How have you handled or are you handling a position in $NIO? 🤔 The stock price has hardly changed over the past year — we're still in that $5 range, while year-on-year deliveries are generally increasing, but issues like profitability, future financing and tariffs still hang over us.
I need to check their latest numbers and make a decision. I’ve been holding them for a while, but like you said, the stock isn’t going anywhere — it’s just stuck at the same level and the company is burning a ton of cash, and the results so far haven’t been anything to write home about.
I’m seriously considering selling my current average price of $4.74 and then buying lower, because I just think it’ll slide down again and if it doesn’t, I’ll survive without that stock :)
I'm still wondering whether to focus in the defense industry on larger companies like $LMT and $RHM.DE, or look for more growth-oriented stocks, such as $AVAV. I prefer smaller companies, but the problem is they tend to be much pricier than the big ones.
What do you think makes more sense? Invest in $LMT or in $AVAV?
Berkshire Hathaway bought 5 million shares of UnitedHealth Group, which pushed the stock price about 12% higher in aftermarket trading. I think the previous drop was exaggerated and the shares are cheap now, so I’m not surprised it caught Buffett’s attention.
What do you think about this news? Do you have $UNH in your portfolio?
📉 Coherent: Strong results but uncertain outlook sends stocks down! Coherent $COHR delivered very solid numbers for the fourth quarter, earnings per share came in at $1.00, beating estimates ($0.92), and sales were up year-over-year by 16 % to $1.53 billion, also above estimates. Still, the stock is down more than 23 %as the outlook for the first quarter fell short of... Read more
🌐 CoreWeave: Sales are up, but the market expected more! CoreWeave provides specialized cloud infrastructure for computationally intensive applications, especially in the field of artificial intelligence.
The company beat market expectations in both revenue and outlook, yet the stock is down more than 18%!
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.
Are you buying like W. Buffett $UNH? The stock price may already seem quite high, but it's still down 40% YTD, so still at a big discount.
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That discount is clearly large, and if sentiment turns, probably all stocks in this sector will rise.
How have you handled or are you handling a position in $NIO? 🤔 The stock price has hardly changed over the past year — we're still in that $5 range, while year-on-year deliveries are generally increasing, but issues like profitability, future financing and tariffs still hang over us.
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I need to check their latest numbers and make a decision. I’ve been holding them for a while, but like you said, the stock isn’t going anywhere — it’s just stuck at the same level and the company is burning a ton of cash, and the results so far haven’t been anything to write home about.
I’m seriously considering selling my current average price of $4.74 and then buying lower, because I just think it’ll slide down again and if it doesn’t, I’ll survive without that stock :)
I'm still wondering whether to focus in the defense industry on larger companies like $LMT and $RHM.DE, or look for more growth-oriented stocks, such as $AVAV. I prefer smaller companies, but the problem is they tend to be much pricier than the big ones.
What do you think makes more sense? Invest in $LMT or in $AVAV?
...Read more
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I have a position in $SAABY and I was afraid to open positions in the others, but I'm still watching and wondering if it's already too late.
Berkshire Hathaway bought 5 million shares of UnitedHealth Group, which pushed the stock price about 12% higher in aftermarket trading. I think the previous drop was exaggerated and the shares are cheap now, so I’m not surprised it caught Buffett’s attention.
What do you think about this news? Do you have $UNH in your portfolio?
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It's a good catalyst for growth and the shares have probably already bounced off the bottom.
📉 Coherent: Strong results but uncertain outlook sends stocks down!
Coherent $COHR delivered very solid numbers for the fourth quarter, earnings per share came in at $1.00, beating estimates ($0.92), and sales were up year-over-year by 16 % to $1.53 billion, also above estimates. Still, the stock is down more than 23 %as the outlook for the first quarter fell short of...
Read more
Do you think sentiment around $UNH has already turned?
The shares have been rising in recent days and might already be bouncing. I have a small position and I'm wondering whether I should increase it.
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I don't want to invest in this segment anymore, the healthcare sector is unpredictable, but I believe the stock could bounce back.
Do you think sentiment has turned on $UNH yet?
The stock has been rising in recent days and may have already bounced. I have a smaller position and am wondering if I should increase it further.
What stocks are you currently buying? I decided to buy Cognizant $CTSH 🚀
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I'm mostly buying $TTD now after the recent exaggerated drop.
Hello investors, do you think it's already too late to get into $SOFI or do you still see potential?
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It’s probably not too late, but I personally wouldn’t buy now. If you plan to hold it for another 15 years, then it doesn’t really matter.
Hello investors, do you think it's already too late to enter $SOFI or do you still see potential?
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It's probably not too late, but I wouldn't be buying right now. If you plan to hold it for another 15 years, then it doesn't really matter.
🌐 CoreWeave: Sales are up, but the market expected more!
CoreWeave provides specialized cloud infrastructure for computationally intensive applications, especially in the field of artificial intelligence.
The company beat market expectations in both revenue and outlook, yet the stock is down more than 18%!
...Read more
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I don't invest much in these new companies, so I'd rather put my money in $AMZN or $MSFT.
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.
💾 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%.
Read more
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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.
🎮 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.
Read more
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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.