I feel the same as Lukáš and plan to hold for several more years. I'd only sell at an absurd valuation (for example, if the stock rose above $500 this year).
Shares of $AMD yesterday surpassed $300 for the first time in history, which is a significant milestone. I bought my first shares when they were still under $100, and currently $AMD is the largest position in my portfolio. If it keeps up at this pace, we might see $400 this year. I will definitely keep holding the shares as long as the valuation makes sense.
Hold and hold — target $600 by 2030! It’s a machine charging forward! There are risks, of course: if the AI boom slows, the market will price that in immediately. I believe the company will go far.
I see the change as a challenge. I use Apple products and it was one of my first investments—I still hold it to this day and plan to keep holding. I like the company, and even though I think they’ve fallen behind in some areas and their AI isn’t top‑tier, I believe a company doesn’t have to be the best at everything. Apple is about design, simplicity, smoothness, and the ecosystem. That’s mainly why I own it and want to keep it.
There are things where partnerships can work if they’re set up well. We already have plenty of AI chat, so I’m curious how the new leadership will take it and which direction they’ll go. I’d like to see the Apple Vision glasses become more widely available. From the videos I’ve seen, the experience looks beautiful, and they could become number one there again. 😊
Boeing surprised Wall Street: Rising deliveries are finally reducing losses $BA
Boeing's results for the first quarter of 2026 finally suggest that the long‑awaited turnaround is starting to have real foundations. The company remains in a loss, but results beat analysts' expectations, mainly thanks to improving production and higher aircraft deliveries. Those deliveries are the... Read more
Tim Cook has led Apple since 2011 and is set to step down on September 1 this year. However, Cook isn’t leaving the company entirely and will move into the role of executive chairman of the board. The new CEO will be John Ternus, who has so far led hardware development. Personally I don't have any specific expectations, so I'll wait to see which direction... Read more
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Portfolio under the microscope: Closing the $AMD position — disciplined profit-taking
I opened the $AMD position at the beginning of December 2025 at $217 with a clearly defined target of $258.
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I feel the same as Lukáš and plan to hold for several more years. I'd only sell at an absurd valuation (for example, if the stock rose above $500 this year).
Shares of $AMD yesterday surpassed $300 for the first time in history, which is a significant milestone. I bought my first shares when they were still under $100, and currently $AMD is the largest position in my portfolio. If it keeps up at this pace, we might see $400 this year. I will definitely keep holding the shares as long as the valuation makes sense.
Do you have $AMD in...
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Hold and hold — target $600 by 2030! It’s a machine charging forward! There are risks, of course: if the AI boom slows, the market will price that in immediately. I believe the company will go far.
Tim Cook is stepping down as CEO of $AAPL, but what does that actually mean for $AAPL? 🍎
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Hi Vojta.
I see the change as a challenge. I use Apple products and it was one of my first investments—I still hold it to this day and plan to keep holding. I like the company, and even though I think they’ve fallen behind in some areas and their AI isn’t top‑tier, I believe a company doesn’t have to be the best at everything. Apple is about design, simplicity, smoothness, and the ecosystem. That’s mainly why I own it and want to keep it.
There are things where partnerships can work if they’re set up well. We already have plenty of AI chat, so I’m curious how the new leadership will take it and which direction they’ll go. I’d like to see the Apple Vision glasses become more widely available. From the videos I’ve seen, the experience looks beautiful, and they could become number one there again. 😊
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Boeing surprised Wall Street: Rising deliveries are finally reducing losses $BA
Boeing's results for the first quarter of 2026 finally suggest that the long‑awaited turnaround is starting to have real foundations. The company remains in a loss, but results beat analysts' expectations, mainly thanks to improving production and higher aircraft deliveries. Those deliveries are the...
Read more
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And we shareholders are happy about it!
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🚨APPLE CEO IS LEAVING
Tim Cook has led Apple since 2011 and is set to step down on September 1 this year. However, Cook isn’t leaving the company entirely and will move into the role of executive chairman of the board. The new CEO will be John Ternus, who has so far led hardware development. Personally I don't have any specific expectations, so I'll wait to see which direction...
Read more
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I don't think there will be major changes. But maybe :D — $AAPL could also start doing better, even though I don't own the shares.
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Netflix $NFLX is down another 3% today. Are you buying? 🤔
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I also bought in at 84, so only if it drops below that.
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