Hello everyone!
It seems to me that even at this moment, when there are many good stocks at the top, you can still find a quality stock at a reasonable price...do you have a stock on your watchlist right now? And why?
Bulios: Social investing platform
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MH
🚨 Samsung −9.48%. SK hynix −11.06%. Is the memory stock sell-off an opportunity or a trap?
When stocks fall by double digits, it's easy to feel the market is handing out discounts. But a lower price doesn't yet mean a good buy. What matters is whether it has fallen more than the business value.
📉 NUMBERS SHOWING THE SCALE OF THE SELL-OFF…
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AN
🚨 $INTU is making another move deeper into AI-powered finance. Intuit has agreed to acquire Sequence, an AI-native revenue management platform that automates the quote-to-revenue process.
The platform covers everything from pricing and deal configuration to billing, invoicing, collections and revenue recognition.
The strategic angle is particularly interesting.…
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VS
CSG shares added 5.72% in Prague today, closing at CZK 379.1. Over the past five trading days, they are up roughly 11%. They rebounded from support around CZK 340. I don’t see this move as being driven solely by sentiment toward defense stocks. CSG’s strong position in the US, built up in the meantime, is also playing a significant role.
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KJ
Palantir $PLTR stayed above its all-time high for just three trading sessions and is now heading into a correction.
Shares are down more than 7% today, wiping approximately $34 billion off the company’s market value.
The sell-off has hit the entire software sector. 43 tech companies have collectively lost more than $260 billion.…
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AN
🚨 WARSH: AI BOOM + INFLATION = A CRITICAL MOMENT FOR MARKETS 📈🤖
Fed Chair Kevin Warsh delivered a major message today: the massive investment surge driven by AI is no accident — he sees it as a result of good policy and potentially one of the biggest positive forces in the global economy. 🇺🇸
🔥 Key takeaways:…
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VS
Hey investors, I took advantage of the drop and bought $IREN 👀
This isn't a full-fledged investment. It's a speculative position, so 1% of the portfolio.
Why did I buy now and not after research? IREN fell 38% over the last half year and I consider the price around $30 an interesting entry. I didn't want to miss it just because I don't have everything calculated yet.
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IB
📉 MARKETS ARE FALLING, I'M BUYING! Another $1,600 into stocks. Am I taking advantage of the opportunity?
The last few days have been quite wild in the stock markets again. Inflation, uncertainty about interest rates, and sell-offs in technology companies are creating nervousness among investors.
But I continue doing what I have been doing for several years. I buy quality…
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KJ
Revenue growth of 55.2% and 41.2% year-over-year is no problem for these giants. Especially with margins exceeding 57%. Yet their stocks are falling...
How did $TSM and $ASML results turn out, what impact does yesterday's inflation have on their stocks, and can they continue to grow?
Not only that, but much more will be discussed today from 7 PM on the stream. Be there!
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KJ
$TSM has been rewriting records for six straight quarters! Yet the stock is shedding over 2%.📉
Taiwanese chipmaker reported net profit of TWD 763.1 billion for the third quarter, roughly USD 23.6 billion, representing a year-over-year increase of 69%. Analysts had expected TWD 746.3 billion.
- Revenue hit a record USD 46.7 billion, up 50% year-over-year, exceeding even the upper…
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MH
$ASML: Record quarter and demand for machines all the way to 2030. Why is that alone not enough for a sharp rise in the stock? 👇
ASML is growing, raising margins, and customers want machines years in advance. But when investing, it's not enough to look at records. What matters is what created them, whether they will last, and how much of the future growth is already priced into…