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Hi, as for $ADBE, I think we all have it clear — an incredibly cheap stock with great numbers confirming that the AI business is strengthening. The biggest gem in the market and, in my opinion, a clear buy. Another value is in $NVO, although it's unpredictable there. Then $FTNT — valuation-wise the best in the sector, which has unique traits that allow it to outperform the...
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Hi everyone, I'm curious how you're currently approaching investments in Ferrari $RACE, PayPal $PYPL, Amazon $AMZN and NU Holdings $NU. Ferrari looks interesting both technically and fundamentally after the recent pullback. I think PayPal is currently undervalued, and with the expanded use of AI technologies and collaboration with developers within the OpenAI ecosystem, it...
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Well, I tried to ask myself what PayPal would have to do or undertake for sentiment to turn enough that its shares would head higher and sustain that trend. Something competitors can't reach, or something that would give PayPal the chance to move up for a reasonable period. I'm afraid AI isn't it—everyone's invoking ecosystems these days. Is there a potential entry of a strong partner that would shake things up? Any advantage compared with the rest of the world? I don't see anything like that. Do you know of anything?
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📅 Investment outlook of the week!
This week we have corporate earnings across various sectors, the US Fed rate decision and new data from the economy.
📈 Monday
ISM Services PMI - Let's keep an eye on the health of the sector that makes up the majority of the US economy.
🔌 Results before the markets open:
ON Semiconductor $ON - A key player in the supply chain for the automotive and...
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🚗 Europe confirms the end of the internal combustion engine in 2035 - what does this mean for European carmakers? ⚡
European Commission has confirmed its plan to completely phase out the sale of new cars with internal combustion engines from 2035. The move is part of a wider strategy to decarbonise transport, but comes at a time when the popularity of electric cars is slowing...
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The question is whether the end of the internal combustion engine is the right way to go and whether it will only harm European carmakers.
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📆 Key events of the week: What to watch out for?
The new week will bring important macro data and company results that can influence the markets. We will also see the market reaction to Donald Trump's introduction of tariffs. Here is a summary of the key events:
Monday:
📊 ISM Manufacturing PMI - An important indicator of activity in the industry. Weaker numbers may fuel...
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There's a lot of results this week, but I'm more interested in how stocks will react to Trump's tariffs.
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Well $RACE had those results great, but due to the worse outlook the stock fell so I bought in😃
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🔍 The EU car market is in decline! 🚗
August 2024 brought worrying signs for the European automotive industry. New car registrations have fallen by 18,3 % across the major markets. This reflects not only short-term problems, but also long-term changes that could fundamentally affect investment in the EU automotive industry. 📉
📊 Electric cars at a crossroads? ⚡️
The biggest decline...
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The problem is not whether combustion or EV (EV is simply much better both in terms of production and user) but further development of production technology. While Europe is running a classic Ford line only supplemented by single purpose robots. Tesla closely followed by China has switched to Gigapress production, unboxing, and it will all be controlled by universal robots. Moreover, China has wisely let its competitors sink a lot of money into the technologically obsolete factories it has allowed them to build while itself learning from Tesla. These Chinese capabilities of European manufacturers are now uncompetitive, as are their parent companies, purely because of the cost of production. The tragedy of VW was that when Dies explained to them a few years ago that it was impossible to produce a car in several times Tesla's time and pushed for efficiency, the union pressured the owners to get rid of him. Well they ended up closing factories instead of radically upgrading them with this approach. Which is the only thing that would help them. So now they're leaning out production and trying to bridge the technology gap by working with "startups" Rivian, QS. And the familly trust Porsche Piech also separated Porsche under its control. Probably to save some of what their ancestors built. 🤷♂️
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🗓️Přehled of this week's events you shouldn't miss!
Hey investors here's another round-up of highlights for the week ahead. In my opinion, this week will be one of the most interesting earnings weeks.
Monday: Earnings: Before the markets open ONSemi $ON, a semiconductor company that currently has a major partnership with Volkswagen, will report earnings . We'll alsoget results...
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Thanks for the overview. There's a lot of results out there and it's going to be a busy week overall. I'm currently on vacation, but I'll at least try to follow it a bit😁
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I don't know. On the chart, the price is right pretty high due to the growth in recent years, but now the value is just under $100 billion, and for their debt and profitability, it's not that much. But revenues are low compared to other companies valued that way.
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📊📅 Another week is here and with it a list of interesting things to follow:
🔍On Monday, I'll be tracking company results after the markets close. We'll have results fromPalantir $PLTR, Realty Income $O and Lucid $LCID.
U Palantir I expect interesting results and an important look at the future of this company.
🍏On Tuesday ,Apple $AAPL event is taking place, which will be mostly...
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Today I'm interested in $O I'm in the plus there, but I'd still like to buy more so I wouldn't be angry about the reduction. I think there's still a little time for this sector because I think interest rates will be up for a while. Next $WBD $MPW $PLUG...all losing and I'd like to hear a good outlook. 😊
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Ferrari $RACE reported record results for Q3 2023. Sales reached 1.54 billion euros ($1.55 billion), up 23.5% year-over-year. Vehicle deliveries were up 8.5% year-over-year. Adjusted EBIT was €423 million ($426 million), up 41.6% year-on-year. Adjusted net profit was 332 million euros ($334 million), up 45.7%. Holt is probably getting more people who can/want to afford it. I...
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absolutely right my dear this is really good information about ferrari
https://www.trippybug.com/can-you-bring-creatine-on-a-plane/
I was once sitting on a nice profit in $RACE, but now I’m at a loss. Ferrari isn’t having it easy right now, but it’s a great company.