Bill Combs

NVIDIA and AMD have won huge contracts from Saudi Arabia. Both companies will now work with local AI company HUMAIN. Shares of $NVDA gained 6% and $AMD gained 4% following the news . We'll see how this helps the companies, but it strikes me as great news and I'm glad I bought AMD stock below $100.

What do you think of this collaboration? Do you have shares of $NVDA or $AMD in...
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Do you have any stocks in your portfolio with a dividend above 10%?

I held tobacco stocks like $MO and $BTIin my portfolio until recently , where the dividend was around 8%. But I recently sold them and moved the money into other stocks.

The stock rose nicely today and finally brought some optimism, but the question is how long it will last. Personally, I think this is again a significant and unusual reaction, but perhaps sentiment could really turn for the better...
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Earnings season is still going on and some interesting companies will report results this week. I will be most interested in the results of $JD, $BABA and $WMT.

Which companies' results will you be interested in?

Which stock have you bought most often recently?

For me, it would definitely be $AMZN, $TTD and $NVO. I've been overbought these three stocks a lot lately because their price has been very low, but the fundamentals haven't changed, which I see as a great opportunity to increase my position.

Shares of $CRWD are down 4% today on news that U.S. prosecutors and regulators are investigating the $32 million transaction. Long-term, this probably won't affect the company, but I'm thinking I'd still buy in despite the current valuation.

Will you be overbought on$CRWDstock , or do you think it's getting expensive?

Investors, how did you get into investing? What was the first step that led you to it?

I first got interested in investing when I was listening to a podcast about the S&P 500. I then started investing regularly using the DCA method in ETFs, got hooked, and later switched to individual stocks.

Rivian's results were quite good and exceeded expectations. The company is still not profitable, but it strikes me as a great company with a lot of potential. I probably wouldn't take a big position, but I'd probably buy a few shares.

Are you familiar with Rivian? Do you have shares of $RIVN in your portfolio?

Which Chinese stocks do you find interesting?

Recently I have been thinking about adding some Chinese stocks to my portfolio. So far I have only bought $BABA and have $BIDU and $BY6.F on my watchlist .

what's your strategy now?

The SP500 has more or less erased the losses since the tariffs were introduced and again it's not very cheap anymore. I'm still buying individual stocks like $TTD or $AMZN, but I'm getting more cautious and accumulating cash.

As for the results, this week will probably be more interesting for me than the last one. A number of companies whose shares I hold in my portfolio will report results, and I expect bigger moves because they are growth stocks. I will be watching the results of $PLTR, $NVO, $AMD and $TTD.

Which companies' results will you be interested in?

What do you think about the growth of $CVSstock ?

The stock is up more than 50% since the beginning of the year and it is clear that it is doing well again after a long time. I sold the stock at a loss last year. Of course, it's not pleasant to see them rise after I sold them, but I still don't like the fundamentals and I won't be buying the stock again.

Apple's results may have exceeded expectations, but I don't feel good about it. Tariffs are gradually starting to be reflected in the results and growth is slowing. I still hold $AAPLstock in my portfolio, but I sold some of it last week and moved the money into other stocks.

Does Apple still look like an interesting investment to you?

Do you have any broker stocks in your portfolio?

I've been looking at different brokerage firms and their stocks recently, and I've been surprised at how strongly they've been rising. For example, $IBKR or $XTB.WAhas been a very solid performer . $HOOD is also interesting . I'm adding $XTB.WA to my watchlist right now and would happily buy at a lower price.

Are you happy with Starbucks' results?

The results have not been very good and frankly I don't see any positive factors that would indicate that the company will do well and grow. I see$SBUX as a value stock, but an uninteresting one that I will definitely not be investing in.