📅 Key events of the upcoming week! This week could significantly impact both the technology sector and market expectations for monetary policy. In addition to some important macroeconomic data, we are also waiting for events that can significantly change the mood of the markets.
🌐 Monday US-China trade talks - Any diplomatic progress or tensions can affect global trade.
Investors, do you have a stock in your portfolio that you are confident you will hold for the next 15 years?
For me, it's definitely $AMZN-1.1% and $GOOG-1.8%. They are incredibly strong companies with amazing businesses that will be around for decades to come.
📉 DocuSign under pressure: strong quarter, but weak outlook knocks shares down! DocuSign $DOCU, the leader in electronic signatures, posted results that showed solid revenue and profitability growth, but markets reacted to a reduced full-year billing outlook (billings). As a result, the stock fell by more than 18 % and are more than a year off their 2021highs . 75 %!
Yesterday, $TSLA1.8%stock erased some of its losses and things calmed down a bit. But I'm honestly afraid it will continue. Plus, Trump has more power, so Musk will have to back down sooner or later.
📉 Huge drop in Lululemon stock! Lululemon $LULU, the premium sportswear icon, reported solid fiscal Q1 results , but the market reacted sharply to reduced full-year earnings guidance and management's more cautious tone. As a result, the stock lost around 20 % of their value today.
Broadcom reported great results yesterday. Revenues were up 20% year-on-year and other items also grew solidly. The stock has rallied recently and the current valuation is already quite high. I've had $AVGO0.8%stock in my portfolio for a few months now and I'm very happy so far.
⚠️ Tesla under pressure: The exchange between Musk and Trump! Tesla $TSLA1.8%shares lose more than 15 %! This time it's not due to supply chain issues, production outages or competitive pressure. It's because today there was a purely political shootout between Elon Musk and Donald Trump that spooked investors.
Analyst Erik Woodring calls Seagate stock $STX0.3% as "too attractive to ignore" - despite the company often being overlooked in the context of fast-growing tech titles (AI, cloud, cybersecurity). Reasons:
Valuation: shares of $STX trade at just 7.5 times forward EPS, which is low even in the context of value tech companies
LVMH has not been mentioned for a long time. The shares have fallen another 20% this year and the company is not doing well at all. I have an intermediate position and will hold, but I don't expect any extra performance and hope the company will recover over time.
What is your opinion on LVMH? Do you have shares of $MC.PA-2.3% in your portfolio?
🔐 CrowdStrike: Solid growth and strong fundamentals! CrowdStrike $CRWD-1.4%has once again confirmed the huge interest and need for cybersecurity services with its results. In fact, the company entered fiscal year 2026 with double-digit revenue growth, strong subscription growth and record cash flow. These numbers prove that the Falcon platform is in high demand today.
MagisTVApp.io es una excelente plataforma para ver televisión en vivo y contenido multimedia desde cualquier dispositivo, fácil de usar y con gran variedad de canales.
CrowdStrike reported very solid results in my opinion and most key metrics grew solidly and exceeded expectations. Still, the stock was down 6% in the aftermarket due to a revenue outlook for the next quarter that was slightly below estimates. I have the stock in my portfolio and think it's a great business, but I won't be overbuying.
What do you think of the results? Anyone... Read more
🔍 UnitedHealth: new leadership, old challenges and a quest to restore investor confidence! Healthcare giant UnitedHealth Group $UNH-0.5%is entering a new chapter. Steve Hemsleytook the helm of the company in May , returning as CEO after years away, this time with the clear goal of regaining shareholder confidence.
I had $O0.1% and $VICI0.0%in my portfolio last year and thought it was a great investment. However, towards the end of the year I sold all the REITs because they were underperforming and I wanted to move the money into more growth stocks. I think they are good dividend stocks for retirement though.
💻 Dell announced results, record orders and an interesting outlook! Dell Technologies$DELL0.5% proves that it is not just an electronics manufacturer, but a strategic player in enterprise IT infrastructure. Although earnings for the first fiscal quarter fell slightly short of expectations, sales beat estimates and the outlook for the next period was a pleasant surprise.
Analyst Erik Woodring called Seagate stock "too attractive to ignore" - despite the company often being overlooked in the context of fast-growing technology titles (AI, cloud, cybersecurity). Reasons:
Valuation: shares of $STX trade at just 7.5 times forward EPS, which is low even in the context of value tech companies
Demand for storage will grow with the rise of AI, edge... Read more
📅 Key events of the upcoming week!
This week could significantly impact both the technology sector and market expectations for monetary policy. In addition to some important macroeconomic data, we are also waiting for events that can significantly change the mood of the markets.
🌐 Monday
US-China trade talks - Any diplomatic progress or tensions can affect global trade.
🍏 Apple...
Read more
Zobrazit další komentáře
There's a lot there, but I'll be more interested in the Ŕobotaxi than inflation.
Investors, do you have a stock in your portfolio that you are confident you will hold for the next 15 years?
For me, it's definitely $AMZN-1.1% and $GOOG-1.8%. They are incredibly strong companies with amazing businesses that will be around for decades to come.
Zobrazit další komentáře
It's hard to say, but in 15 years they'll be driving mostly EVs, so I imagine I'll be holding $TSLA1.8% stock for a long time.
📉 DocuSign under pressure: strong quarter, but weak outlook knocks shares down!
