Shares of $INTC have risen by more than 180% just this year and are up over 450% since last year, which is crazy. I don't think any of us expected such a turnaround in $INTC stock. Personally, that rise seems exaggerated to me and I don't know what the company's valuation is based on to be so high. Such growth would make much more sense to me for $AMD or $NVDA, but not for $INT... Read more
Dario Amodei from Anthropic is saying out loud what the SaaS market has been fearing for months: if software companies don’t adapt to AI, their “moat” could disappear and some may even end up bankrupt. At the same time, he adds that AI won’t kill software — it will more likely make it cheaper and force incumbents to change quickly, so those who integrate AI aggressively will... Read more
I completely agree with this, because the truth lies somewhere in the middle. Investors' fear is excessive, but at the same time those companies need to take certain steps to stay afloat and be able to make money from AI.
I feel the same and I also try to look for opportunities and stocks where the valuation is low and the shares have been oversold or the company is just going through a rough patch. However, I’d be cautious with that $SMCI, because there seem to be too many problems there for my taste😃
AMD $AMDcrushed expectations: Q1 2026 delivers 38% revenue growth and an explosion in datacenters
AMD, after the market close, released results for Q1 2026 that significantly beat analysts' expectations. Revenue rose 38% to $10.3 billion versus $7.44 billion a year ago, while the consensus had only expected $9.89 billion.
Novo Nordisk $NVO is beating Eli Lilly $LLY ahead of important results!
Eli Lilly is still the king of the GLP-1 drug market, but Novo Nordisk took the lead in the oral version of this drug right out of the gate. Oral Wegovy appeared on the U.S. market in early January 2026 and within less than three weeks had already reached 50,000 weekly prescriptions. Overall the drug is... Read more
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Meta: Acquisition of Assured Robot Intelligence as a ticket to the race for humanoid robots
Shares of $INTC have risen by more than 180% just this year and are up over 450% since last year, which is crazy. I don't think any of us expected such a turnaround in $INTC stock. Personally, that rise seems exaggerated to me and I don't know what the company's valuation is based on to be so high. Such growth would make much more sense to me for $AMD or $NVDA, but not for $INT...
Read more
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So it probably jumped because Apple might want processors from them, right?
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This Software Giant Lost Half Its Value: Is the Market Ignoring a Comeback?
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Realty Income | Q1 2026: AFFO per share rises 6.6%, investments raise outlook
Hi everyone. What about Samsung, AMD, Google and the others? Are you selling? I'm starting to have over 46% in tech and chips. :-)
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I'm letting it run, and for most stocks the valuation still seems fine to me. A company like $GOOG could grow much more.
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Arm | Q4 2026: Revenues grow 20%, EPS hits record high, but weaker outlook pulls stock back
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Disney | Q2 2026: Revenue grows, earnings per share improves and stock responds with growth
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EBITDA growth of 80% and nuclear deal with Amazon
Dario Amodei from Anthropic is saying out loud what the SaaS market has been fearing for months: if software companies don’t adapt to AI, their “moat” could disappear and some may even end up bankrupt. At the same time, he adds that AI won’t kill software — it will more likely make it cheaper and force incumbents to change quickly, so those who integrate AI aggressively will...
Read more
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I completely agree with this, because the truth lies somewhere in the middle. Investors' fear is excessive, but at the same time those companies need to take certain steps to stay afloat and be able to make money from AI.
What surprised me in the market over the last few days — and what I'm trying to understand 📊
The last few days reminded me again how important it is to remain humble in the market. We all know the basics:
👉 the trend is your friend
👉 it’s better to go with the market than against it
And yet the market can still surprise us.
One of the biggest problems is confirmation bias — we tend...
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I feel the same and I also try to look for opportunities and stocks where the valuation is low and the shares have been oversold or the company is just going through a rough patch. However, I’d be cautious with that $SMCI, because there seem to be too many problems there for my taste😃
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Service Sector Slowdown: Why Manufacturing Data Won't Tell the Full Story
AMD $AMD crushed expectations: Q1 2026 delivers 38% revenue growth and an explosion in datacenters
AMD, after the market close, released results for Q1 2026 that significantly beat analysts' expectations. Revenue rose 38% to $10.3 billion versus $7.44 billion a year ago, while the consensus had only expected $9.89 billion.
Shares gain 4.83% in after-hours trading!
...Read more
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Hi investors, I sold before the results... probably a mistake!! Results are great!🙉
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AMD | Q1 2026: Share price rises 16% after another strong quarter
Novo Nordisk $NVO is beating Eli Lilly $LLY ahead of important results!
Eli Lilly is still the king of the GLP-1 drug market, but Novo Nordisk took the lead in the oral version of this drug right out of the gate. Oral Wegovy appeared on the U.S. market in early January 2026 and within less than three weeks had already reached 50,000 weekly prescriptions. Overall the drug is...
Read more
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I'm curious about the results, but even if they don't turn out well, I won't sell.
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PayPal | Q1 2026: Decent numbers, but growth only in the low single digits