Bill Combs

Do you think sentiment has turned on $UNH yet?

The stock has been rising in recent days and may have already bounced. I have a smaller position and am wondering if I should increase it further.

Shares of US firm Cava fell 17% today on worse results. I have a smaller position and will probably overbought a bit as the company continues to grow and plans to open more restaurants.

Does anyone have $CAVAstock in their portfolio as well?

The share price of $AMD and $NVDA are slowly approaching $200 and sentiment on these stocks is positive. I have both companies in my portfolio, but I think AMD has much more potential.

How long do you think it will take for $AMD and $NVDA to get to $200?

Which stocks are you planning to buy this week?

I will definitely be overbought $TTD after a big and exaggerated drop. Slowly $NVO is starting to rise as well , so I'll increase that position some more.

Shares of $NVO have started to rise in recent days after a new weight loss pill from $LLY showed less efficacy than their drug Wegovy. I think this is great news and maybe the sentiment could have turned around on NVO and the stock could continue to rise.

What do you think about this news? Do you think it's enough for the stock to finally go up now?

Have you been surprised by the results of any companies recently, either positively or negatively?

I was pleased with $META and surprised by the negative reaction of $TTD stock on Thursday . The results were good, but unfortunately investors panicked because of the outlook and the departure of the CFO.

Will anyone be buying shares of $TTDtoday ?

While the results beat expectations, investors were disappointed by the outlook for the next quarter, and the stock fell 30% in the aftermarket. This is one of the largest positions in my portfolio, so I'll definitely be overbought today.

Shares of $AAPL rose 5% yesterday on news that Apple is investing an additional $100 billion in the US. I have sold $AAPL stock this year and moved my money into $GOOG and $AMZN. Apple no longer strikes me as an interesting company and growth is slowing.

Do you still consider $AAPL a growth stock?

Pfizer ended up reporting pretty good results, and the stock is up 5%. The company is doing well, but I think it's all about whether they can develop a "miracle" drug. I still hold a few shares, but I'll probably sell the rest next year.

What do you think of $PFE?

I think $BRK-B is already at a decent discount. The stock is down 14% since its ATH and the decline may not be over yet. While the S&P 500 continues to rise, $BRK-B is headed in the opposite direction and I think that creates a very interesting opportunity. I may finally establish a position.

How do you see it? Are you buying $BRK-B at a discountright now ?

Palantir will report the results today. The stock has rallied very nicely last year and this year and is already expensive for most investors. I bought in under $100 this year, even though it was a risk, and have been in decent profit since. If the stock drops below $120, I would buy again.

What is your opinion on the current valuation $PLTRstock ?

Palantir will report the results today. The stock has rallied very nicely last year and this year and is already expensive for most investors. I bought in under $100 this year, even though it was a risk, and have been in decent profit since. If the stock drops below $120, I would buy again.

What is your opinion on the current valuation $PLTRstock ?

What do you think is the difference between investment and speculation?

To me, an investment is something that has fundamentals and intrinsic value backed by numbers. I invest with the belief that it makes sense in the long run.

Speculation is the opposite for me. It's more of a bet that sentiment will change or that results will improve in the future, but it has no value now.

This week has been pretty interesting overall and a lot has happened. Some stocks have fallen significantly, which has also created interesting opportunities. I bought into $AMZNafter the drop and put some money into BTC as well.

What stocks are you buying now? Where do you see interesting opportunities?

Shares of $NIO soared 10% yesterday after the company launched a new SUV. They've been doing well lately and the stock is already up more than 30% in the last month. Many investors are still losing money on this stock, but sentiment may be starting to turn and the stock could continue to rise.

Do you still hold shares of $NIO? Are you still in the red, or have you already taken…

Meta's results turned out great and far exceeded expectations. The stock reacted positively and was up 12% after the market closed. I am very pleased and overall I think the stock still has solid potential.

What do you think of the results? Do you hold $META in your portfolio?

Shares of $SOFI ended yesterday with only a +6% gain after strong results. However, after the market closed, the company announced a public stock issuance of approximately $1.5 billion, sending the stock down 8%. It's not ideal and I'm not happy about it, but I believe the stock will bounce back soon.

What do you think? Do you think it's the right move?

I sometimes think about including aerospace stocks in my portfolio, but I can never decide if they are cheap or expensive. $UAL and $DALstocks have fallen nicely this year, but even so, they don't look cheap to me.

Do you find $UAL and $DALstock fairly priced, or would you wait to buy?

SoFi will be reporting results this week and I'm curious to see how it plays out and what the stock reaction will be. I have a fairly large position and unless fundamentals change, I will continue to hold despite the high valuation.

What do you expect from $SOFIresults ? Does it still seem reasonably valued to you?

Do you prefer growth or dividend stocks?

Personally, I definitely prefer growth stocks because I still have plenty of time and can afford to take more risks. Dividend stocks don't make sense to me at a young age and I will invest in them when I am much older.