Nikolas Gabriels

Does anyone know on what basis Caterpillar $CAT is losing almost 6% in premarket? The results don't look bad at first glance.

I was just looking at what analysts expect from $PLTR earnings. They are quite optimistic, saying the company should report quarterly earnings of $0.06 per share, up 500% year-over-year, and revenue of $555.02 million, up 16.1% from the same quarter last year. What do you think, will it work out as expected?

Does anyone have shares of NextEra Energy $NEE in their portfolio? The price has been pretty hammered since the beginning of the year and after earnings it's starting to look good - Both revenue and net income are above estimates.

Interesting news from Flash News - Disney could sell a controlling stake in its Indian Disney Star business, which it values at about $10 billion, instead of the previously considered piecemeal transactions. Reliance values those assets at $7 billion to $8 billion, some sources said. Do you hold shares of $DIS?

For a Palantir $PLTR to recently announce a super collaboration with the government (the amount was around $250m), it's been pretty miserable these days. Does anyone know what's going on, see yesterday's 6% drop?

What did you think of the Mety event where they talked about AI, metaverse, glasses and more? I was quite intrigued to hear that Meta's new generation of Ray-Ban smart glasses will start selling for $299. That doesn't sound bad for fans of these technologies here, or am I wrong?

An article just jumped out at me about 3 Morgan Stanley $MS picks. I wanted to ask if you know, follow or own any of the companies. They are Howmet Aerospace $HWM, Thermo Fisher $TMO and Zoetis Inc $ZTS.

What do you think about the goings-on with Disney and Charter? I'm not totally into it, but I know it was moving the market and streaming companies on Friday. I didn't take the time to look up how much Disney $DIS profits through Charter, and Charter pays Disney $2.2 billion a year in programming fees alone.

Salesforce $CRM doubled its commitment to profit growth and raised its adjusted operating margin target to 30% for the current fiscal year. This is notable in that these figures were not expected until late 2024. Do you have CRM stock in your portfolio?

Today we report the results of CrowdStrike Holdings $CRWD. Anyone holding their stock? I think cybersecurity is an interesting sector, I would like to include stocks from this sector myself.

Foot Locker $FL results are pretty poor, I really didn't expect this. In addition, the company has suspended dividend payments, ostensibly to allow more flexibility for strategic investments. What do you think? Is FL in trouble or is this a buying opportunity?

Hey, investors. How do you see this week with Nvidia $NVDA. Will the AI and tech rally extend or will we crash and get our feet on the ground? Expectations are high, so I expect an equally big move if met, but also disappointment with the results.

Do you have StoneCo $STNE in your portfolio? I see their numbers are growing rapidly, results are quarter after quarter, year after year better and better and yet the stock price seems to be down and the company still has room to move.

What are your thoughts on this company?

Does it ever happen to you that you have a company in your sights, it underperforms, some bad news comes out and the share price doesn't budge? 🤐 I do in the case of Boeing $BA, which I would love to have in my portfolio but the bad environment and conditions apparently don't bother them at all.

So it looks like Palantir $PLTR is out of the woods. Congrats to everyone who held on and didn't sell, as YTD has already made over 180% there. I probably don't need to go into the quarterly results too much, we have that here at Bulios Flas News. But what has pleasantly surprised me are the share buybacks and the idea of inclusion in the index. What do you think? Do you think...
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