💡 Broadcom: Generative AI as a growth engine! 🚀💻
Shares of tech giant Broadcom $AVGO see strong growth of more than 17 %thanks to record results and "massive" opportunity in artificial intelligence. The company reports sharp growth in profits and revenue related to generative AI, proving that the tech revolution is in full swing.
...📈 Himax Technologies on the rise: a key player in the AI revolution! 🤖
Shares of Himax Technologies $HIMX are up significantly by more than 30% after analyst Ming-Chi Kuo of TF International Securities outlined its potential in collaboration with tech giants Nvidia $NVDA and Taiwan Semiconductor $TSM
Company Himax Technologies, founded in 2001, specialises in high-end...
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Performance wise, it's not that interesting to me and I don't even like this stock for my portfolio.
💼 Oracle under pressure: The cloud battle for dominance continues! ☁️Oracle $ORCL is finding itself in an intensely competitive environment, which was clearly evident in its second quarter results.
Although revenues reached $14.06 billion, up $14.06 billion year-over-year, the 9 %, it fell short of Wall Street analysts' expectations of $14.11 billion. The company's stock...
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🌌 Quantum revolution at hand: Google's Willow chip rewrites computing history! 🚀
Imagine a computational problem that the world's most powerful supercomputers would solve for an incredible 10 quadrillion years (to je 10 000 000 000 000 000 000 000 000 let), was solved in just five minutes using the Willow quantum chip . Such are the capabilities of quantum computing - and Goog...
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I'm not going to lie, it honestly pisses me off that I haven't bought $GOOG stock before.
✅ Artificial intelligence on the rise in the defence sector!
Two major US technology companies, Palantir Technologies $PLTR and Anduril Industries, recently announced a strategic partnership that could rewrite the rules in national defense. ✨
The main goal of this partnership is to use artificial intelligence (AI) to transform the way defense and sensitive data is managed and...
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It's great and will probably keep Palantir going for a long time, but it's too high for me now too.
🗓️ This week's investment summary: Watch for key events!
This week brings important economic data and interesting corporate results. However, not so much anymore and Christmas is coming. Have a wonderful second Sunday of Advent. Spend this time in peace and quiet!🎄
☁️Pondělí:
Results after the markets close: Oracle $ORCL: How is this technology company doing in cloud services and...
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I haven't looked at the inflation thing yet, so I'll have to look back, as it's a pretty crucial factor.
✨ SpaceX: The world's most valuable startup!
SpaceX, founded by Elon Musk in 2002 , is once again setting new boundaries in space technology, but also in the financial markets. SpaceX is currently in talks to sell shares in a deal that could value the company at a whopping $350 billion ($8.4 trillion). 🌌💸 That's a leap up from the previous month, when the value was estimated...
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A great company that I am a fan of and I am fascinated by what they can already do and what they are able to achieve.
🔍 Geopolitical chess in the semiconductor field: a trade war between China and the USA!
China has given a vigorous response to US restrictions on the export of advanced semiconductor technology. It is banning the export of key materials such as gallium, germanium and antimony, which are indispensable for cutting-edge technology - from chips and fibre optics to batteries for...
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This is a real risk and it pisses me off, but unfortunately there's nothing we can do about it.
💡 Salesforce boosts after results! 💹
Shares of Salesforce $CRM rose more than 8 % after posting strong third quarter results.
The company beat analysts' expectations, posting year-over-year revenue growth of 8% to $9.44 billion. In addition, net income increased to USD 1.5 billion, an increase of 25% more than a year ago.
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I have a smaller/middle position in my portfolio and I'm in a very nice profit right now.
📈 Marvell Technology: artificial intelligence as a growth engine! 🚀
Marvell Technology $MRVL specializes in the development of advanced chips for data center, networking, storage and increasingly for artificial intelligence applications. The company has delivered great results and set the bar high. The stock responded with a steep rise, and for good reason.
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74$ is pretty cool, but the stock is already too high for me, so I'm just watching the situation around this company.
💼 Super Micro Computer: crisis of confidence on the wane, stocks soar! 📈
The story of Super Micro Computer $SMCI is a prime example of the journey from the bottom to the top and back to the bottom again. After a promising start to the year, when the stock gained more than 300 %, then came the turbulent months when the company was threatened with delisting from Nasdaq and its...
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🗓️Přehled key events of the week: Be prepared for investment opportunities! 🚀
Earnings season is coming to a close, but this week is full of important economic data. Don't forget to follow these events! 💼
⚙️Pondělí:
ISM Manufacturing PMI: This index provides insight into the health of the U.S. manufacturing sector. 📈
🔒Results after markets close: Zscaler $ZS: Cloud security is on...
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Thanks for the review and wishes! Happy Advent to you too.
We'll see if anything happens with GME, but I don't trade there anymore and I'm just an observer. The indexes could go up further based on historical data, but you never know :)
📢 Google under major pressure: Major changes to online advertising and a possible split of the tech giant!
Canada's Competition Bureau has launched a landmark case against Google $GOOGL for allegedly abusing its dominant position in the online ad market. The case reflects the growing pressure on tech giants and their practices that many experts say stifle competition,...
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$GOOG is one of my biggest positions in my portfolio. I sincerely hope they keep the Chrome one, as otherwise it would be a very big deal.
🚨 Dramatic drop in Symbotic shares!
On Wednesday, shares of Symbotic $SYM, a company that makes artificial intelligence robots for warehouse automation, plunged by 36 %. Today, however, they're gaining more than 12 %! The main reason for the drop was newly revealed accounting errors that cast doubt on its financial results for fiscal year 2024.
This is a business that has a hell of a lot of potential, but this company didn't impress me much.
Last year I thought about buying $HPQ, but luckily I didn't and now I'm quite glad I did.
The stock has shot up really fast now. I don't have the stock in my portfolio, but if the stock drops significantly, I would buy.