Shares of US firm Cava fell 17% today on worse results. I have a smaller position and will probably overbought a bit as the company continues to grow and plans to open more restaurants.
Does anyone have $CAVAstock in their portfolio as well?
💾 Micron raises the bar. AI turns memory chips into premium goods. Micron Technology $MU announced an increase in revenue and profit guidance for the fourth quarter. Growing demand for HBM memory chips for AI data centers puts the company in a favorable position to dictate pricing terms. Shares responded to the news by rising more than 4%.
The share price of both $AMD and $NVDA are slowly approaching $200 and sentiment on these stocks is positive. I have both companies in my portfolio, but I think AMD has much more potential.
How long do you think it will take for $AMD and $NVDA to get to $200?
🎮 Sony results! Japanese tech and entertainment giant $SONY has had a strong quarter. Net profit rose year-on-year by 23 % to ¥259 billion, the company immediately responded and raised its operating and net profit guidance for the full fiscal year 2025/26.
I will definitely be overbought $TTD after a big and exaggerated drop. Slowly $NVO is starting to rise as well , so I'll increase that position some more.
Shares of US firm Cava fell 17% today on worse results. I have a smaller position and will probably overbought a bit as the company continues to grow and plans to open more restaurants.
Does anyone have $CAVAstock in their portfolio as well?
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It looks like an interesting business, but the results aren't very good and I don't like the fundamentals.
RTX | Q2 2025: Double-digit profitability growth and higher revenues in all segments
💾 Micron raises the bar. AI turns memory chips into premium goods.
...Micron Technology $MU announced an increase in revenue and profit guidance for the fourth quarter. Growing demand for HBM memory chips for AI data centers puts the company in a favorable position to dictate pricing terms. Shares responded to the news by rising more than 4%.
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Great company and the stock has risen quite a bit in recent times. I'm a little annoyed I didn't buy in a few months ago.
The share price of both $AMD and $NVDA are slowly approaching $200 and sentiment on these stocks is positive. I have both companies in my portfolio, but I think AMD has much more potential.
How long do you think it will take for $AMD and $NVDA to get to $200?
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I mainly trust AMD. Both companies are great and I think the stock will get above $200 in a few weeks.
Coca-Cola | Q2 2025: Profitability growth despite volume decline and currency headwinds
🎮 Sony results!
...Japanese tech and entertainment giant $SONY has had a strong quarter. Net profit rose year-on-year by 23 % to ¥259 billion, the company immediately responded and raised its operating and net profit guidance for the full fiscal year 2025/26.
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I understand what the company does and how it operates, but the potential here is limited and it's not exactly a growth stock.
Technology company with 296 million users, AI assistant and 4% dividend
Which stocks are you planning to buy this week?
I will definitely be overbought $TTD after a big and exaggerated drop. Slowly $NVO is starting to rise as well , so I'll increase that position some more.
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I will now be overbought $NVO and we will see how the $NVDA results turn out.
AT&T | Q2 2025: Profit and free cash flow growth driven by strong 5G performance
📅 This week's key market events!
This week will mainly be about macro data from the US and a few earnings reports.
🏦Tuesday
US CPI inflation - the main indicator of price trends and one of the key factors the Fed takes into account when deciding on interest rates.
Results before the markets open:
Sea Limited The $SE - important developments in the e-commerce and digital sectors.
🌐Mid...
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We'll see how this continues, but I'll definitely be watching inflation and I'm interested to see how $TTD stock reacts today after the drop.