Amazon

📅 This week's key events!
Important geopolitical events, market data, the start of earnings season and even the Fedminutes are on the schedule this week. Here are the most important things to watch:

🌍 Monday
BRICS Summit - a summit of emerging economies. Discussion of alternative currencies, strengthening trade ties outside the dollar system, and energy cooperation could all have...
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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 and $GOOG. They are incredibly strong companies with amazing businesses that will be around for decades to come.

Are you still buying any big tech stocks?

I'm still buying $AMZN and $META, and last month I significantly increased my position in $GOOG. All of these stocks are still undervalued in my opinion, so it would be a shame not to buy them at a discount.

Which stock have you bought most often recently?

For me, it would definitely be $AMZN, $TTD and $NVO. I've been overbought these three stocks a lot lately because their price has been very low, but the fundamentals haven't changed, which I see as a great opportunity to increase my position.

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 $TTD or $AMZN, but I'm getting more cautious and accumulating cash.

Do you have any stocks in your portfolio that you invest in regularly using DCA?

I don't invest in individual stocks regularly yet, but I'm thinking it might not be a bad idea to invest regularly in $AMZN or $AAPL, for example .

📊 Investment overview of the week: Giants' results, macroeconomic numbers and key impulses for the markets!

Get ready for a busy week that could have a major impact on market sentiment. The combination of corporate results and important data from the US economy promises a really interesting week.

🍕 Monday
📊 Results before the markets open:
Domino's Pizza $DPZ - Results will show...
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🔐 Google gets stronger in cybersecurity - Alphabet buys Wiz for a record $32 billion! 🚀
US giant Alphabet $GOOGL has announced the largest acquisition in its history - for $32 billion (over £735 billion) takes over cybersecurity firm Wiz.

Ulta Beauty, which sells cosmetics, reported its results yesterday. The results were very good and the stock rose 7% in the aftermarket. Buffett also bought shares in this company last year, but sold them after a short time. For me, this company is not very interesting, and this sector is represented in my portfolio by $MC.PA and $AMZN.

What do you think of $ULTA? Why do you...
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Do you buy, sell or hold?

I would be interested to know how you are approaching the current correction and what your strategy is. I am currently overbought and taking advantage of larger declines in individual stocks. I have been...
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In addition to $NVDA, Snowflake reported results yesterday . The results beat expectations and $SNOW stock was up 9%, but it's not an interesting company to me. In the cloud services area, I have $AMZN and $GOOG in my portfolio because they look much better to me.

What stocks from this sector do you have in your portfolio?