AST Spacemobile - Startup that wants to connect your smartphone directly to a satellite.
It sounds like science fiction, but Texas startup AST SpaceMobile $ASTS is close to turning that vision into reality. The company is developing technology that will allow ordinary smartphones to connect directly to satellites - without the need for special hardware or antennas.
And investors...
Read more
Analyst Erik Woodring called Seagate stock "too attractive to ignore" - despite the company often being overlooked in the context of fast-growing technology titles (AI, cloud, cybersecurity). Reasons:
I wouldn't buy for the recommendation, but I'm interested in stocks like this, so thanks for the tip👍.
I like the dividend option. I believe that with enough capital you can live on dividends, but from what I know, you need at least 5 million or more to make a portfolio that will cover your monthly income. Thus, I don't put much into these companies yet. But someday I hope to end my investing life that way. 😄
RUBRI: YOUNG COMPANY IN CYBERSECURITY
The $RBRKrubric doesn't try to prevent attacks, but provides solutions for data and...
Read more
DigitalOcean - Undervalued stock?
Key points:
For me, it's too much speculation, and as far as the cloud goes, I have $GOOG in my portfolio.
Kroger: Defensive leader with growth potential
Kroger $KR one of the largest retail chains in the US, is becoming an attractive option for defensive investors thanks to its stable business model and earnings growth. Despite higher EBITDA volatility (32%), it provides predictable earnings through sales of food and drug products - a sector that is less sensitive to economic cycles...
Read more
Value stocks are rising nicely right now. I don't have $KR in my portfolio, but otherwise the value and dividend stocks in my portfolio are performing solidly right now.
Arms stocks break records: an opportunity for investors?
Defence sector growth in Europe has reached new highs thanks to increased defence spending and the drive for strategic independence from the US. The STOXX Europe Aerospace & Defense Index rose 9% over the week, with Hensoldt (+22%), Leonardo (+16%) and Dassault Aviation (+15%) posting the strongest gains.
However, the...
Read more
Amgen (AMGN): a hidden player in the GLP-1 sector with great potential
The GLP-1 weight loss drugs market is one of the fastest growing segments of the healthcare industry and could reach a value of $200 billion by 2031. So far, Eli Lilly (LLY) and Novo Nordisk (NVO) dominate the market, but their shares are trading at extremely high earnings multiples. Amgen $AMGN may become a...
Read more
Kering and Gucci: Stabilization after a difficult period?
French luxury group Kering $KER.PAwhose flagship brand is Gucci, has faced a challenging period in recent years. Weakened demand for luxury goods, particularly in China, and the unconvincing direction of the Gucci brand have led to a 38% decline in the stock over the past 12 months. Yet recent results and strategic moves...
Read more
XPO: The road to the top of the transport sector
Company $XPOthe third-largest less-than-truckload (LTL) provider in the U.S., has become one of the most important players in the logistics sector through strategic changes and a focus on efficiency. While the transportation sector is facing declining volumes, XPO is demonstrating resilience and the ability to grow, making it an...
Read more
Altria Group: the S&P 500 dividend leader with a yield of almost 8%
Altria Group $MO has become the most attractive dividend stock in the S&P 500 index, thanks to a yield of nearly 8%. This status was reinforced by pharmaceutical giant Walgreens Boots Alliance's decision to suspend dividend payments, which shifted investor attention to Altria and other stable dividend payers.
Ke...
Read more
I've had $MO stock in my portfolio for quite a while, but I recently sold and moved the money into more growth stocks.
Oddity Tech Ltd. (ODD): growth potential in online cosmetics
Shares of Oddity Tech Ltd. $ODD are currently trading around $47.73 and analysts see a target price of $52, representing nearly 12% upside potential. The company is benefiting from the trend of the cosmetics market shifting to the Internet, where there is only 20% penetration so far, opening up room for further...
Read more
The sector is growing quite a bit and companies are doing quite well, but the price is high right now. The closest thing I have to this company in my portfolio is probably $MC.PA.
DeepSeek and its impact on markets and the technology sector
Chinese startup DeepSeek is fundamentally changing the dynamics of the global technology sector. Its new artificial intelligence (AI) model, which is more efficient and less costly, is disrupting the dominant approaches of Silicon Valley. This development has caused futures on US technology indices to fall, while...
Read more
The market is terribly volatile right now, but it has opened up some opportunities. I've been overbought Google even though their stock hasn't been touched much.
Twilio Inc. (TWLO): positive growth prospects in 2025
Twilio Inc, $TWLO a leading cloud communications company, is gaining momentum on the back of growing interest in its platform and improving financial performance. Analyst firm Baird raised its rating on the stock to "outperform" from "neutral" and moved the target price to $160 from the previous $115, representing a potential...
Read more
They're still in the red, but it's getting better. If they do, I would expect another move up.
If it works out, it could be great, but this is just speculation for now and I'm not going to invest in it.