Martin Sedláček

Lululemon $LULU has delivered another set of disappointing results, and the stock is down about 17% today. Since the start of the year, it's already down over 40%, and since the beginning of 2025, it's off nearly 70%.

Snowflake $SNOW has delivered very good results and the stock is reacting with a rise of more than 20%.

Palo Alto Networks $PANW released its results yesterday, clearly showing why it belongs among the most interesting players in cybersecurity.

GoPro $GPRO will be bought for $285 million by Starman Optical. Shareholders are set to receive about $1.14 per share in cash, while retaining approximately a 10% stake in the newly merged company. The stock is reacting with a rise of more than 64%.

I am following the current situation at PayPal $PYPL. The company still works, huge amounts of money still flow through it, but the stock has shown for several years that the market simply does not trust it much.

LVMH $MC.PA shares have been under pressure for a while now, and it doesn't look like sentiment around the luxury sector is about to turn quickly.

✈️Drones have become one of the most important parts of modern warfare over the last few years, and Ukraine is probably the best example of how much the battlefield has changed.

Previously, tanks and armored vehicles were the basis of a breakthrough. Today, just getting equipment closer to the front line is a problem. In some sections, "kill zones" several kilometers deep have…

I've held Marvell $MRVL in my portfolio for a while now, and I'm curious how you view this company. There isn't nearly as much buzz around it as around Nvidia, but in my opinion it's one of the more interesting players that could benefit from continued investment in AI infrastructure.

🎬 Disney $DIS is in for quite an interesting period ahead, especially regarding its strongest film franchises.

🛢️ Shell $SHEL is considering selling its US chemical assets for up to $8 billion.