Shares of $CRWD-1.4% are down 4% today on news that U.S. prosecutors and regulators are investigating the $32 million transaction. Long-term, this probably won't affect the company, but I'm thinking I'd still buy in despite the current valuation.
Will you be overbought on$CRWD-1.4%stock , or do you think it's getting expensive?
🧠 Arm surprised by the numbers but disappointed by the outlook! Arm Holdings $ARM0.9% ended fiscal year 2025 with a record quarter, posting revenue of $1.24 billion which is 34% year-over-year growth. Yet the stock has fallen by more than 6 %. Shareholders were concerned about the cautious forecast for the next period.
This is a British technology company that specialises in the... Read more
🚗 Ford suspends outlook for 2025! Ford Motor Company $F0.1% beat Wall Street expectations for Q1 2025, but still suspended its financial outlook for the full year. The main reason is the expected impact of the new $2.5 billion tariffs that went into effect in early April. While the company plans to offset approximately $1 billion through operational measures and cost optimization,... Read more
Investors, how did you get into investing? What was the first step that led you to it?
I first got interested in investing when I was listening to a podcast about the S&P 500. I then started investing regularly using the DCA method in ETFs, got hooked, and later switched to individual stocks.
🎬 Disney brings the magic to life. Q2 2025 results surprised with strength across segments!
The Walt Disney Company $DIS reported very solid resultsin its second fiscal quarter 2025. Despite a turbulent media market and high costs in the sports segment, the company was able to accelerate growth across all major divisions.
The stock had me in the portfolio for a while but after some time I sold. I don't see that much potential in it anymore and the company has a lot of competition.
Rivian's results were quite good and exceeded expectations. The company is still not profitable, but it strikes me as a great company with a lot of potential. I probably wouldn't take a big position, but I'd probably buy a few shares.
Are you familiar with Rivian? Do you have shares of $RIVN2.8% in your portfolio?
Philip Morris - shares on the rise thanks to move beyond conventional cigarettes
Stock Growth: Philip Morris International $PM-0.5% has gained +86% over the past 12 months, largely due to a strategic shift toward alternative nicotine products.
Key growth drivers:
IQOS (heated tobacco) - growing rapidly in global markets.
Zyn (nicotine sachets) - becoming the market leader in oral... Read more
🥩 Tyson Foods: strong quarter despite market pressure! Tyson Foods $TSN-0.7% reported fiscal Q2 2025 results and confirmed that even in an environment of high market uncertainty, solid numbers can be achieved. Although the macroeconomic environment (tariffs, costs, consumer behavior) remains turbulent, Tyson delivered its fourth consecutive quarter of growth across key metrics.
Recently I have been thinking about adding some Chinese stocks to my portfolio. So far I have only bought $BABA-1.3% and have $BIDU-1.7% and $BY6.F-1.5% on my watchlist .
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 $TTD1.5% or $AMZN-1.1%, 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 $GOOG-1.8%$AMZN-1.1%$NVDA0.9%. I see, as with you Luky, one more time then $TTD1.5% 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 $PLTR1.3%, $NVO-0.4%, $AMD-0.2% and $TTD1.5%.
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.
What do you think about the growth of $CVS-0.4%stock ?
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.
Shares of $CRWD-1.4% are down 4% today on news that U.S. prosecutors and regulators are investigating the $32 million transaction. Long-term, this probably won't affect the company, but I'm thinking I'd still buy in despite the current valuation.
Will you be overbought on$CRWD-1.4%stock , or do you think it's getting expensive?
CrowdStrike
CRWDZobrazit další komentáře
I haven't bought yet, but I have $PANW-1.1% stock on my watchlist.
🧠 Arm surprised by the numbers but disappointed by the outlook!
Arm Holdings $ARM0.9% ended fiscal year 2025 with a record quarter, posting revenue of $1.24 billion which is 34% year-over-year growth. Yet the stock has fallen by more than 6 %. Shareholders were concerned about the cautious forecast for the next period.
This is a British technology company that specialises in the...
Read more
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One of the bigger companies, but uninteresting to me at the moment.
🚗 Ford suspends outlook for 2025!
Ford Motor Company $F0.1% beat Wall Street expectations for Q1 2025, but still suspended its financial outlook for the full year. The main reason is the expected impact of the new $2.5 billion tariffs that went into effect in early April. While the company plans to offset approximately $1 billion through operational measures and cost optimization,...
Read more
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I am currently staying away from this sector and investing in technology stocks.
Investors, how did you get into investing? What was the first step that led you to it?
I first got interested in investing when I was listening to a podcast about the S&P 500. I then started investing regularly using the DCA method in ETFs, got hooked, and later switched to individual stocks.
🎬 Disney brings the magic to life. Q2 2025 results surprised with strength across segments!
The Walt Disney Company $DIS reported very solid resultsin its second fiscal quarter 2025. Despite a turbulent media market and high costs in the sports segment, the company was able to accelerate growth across all major divisions.
Disney
DISRead more
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The stock had me in the portfolio for a while but after some time I sold. I don't see that much potential in it anymore and the company has a lot of competition.
Rivian's results were quite good and exceeded expectations. The company is still not profitable, but it strikes me as a great company with a lot of potential. I probably wouldn't take a big position, but I'd probably buy a few shares.
Are you familiar with Rivian? Do you have shares of $RIVN2.8% in your portfolio?
Rivian
RIVNZobrazit další komentáře
Those financial statements don't look good and I probably don't want to buy stock in a company that is losing money.
Philip Morris - shares on the rise thanks to move beyond conventional cigarettes
Read more
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If I wanted to invest in a company like that, I'd rather choose $MO0.8%. The performance is better and I like the business better too.
🥩 Tyson Foods: strong quarter despite market pressure!
Tyson Foods $TSN-0.7% reported fiscal Q2 2025 results and confirmed that even in an environment of high market uncertainty, solid numbers can be achieved. Although the macroeconomic environment (tariffs, costs, consumer behavior) remains turbulent, Tyson delivered its fourth consecutive quarter of growth across key metrics.
Tyson Foods, Inc.
TSNRead more
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I'm not too impressed either, and those duties can probably cause them a lot of problems.
Which Chinese stocks do you find interesting?
Recently I have been thinking about adding some Chinese stocks to my portfolio. So far I have only bought $BABA-1.3% and have $BIDU-1.7% and $BY6.F-1.5% on my watchlist .
Zobrazit další komentáře
I only have BYD for now, but I'd definitely like to add some Chinese stocks.
EQT Corporation and natural gas
Background Information:
Current development and performance:
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I'm still wondering what company in this industry to add to my portfolio, so I'm adding to the watchlist.
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 $TTD1.5% or $AMZN-1.1%, 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-1.8% $AMZN-1.1% $NVDA0.9%. I see, as with you Luky, one more time then $TTD1.5% 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 $PLTR1.3% and $AMD-0.2%.
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 $PLTR1.3%, $NVO-0.4%, $AMD-0.2% and $TTD1.5%.
Which companies' results will you be interested in?
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I'll be most interested in the results of $NVO-0.4% 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.
Duolingo, Inc.
DUOLRead more
Zobrazit další komentáře
I'd really like to buy, but it's still high.
What do you think about the growth of $CVS-0.4%stock ?
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.
CVS
CVSZobrazit další komentáře
I would not buy now and focus on other stocks. The interesting one right now might be $UNH-0.5% or maybe $NVO-0.4%.