Coupang: Amazon Korea with rising profits and global ambition
Coupang $CPNG0.5%, previously considered one of the failed IPOs of 2021, is now turning into a profitable e-commerce leader in Asia. Despite the stock still trading below its issue price, the company has seen a fundamental turnaround in fundamentals - growing, profiting and expanding.
Everything is different again. Trump announced a postponement of the 50% tariff on the EU until July and stocks reacted positively today. I'm honestly getting used to the chaos, but it scares me that it could continue like this for the rest of the year.
Are you still surprised or have you got used to it?
The situation around Apple is not ideal at the moment. On Friday, Trump threatened to impose a 25% tariff on all iPhones not made in the US. I recently soldmy entire position in $AAPL0.5% because I no longer find it interesting. Performance will probably be solid, but I don't expect any miracles.
What's your take on the current situation around Apple?
Trump announced a 50% tariff on all imports from the European Union, which could be a big problem and could hurt European companies a lot. Nevertheless, I hope that the situation will calm down. So I am not changing my opinion and I still hold $ASML0.2% and $NVO-0.4%shares .
What about you? Will you continue to invest in European stocks despite the current situation?
❄️ Snowflake announces record sales: AI as growth engine! Snowflake $SNOW1.2% delivered results that rewrote its track record. It crossed the $1 billionmark in quarterly revenue for the first time since going public in 2020 , confirming its role as one of the most dynamic players in cloud data analytics.
Shares jumped more than 12 % reaching its highest level in more than a year.... Read more
Did any of you invest in CoreWeave right after the IPO?
This company provides cloud infrastructure for artificial intelligence and has also received a significant investment from Nvidia, which holds approximately 7% of the company. Since the IPO, the stock is already up more than 150%.
Idacorp: the unchallenged leader in energy transformation
Idacorp $IDA0.3% is a regulated electric utility in a fast-growing region of the U.S. (Idaho + Eastern Oregon). It combines stable earnings with unexpectedly strong growth potential stemming from demographic expansion, hydropower and data center development.
Low cost of energy - Hydropower keeps the price below 10 cents/kWh ... Read more
🛡️ Palo Alto Networks: strong growth, profit above expectations, but margins under pressure! Palo Alto Networks $PANW, one of the leaders in cybersecurity, reported fiscal third quarter results showing solid performance, yet today the stock is down more than 6 %. While earnings and revenue beat expectations, the company missed its gross margin target, and it is precisely the... Read more
Antiscalants and Dispersants: Safeguarding Industrial Water Systems
Antiscalants and dispersants are essential water treatment chemicals used to prevent scale formation and particle deposition in industrial systems like boilers, RO membranes, and cooling towers. These additives work by interfering with the growth and agglomeration of mineral crystals, ensuring smooth operation and prolonged equipment life.
Antiscalants are commonly used in desalination plants, power generation, and HVAC systems, helping reduce maintenance costs and energy consumption. Dispersants help keep silt, clay, and other particles suspended in water, preventing fouling and clogging in pipelines and heat exchangers.
The use of antiscalants and dispersants improves system efficiency and reduces downtime. As industrial sectors continue to emphasize water conservation and operational efficiency, the demand for these preventive chemical solutions is rising globally.
Does anyone have $BY6.F-1.5%stock in their portfolio ? If so, what broker do you buy them from?
I'd like to add BYD shares to my portfolio but XTB still hasn't added them so I'm looking for a broker to buy them from, ideally with other Chinese stocks.
New: $NVDA0.9% has introduced NVLink Fusion, a new technology that allows its GPUs to be connected to third-party chips (e.g. CPUs from AMD, Intel or third-party accelerators).
Strategy: This is a significant shift from a closed ecosystem, which:
Increases acceptability for enterprise customers and hyperscalers (AWS, Google Cloud, etc.).
Enables compatibility in heterogeneous data... Read more
MNTN (read "mountain") is heading to the stock market with a goal of raising up to $187 million and a valuation of up to $1.24 billion. The company specializes in advertising on smart TV (Connected TV/CTV) - a fast-growing market where traditional TV is losing ground and marketing is shifting to streaming platforms (YouTube, Hulu... Read more
What percentage of your portfolio do you currently have in cash?
Sometimes I read that someone doesn't have any cash left, which seems a bit risky to me, especially when the market may fall even further. I try to keep about 10% to... Read more
🔬 Applied Materials: solid earnings, but geopolitics is taking its toll! Applied Materials $AMAT, a key supplier of chip manufacturing equipment, reported mixed second quarter results last week. Although earnings per share beat expectations, sales fell slightly short. The main reason is uncertainty related to export restrictions to China, the company's largest foreign market.
At the moment, I would rather focus on US stocks because those European companies will start to have problems because of the tariffs and the geopolitics.
Planet Fitness: a generational growth bet on a healthy lifestyle
Generational Trend: A strong shift in the perception of health among Generation Z and millennials - an emphasis on regular exercise, prevention and healthy living.
Brand & Marketing.
Base growth: The company has seen increasing sales per branch (same-store sales growth), a strong signal of a healthy business.
Coupang: Amazon Korea with rising profits and global ambition
Coupang $CPNG0.5%, previously considered one of the failed IPOs of 2021, is now turning into a profitable e-commerce leader in Asia. Despite the stock still trading below its issue price, the company has seen a fundamental turnaround in fundamentals - growing, profiting and expanding.
Read more
Zobrazit další komentáře
I'd rather invest in that $AMZN-1.1%. I recently raised a position and the prospects are great.
Everything is different again. Trump announced a postponement of the 50% tariff on the EU until July and stocks reacted positively today. I'm honestly getting used to the chaos, but it scares me that it could continue like this for the rest of the year.
Are you still surprised or have you got used to it?
