Recently I've been thinking about diversifying my portfolio a bit with Japanese stocks. The market seems undervalued to me and I see a lot of potential. Unfortunately I don't follow it closely and I don't know what's interesting or attractive.
Do you invest in Japan? Do you know any interesting stocks?
$AMD together with OpenAI, closed a deal to deliver an AI accelerator with a capacity of 6 gigawatts; before the market opened the shares are up 24% — it's time to pop the champagne 🥳
I currently see an interesting opportunity in Amazon (AMZN), particularly in cloud services and artificial intelligence, because the stock has fallen to a more attractive level. Amazon Web Services (AWS) continues to dominate the cloud computing market, and its investments in AI technologies, including generative AI for business applications, indicate potential for... Read more
Hi colleagues,
I like holding REITs — I’m pretty surprised they’re weakening a lot right now; I expected they’d be rising as US rates get cut.
Is this related to the US government shutdown? If so, what’s the connection?
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It’ll take a while, but the growth will come. REITs make up a large position in my portfolio, and for now I’m at least collecting the dividend.
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Recently I've been thinking about diversifying my portfolio a bit with Japanese stocks. The market seems undervalued to me and I see a lot of potential. Unfortunately I don't follow it closely and I don't know what's interesting or attractive.
Do you invest in Japan? Do you know any interesting stocks?
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For me, Booking looks interesting — its current valuation is beginning to look historically attractive as an entry point.
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$AMD together with OpenAI, closed a deal to deliver an AI accelerator with a capacity of 6 gigawatts; before the market opened the shares are up 24% — it's time to pop the champagne 🥳
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That rise is great, but it’s likely to pull back a bit and wipe out some of the gains.
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Amazon $AMZN
I currently see an interesting opportunity in Amazon (AMZN), particularly in cloud services and artificial intelligence, because the stock has fallen to a more attractive level. Amazon Web Services (AWS) continues to dominate the cloud computing market, and its investments in AI technologies, including generative AI for business applications, indicate potential for...
Read more
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I agree, the company looks well positioned and is moving at its own pace. Are you buying now?
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