📊 Tomorrow we have SoFi's results and I personally think the company will deliver strong numbers and show that the number of customers continues to grow. The stock is down year-to-date and sentiment isn't great, so we'll see if that changes tomorrow.
Update on my position in Amazon (AMZN) – Reasons to hold and key risks
I’d like to describe my position in $AMZN, which I entered a year ago at $211 per share. It now represents 2.2% of my portfolio, and the stock currently trades around $245.
Three main reasons why I consider AMZN a good investment:
1. Dominant position in e-commerce: Amazon continues to hold a significant share... Read more
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.
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📊 Tomorrow we have SoFi's results and I personally think the company will deliver strong numbers and show that the number of customers continues to grow. The stock is down year-to-date and sentiment isn't great, so we'll see if that changes tomorrow.
What do you expect from the results of $SOFI?
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Update on my position in Amazon (AMZN) – Reasons to hold and key risks
I’d like to describe my position in $AMZN, which I entered a year ago at $211 per share. It now represents 2.2% of my portfolio, and the stock currently trades around $245.
Three main reasons why I consider AMZN a good investment:
1. Dominant position in e-commerce: Amazon continues to hold a significant share...
Read more
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Amazon is 18% of my portfolio. I expect it will grow again :-)
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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?
Zobrazit další komentáře
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.
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
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