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
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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Post-earnings sell-off, steady dividends: separating short-term nerves from long-term value
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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?
...Read more
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This offer can’t be refused (... and maybe it never will). So I’ll buy a little 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.
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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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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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.
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A 348% Run by 2030? AMD’s High-Conviction Bet on AI Infrastructure Raises the Bar
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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.
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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?