This week has been pretty interesting overall and a lot has happened. Some stocks have fallen significantly, which has also created interesting opportunities. I bought into $AMZNafter the drop and put some money into BTC as well.
What stocks are you buying now? Where do you see interesting opportunities?
📉 ARM results! Arm Holdings $ARM has started the 2026 fiscal year on a positive note, but with a caveat. First quarter revenue was $1.05 billion, marking the second best quarter in company history and a record result for Q1. Growth of 12 % year-over-year was driven primarily by royalty (+25 %)primarily driven by faster adoption of Armv9 architecture , higher demand for Arm CSS ... Read more
Shares of $NIO soared 10% yesterday after the company launched a new SUV. They've been doing well lately and the stock is already up more than 30% in the last month. Many investors are still losing money on this stock, but sentiment may be starting to turn and the stock could continue to rise.
Do you still hold shares of $NIO? Are you still in the red, or have you already taken... Read more
🧴 Procter & Gamble reported better than expected results, but tariffs and high costs create uncertainty! Consumer goods giant Procter & Gamble $PG pleased markets with quarterly numbers that beat Wall Street expectations . Net profit rose year-over-year by 15 %and sales up 2 %. The company continues to generate strong cash flow and return capital to shareholders.
Meta's results turned out great and far exceeded expectations. The stock reacted positively and was up 12% after the market closed. I am very pleased and overall I think the stock still has solid potential.
What do you think of the results? Do you hold $META in your portfolio?
📦 UPS under pressure: Declining volumes and uncertainty around global trade! UPS $UPS released 2Q results that show the changing dynamics in international logistics. Sales and profits are down, while volumes are suffering due to new tariff rules and trade tensions between the US and China.
This week has been pretty interesting overall and a lot has happened. Some stocks have fallen significantly, which has also created interesting opportunities. I bought into $AMZNafter the drop and put some money into BTC as well.
What stocks are you buying now? Where do you see interesting opportunities?
Zobrazit další komentáře
That $NVO is obviously very cheap and the fundamental remains the same, so I'll be overbought.
📉 ARM results!
Arm Holdings $ARM has started the 2026 fiscal year on a positive note, but with a caveat. First quarter revenue was $1.05 billion, marking the second best quarter in company history and a record result for Q1. Growth of 12 % year-over-year was driven primarily by royalty (+25 %)primarily driven by faster adoption of Armv9 architecture , higher demand for Arm CSS ...
Read more
Zobrazit další komentáře
Arm is a good company, but making their own chips doesn't make much sense to me.
Eli Lilly beats Novo Nordisk! A new king or a momentary sensation?
Shares of $NIO soared 10% yesterday after the company launched a new SUV. They've been doing well lately and the stock is already up more than 30% in the last month. Many investors are still losing money on this stock, but sentiment may be starting to turn and the stock could continue to rise.
Do you still hold shares of $NIO? Are you still in the red, or have you already taken...
Read more
Zobrazit další komentáře
For me, China is still a big risk and I don't trust those companies, so I prefer to focus on those European car companies.
US
3M | Q2 2025: Adjusted earnings growth and improved outlook despite legal expenses
🧴 Procter & Gamble reported better than expected results, but tariffs and high costs create uncertainty!
Consumer goods giant Procter & Gamble $PG pleased markets with quarterly numbers that beat Wall Street expectations . Net profit rose year-over-year by 15 %and sales up 2 %. The company continues to generate strong cash flow and return capital to shareholders.
However, the...
Read more
Zobrazit další komentáře
For a stable and dividend-paying portfolio, it's probably a fine stock, but I'm currently mainly interested in growth stocks with more potential.
Novo Nordisk down 60%! End of dominance or opportunity of the decade?
TSMC | Q2 2025: record numbers, global ambition and unwavering dominance
Meta's results turned out great and far exceeded expectations. The stock reacted positively and was up 12% after the market closed. I am very pleased and overall I think the stock still has solid potential.
What do you think of the results? Do you hold $META in your portfolio?
Zobrazit další komentáře
I'm happy with the results and I'm sorry I don't have a bigger position.
📦 UPS under pressure: Declining volumes and uncertainty around global trade!
...UPS $UPS released 2Q results that show the changing dynamics in international logistics. Sales and profits are down, while volumes are suffering due to new tariff rules and trade tensions between the US and China.
Read more
Zobrazit další komentáře
It's not a bad company, but I got $AMZN out of this industry, which is growing a lot more and is the best in that logistics business.