Obyčejný investor Creator

🚀 Dell Technologies is skyrocketing again!

Shares of Dell Technologies $DELL gained about 12% on Friday, reaching near all-time highs again. 📈

The memory crisis could continue until 2030. Are SK hynix, Micron and Samsung a once-in-a-lifetime opportunity, or is it a TRAP?

The memory market has historically been one of the most cyclical segments of the entire semiconductor industry. Periods of high demand and rising prices were regularly followed by overproduction, falling memory prices and a dramatic drop in…

📉 INTUIT $INTU = UNDERVALUED COMPANY, BUT CERTAINLY NOT HEALTHY! ❌

Intuit has another quarter behind it in which it beat Wall Street expectations. At the same time, after a significant drop, the stock has reached a valuation that I already find quite interesting.

Still, I have one fundamental problem.…

📊 BROADCOM – Q3 FY2026 RESULTS

Broadcom reported another very strong quarter, and the AI business continues to gain momentum. 🚀

🟢 Adjusted EPS: $3.32 Expected: $3.22…

🚀 Salesforce surprised Wall Street. AI is starting to deliver results

Salesforce $CRM has just had one of its most important quarters in recent times. The company showed further revenue growth and profitability, but above all the first significant signs that its investments in artificial intelligence are beginning to produce concrete results.

So what was the most interesting…

$NVDA 🚨 This week could be truly pivotal for the entire AI stock market.

On Wednesday, Nvidia, currently the most important company in the entire AI boom, will report its quarterly results.

And now another very interesting piece of news has arrived 👀 According to media reports, Nvidia has informed some of its biggest customers that prices for AI server systems may rise by more…

📉 TOP 3 semiconductor stocks after the drop: Intel, AMD and TSMC back on the buying radar?

The semiconductor sector has had a very strong period, but in recent weeks a more significant correction has come. And it is precisely such moments that, in my opinion, often start to become much more interesting for long-term investors. 👀

Today we will look at three companies that I…

Why did Walmart stock fall? In my view, the decline was deserved 📉 $WMT

Walmart shares dropped about 9% after the latest quarterly results. 📉 At first glance, that might seem odd – the company beat analyst expectations on both revenue and earnings per share and also raised its full-year outlook.

But if we look a little beneath the surface, the market reaction makes a lot more…

🚨 Meta has a problem. Courts could step into its business $META

Meta's stock is among the tech giants, but the company is now dealing with a big problem – lawsuits.

⚖️ Meta faces accusations that Facebook and Instagram were designed to keep children and teens on the platforms as long as possible.…

Nu Holdings: another quarter that reinforces my long-term thesis 📈

In my view, Nu Holdings has delivered another very strong quarter. Revenue grew 39% year over year to nearly $5.9 billion, and net income topped $1 billion for the first time in its history. Profit was up 49% year over year.

🟣 NU HOLDINGS – Q2 2026 RESULTS $NU $SOFI

📊 Key Results

🔹 Revenue: $5.51B ➡️ Expected: $5.23B ➡️ +50.3% YoY 🟢…

AMD $AMD has again delivered stellar results. 📈

The company posted another very strong quarter – record revenue, rapid growth in the data centre segment, excellent margins, and an optimistic outlook for the next quarter. From a fundamental perspective, there is really not much to fault in the results. The data centre once again drove the entire business, and it is clear that…

Micron $MU: Forward P/E around 5 and a business that I think is changing

Micron is currently trading at a forward P/E of around 5, which is a very low valuation at first glance. Of course, it must be taken into account that the memory industry has historically been highly cyclical, and investors have traditionally been unwilling to pay high earnings multiples.

In my opinion,…

Meta $META dropped 10% after earnings. Did it really deserve such a fall?

Meta released second‑quarter results that at first glance certainly didn’t look catastrophic.

📊 Key figures:…

$ASML Is Chinese DUV lithography really a threat to ASML?

There has been a lot of talk in recent days about China starting to manufacture its own DUV lithography machines. At first glance, this might look like a big problem for ASML, but on closer inspection, the situation is much calmer.

According to available information, China plans to deliver only 5 DUV machines in 2026 and…

🚨 One of the biggest AI deals of the year. The US and South Korea are significantly strengthening cooperation in the semiconductor sector.

Last week, strategic agreements were announced between South Korean companies SK Group (including $SKHY SK Hynix) and $005930.KS Samsung Electronics and the largest US tech firms. The total declared value of these partnerships reaches…

Intel Q2 2026 – Quarterly Results 📊🔥$INTC

🔹 Revenue: 16.1 bn USD (est. 14.5 bn USD) 🟢 Beat expectations | +25% YoY

🔹 Adjusted Earnings Per Share (Adj. EPS): 0.42 USD (est. 0.22 USD) 🟢 Beat expectations…

Supermicro surprised the market. Margins significantly above expectations and a record backlog of over $60 billion

Super Micro Computer (NASDAQ: $SMCI) released a preliminary update of its results for the fourth quarter of fiscal year 2026. Although revenue is likely to end up at the lower end of the original guidance, investors were particularly pleased by the much higher…

$NFLX 📺 Netflix reports Q2 2026 results

📊 Q2 2026 results

🔹 Revenue: $12.56 billion (analysts expected $12.59 billion) 🔴 ➡️ Up 13% year-over-year.…

$TSM TSMC Q2 2026 results 📊

AI is nowhere near over. 🚀

Today's TSMC results once again confirm that the AI boom is still in full swing. The company significantly beat analysts' expectations, improved its margins, and management confirmed that demand for the most advanced AI chips continues to outstrip production capacities.…