According to Bloomberg, Anthropic is testing how far AI valuations can go — pushing the entire AI trade into a new, quite extreme phase. The company aims to raise at least $30 billion at a potential valuation above $900 billion, and is also considering an IPO as soon as this fall; the fresh capital is intended to cover the brutal compute demands and further scaling of Claude.... Read more
What percentage of your portfolio is made up of ETFs?
I recently noticed that I’m hardly contributing to ETFs anymore and am mainly buying individual stocks, so the share of ETFs in my portfolio is gradually decreasing. Currently, ETFs make up about 8% of my portfolio and I don’t really mind, because I want to focus on individual stocks to boost the overall performance of my... Read more
CEO $NVDA Jensen Huang joined Donald Trump's US delegation to Beijing at the last minute. According to Reuters and Politico, he wasn't originally on the list of businesspeople scheduled to travel. Trump reportedly invited him during the trip, and Huang subsequently boarded Air Force One during a stop in Alaska.
$HIMS yesterday reported results that didn't go well and failed to convince investors, so the shares are down 16% in premarket today. I don't own the stock, but I'd guess this drop will be only temporary and then it could rise again.
Will any of you be buying $HIMS today after that drop?
Vanguard ramps up in Europe: it wants to roughly double European assets to 1 trillion USD over five years, expand its ETF offering from ~40 to 60–70 products (including new bond, multi-asset and geographically focused funds) and become the largest retail investment platform in the UK, overtaking Hargreaves Lansdown.
For equity investors, this is an important signal that "cheap... Read more
Great news that at least somewhat improves the outlook for Europe and European investors. There are quite a few European stocks, and for example $ASML or $NVO are great businesses.
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Microsoft: when AI numbers accelerate and valuation remains only fair
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Nvidia has billion dollar AI deals approved in China. But so far not a single chip has left
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The Hidden Company Controlling the Speed of AI Datacenter Expansion
According to Bloomberg, Anthropic is testing how far AI valuations can go — pushing the entire AI trade into a new, quite extreme phase. The company aims to raise at least $30 billion at a potential valuation above $900 billion, and is also considering an IPO as soon as this fall; the fresh capital is intended to cover the brutal compute demands and further scaling of Claude....
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There seem to be a lot of IPOs coming, and I think attention and demand will shift significantly if Anthropic, SpaceX and other companies go public.
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Intel jumped 85% in a month. Is foundry euphoria the beginning of a new era, or overblown FOMO?
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From urban engineer to key AI player with growing profitability
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5 Companies Growing EPS by More Than 25%
What percentage of your portfolio is made up of ETFs?
I recently noticed that I’m hardly contributing to ETFs anymore and am mainly buying individual stocks, so the share of ETFs in my portfolio is gradually decreasing. Currently, ETFs make up about 8% of my portfolio and I don’t really mind, because I want to focus on individual stocks to boost the overall performance of my...
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I only have ETFs within my DIP, to which I send a fixed monthly payment. Otherwise, my portfolio consists only of individual stocks.
🚨 Jensen Huang is flying to China with Trump!
CEO $NVDA Jensen Huang joined Donald Trump's US delegation to Beijing at the last minute. According to Reuters and Politico, he wasn't originally on the list of businesspeople scheduled to travel. Trump reportedly invited him during the trip, and Huang subsequently boarded Air Force One during a stop in Alaska.
And honestly? This...
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This will definitely be a landmark visit. It’s no accident that Trump is bringing 10+ CEOs from various top companies with him.
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FCC approves $40 billion sale of EchoStar spectrum to SpaceX and AT&T
$HIMS yesterday reported results that didn't go well and failed to convince investors, so the shares are down 16% in premarket today. I don't own the stock, but I'd guess this drop will be only temporary and then it could rise again.
Will any of you be buying $HIMS today after that drop?
Zobrazit další komentáře
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Good call :)
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Google Health: one AI coach over all watches and rings
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Abbott Laboratories: Dividend aristocrat with big discount
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Fed Raises Inflation Expectations: Is the Market Underestimating the Risk?
Vanguard ramps up in Europe: it wants to roughly double European assets to 1 trillion USD over five years, expand its ETF offering from ~40 to 60–70 products (including new bond, multi-asset and geographically focused funds) and become the largest retail investment platform in the UK, overtaking Hargreaves Lansdown.
For equity investors, this is an important signal that "cheap...
Read more
Zobrazit další komentáře
Great news that at least somewhat improves the outlook for Europe and European investors. There are quite a few European stocks, and for example $ASML or $NVO are great businesses.