AMD yesterday unveiled its line of chips that could be competitive with Nvidia's new Blackwell chips. For me, this is great news and it's clear that AMD is gradually catching up with Nvidia. I've been buying$AMD-0.2%stock under $100 so I'm happy so far, but I think the main upside is yet to come.
What do you guys think? Do you have $AMD-0.2%stock in your portfolio?
A colorful recession winner: How Sherwin-Williams paints a path to growth even without a real estate boom
As the U.S. housing market suffocates under the weight of high rates and low affordability, Sherwin-Williams $SHW0.2% is quietly consolidating its position as a leader. Whether it's home renovations, corporate construction or a sustainable approach to manufacturing, the firm is... Read more
Elon Musk said yesterday that he regrets some of his posts about Donald Trump. Shares of $TSLA1.8% fell 14% last Thursday, but have since erased the loss. So it looks like things have calmed down and the feud may be over.
What do you think? Do you think it's definitely over?
Rocket Lab $RKLB5.4% may become a direct beneficiary of the strained relationship between Trump and Musk, which could open the door to new government contracts, especially if SpaceX loses political support.
The upcoming Neutron rocket (15,000 kg payload capacity) has the ambition to compete with SpaceX and greatly expand Rocket Lab's capabilities beyond... Read more
🧠 IBM accelerates the advent of the quantum era! IBM $IBM0.1% is one of the most important pioneers in computing and now it has announced a project that could change the game again in the next decade. It is the development of the first practical, bug-free quantum computer, called Starling, which is scheduled to launch in 2029.
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 $DOCU, the leader in electronic signatures, posted results that showed solid revenue and profitability growth, but markets reacted to a reduced full-year billing outlook (billings). As a result, the stock fell by more than 18 % and are more than a year off their 2021highs . 75 %!
AMD yesterday unveiled its line of chips that could be competitive with Nvidia's new Blackwell chips. For me, this is great news and it's clear that AMD is gradually catching up with Nvidia. I've been buying$AMD-0.2%stock under $100 so I'm happy so far, but I think the main upside is yet to come.
What do you guys think? Do you have $AMD-0.2%stock in your portfolio?
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Good news, but AMD certainly won't be better than Nvidia for a long time.
A colorful recession winner: How Sherwin-Williams paints a path to growth even without a real estate boom
As the U.S. housing market suffocates under the weight of high rates and low affordability, Sherwin-Williams $SHW0.2% is quietly consolidating its position as a leader. Whether it's home renovations, corporate construction or a sustainable approach to manufacturing, the firm is...
Read more
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I'd buy stocks for portfolio diversification, but the P/E shouldn't be that high.
Elon Musk said yesterday that he regrets some of his posts about Donald Trump. Shares of $TSLA1.8% fell 14% last Thursday, but have since erased the loss. So it looks like things have calmed down and the feud may be over.
What do you think? Do you think it's definitely over?
Tesla
TSLAZobrazit další komentáře
I'd like it to be quiet but that's not certain and they'll probably have a few more fights.
Analysis by Rocket Lab
Rocket Lab $RKLB5.4% may become a direct beneficiary of the strained relationship between Trump and Musk, which could open the door to new government contracts, especially if SpaceX loses political support.
The upcoming Neutron rocket (15,000 kg payload capacity) has the ambition to compete with SpaceX and greatly expand Rocket Lab's capabilities beyond...
Read more
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This sector probably has potential, but it is still a long way off and that growth will come only in a few decades.
🧠 IBM accelerates the advent of the quantum era!
IBM $IBM0.1% is one of the most important pioneers in computing and now it has announced a project that could change the game again in the next decade. It is the development of the first practical, bug-free quantum computer, called Starling, which is scheduled to launch in 2029.
IBM
IBMRead more
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I think it's a cool thing, but it's probably going to be a long time before it's any good.
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%.
Heijmans N.V.
0M6I.LZobrazit další komentáře
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
Zobrazit další komentáře
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.
Qualcomm
QCOMRead 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.