Today's sharp sell-off in the shares of $SAP is the most pronounced in more than five years and shows how quickly sentiment toward traditional software giants can change. SAP shares fell more than 15% in a single day, marking the deepest one-day drop since 2020, and during the session the stock broke levels not seen since mid-2024. This slide comes despite relatively solid... Read more
📊 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
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Peak iPhone, broader momentum: why Apple’s best quarter is about more than one product
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Today's sharp sell-off in the shares of $SAP is the most pronounced in more than five years and shows how quickly sentiment toward traditional software giants can change. SAP shares fell more than 15% in a single day, marking the deepest one-day drop since 2020, and during the session the stock broke levels not seen since mid-2024. This slide comes despite relatively solid...
Read more
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It's similar now with $CRM, and honestly it doesn't really appeal to me — I'm looking for opportunities elsewhere.
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Microsoft $MSFT is down about 6–7% after earnings. Will you be buying more?
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This offer can’t be refused (... and maybe it never will). So I’ll buy a little more :)
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Microsoft’s Stock Decline Highlights Shifting Investor Expectations and AI Cost Pressures
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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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I believed in the upside, but after today's Microsoft I'm not so sure anymore.
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A 20% runway ahead: why enterprise AI is only entering its real growth phase
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When great results aren’t enough: Microsoft and the problem of elevated expectations
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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
Zobrazit další komentáře
Amazon is 18% of my portfolio. I expect it will grow again :-)
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Fiserv’s Turbulent Stock Slide Highlights Challenges and Future Outlook
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