
Nvidia
NVDA
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Will anyone be buying $NVDAstock again ?
The stock has skyrocketed in the past year and a lot of investors have made good money on this stock. But so far this year, it's lost over 29%, and I think the valuation is getting interesting again. I've bought $AMDso far , but $NVDA is already looking tempting too.
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Nvidia is one of the best companies and with the low prices I unfortunately didn't buy. I still don't find it too cheap so I bought $AMD.
📅 Weekly overview of interesting events!
This week will be rich in economic data, major Fed decisions and the last few results of interesting companies. Let's take a look at the overview.
🏭 Monday
🛍 US Retail Sales - A key indicator of consumer strength.
NY Fed Manufacturing Activity Survey - We track the state of industrial production and sentiment among manufacturers in New York...
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Surely the Fed's question for all the money is will the US go into recession or even stagflation? What does the Fed say? For now, I have only a pithy quote from today's WSJ
Fed policymakers are alternatively referred to as inflation-fighting "hawks" or labor-market-defending "doves." Right now, Powell looks more like a duck-calm on the surface while constantly paddling beneath murky waters.😂
☁️ Oracle and the battle for the cloud: 23% growth in the AI era! 🚀
Oracle Corporation $ORCL is an American technology company specializing in database systems, cloud services and enterprise software. It is best known for its Oracle Database relational database and Oracle Cloud platform .
The company released results for the third quarter of fiscal year 2025, where cloud revenue...
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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?
🧠Microsoft claims: Powerful quantum computers in a few years, not decades! 🚀
Microsoft $MSFT announced a breakthrough in quantum computer development last week that could yield practical applications in years, not decades. The main driver of this revolution is the new Majorana 1 chip , based on topological conductors, a unique material that enables more stable and powerful...
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It's an interesting industry, but it's possible that those investments aren't paying off and Microsoft is just burning money unnecessarily.
📅 This week's key events: Corporate results, macro data and tech dominance !📊
The new week brings earnings season in full swing, along with important economic indicators. Personally, I'll be focusing on the results Nvidia, Dell, HP a Salesforcewhile macro data like GDP per Q4 and data on PCE inflation will certainly be key to future market direction.
🍕Monday
Results before the...
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We'll see how the $NVDA results come out tomorrow and how other stocks react.
I'm shopping for that $AMD now and I might buy some more. We'll see how these companies do now.