🛡️ Palo Alto Networks: strong growth, profit above expectations, but margins under pressure! Palo Alto Networks $PANW, one of the leaders in cybersecurity, reported fiscal third quarter results showing solid performance, yet today the stock is down more than 6 %. While earnings and revenue beat expectations, the company missed its gross margin target, and it is precisely the... Read more
Does anyone have $BY6.Fstock in their portfolio ? If so, what broker do you buy them from?
I'd like to add BYD shares to my portfolio but XTB still hasn't added them so I'm looking for a broker to buy them from, ideally with other Chinese stocks.
Idacorp: the unchallenged leader in energy transformation
Idacorp $IDA is a regulated electric utility in a fast-growing region of the U.S. (Idaho + Eastern Oregon). It combines stable earnings with unexpectedly strong growth potential stemming from demographic expansion, hydropower and data center development.
Low cost of energy - Hydropower keeps the price below 10 cents/kWh ... Read more
New: $NVDA has introduced NVLink Fusion, a new technology that allows its GPUs to be connected to third-party chips (e.g. CPUs from AMD, Intel or third-party accelerators).
Strategy: This is a significant shift from a closed ecosystem, which:
Increases acceptability for enterprise customers and hyperscalers (AWS, Google Cloud, etc.).
Enables compatibility in heterogeneous data... Read more
MNTN (read "mountain") is heading to the stock market with a goal of raising up to $187 million and a valuation of up to $1.24 billion. The company specializes in advertising on smart TV (Connected TV/CTV) - a fast-growing market where traditional TV is losing ground and marketing is shifting to streaming platforms (YouTube, Hulu... Read more
What percentage of your portfolio do you currently have in cash?
Sometimes I read that someone doesn't have any cash left, which seems a bit risky to me, especially when the market may fall even further. I try to keep about 10% to... Read more
🛡️ Palo Alto Networks: strong growth, profit above expectations, but margins under pressure!
Palo Alto Networks $PANW, one of the leaders in cybersecurity, reported fiscal third quarter results showing solid performance, yet today the stock is down more than 6 %. While earnings and revenue beat expectations, the company missed its gross margin target, and it is precisely the...
Read more
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Great firm and one of the largest in this sector, but I also have $CRWD in my portfolio.
Does anyone have $BY6.Fstock in their portfolio ? If so, what broker do you buy them from?
I'd like to add BYD shares to my portfolio but XTB still hasn't added them so I'm looking for a broker to buy them from, ideally with other Chinese stocks.
Zobrazit další komentáře
BYD is a great company and currently it still doesn't seem expensive to me and I may increase my position.
Idacorp: the unchallenged leader in energy transformation
Idacorp $IDA is a regulated electric utility in a fast-growing region of the U.S. (Idaho + Eastern Oregon). It combines stable earnings with unexpectedly strong growth potential stemming from demographic expansion, hydropower and data center development.
Read more
Walmart | 1Q 2026: Growing through turbulence and betting on digital transformation
What stocks do you consider to be a stable part of your portfolio?
I try to stabilize and diversify my portfolio with stocks like $BAC and $CAT. Until recently, I also had $MO in my portfolio .
Eightfold increase in profits thanks to efficient contract signings
Alibaba | 4Q 2025: Significant profit jump, massive AI investment and strategic partnership with Apple
Cloudflare | 1Q 2025: Record contract, strong growth and big AI ambitions
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It's amazing how the company is growing and since April the stock is up maybe 50% 😂
MNTN (IPO): Smart TV advertising star goes public
MNTN (read "mountain") is heading to the stock market with a goal of raising up to $187 million and a valuation of up to $1.24 billion. The company specializes in advertising on smart TV (Connected TV/CTV) - a fast-growing market where traditional TV is losing ground and marketing is shifting to streaming platforms (YouTube, Hulu...
Read more
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The financials look good and I especially like the news that BlackRock would like their shares.
Shopify | 1Q 2025: Strong growth, stable profitability and the next step towards the e-commerce future
What percentage of your portfolio do you currently have in cash?
Sometimes I read that someone doesn't have any cash left, which seems a bit risky to me, especially when the market may fall even further. I try to keep about 10% to...
Read more
Zobrazit další komentáře
Sometimes it happens that there is not much cash left, but so far I haven't had a problem. I have about 5% in cash.