I have recently moved most of my money into individual stocks, but I have kept and still regularly invest in $CSPX.L-1.3% and $CNDX.L-1.5%as a stable component of my portfolio .
After years of legal, financial, and strategic negotiations, it's clear: Disney $DIS-0.3%is completing its takeover 100% stake in streaming platform Hulu, ending one of the last chapters of the older model of shared media ownership. The company will pay NBCUniversal(Comcast)$438.7 million to become the sole owner of the long-growing platform.
This firm specializes in land development, construction and transportation infrastructure. It's a plain and simple company, but its stock is up over 170% in the last year, which is a very solid performance for the construction sector. I'm holding a middle position and am currently up roughly +80%.
MP Materials $MP4.8% is a strategic player in rare earth mining - key to electric vehicles, wind turbines and the defense industry. It operates the only active mine in the U.S. (Mountain Pass) and plans to launch domestic magnet production, making it a key part of the drive for U.S. resource self-sufficiency.
Morgan Stanley raised its recommendation to "buy"... Read more
📡 Qualcomm expands its AI portfolio by acquiring Alphawave for $2.4 billion! Qualcomm $QCOM strengthens its market presence. This time it is targeting UK technology company Alphawave $AWE.L-0.8%, which it has decided to take over for around $2.4 billion, a cash offer of 183 pence per share means 96% premium to the end-March price.
📅 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.
Do you also have $AVGO0.8%stock in your portfolio?
⚠️ Tesla under pressure: The exchange between Musk and Trump! Tesla $TSLAshares 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 $STX0.3% trade at just 7.5 times forward EPS, which is low even in the context of value tech companies
What ETFs do you have in your portfolio?
I have recently moved most of my money into individual stocks, but I have kept and still regularly invest in $CSPX.L-1.3% and $CNDX.L-1.5%as a stable component of my portfolio .
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I only have $BRK-B0.3% in my portfolio, which I think of as a better ETF.
📺 Disney gets full control of Hulu!
After years of legal, financial, and strategic negotiations, it's clear: Disney $DIS-0.3% is completing its takeover 100% stake in streaming platform Hulu, ending one of the last chapters of the older model of shared media ownership. The company will pay NBCUniversal (Comcast)$438.7 million to become the sole owner of the long-growing platform.
Disney
DISRead more
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I had the stock in my portfolio, but I sold it because it was no longer interesting to me.
Does anyone have $0M6I.L-5.2%in their portfolio ?
This firm specializes in land development, construction and transportation infrastructure. It's a plain and simple company, but its stock is up over 170% in the last year, which is a very solid performance for the construction sector. I'm holding a middle position and am currently up roughly +80%.
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Nice growth stock, but that valuation is very high. Let's see if it keeps growing like this.
Analysis: MP Materials
MP Materials $MP4.8% is a strategic player in rare earth mining - key to electric vehicles, wind turbines and the defense industry. It operates the only active mine in the U.S. (Mountain Pass) and plans to launch domestic magnet production, making it a key part of the drive for U.S. resource self-sufficiency.
Morgan Stanley raised its recommendation to "buy"...
Read more
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I don't know the company very well, but I guess it's not very interesting to me.
📡 Qualcomm expands its AI portfolio by acquiring Alphawave for $2.4 billion!
Qualcomm $QCOM strengthens its market presence. This time it is targeting UK technology company Alphawave $AWE.L-0.8%, which it has decided to take over for around $2.4 billion, a cash offer of 183 pence per share means 96% premium to the end-March price.
Read more
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Obviously great news for the company again.
You may have heard the news that $WBD-0.1% is going to split into two companies. Is this a positive or negative development in your opinion?
Warner Bros. Discovery
WBDRead more
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I'm staying away from this because the business hasn't moved anywhere and they're still in the same place.
Are you investing directly in $BTCUSD, Bitcoin ETFs, or maybe stocks like $COIN16.3% or $MSTR-1.6%?
I personally invest in Bitcoin through ETFs and so far it suits me best because it's easy and I don't have to deal with other things.
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I'm also most comfortable with ETFs for now, but I'll definitely include BTC directly in time.
📅 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
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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.
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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
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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.
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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.
Read 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 $AVGO0.8%stock in your portfolio?
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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 $TSLAshares 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
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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
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It doesn't look bad at all, so I'm adding it to the watchlist.