Bill Combs

Earnings season starts again this week and interesting companies are already appearing on the calendar. I'll definitely be keeping an eye on $BAC, $ASML and $NFLX.

Which companies' results will you be interested in?

Trump plans to raise tariffs on the European Union again. He wants to impose a 30% tariff on member states. European stocks are likely to fall on Monday, which could create interesting opportunities. If that happens, I would like to buy $ASML and $NVO.

What are your thoughts on this? Which European stocks would you potentially buy?

Elon Musk said Tesla plans to expand its robotaxis to San Francisco within two months. Shares of $TSLA soared yesterday and I think this is more great news and it shows that the service is expanding and so far working quite well.

What do you guys think? Do robotaxis make sense to you?

Nvidia became the most valuable company in the world this week when its market capitalization exceeded $4 trillion. Since the April plunge, $NVDAstock is up more than 70%. I have $NVDA stock in my portfolio and consider it a great company, but I see more potential in $AMD right now .

How far do you think Nvidia can grow?

Shares of $INTC rose 7% yesterday on news that Intel plans to eliminate 529 jobs at its Oregon plants. The stock is up so far this year and the company could recover, but I'm still not investing.

Do you think Intel will still recover and grow again?

Investors, what stocks have caught your eye recently and are on your watchlist now?

I don't buy much anymore, but I'm interested in $OSCR and $NU.

Shares of $TSLA fell 7% today after Musk announced the formation of a new political party. He's once again taking his focus away from Tesla, which is not good news for the company. The drop is relatively mild so far, so I won't be overbought.

What do you think? Do you think Musk is doing the right thing?

Currencies and the impact of the exchange rate are often discussed here. I personally invest in CZK and I don't mind it. In the end, I don't put that much weight on the currency and I'm 100x more interested in the stock itself and...
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On what share have you made the biggest profit so far this year?

It's been really interesting this year and we've had a few significant drops, but they've been well used and I've been adding to my position during them. My most profitable positions so far are $CRWD and $TTD, where I have a gain of just over 40%.

Under what conditions do you sell shares from your portfolio?

I usually sell stocks only in two cases: when the fundamentals deteriorate significantly and the company stops doing well in the long term, or when I have an extreme profit (e.g. over 1000%), then I start to gradually take profits. Otherwise, I try to hold quality stocks for as long as possible.

This week, the US Senate passed Trump's landmark "One Big Beautiful Bill" package, which combines tax breaks, spending cuts and security measures. It is a rather controversial issue, as the proposal almost did not pass the Senate and was decided only by a single vote, which was eventually added by J. D.Vance. In addition, the whole package would significantly increase the debt.

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Does anyone else have $WBDstock in their portfolio ?

Shares fell 5% yesterday after a major shareholder sold a stake for over $1 billion. The price is still moving up and down, but in the long run it's going more sideways. I've had $WBD in my portfolio for a while because I was expecting a change and believed the business would change, but it hasn't and I don't think we'll see...
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A lot of US stocks have already regained their ATH and it looks like the rise will continue. Personally, I don't buy much anymore because I find it expensive. The exception for me is European stocks, so I will continue to overbuy $NVO.

What about you? What stocks do you still find cheap or fairly valued?

Do you invest in emerging markets? If so, what stocks or ETFs do you have in your portfolio?

I used to consider buying ETFs on India because of its strong growth, but I eventually backed away from it because of the political problems there at the time.

What do you think about the growth of $NKEstock ?

Nike announced plans to reduce its reliance on manufacturing in China for the U.S. market. Following the news, the stock rose more than 15%. I held$NKEstock in my portfolio for a while, but later sold it because I don't find it that attractive in the long run and this news doesn't mean any major turnaround yet in my opinion.