD or $PEP from this sector.
🚀 SoFi Technologies: important quarterly growth and strengthening of strategic positions!
The first quarter of 2025 produced exceptional results forSoFi Technologies $SOFI, clearly showing that its strategy of focusing on member growth, product expansion and financial services innovation is working well.
Read more
Zobrazit další komentáře
I was still shopping on Monday. The company always has a pretty cautious outlook and expectations, but still, the results were great and I may still overbought.
I haven't had many interesting companies on my watchlist in the last couple of months, but recently ON Semiconductor caught my eye. It makes chips for automakers like Tesla, GM, Hyundai, Ford and VW. While it's not in an ideal situation right now and its results aren't great, it has quite a bit of potential and the stock is cheap right now.
What's your take on $ON11.3%?
ON Semiconductor
ONZobrazit další komentáře
I've been looking at this company, but so far I'm only investing in this industry through Tesla.
💊 AbbVie off to a good start in 2025: Immunology pulls growth, obesity drug as a new opportunity!
Pharma giant AbbVie $ABBV has started this year in very solid shape. The first quarter results exceeded market expectations and point to a successful transformation of the company's portfolio after a decline in revenue from Humira (an autoimmune disease treatment).
Read more
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The results were good, but I find $PFE-0.5% and $LLY0.6% more interesting.
Read more
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The $220 was great for overbought and establishing a position. Now I would expect growth thanks to Robotax.
Newmont in 2025 and gold investment
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Definitely an interesting sector and I would love to be invested in gold in some way. Earlier someone here mentioned $KGC-1.1% stock and that seems the best so far.