✅ Artificial intelligence on the rise in the defence sector! Two major US technology companies, Palantir Technologies $PLTR and Anduril Industries, recently announced a strategic partnership that could rewrite the rules in national defense. ✨
The main goal of this partnership is to use artificial intelligence (AI) to transform the way defense and sensitive data is managed and... Read more
Booz Allen Hamilton (BAH): stability and growth in government services
Booz Allen Hamilton $BAH, a leading provider of consulting services to government, continues to strengthen its position in key markets. By focusing on advanced technologies such as cybersecurity and artificial intelligence, it remains a leader in defense, intelligence and civil services.
🗓️ This week's investment summary: Watch for key events! This week brings important economic data and interesting corporate results. However, not so much anymore and Christmas is coming. Have a wonderful second Sunday of Advent. Spend this time in peace and quiet!🎄
☁️Pondělí: Results after the markets close:Oracle $ORCL: How is this technology company doing in cloud services and... Read more
I have a smaller position in my portfolio and am currently in a significant loss position, yet I plan to hold the stock. Shares of $P911.DE were briefly mentioned by Michal Semotan on Bulios Invest Night . According to him, Porsche's worst is behind it and the stock should recover over time. I completely agree with this opinion, which is why... Read more
W.P. Carey: Long-term potential after a strategic reset
W.P. Carey $WPC (REIT) underwent a major transformation in 2024 that included an exit from the office sector. While painful in the short term, this decision promises to have a positive impact on financial stability and growth in the long term.
SpaceX, founded by Elon Musk in 2002 , is once again setting new boundaries in space technology, but also in the financial markets. SpaceX is currently in talks to sell shares in a deal that could value the company at a whopping $350 billion($8.4 trillion). 🌌💸 That's a leap up from the previous month, when the value was estimated... Read more
An IPO would be great, but it probably won't happen right away. I also look at what's going on and how they're operating with my mouth open and it's unreal. I just read somewhere that if there was an IPO, it would be the 2nd largest IPO in history.
Apple plans $1 billion investment in manufacturing in Indonesia
-iPhone 16 ban: Indonesia has imposed a ban on iPhone 16 sales due to non-compliance with local content requirements (minimum 40% of parts).
-Planned investment: $AAPL announced a $1 billion investment in a new manufacturing plant in Indonesia that will produce components for smartphones and other devices.
On Wednesday, the CEO of UnitedHealth was shot and killed. Ironically, the stock subsequently rose by about 3%, but since Wednesday, the stock is down 10%. It's definitely a sad event, however the stock is now down significantly and I'm thinking of overbought.
What do you think of this news? Are you overbought $UNHstock with the current decline?
🔍 Geopolitical chess in the semiconductor field: a trade war between China and the USA!
China has given a vigorous response to US restrictions on the export of advanced semiconductor technology. It is banning the export of key materials such as gallium, germanium and antimony, which are indispensable for cutting-edge technology - from chips and fibre optics to batteries for... Read more
The earnings season of companies traded on the Prague Stock Exchange ended last week. We therefore invited portfolio manager David Brzko from Fio to take a closer look.
✅ Artificial intelligence on the rise in the defence sector!
Two major US technology companies, Palantir Technologies $PLTR and Anduril Industries, recently announced a strategic partnership that could rewrite the rules in national defense. ✨
The main goal of this partnership is to use artificial intelligence (AI) to transform the way defense and sensitive data is managed and...
Read more
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It's great and will probably keep Palantir going for a long time, but it's too high for me now too.
Booz Allen Hamilton (BAH): stability and growth in government services
Booz Allen Hamilton $BAH, a leading provider of consulting services to government, continues to strengthen its position in key markets. By focusing on advanced technologies such as cybersecurity and artificial intelligence, it remains a leader in defense, intelligence and civil services.
Key growth drivers
1. ...
