📅 This week's key market events! Earnings season continues, especially in the technology and pharmaceutical sectors. Added to this are macro data that may stir market expectations for the next rate hike. Here's a round-up of the highlights:
🔵 Monday Results before the markets open: OnSemiconductor$ON - need to watch demand for chips in the automotive sector Tyson Foods$TSN - price... Read more
Palantir will report the results today. The stock has rallied very nicely last year and this year and is already expensive for most investors. I bought in under $100 this year, even though it was a risk, and have been in decent profit since. If the stock drops below $120, I would buy again.
What is your opinion on the current valuation of $PLTRstock ?
Palantir will report the results today. The stock has rallied very nicely last year and this year and is already expensive for most investors. I bought in under $100 this year, even though it was a risk, and have been in decent profit since. If the stock drops below $120, I would buy again.
What is your opinion on the current valuation of $PLTRstock ?
What do you think is the difference between investment and speculation?
To me, an investment is something that has fundamentals and intrinsic value backed by numbers. I invest with the belief that it makes sense in the long run.
Speculation is the opposite for me. It's more of a bet that sentiment will change or that results will improve in the future, but it has no value now.
📊 Certainty in the chip world! In the third fiscal quarter 2025Qualcomm $QCOM reaffirmed why it is one of the technology leaders in the semiconductor world. The company's results exceeded expectations and show that the company is playfully managing the volatile environment as well as actively building space for future expansion.
I also like the company, but I started it late, somewhere around $140, so it's not doing much for me in my portfolio yet, but I also expect growth, although there are a lot of those pivot companies in the market. The numbers were nice, but they still went more down after the results because the uncertainty around the tariffs is clear.
I have more$AMD in my portfolio, but while I expect the numbers to be good this week too, I think the price rise will be stopped by tariffs again.
One of the reasons why shorting is not something I would seek out. The company is a complete write-off, and what will it do in two years 🤯
Shares of $CVNA's Carvana Co. hit an all-time high this week - up more than 10,000% from a low in late 2022 - dealing a blow to investors who had been betting against the online used-car retailer.
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
📅 This week's key market events!
Earnings season continues, especially in the technology and pharmaceutical sectors. Added to this are macro data that may stir market expectations for the next rate hike. Here's a round-up of the highlights:
🔵 Monday
Results before the markets open:
OnSemiconductor $ON - need to watch demand for chips in the automotive sector
Tyson Foods $TSN - price...
Read more
Zobrazit další komentáře
I will be interested in the results of $NVO, $PFE and $O. So far the results season has been pretty positive, so hopefully that will continue.
Palantir will report the results today. The stock has rallied very nicely last year and this year and is already expensive for most investors. I bought in under $100 this year, even though it was a risk, and have been in decent profit since. If the stock drops below $120, I would buy again.
What is your opinion on the current valuation of $PLTRstock ?
Zobrazit další komentáře
The stock is extremely overpriced and it doesn't make sense to me to buy it now.
Palantir will report the results today. The stock has rallied very nicely last year and this year and is already expensive for most investors. I bought in under $100 this year, even though it was a risk, and have been in decent profit since. If the stock drops below $120, I would buy again.
What is your opinion on the current valuation of $PLTRstock ?
Verizon Q2 2025: Revenue and profit growth, higher outlook and strong cash flow
What do you think is the difference between investment and speculation?
To me, an investment is something that has fundamentals and intrinsic value backed by numbers. I invest with the belief that it makes sense in the long run.
Speculation is the opposite for me. It's more of a bet that sentiment will change or that results will improve in the future, but it has no value now.
Zobrazit další komentáře
This is a good article. Well I'm a Keynesian😃
https://www.patria.cz/zpravodajstvi/4796222/rozdil-mezi-investorem-a-spekulantem-nekdy-temer-nerozeznatelny.html
📊 Certainty in the chip world!
...In the third fiscal quarter 2025 Qualcomm $QCOM reaffirmed why it is one of the technology leaders in the semiconductor world. The company's results exceeded expectations and show that the company is playfully managing the volatile environment as well as actively building space for future expansion.
Read more
Zobrazit další komentáře
I also like the company, but I started it late, somewhere around $140, so it's not doing much for me in my portfolio yet, but I also expect growth, although there are a lot of those pivot companies in the market. The numbers were nice, but they still went more down after the results because the uncertainty around the tariffs is clear.
I have more$AMD in my portfolio, but while I expect the numbers to be good this week too, I think the price rise will be stopped by tariffs again.
One of the reasons why shorting is not something I would seek out. The company is a complete write-off, and what will it do in two years 🤯
Shares of $CVNA's Carvana Co. hit an all-time high this week - up more than 10,000% from a low in late 2022 - dealing a blow to investors who had been betting against the online used-car retailer.
...Read more
Zobrazit další komentáře
That's pretty extreme. I don't do trading either, but lately I've been thinking about starting to invest in options.
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.
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