Timo Holub Creator

4 akcie, ktoré sú po nedávnych poklesoch zaujímavé (+ moje posledné nákupy). Október bol pre technologické akcie dosť nepríjemný. Nasdaq od maxima zo 6. októbra stratil 7,8 % a piatok zakončil poklesom o 2,9 %. Polovodičový sektor pritom za celý mesiac odpísal viac ako 15%.

Reddit -20%. Prečo je to podľa mňa prehnané?

Markets rise after the election, but some AI-linked stocks are falling. What are investors actually valuing?

Today’s S&P500 map shows major differences. Amazon and Microsoft are rising, while several suppliers of chips, cooling systems, and electrical equipment are falling. The same political change can affect different parts of the industry in different ways.

The broader market…

AI business is accelerating, revenue is growing by more than 20%, yet ServiceNow $NOW is plunging 24%. What’s behind it?

What if new data on a company that has lost nearly 65% of its value show the exact opposite of what the market fears? 👀

One setting instead of rewriting code. A small change like this could have a bigger impact on the AI chip market than it seems.

Chip stocks are plunging. Is it just another panic or a real risk?

OpenAI has $50 billion in revenue instead of $70 billion, markets dropped. How serious is this new information?

Yesterday Financial Times reported that OpenAI's annualized revenue is about $50 billion instead of the originally stated $70 billion. The market immediately reacted with a sell-off in tech stocks. Nasdaq lost 1.25%, the semiconductor sector about 3.4% and Nvidia…

Fantastic results, yet the stock is falling. What is the market concerned about with Micron?

These 2 companies were market favorites not long ago, today they are more than 50% below their highs. In my opinion, the market is overreacting to one, while for the other there is good reason for concern.

AppLovin - so far I see a bigger problem in expectations than in the company

One of the strongest monopoly positions takes another hit. And the stock reacts with a 20% drop.

3 types of companies that could profit significantly from AI agents. And 2 where I'd be more cautious.

Meta launched Muse only on September 8, and in the first 12 days it got around 2.8 million downloads. More important, though, is what it can do. It no longer just answers, but can send emails, book travel, or make a purchase.

And that could significantly change the internet…

Chip stocks have been falling in recent days and the market has begun pricing in a new risk around a possible slowdown in AI development. However, no real limits have arrived yet, hyperscalers are not cutting investments, and fundamentally nothing major is changing. Most of the movement so far is mainly fear and uncertainty.

Investors have been asking for months how Meta will profit from AI. Today they may have gotten their first answer.

We are starting to see rotation on the market from chips into software 🔄 The best current examples are Broadcom and Snowflake.

Salesforce reported great numbers for Q2 2027. But a new big battle for the brain of companies is emerging.

AWS is expected to generate $1 trillion in revenue over an 8-10 year horizon and Amazon stock could reach $500 by the end of 2027?

30-year US bonds above 5.3%. A warning for stocks?

The yield on 30-year US government bonds rose today to around 5.3%, the highest since 2007.

At first glance, that may look bad. But the mere similarity of yields doesn't mean a financial crisis awaits. It's far more important to understand why yields are rising and what that means for stocks.…

Lately there has been a lot of talk about AppLovin (APP). Is this another Trade Desk (TTD)?

The market is at record highs. Since the start of the year we have already seen 26 new all-time highs for the S&P 500, and the index crossed 7,700 points for the first time in history.