Hello investors — lately I hear nothing but AI: there are partnerships everywhere, companies are shifting capital between themselves, and it feels like everyone is betting on it. I don't want to say AI has no potential for the future, but for me we're still at the beginning and it's more promises than something truly fundamental that would change the economy and the world... Read more
A tip is to look at Buffett, for example, back when the dot‑com bubble burst. He still managed to profit. I’d say the classics like $KO$MA, for example, or retail like $WMT$UL, or, as was mentioned on the forum today, $ADM$INGR. Maybe some gaming or software. So poke around those kinds of companies and the ecosystem around them.
A week ago I was also looking for something to shake things up, so that if AI goes down it doesn’t all crash together :D
Hello investors, lately I hear nothing but AI — there are collaborations everywhere, companies are shifting capital between themselves, and it seems like everyone is betting on it. I don't want to say that AI has no potential for the future, but for me we're still at the beginning and it's more promises than anything truly significant that would change the economy and the world... Read more
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 🥳
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Hello investors — lately I hear nothing but AI: there are partnerships everywhere, companies are shifting capital between themselves, and it feels like everyone is betting on it. I don't want to say AI has no potential for the future, but for me we're still at the beginning and it's more promises than something truly fundamental that would change the economy and the world...
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A tip is to look at Buffett, for example, back when the dot‑com bubble burst. He still managed to profit. I’d say the classics like $KO $MA, for example, or retail like $WMT $UL, or, as was mentioned on the forum today, $ADM $INGR. Maybe some gaming or software. So poke around those kinds of companies and the ecosystem around them.
A week ago I was also looking for something to shake things up, so that if AI goes down it doesn’t all crash together :D
Hello investors, lately I hear nothing but AI — there are collaborations everywhere, companies are shifting capital between themselves, and it seems like everyone is betting on it. I don't want to say that AI has no potential for the future, but for me we're still at the beginning and it's more promises than anything truly significant that would change the economy and the world...
Read more
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The luxury sector is definitely great, and I noticed that $MC.PA has risen nicely recently.
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Hi colleagues,
I like holding REITs — I’m pretty surprised they’re weakening a lot right now; I expected they’d be rising as US rates get cut.
Is this related to the US government shutdown? If so, what’s the connection?
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It’ll take a while, but the growth will come. REITs make up a large position in my portfolio, and for now I’m at least collecting the dividend.
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Recently I've been thinking about diversifying my portfolio a bit with Japanese stocks. The market seems undervalued to me and I see a lot of potential. Unfortunately I don't follow it closely and I don't know what's interesting or attractive.
Do you invest in Japan? Do you know any interesting stocks?
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For me, Booking looks interesting — its current valuation is beginning to look historically attractive as an entry point.
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$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.