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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Bill Combs
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?
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I think it's great news and I don't understand the drop either. If the stock keeps falling, I'll overbought.
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?
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It doesn't surprise me anymore, but hopefully it was the last step. We'll see how it affects inflation, because it will make goods more expensive.
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?
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It's a great company, but they may have a lot of problems at the moment and Trump is not making it easy for them.
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?
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Since everything is different, I'm fine with that and we'll see how Trump deals with them.
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%.
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I'm not interested in IPOs because it's too big a risk and I'd rather invest for the long term.
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Honestly, I don't worry about it too much and I still have a long investment horizon, so I don't need to diversify.
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BYD is a great company and currently it still doesn't seem expensive to me and I may increase my position.
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Sometimes it happens that there is not much cash left, but so far I haven't had a problem. I have about 5% in cash.

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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Under that $300, it creates quite an interesting opportunity and I will be buying gradually.


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.
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So far I have $MCD from this sector and I am satisfied. However, this may be quite a competition.

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.
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I don't invest in China because it's too big a risk for me. Plus, stocks are pretty expensive right now.

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Musk is now finally going to focus on Tesla, which is great news, and hopefully the company will move forward again.