Zobrazit další komentáře
It doesn't surprise me anymore, but hopefully it was the last step. We'll see how it affects inflation, because it will make goods more expensive.
The situation around Apple is not ideal at the moment. On Friday, Trump threatened to impose a 25% tariff on all iPhones not made in the US. I recently soldmy entire position in $AAPL0.5% because I no longer find it interesting. Performance will probably be solid, but I don't expect any miracles.
What's your take on the current situation around Apple?
Apple
AAPLZobrazit další komentáře
It's a great company, but they may have a lot of problems at the moment and Trump is not making it easy for them.
Trump announced a 50% tariff on all imports from the European Union, which could be a big problem and could hurt European companies a lot. Nevertheless, I hope that the situation will calm down. So I am not changing my opinion and I still hold $ASML0.2% and $NVO-0.4%shares .
What about you? Will you continue to invest in European stocks despite the current situation?
Zobrazit další komentáře
Since everything is different, I'm fine with that and we'll see how Trump deals with them.
❄️ Snowflake announces record sales: AI as growth engine!
Snowflake $SNOW1.2% delivered results that rewrote its track record. It crossed the $1 billion mark in quarterly revenue for the first time since going public in 2020 , confirming its role as one of the most dynamic players in cloud data analytics.
Shares jumped more than 12 % reaching its highest level in more than a year....
Read more
Zobrazit další komentáře
I still stick to the fact that there is better competition, so I buy $AMZN-1.1% and $GOOG-1.8%.
Did any of you invest in CoreWeave right after the IPO?
This company provides cloud infrastructure for artificial intelligence and has also received a significant investment from Nvidia, which holds approximately 7% of the company. Since the IPO, the stock is already up more than 150%.
Zobrazit další komentáře
I'm not interested in IPOs because it's too big a risk and I'd rather invest for the long term.
Idacorp: the unchallenged leader in energy transformation
Idacorp $IDA0.3% is a regulated electric utility in a fast-growing region of the U.S. (Idaho + Eastern Oregon). It combines stable earnings with unexpectedly strong growth potential stemming from demographic expansion, hydropower and data center development.
Read more
Zobrazit další komentáře
As a stable portfolio component for some diversification, it's great.
What stocks do you consider to be a stable part of your portfolio?
I try to stabilize and diversify my portfolio with stocks like $BAC1.8% and $CAT0.6%. Until recently, I also had $MO0.8% in my portfolio .
Zobrazit další komentáře
Honestly, I don't worry about it too much and I still have a long investment horizon, so I don't need to diversify.
🛡️ Palo Alto Networks: strong growth, profit above expectations, but margins under pressure!
Palo Alto Networks $PANW, one of the leaders in cybersecurity, reported fiscal third quarter results showing solid performance, yet today the stock is down more than 6 %. While earnings and revenue beat expectations, the company missed its gross margin target, and it is precisely the...
Read more
Zobrazit další komentáře
Antiscalants and Dispersants: Safeguarding Industrial Water Systems
Antiscalants and dispersants are essential water treatment chemicals used to prevent scale formation and particle deposition in industrial systems like boilers, RO membranes, and cooling towers. These additives work by interfering with the growth and agglomeration of mineral crystals, ensuring smooth operation and prolonged equipment life.
Antiscalants are commonly used in desalination plants, power generation, and HVAC systems, helping reduce maintenance costs and energy consumption. Dispersants help keep silt, clay, and other particles suspended in water, preventing fouling and clogging in pipelines and heat exchangers.
VIEW FULL REPORT ACCESS AT: https://www.marketresearchfuture.com/reports/antiscalants-dispersant-market-35012
The use of antiscalants and dispersants improves system efficiency and reduces downtime. As industrial sectors continue to emphasize water conservation and operational efficiency, the demand for these preventive chemical solutions is rising globally.
Does anyone have $BY6.F-1.5%stock in their portfolio ? If so, what broker do you buy them from?
I'd like to add BYD shares to my portfolio but XTB still hasn't added them so I'm looking for a broker to buy them from, ideally with other Chinese stocks.
Zobrazit další komentáře
BYD is a great company and currently it still doesn't seem expensive to me and I may increase my position.
Read more
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It's amazing how the company is growing and since April the stock is up maybe 50% 😂
MNTN (IPO): Smart TV advertising star goes public
MNTN (read "mountain") is heading to the stock market with a goal of raising up to $187 million and a valuation of up to $1.24 billion. The company specializes in advertising on smart TV (Connected TV/CTV) - a fast-growing market where traditional TV is losing ground and marketing is shifting to streaming platforms (YouTube, Hulu...
Read more
Zobrazit další komentáře
The financials look good and I especially like the news that BlackRock would like their shares.
What percentage of your portfolio do you currently have in cash?
Sometimes I read that someone doesn't have any cash left, which seems a bit risky to me, especially when the market may fall even further. I try to keep about 10% to...
Read more
Zobrazit další komentáře
Sometimes it happens that there is not much cash left, but so far I haven't had a problem. I have about 5% in cash.
🔬 Applied Materials: solid earnings, but geopolitics is taking its toll!
Applied Materials $AMAT, a key supplier of chip manufacturing equipment, reported mixed second quarter results last week. Although earnings per share beat expectations, sales fell slightly short. The main reason is uncertainty related to export restrictions to China, the company's largest foreign market.
Applied Materials
AMATRead more
Zobrazit další komentáře
At the moment, I would rather focus on US stocks because those European companies will start to have problems because of the tariffs and the geopolitics.
Planet Fitness: a generational growth bet on a healthy lifestyle
Read more
Zobrazit další komentáře
It's a great company and the numbers look good too. But the problem is the high price. I'd much rather buy after a 20% drop.