IPO Circle: A key milestone for cryptocurrencies and Wall Street
Circle, issuer of the second largest stablecoin USDC, is preparing an IPO with a price of $24-26 per share and potential proceeds of up to $624 million. The IPO is backed by top banks including J.P. Morgan, Goldman Sachs and Citigroup, and symbolizes an ambition to connect the crypto world with traditional finance... Read more
🛡️ Okta delivered quality results, but the outlook was disappointing! Okta $OKTA, a digital identity and access rights management company, has posted solid results for the first fiscal quarter of 2026. It beat market expectations on both revenue and profit. However, the company did not change its outlook, despite the excellent numbers, citing ongoing macroeconomic uncertainty.... Read more
Shares of $TSLA rose 6% yesterday, even though EV sales in Europe are still falling. There has been some positive news for Tesla recently, which may be the reason for the rise. However, I'm most looking forward to the robotaxi launch for now.
How do you see the current situation around Tesla?
Cummins Inc.: A traditional engine maker with new energy - and strong growth potential
Goldman Sachs raised its recommendation to "buy" $CMI and the target price to $431, representing a potential upside of 36%. The reason? Strong performance from its Power Systems division, rising margins, broader demand for generators, and technological alignment with the future of the power... Read more
Shares of $BY6.F fell about 8% yesterday in response to the announcement of widespread discounts on electric vehicles. However, this strikes me as positive news and I would have expected more upside. I bought BYD shares recently and will be overbought if their price continues to fall.
What do you think of the discounts? Do you have $BY6.Fstock in your portfolio?
A traditional giant with a modern vision of autonomous mobility and eco-friendly tyres
IPO Circle: A key milestone for cryptocurrencies and Wall Street
Circle, issuer of the second largest stablecoin USDC, is preparing an IPO with a price of $24-26 per share and potential proceeds of up to $624 million. The IPO is backed by top banks including J.P. Morgan, Goldman Sachs and Citigroup, and symbolizes an ambition to connect the crypto world with traditional finance...
Read more
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I don't usually invest in IPOs, but Coreweave was a good one.
🛡️ Okta delivered quality results, but the outlook was disappointing!
Okta $OKTA, a digital identity and access rights management company, has posted solid results for the first fiscal quarter of 2026. It beat market expectations on both revenue and profit. However, the company did not change its outlook, despite the excellent numbers, citing ongoing macroeconomic uncertainty....
Read more
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It's a significant drop due to the weaker outlook, but it's important to understand the company's business and look at the competition.
Applied Materials | 2Q 2025: performance above expectations and strategic move towards AI
Shares of $TSLA rose 6% yesterday, even though EV sales in Europe are still falling. There has been some positive news for Tesla recently, which may be the reason for the rise. However, I'm most looking forward to the robotaxi launch for now.
How do you see the current situation around Tesla?
Zobrazit další komentáře
For me, Tesla is still a big risk and I prefer to focus on European car companies.
Cummins Inc.: A traditional engine maker with new energy - and strong growth potential
Goldman Sachs raised its recommendation to "buy" $CMI and the target price to $431, representing a potential upside of 36%. The reason? Strong performance from its Power Systems division, rising margins, broader demand for generators, and technological alignment with the future of the power...
Read more
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The question is whether this company can grow nicely in the long run, and besides, the performance is also quite weak.
LVMH | 1Q 2025: Challenges and opportunities in a time of global change
27 years of stable dividends in the wild world of energy
Shares of $BY6.F fell about 8% yesterday in response to the announcement of widespread discounts on electric vehicles. However, this strikes me as positive news and I would have expected more upside. I bought BYD shares recently and will be overbought if their price continues to fall.
What do you think of the discounts? Do you have $BY6.Fstock in your portfolio?
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I stay away from China and prefer to invest in the US or Europe.