Micron $MU, Sandisk $SNDK and other memory manufacturers are again at new highs.
Micron has gained 62 % year-to-date, Sandisk is up 203 %...
Sure, AI is unstoppable and, thanks to massive CapEx investments by the biggest companies and the never-ending demand, which this week was again confirmed by $NVDA CEO Jensen Huang himself, it looks like these companies will enjoy high... Read more
The company of billionaire Bernard Arnault is trading 47% below its 2023 high.
The decline is due to a combination of factors. LVMH reported 2025 revenue of €80.8 billion, a 5% year-on-year decrease. The key Fashion & Leather Goods division, which includes brands like Louis Vuitton and Dior, recorded an organic 5% drop in revenue and operating... Read more
I’m still holding a position in my portfolio, but I’m leaving it alone and not worrying about it anymore. The situation in France isn’t great, and that doesn’t help these companies either.
PPI came in worse than the market expected. And the Fed is watching it very closely.
The number nobody wanted to see
February PPI, the US producer price index, came in at +3.4% year-on-year. The market consensus expected +2.9%. A 0.5 percentage-point difference looks like a small detail at first glance. Unfortunately, in today's situation it is not.
The endless carousel continues — just a few days ago there were reports of halting H200 production for China due to regulations and shifting capacity to Vera Rubin, and now a reversal: Nvidia $NVDA has licenses from both the US and Beijing and Chinese companies have been given the green light to buy H200s at scale. According to Reuters, players like ByteDance, Alibaba and... Read more
With all the talk today about Nvidia $NVDA being a "bubble", that becomes harder and harder to believe when you look at what the company actually shows at GTC and the outlook it gives. Jensen Huang isn't just tossing out vague AI dreams—he talks about concrete generations of chips (Blackwell, Vera Rubin, the next GPUs after 2027), the whole ecosystem of software and datacenters... Read more
Meta is considering laying off roughly 20% of its workforce. It would be the largest round of layoffs since 2022. Personally, I see this as positive because the company is trying to become more efficient and the stock could react by rising. $META has been in my portfolio for some time and in the past few weeks I've been adding to my position because the shares are at an... Read more
JD.com$JD launches Joybuy in the UK, Germany, France, the Netherlands, Belgium and Luxembourg as a new online platform that will directly compete with Amazon $AMZN – it will offer electronics, appliances, cosmetics, home products and groceries, plus its own logistics JoyExpress with same-day or next-day delivery in major cities. A network of roughly 60 warehouses and depots at... Read more
Nikkei and Japanese stocks: a new investment story?
After decades of stagnation, the Japanese stock market is returning to the spotlight for investors. The Nikkei 225 index has strengthened significantly in recent years, and more global funds are beginning to increase their exposure to Japan.
There's a lot of talk that TM makes the best EVs, but I'm not sure if that's true. I have $TSLA and $BY6.F in my portfolio, but I have no idea how big a competitor Toyota is to them.
Micron $MU, Sandisk $SNDK and other memory manufacturers are again at new highs.
Micron has gained 62 % year-to-date, Sandisk is up 203 %...
Sure, AI is unstoppable and, thanks to massive CapEx investments by the biggest companies and the never-ending demand, which this week was again confirmed by $NVDA CEO Jensen Huang himself, it looks like these companies will enjoy high...
Read more
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Unfortunately I didn't manage to buy these stocks, so I'm holding other chip stocks.
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LVMH $MC.PA is again below €500
The company of billionaire Bernard Arnault is trading 47% below its 2023 high.
The decline is due to a combination of factors. LVMH reported 2025 revenue of €80.8 billion, a 5% year-on-year decrease. The key Fashion & Leather Goods division, which includes brands like Louis Vuitton and Dior, recorded an organic 5% drop in revenue and operating...
Read more
Zobrazit další komentáře
I’m still holding a position in my portfolio, but I’m leaving it alone and not worrying about it anymore. The situation in France isn’t great, and that doesn’t help these companies either.
PPI came in worse than the market expected. And the Fed is watching it very closely.
The number nobody wanted to see
February PPI, the US producer price index, came in at +3.4% year-on-year. The market consensus expected +2.9%. A 0.5 percentage-point difference looks like a small detail at first glance. Unfortunately, in today's situation it is not.
PPI is a precursor to inflation...
Read more
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I'm not thrilled about it either, but we need to factor it in, and it might even create some interesting opportunities.
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The endless carousel continues — just a few days ago there were reports of halting H200 production for China due to regulations and shifting capacity to Vera Rubin, and now a reversal: Nvidia $NVDA has licenses from both the US and Beijing and Chinese companies have been given the green light to buy H200s at scale. According to Reuters, players like ByteDance, Alibaba and...
Read more
Zobrazit další komentáře
China accounts for a large share of revenues for $NVDA and $AMD, so this approval is very important.
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OpenAI’s AWS deal opens a fast lane into the U.S. government after the Pentagon swap with Anthropic
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Elizabeth Warren targets Big Tech layoffs and Trump era tax breaks
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Alphabet’s Gemini powers Atlas: can Google build a robotics growth pillar without owning the hardware?
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Warning Signs Are Flashing: Could the S&P 500 Be Heading for a 30% Crash?
With all the talk today about Nvidia $NVDA being a "bubble", that becomes harder and harder to believe when you look at what the company actually shows at GTC and the outlook it gives. Jensen Huang isn't just tossing out vague AI dreams—he talks about concrete generations of chips (Blackwell, Vera Rubin, the next GPUs after 2027), the whole ecosystem of software and datacenters...
Read more
Zobrazit další komentáře
I also don't think we're in a bubble. Nvidia is the largest company in the world, and there's a reason for that.
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Nvidia’s GTC 2026: new Groq 3 chip, Vera CPUs and a trillion dollar AI demand call
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Terafab: Tesla’s chip factory plan could ease AI bottlenecks but opens a new capital intensive front
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Plasma therapies: when a structurally growing niche meets balance sheet stress
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The S&P 500 Sector Nobody Wants to Touch in 2026
Meta is considering laying off roughly 20% of its workforce. It would be the largest round of layoffs since 2022. Personally, I see this as positive because the company is trying to become more efficient and the stock could react by rising. $META has been in my portfolio for some time and in the past few weeks I've been adding to my position because the shares are at an...
Read more
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From a financial perspective it's probably a good move and a step forward; from a moral perspective it's a different matter.
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JD.com $JD launches Joybuy in the UK, Germany, France, the Netherlands, Belgium and Luxembourg as a new online platform that will directly compete with Amazon $AMZN – it will offer electronics, appliances, cosmetics, home products and groceries, plus its own logistics JoyExpress with same-day or next-day delivery in major cities. A network of roughly 60 warehouses and depots at...
Read more
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Amazon isn't just a retailer. I wouldn't paint it so black, gentlemen.
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Disney+ leans into TikTok-style vertical video with Verts to boost mobile engagement
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Nikkei and Japanese stocks: a new investment story?
After decades of stagnation, the Japanese stock market is returning to the spotlight for investors. The Nikkei 225 index has strengthened significantly in recent years, and more global funds are beginning to increase their exposure to Japan.
...Read more
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There's a lot of talk that TM makes the best EVs, but I'm not sure if that's true. I have $TSLA and $BY6.F in my portfolio, but I have no idea how big a competitor Toyota is to them.