Nebius Group: a hidden technology player with huge potential?
Nebius Group $NBIS is a fast-growing technology company that emerged as a result of the restructuring of Russian tech giant Yandex. After selling its Russian assets and subsequently listing on Nasdaq in October 2024, the company has focused on cloud infrastructure and artificial intelligence (AI).
📉 Marvell: Strong numbers, but weak outlook sends stock down more than 19%!
Marvell Technology $MRVL, a major manufacturer of chips for data centers, artificial intelligence (AI) and network infrastructure, reported results for the latest quarter. Although the company beat analysts' expectations, the outlook for the upcoming period did not impress investors. As a result, the... Read more
If you had to choose now, would you rather have $LMT or $RHM.DEstock in your portfolio ?
While $RHM.DEstock is up significantly this year, $LMT stock is down quite a bit. I would prefer Rheinmetall because of the current situation, but the stock is very overvalued right now.
Despite the high price, I still find $RHM.DE more interesting. The stock may have risen now, but the company still has huge potential. With $LMT, the big risk is Musk, who can negatively impact this company.
Cummins (CMI): stable growth leader in the industrial engine segment
Cummins Inc. $CMI, known for its industrial engines and power generation systems, is showing strong results and offers investors steady growth potential. Analyst Angel Castillo expressed optimism about the company's future prospects, with key factors being:
🚗 Europe confirms the end of the internal combustion engine in 2035 - what does this mean for European carmakers? ⚡
European Commission has confirmed its plan to completely phase out the sale of new cars with internal combustion engines from 2035. The move is part of a wider strategy to decarbonise transport, but comes at a time when the popularity of electric cars is slowing... Read more
I would be interested to know how you are approaching the current correction and what your strategy is. I am currently overbought and taking advantage of larger declines in individual stocks. I have been... Read more
Nebius Group: a hidden technology player with huge potential?
Nebius Group $NBIS is a fast-growing technology company that emerged as a result of the restructuring of Russian tech giant Yandex. After selling its Russian assets and subsequently listing on Nasdaq in October 2024, the company has focused on cloud infrastructure and artificial intelligence (AI).
Given its strong...
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I don't really like these "small" companies, so I would buy cheap $AMZN or $GOOG right now.
📉 Marvell: Strong numbers, but weak outlook sends stock down more than 19%!
Marvell Technology $MRVL, a major manufacturer of chips for data centers, artificial intelligence (AI) and network infrastructure, reported results for the latest quarter. Although the company beat analysts' expectations, the outlook for the upcoming period did not impress investors. As a result, the...
Read more
Zobrazit další komentáře
I'm thinking about gearing up at the moment :)
Alibaba unveils new AI model QwQ-32B: Does it outperform the competition?
If you had to choose now, would you rather have $LMT or $RHM.DEstock in your portfolio ?
While $RHM.DEstock is up significantly this year, $LMT stock is down quite a bit. I would prefer Rheinmetall because of the current situation, but the stock is very overvalued right now.
...Read more
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Despite the high price, I still find $RHM.DE more interesting. The stock may have risen now, but the company still has huge potential. With $LMT, the big risk is Musk, who can negatively impact this company.
Investors in action: who has the most influence on the arms leader?
3 stocks that could see strong earnings growth
Cummins (CMI): stable growth leader in the industrial engine segment
Cummins Inc. $CMI, known for its industrial engines and power generation systems, is showing strong results and offers investors steady growth potential. Analyst Angel Castillo expressed optimism about the company's future prospects, with key factors being:
Better-than-expected Q4 results:
Potential for margin...
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I'm investing more in technology stocks right now, but if the price drops a few more percent, it could be an interesting opportunity.
🚗 Europe confirms the end of the internal combustion engine in 2035 - what does this mean for European carmakers? ⚡
European Commission has confirmed its plan to completely phase out the sale of new cars with internal combustion engines from 2035. The move is part of a wider strategy to decarbonise transport, but comes at a time when the popularity of electric cars is slowing...
Read more
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The question is whether the end of the internal combustion engine is the right way to go and whether it will only harm European carmakers.
Target faces 40-day boycott at the least opportune time
Do you buy, sell or hold?
I would be interested to know how you are approaching the current correction and what your strategy is. I am currently overbought and taking advantage of larger declines in individual stocks. I have been...
Read more
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I've been buying mostly $AMZN now and $GOOG looks pretty cheap too.
Two stocks in the AI spotlight by Dan Ives