🚨 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.…

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.

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."…

A Market That Can’t Even Be Satisfied by Record Results

That’s exactly what happened to TSMC $TSM today, and it’s the best illustration of where the AI rally currently stands.

🚗 Uber eyes Delivery Hero, change also affects Foodora

Uber $UBER is nearing a deal to acquire German company Delivery Hero $DHER.DE for approximately €12.5 billion, or about $14.3 billion, according to the Financial Times. The offer is said to be around €41 per share. Delivery Hero has already confirmed it is in advanced talks with Uber, but final terms and the transaction…

📌 PepsiCo After a 30% Drop: 4.4% Dividend Yield Entices, but Free Cash Flow Raises a Red Flag $PEP

$TSM TSMC Q2 2026 results 📊

AI is nowhere near over. 🚀

Today's TSMC results once again confirm that the AI boom is still in full swing. The company significantly beat analysts' expectations, improved its margins, and management confirmed that demand for the most advanced AI chips continues to outstrip production capacities.…

$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.