ASML reported results that were excellent. The company is also gradually reducing its dependence on China, which makes me happy. The shares are up 9% in after-hours trading, and it’s quite possible that, thanks to positive sentiment, they could reach $2,000 within a few weeks.
Do you have $ASML in your portfolio? Do you think the stock could reach $2,500 this year?
I note that a 143% quarter‑over‑quarter increase in orders is extreme. Demand is clearly real, and I see having money in chipmakers now as a safe bet over the next three years.
Update on my Chevron (CVX) position — Reasons for holding and key risks
I'd like to share an update on my position in Chevron Corporation $CVX, which currently represents 4.2% of my total portfolio. The target price is set at approximately $187, offering potential capital appreciation along with an attractive dividend yield (historically around 4%).
For me $CVX isn't attractive for growth or dividends, but it's a good stock for conservative and dividend investors. I'm very interested to see whether the business will be affected by the situation in Venezuela.
Shares of $CRM have fallen by more than 30% over the past year, and many investors see this as an interesting opportunity. I also personally think the current valuation is attractive, but the question remains whether these companies can recover in the long term or whether AI will gradually replace them.
What do you think — does $CRM have a chance to make a comeback, or has AI... Read more
I had it on my watchlist for about half a year, but I decided not to open a position for one reason — I didn’t like the momentum, which later proved to be true. From a longer-term perspective, though, that momentum doesn’t play a role. It’s not that important whether analysts suspect something or not — their predictions create momentum, and that determines the direction and momentum of the stock price in the short term.
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ASML reported results that were excellent. The company is also gradually reducing its dependence on China, which makes me happy. The shares are up 9% in after-hours trading, and it’s quite possible that, thanks to positive sentiment, they could reach $2,000 within a few weeks.
Do you have $ASML in your portfolio? Do you think the stock could reach $2,500 this year?
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I note that a 143% quarter‑over‑quarter increase in orders is extreme. Demand is clearly real, and I see having money in chipmakers now as a safe bet over the next three years.
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Hello everyone,
I'd be interested to hear your opinion on the stock $HRZN. Does anyone have it in their portfolio?
Thank you in advance.
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I don't know the company at all, but it seems to me like a worse version of $SOFI. Do you have its shares in your portfolio?
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Hello everyone,
I’d be interested in your opinion on the stock $HRZN. Does anyone have it in their portfolio?
Thanks in advance.
Zobrazit další komentáře
Bulios Black
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I don't know the company at all, but it comes across to me as a worse version of $SOFI. Do you have any of their shares in your portfolio?
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Update on my Chevron (CVX) position — Reasons for holding and key risks
I'd like to share an update on my position in Chevron Corporation $CVX, which currently represents 4.2% of my total portfolio. The target price is set at approximately $187, offering potential capital appreciation along with an attractive dividend yield (historically around 4%).
Three main reasons I continue...
Read more
Zobrazit další komentáře
For me $CVX isn't attractive for growth or dividends, but it's a good stock for conservative and dividend investors. I'm very interested to see whether the business will be affected by the situation in Venezuela.
Shares of $CRM have fallen by more than 30% over the past year, and many investors see this as an interesting opportunity. I also personally think the current valuation is attractive, but the question remains whether these companies can recover in the long term or whether AI will gradually replace them.
What do you think — does $CRM have a chance to make a comeback, or has AI...
Read more
Zobrazit další komentáře
I had it on my watchlist for about half a year, but I decided not to open a position for one reason — I didn’t like the momentum, which later proved to be true. From a longer-term perspective, though, that momentum doesn’t play a role. It’s not that important whether analysts suspect something or not — their predictions create momentum, and that determines the direction and momentum of the stock price in the short term.
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
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