I'm toying with the idea of opening a small position in $NFLX — how do you personally view this company? I've looked into some information and their price looks interesting to me. I've been following this company for a while, but I'd be interested in more people's perspectives.
I also have an interesting position in $AMZN, where... Read more
Netflix is a solid company; its valuation looks great right now. As for Amazon, the stock hasn’t been rising much lately, but the results were excellent and that growth should come over time.
Intel kicked off this year with very strong gains!
Shares are up more than 7% today, bringing them close to the record levels from November. However, the price still sits below the resistance level of $44. If $INTC shares can get past that level, they could return to the prices investors saw at the company before 2022.
Yeah, I follow Intel, it’s a good company. I wrote a few posts here saying the government won’t let Intel fall. Intel needs time and confidence that what’s been downright screwed up over the past few years will improve with time. Nvidia probably had some reason (I think it was to cozy up to the government where the sun doesn’t shine :D). Time will tell if there are people at Intel who will give 100% to get the company back to competitiveness.
When to sell a portfolio winner? Hold like Buffett, or realize the gains?
Personally, I think that if an investor has a stock in their portfolio that serves as the main source of growth, they should hold it as long as possible—until its valuation becomes unreasonable (for example, like with $PLTR) and as long as growth doesn't slow or the company's fundamentals don't deteriorate... Read more
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Micron’s Cycle Looks Different This Time
Hi investors.
I currently have some cash available.
I'm toying with the idea of opening a small position in $NFLX — how do you personally view this company? I've looked into some information and their price looks interesting to me. I've been following this company for a while, but I'd be interested in more people's perspectives.
I also have an interesting position in $AMZN, where...
Read more
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Netflix is a solid company; its valuation looks great right now. As for Amazon, the stock hasn’t been rising much lately, but the results were excellent and that growth should come over time.
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From Semiconductor Cycles to Structural AI Demand
Intel kicked off this year with very strong gains!
Shares are up more than 7% today, bringing them close to the record levels from November. However, the price still sits below the resistance level of $44. If $INTC shares can get past that level, they could return to the prices investors saw at the company before 2022.
...Read more
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Yeah, I follow Intel, it’s a good company.
I wrote a few posts here saying the government won’t let Intel fall.
Intel needs time and confidence that what’s been downright screwed up over the past few years will improve with time.
Nvidia probably had some reason (I think it was to cozy up to the government where the sun doesn’t shine :D).
Time will tell if there are people at Intel who will give 100% to get the company back to competitiveness.
Bulios Black
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From Expansion to Execution: How Growth Companies Are Being Repriced in 2026
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Synopsys | Q4 2025: The Business Behind Every Chip Cycle
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Google’s Quiet Bet on AI Economics
When to sell a portfolio winner? Hold like Buffett, or realize the gains?
Personally, I think that if an investor has a stock in their portfolio that serves as the main source of growth, they should hold it as long as possible—until its valuation becomes unreasonable (for example, like with $PLTR) and as long as growth doesn't slow or the company's fundamentals don't deteriorate...
Read more
Zobrazit další komentáře
Like Buffett, but I trimmed AJG because it wasn't doing well and APH because it was doing well.
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13% dividend: stable income or yield with a catch?
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Healthcare on the rise: 3 stocks that dominated the market this year and have the potential to repeat in 2026