Bill Combs

Yesterday, a US federal court struck down most of the tariff measures imposed by Donald Trump. At the same time, a bill was introduced in Congress that would limit presidential powers to impose tariffs and would require congressional approval. I think this is great news and finally someone is going to rein Trump in a bit and not let him do whatever he wants. With this news, we...
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Shares of $TSLA rose 6% yesterday, even though EV sales in Europe are still falling. There has been some positive news for Tesla recently, which may be the reason for the rise. However, I'm most looking forward to the robotaxi launch for now.

How do you see the current situation around Tesla?

Shares of $BY6.F fell about 8% yesterday in response to the announcement of widespread discounts on electric vehicles. However, this strikes me as positive news and I would have expected more upside. I bought BYD shares recently and will be overbought if their price continues to fall.

What do you think of the discounts? Do you have $BY6.Fstock in your portfolio?

Everything is different again. Trump announced a postponement of the 50% tariff on the EU until July and stocks reacted positively today. I'm honestly getting used to the chaos, but it scares me that it could continue like this for the rest of the year.

Are you still surprised or have you got used to it?

The situation around Apple is not ideal at the moment. On Friday, Trump threatened to impose a 25% tariff on all iPhones not made in the US. I recently soldmy entire position in $AAPL because I no longer find it interesting. Performance will probably be solid, but I don't expect any miracles.

What's your take on the current situation around Apple?

Trump announced a 50% tariff on all imports from the European Union, which could be a big problem and could hurt European companies a lot. Nevertheless, I hope that the situation will calm down. So I am not changing my opinion and I still hold $ASML and $NVOshares .

What about you? Will you continue to invest in European stocks despite the current situation?

Did any of you invest in CoreWeave right after the IPO?

This company provides cloud infrastructure for artificial intelligence and has also received a significant investment from Nvidia, which holds approximately 7% of the company. Since the IPO, the stock is already up more than 150%.

What stocks do you consider to be a stable part of your portfolio?

I try to stabilize and diversify my portfolio with stocks like $BAC and $CAT. Until recently, I also had $MO in my portfolio .

Does anyone have $BY6.Fstock in their portfolio ? If so, what broker do you buy them from?

I'd like to add BYD shares to my portfolio but XTB still hasn't added them so I'm looking for a broker to buy them from, ideally with other Chinese stocks.

What percentage of your portfolio do you currently have in cash?

Sometimes I read that someone doesn't have any cash left, which seems a bit risky to me, especially when the market may fall even further. I try to keep about 10% to...
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There has been a lot of talk lately about the situation surrounding $UNH and their problems. However, on Friday, the management of this company was buying shares heavily, which is a very positive signal, and today the stock could rise. If the price stays below $300, I will establish a position, because such a drop is not common and the reaction is overreaction.

How do you seet...
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The results season is slowly coming to an end, but this week will be interesting. I'll be watching the results of $PANW, $TGT and $BIDU.

Which companies' results will you be interested in?

Does anyone have $CAVAstock in their portfolio or on their watchlist ?

I added them to my portfolio a while ago and I think they have decent potential. The company focuses on modern Mediterranean cuisine. It currently operates 382 restaurants and aims to reach 1,000 locations by 2032. Overall the company is doing great and financially they are doing well too.

What do you think of the $BABAresults ?

I think Alibaba reported great results and it's clear that the company is finally starting to thrive. But the problem remains strong competition, which is probably why the stock was down 7% yesterday. I already have a few shares in my portfolio, but I'll keep buying more.

Which stock have you made the biggest profit on so far since the last downturn?

The correction didn't last too long after all, and the stock has rallied significantly this week. Some stocks are already in the black YTD. I'm most pleased with $TTD, $SOFI and $PLTRso far .