🌟 Interesting opportunity at 3M!
3M $MMM has faced a number of challenges in recent years, most notably legal disputes and stagnant growth. Still, it offers interesting potential that is worth considering for value investors.
3M may be attractive to investors looking for a stable, long-term investment.
...📊✨ Today's results for Citigroup, JPMorgan Chase and Wells Fargo for Q2 2024!
Citigroup $C
Released financial results for Q2 2024. Net income reached $3.2 billion ($1.52 per share) on revenue of $20.1 billion. By comparison, in Q2 2023 , net profit was $2.9 billion ($1.33 per share) on revenue of$19.4 billion. This growth was supported by strong performance across the US banking...
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🌟 Amazon introduces the next generation Graviton4 chip! 🌟
Amazon Web Services has just launched the fourth generation of its processor Graviton. This new chip brings tremendous improvements in performance and efficiency.
According to the director of product management for computing and artificial intelligence atAmazon, the new Graviton4 provides three times the computing power...
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📉💼 Important steps by the Federal Reserve!
Chairman Fed Chairman Jerome Powell, gave us some interesting insights into the future of interest rates. 🌟
Powell emphasized that the Fed still needs to "more good data", in order to move confidently to lower interest rates. The latest data points to slowing inflation, which is a good sign. More positive data could boost the Fed's confi...
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So far I think it's a reasonable position even though we may not like it very much, but I believe at least one reduction could come this year.
📈 💻AMD vs Intel and new competition!
Advanced Micro Devices $AMD is a global manufacturer of semiconductor components, primarily focused on the development of high-performance processors and graphics cards. In recent years, the company has gained significant market share with its high-end products such as theRyzen series of processors and Radeon graphics cards . In this way ,...
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I appreciate that it says how Intel is just trying to narrow the gap with TSM. 18A is supposed to be comparable to N3P and Intel will have nothing to respond to N2 planned for 2025. Betting on INTC now is a pretty risky choice in my opinion, that's why I prefer to stick to the current cutting edge, which is hardly something everyone will run away from just because someone else builds fabs and recruits a team of marketers. The idea that competitors in the form of AMD or NVIDIA will manufacture at INTC is hard to believe, in the same way Apple will find it hard to think about handing over their know how to someone who makes their own chips.
So what I've been watching the last couple of years, TSMC despite being the leader is still growing revenues and profits nicely because they have a lot of pricing power due to their manufacturing technology. Intel adopted EUV pretty late, probably will have much worse yields than TSM and probably Samsung, i.e. smaller margins (+large CAPEX). Shareholders are looking at a paltry dividend that just won't get to the original values and capital appreciation is also very uncertain.
🗓️Klíčové events of the coming week!
Earnings season starts again this week and as usual the biggest banking houses in the USA along with PepsiCo. Here is a summary of the interesting events that are coming up and that may influence the markets.
👨⚖️Tuesday: Chairman Fed Chairman Jerome Powell will be speaking before Congress on the state of the economy and monetary policy. Key...
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Again a great summary and opinion on the banks, I think they will be good numbers too, after all they are benefiting from ever higher rates. I hold $JPM long term and am very happy, I have nice numbers there and will continue to hold, I don't expect a drop.
🚗 Chinese company BYD strengthens its position in Thailand!
BYD $BY6.F is a Chinese company that has become a world leader in innovation and technology. The company specializes in electric vehicles, batteries and renewable energy solutions. With its pioneering approach and continuous technology development, BYD has become one of the largest electric vehicle manufacturers in the...
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I avoid China. I'd love to buy $BABA, for example, but despite the fact that I think it's a good company (it was better before the sanctions and oversight by the government there) it's the government that's putting me off.
📈💡 3 Interesting companies on long hold!
If you plan to hold stocks for decades to come, I have 3 interesting stocks for you to put on your list. Coca-Cola $KO, Chipotle Mexican Grill $CMG and Hormel Foods $HRL. Here's a brief overview of each stock.
Coca-Cola: A huge player with an unshakable position 🥤
With a market capitalization of approximately $270 billion, it is one of the...
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📈 Continental's shares rose significantly on Thursday!
Founded in 1871,Continental $CON.DE isa global automotive supplier, best known for its tyre business. In addition to tires ,Continental focuses on a wide range of products and technologies for the automotive industry, including braking systems, electronic components and sensors.
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That looks pretty interesting. I enjoy these original and not so common businesses😁
🎬📈 Interesting development in the world of film industry!
National Amusements, led by Shari Redstone, has reached a tentative agreement to sell its controlling interest in Paramount Global $PARA toDavid Ellison's Skydance Media. The news caused Paramount's stock to rise by more than 12 %. 📊🚀
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I'm not too keen on it and I'm certainly not going to include it in my portfolio.
✈️ Boeing announces the acquisition of Spirit AeroSystems! ✈️
After months of careful negotiations ,Boeing $BA has decided to buy its key supplier, Spirit AeroSystems, which has recently been facing financial problems. Boeing will pay $4.7 billion for the company , bringing the total value of the deal to approximately $8.3 billion, including Spirit's net debt .
...📆 Key events of the upcoming week!
There are no more companies announcing earnings this week, so I'll just keep an eye on these events.
🏭Monday: ISM Manufacturing PMI: Tracks the state and trend of industrial activity in the US.
🚗Tuesday. Number of vehicle deliveries. from Tesla $TSLA for Q2. This will of course show us the strength of growth and demand for these cars. 🎤Chairman's...
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I agree with the others. Tesla is going in a good direction and I have their stock in my portfolio.
🌟📊Drone market opportunities!✈️
AeroVironment, Inc. $AVAV is an American technology company specializing in the manufacture of unmanned aerial vehicles (drones) and advanced systems for the aerospace and defense industry. With an innovative approach and a focus on developing cutting-edge technology, it provides its products to both commercial customers and government...
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This looks very interesting and I will be glad for more posts about this company.
📈 Micron Technology: strong growth thanks to artificial inteligenci🖥️
Micron $MU is a leader in innovative memory and storage solutions that support advances in artificial intelligence and other compute-intensive applications. It brings to market high-performance DRAM, NAND and NOR memory and storage products that power the data economy from data centers to mobile devices.
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I think the cohesiveness is great. Growth in this sector has been driven mainly by fever in recent years. The company is at the top of its business and will continue to grow in my opinion. However, the stock could drop solidly by a few percent just like say $NVDA. At some point, the cool down has to come. Over the past week, it looks like it may be coming.
It's a great company. I made a mistake here. I bought, then sold right away due to problems and didn't wait long enough. I won't be buying now though.