I more to the $MSFT team nothing against $GOOGL, I had it, made money on it but sold it, maybe it was wrong but I didn't want to have that much technology and Microsoft I keep and will keep on. Would I be buying now? ...Not yet, I got suckered in by the lower prices and now I don't want to at these prices, however, I wouldn't be afraid to say these giants are going up. With Google I see a bit as a risk still, how they depend on ads a lot, Microsoft is a really great running machine, very diversified and even the AI thing works out for them, so they lead with me. 😊
My take on Apple's results for the last quarter! 🚀
Solid growth in demand for new iPhones offset gradual weakness in other business segments, confirming the durability of this tech giant. This is also evidenced by the revenue from iPhone sales, which reached $69.7 billionagainst an estimate 68.5 billion dollars. 💼
Investors, which company's results surprised you the most this week?
For me, it's definitely the results of $GOOGL and $META. I do have GOOGL stock in my portfolio, but since yesterday, I'm more upset that I didn't include META... Read more
Investors, what is your most profitable position in your portfolio and what % is it?
Last week I asked you what your most profitable position is, so today I'm asking you and you can tell me what your most profitable position is. In my portfolio, the most profitable so far is $AAPL over 40% and right after that $GOOGL slightly over 30%.
Not much for me, but I'll join you here with a comment and that's with $MSFT 47%+ and $AAPL 35%+ ...the rest less so, but overall I have about 60% of my portfolio in the green and 40% in the red, currently 9.73% plus this year.
For me it's technology, $MSFT$INTC next is solar company Meyer Burger, this company is now under pressure from cheap solar panels from China like every solar manufacturer.
I only eat DCA, so to speak, as part of portfolio dilution/rebalancing. Alternatively, I also break up my purchases into multiple parts. But that I regularly put the same amount in the same title, no.
Shares of $GOOGL are down over 10% in the last 5 days and the stock is trading around $120. I'm overbought today after seven months as the current price is already a nice buy for me.
Are you overbought at the current price of $GOOGL stock or are you still waiting?
Investors, which companies' results will you be watching next week?
I'm very interested in the results of $MMM, $KO, $MSFT, $GOOGL$WM, $META or maybe $AMZN. Next week will be very interesting as far as company results are concerned and I'm very interested and looking forward to the results of several companies.
This week is going to be big, there is a lot of it, but most of all I am waiting for info around $ENPH where it has already fallen quite a lot and where I am quite invested, so I wonder what the next drop will be, which I rather expect, but hopefully not so big.
Google $GOOGL is reportedly considering to stop using Broadcom $AVGO as an AI chip supplier from 2027. In such a scenario, Google would completely design the chips known as TPUs in-house. The move could save billions of dollars in costs annually. What do you think? 🤔
A friend and I were having a discussion today about whether $GOOGL or $MSFT is a better investment in the current situation, so I thought I'd ask you too. Which of these two companies do you think is a better investment for the long term these days?
I guess I don't care :D. Of course if I had to pick it would probably be $MSFT, but currently the stock is expensive and I wouldn't buy it. I have $GOOGL stock in my portfolio and am very happy. I mean, I don't have a problem with having MSFT stock in my portfolio but I also have GOOGL :D
For me it's $ENPH 10.4%, $O 8.2%, $BATS.L 7%, $CVS 6% ...and then the next one is more around 4-5%