Novo Nordisk $NVO rises like a phoenix from the ashes!

Since the beginning of April, the stock has gained more than 41%, and after a multi‑year slump, better times may finally be on the horizon. However, competition from $LLY remains very tough. After all, it has performed much better in recent years, and that is reflected in its stock price.

🚨 UPDATE of my concentrated CORE portfolio. What does it look like today?

$GOOG $FICO $AMZN $MSFT $V $META $ASML $UBER $NVDA $NFLX $SOFI $SPGI

✅ I hope the prices of these stocks stagnate or drop to even lower values. I DON'T want the price to rise. I DON'T want to have profit now.…

I have a +156% profit on ASML. I sold one share and am holding the rest. Why? $ASML

One of the hardest things in investing isn't buying a quality company.

It's holding on when the position is sitting on a huge gain, the stock looks expensive, and you're tempted to "take money off the table."…

$AAPL took almost two years to get approval to bring AI to iPhones in China. It waited so long that it ended up hiring two Chinese competitors. 🫠

Its own Apple Intelligence couldn't be launched there. They solved it by using Qwen from $BABA and $BIDU as a backup. The regulator approved it on Wednesday; even Apple doesn't know when it will launch yet.

💳 Stripe and Advent offered 53 billion for PayPal

Payment company Stripe has teamed up with investment group Advent International and submitted a bid to acquire PayPal $PYPL. The consortium is offering $60.50 per share, representing approximately a 28% premium over Tuesday's closing price of $47. The total value of the offer is around $53 billion. PayPal has not yet publicly…

$ASML – Q2 2026 results 📊

Key Q2 2026 results

Earnings per share (EPS): €7.59 vs. estimated €6.88…

🧠IBM warns of weaker results, shares tumble

Shares of IBM $IBM are falling sharply after the tech company released preliminary second-quarter results that missed analyst expectations. The company now expects revenue of about $17.2 billion, while the LSEG market consensus was around $17.86 billion. Adjusted earnings should be $2.93 per share, compared to the expected $3.02.