Read more
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Very interesting business/entrepreneurship, but I don't like the chart very much😂
China is going after Nvidia: Suspected abuse of dominance
3 interesting growth stocks for 2025
🗓️ This week's investment summary: Watch for key events!
This week brings important economic data and interesting corporate results. However, not so much anymore and Christmas is coming. Have a wonderful second Sunday of Advent. Spend this time in peace and quiet!🎄
☁️Pondělí:
Results after the markets close: Oracle $ORCL: How is this technology company doing in cloud services and...
Read more
Zobrazit další komentáře
I haven't looked at the inflation thing yet, so I'll have to look back, as it's a pretty crucial factor.
TikTok faces threat of ban in the country
- Court ruling: Court of Appeal upholds Lawthat threatens the availability of TikTok in the domestic market.
- Impact of the ban: The ban could have significant impacts on users, content creators and advertiserswho actively use TikTok.
- Competitive opportunities: Meta $META (Facebook, Instagram) and YouTube stand to benefit...
Read more
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There probably won't be a total ban, but it's certainly great news for the Met.
What do you think of $P911.DEstock ?
I have a smaller position in my portfolio and am currently in a significant loss position, yet I plan to hold the stock. Shares of $P911.DE were briefly mentioned by Michal Semotan on Bulios Invest Night . According to him, Porsche's worst is behind it and the stock should recover over time. I completely agree with this opinion, which is why...
Read more
Zobrazit další komentáře
I keep my hands off Europe. Overall, I don't like the development of European automakers right now.
W.P. Carey: Long-term potential after a strategic reset
W.P. Carey $WPC (REIT) underwent a major transformation in 2024 that included an exit from the office sector. While painful in the short term, this decision promises to have a positive impact on financial stability and growth in the long term.
Key changes and opportunities
1. Exit from the office sector
- The sale of office...
Read more
Zobrazit další komentáře
I've had my eye on it too, but like most, I have $O and $VICI in my portfolio.
✨ SpaceX: The world's most valuable startup!
SpaceX, founded by Elon Musk in 2002 , is once again setting new boundaries in space technology, but also in the financial markets. SpaceX is currently in talks to sell shares in a deal that could value the company at a whopping $350 billion ($8.4 trillion). 🌌💸 That's a leap up from the previous month, when the value was estimated...
Read more
Zobrazit další komentáře
An IPO would be great, but it probably won't happen right away. I also look at what's going on and how they're operating with my mouth open and it's unreal. I just read somewhere that if there was an IPO, it would be the 2nd largest IPO in history.
Apple plans $1 billion investment in manufacturing in Indonesia
- iPhone 16 ban: Indonesia has imposed a ban on iPhone 16 sales due to non-compliance with local content requirements (minimum 40% of parts).
- Planned investment: $AAPL announced a $1 billion investment in a new manufacturing plant in Indonesia that will produce components for smartphones and other devices.
- Hig...
Read more
Zobrazit další komentáře
Interesting news and thanks for the info. It's good that Apple is diversifying and has those factories/plants somewhere else.
On Wednesday, the CEO of UnitedHealth was shot and killed. Ironically, the stock subsequently rose by about 3%, but since Wednesday, the stock is down 10%. It's definitely a sad event, however the stock is now down significantly and I'm thinking of overbought.
What do you think of this news? Are you overbought $UNHstock with the current decline?
🔍 Geopolitical chess in the semiconductor field: a trade war between China and the USA!
China has given a vigorous response to US restrictions on the export of advanced semiconductor technology. It is banning the export of key materials such as gallium, germanium and antimony, which are indispensable for cutting-edge technology - from chips and fibre optics to batteries for...
Read more
Zobrazit další komentáře
It's been pretty heated lately, but I hope it goes off without any major repercussions.
Microsoft's 2025: How AI will change our world
The earnings season of companies traded on the Prague Stock Exchange ended last week. We therefore invited portfolio manager David Brzko from Fio to take a closer look.
https://www.youtube.com/watch?v=4DuV4864QlU