DocuSign $DOCU, the leader in electronic signatures, posted results that showed solid revenue and profitability growth, but markets reacted to a reduced full-year billing outlook (billings). As a result, the stock fell by more than 18 % and are more than a year off their 2021highs . 75 %!
DocuSign
DOCURead more
Zobrazit další komentáře
I use their services occasionally, but I wouldn't buy the stock.
Do you think the Trump-Musk fight will continue?
Yesterday, $TSLA1.8%stock erased some of its losses and things calmed down a bit. But I'm honestly afraid it will continue. Plus, Trump has more power, so Musk will have to back down sooner or later.
Zobrazit další komentáře
Hopefully things will calm down and everything will be fine again. I hope Musk doesn't swear anymore.
📉 Huge drop in Lululemon stock!
Lululemon $LULU, the premium sportswear icon, reported solid fiscal Q1 results , but the market reacted sharply to reduced full-year earnings guidance and management's more cautious tone. As a result, the stock lost around 20 % of their value today.
Lululemon Athletica Inc.
LULURead more
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Fortunately, I'm no longer investing in this sector, but if it's just a short-term problem, it's a nice discount.
Broadcom reported great results yesterday. Revenues were up 20% year-on-year and other items also grew solidly. The stock has rallied recently and the current valuation is already quite high. I've had $AVGO0.8%stock in my portfolio for a few months now and I'm very happy so far.
Do you also have $AVGOstock in your portfolio?
Zobrazit další komentáře
I started buying shares at the beginning of the year and have been in solid profit since then and the results have been good too.
⚠️ Tesla under pressure: The exchange between Musk and Trump!
Tesla $TSLA1.8%shares lose more than 15 %! This time it's not due to supply chain issues, production outages or competitive pressure. It's because today there was a purely political shootout between Elon Musk and Donald Trump that spooked investors.
Read more
Zobrazit další komentáře
It's not good news and I'm afraid of what comes next, but I'll hang on and see😂
SEAGATE: THE STEALTH LEADER
Analyst Erik Woodring calls Seagate stock $STX0.3% as "too attractive to ignore" - despite the company often being overlooked in the context of fast-growing tech titles (AI, cloud, cybersecurity). Reasons:
Read more
Zobrazit další komentáře
It doesn't look bad at all, so I'm adding it to the watchlist.
LVMH has not been mentioned for a long time. The shares have fallen another 20% this year and the company is not doing well at all. I have an intermediate position and will hold, but I don't expect any extra performance and hope the company will recover over time.
What is your opinion on LVMH? Do you have shares of $MC.PA-2.3% in your portfolio?
LVMH
MC.PAZobrazit další komentáře
The company has enough problems and the performance is really lousy. From this sector I find interesting especially $RMS.PA.-2.5%
🔐 CrowdStrike: Solid growth and strong fundamentals!
CrowdStrike $CRWD-1.4% has once again confirmed the huge interest and need for cybersecurity services with its results. In fact, the company entered fiscal year 2026 with double-digit revenue growth, strong subscription growth and record cash flow. These numbers prove that the Falcon platform is in high demand today.
Read more
Zobrazit další komentáře
MagisTVApp.io es una excelente plataforma para ver televisión en vivo y contenido multimedia desde cualquier dispositivo, fácil de usar y con gran variedad de canales.
CrowdStrike reported very solid results in my opinion and most key metrics grew solidly and exceeded expectations. Still, the stock was down 6% in the aftermarket due to a revenue outlook for the next quarter that was slightly below estimates. I have the stock in my portfolio and think it's a great business, but I won't be overbuying.
What do you think of the results? Anyone...
Read more
Zobrazit další komentáře
The results have obviously turned out very well and the company will continue to thrive.
🔍 UnitedHealth: new leadership, old challenges and a quest to restore investor confidence!
Healthcare giant UnitedHealth Group $UNH-0.5% is entering a new chapter. Steve Hemsleytook the helm of the company in May , returning as CEO after years away, this time with the clear goal of regaining shareholder confidence.
UnitedHealth
UNHRead more
Zobrazit další komentáře
It's an interesting situation, but I'd rather not have a big position in it.
What do you think about REITs?
I had $O0.1% and $VICI0.0%in my portfolio last year and thought it was a great investment. However, towards the end of the year I sold all the REITs because they were underperforming and I wanted to move the money into more growth stocks. I think they are good dividend stocks for retirement though.
Zobrazit další komentáře
It may be fine for a stable portfolio, but I certainly won't be buying this stock.
💻 Dell announced results, record orders and an interesting outlook!
Dell Technologies $DELL0.5% proves that it is not just an electronics manufacturer, but a strategic player in enterprise IT infrastructure. Although earnings for the first fiscal quarter fell slightly short of expectations, sales beat estimates and the outlook for the next period was a pleasant surprise.
Dell
DELLRead more
Zobrazit další komentáře
I had previously considered buying $DELL0.5% or $HPQ-0.5%, but ended up not buying anything.
Analyst Erik Woodring called Seagate stock "too attractive to ignore" - despite the company often being overlooked in the context of fast-growing technology titles (AI, cloud, cybersecurity). Reasons:
Read more
Zobrazit další komentáře
I wouldn't buy for the recommendation, but I'm interested in stocks like this, so thanks for the tip👍.