Bill Combs

Next week, there will be quite a few more well-known and interesting companies reporting results. I will be interested in the results of $MCD, $SHOP, $ABNB and $RMS.PA.

Which companies' results will you be interested in?

European stocks have been relatively cheap lately, which has caught my eye, and I invested quite a bit in them last year. Currently my portfolio includes $ASML, $NVO, $MC.PA, plus Czech banks.

What European stocks do you have in your portfolio?

Amazon reported results yesterday that were great, with almost all items beating expectations (more in Flash News). However, the outlook for the next quarter was worse, causing the stock to drop 5%. I don 't have$AMZN stock in my portfolio as the price seems high.

Are you buying now after the drop, or does $AMZN still look expensive toyou ?

Do you have $BABAstock in your portfolio ?

Alibaba is doing quite well right now and the company seems to have recovered again. The stock is up 18% this year alone. I didn't want to invest in China before, but I bought a few shares of $BABAfor diversification .

Are you buying $GOOG after an 8% drop?

While the results fell short of expectations, they still turned out great and the company should do well this year. Google is one of the best companies in my opinion and has a strong position in AI. I've owned the stock for quite a while, it's one of the largest positions in my portfolio, and I overbought after today's drop.

What do you think of Spotify's results?

The results for me are great - $SPOTstock is up 10% today and a strong quarter is expected. I actively use Spotify, more or less daily, but I don't have their stock in my portfolio and wouldn't buy it at the current price.

Today, $TSLAstock is down 6%. The stock has been cheaper lately and the price doesn't look so bad anymore. I think the stock is still expensive, but I'd be interested in @ondar007' s opinion on the current price.

Are you buying $TSLA stock or do you think it is still expensive?

I've had $Vstock on my watchlist for a long time , but the price has never seemed good enough to buy. The stock is up 8% just since the beginning of the year. I think Visa is a great company with a great business, but its stock is definitely not cheap.

Does anyone have $Vstock in their portfolio ?

What do you think of the current share price of $CAT?

The company reported results on Thursday that weren't bad, but the stock subsequently fell 5%. I was buying the stock at the end of 2023, and it has risen solidly since then, but the current price isn't bad, so I'm thinking of overbought.

Do you also have shares of Czech banks in your portfolio?

Overall, Czech banks did well last year, with $MONET.PR up 30% and $ERBAG.PR up more than 60%. I bought $KOMB.PR and $ERBAG.PR last year for diversification and so far I am very satisfied.

In the end, ASML's results turned out great - sales and net profit exceeded expectations and overall it is clear that the company really did well. Shares of $ASML are up 11% today, which makes me personally quite happy as ASML is one of my largest positions.

What do you think of $ASML's results ?

AT&T reported very positive results yesterday, which subsequently pushed the stock up 6%. For example, the company's net income rose 70% year-over-year. Shares of $T have been rising over the past few months, but it's still an uninteresting stock to me and I won't be investing in it.

What's your take on $T?

What do you think about the current DeepSeek sale? What stocks do you plan to buy after the market opens?

Shares of U.S. technology companies have fallen sharply following news of Chinese artificial intelligence company DeepSeek's breakthrough. In the pre-market so far, $NVDA, $MSFT and $METAhave fallen significantly , and $ASML shares have lost over 10% after the opening bell...
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We have a lot to look forward to this week as the biggest and most watched companies will be reporting results. I will be interested in the results of $SOFI, $TSLA, $META, $ASML and $AAPL.

Which companies' results will you be interested in?

What do you think about the decline in $AAPLstock this year ? Are you buying or selling?

Shares of $AAPL are down more than 10% in the past month. The main reason for the decline was investors' reaction to news of a significant drop in iPhone sales in China. It seems to me that Apple has the least potential out of the "Magnificent 7", so I'll just hold the stock for now.