Uber and its future in autonomous taxis and a super app
Uber $UBER has strong growth potential through its partnership with Waymo and the development of autonomous taxis, which could exceed a $2 trillion market within a decade.
Key growth drivers:
-Expansion into a super app - $UBER focuses not only on ridesharing but also on food delivery, travel booking and advertising business
Uber is a very interesting company that has a great business. The service works great and I believe it can be attractive now. I prefer to buy other stocks now and overbuy the big tech.
🔐 Google gets stronger in cybersecurity - Alphabet buys Wiz for a record $32 billion! 🚀 US giant Alphabet $GOOGL has announced the largest acquisition in its history - for $32 billion(over £735 billion) takes over cybersecurity firm Wiz.
Lately I've been thinking about including $TSMstock in my portfolio . TSMC is a great and very important company that is performing well and still has great potential. The stock has fallen nicely since the beginning of the year and the P/E is not that high either.
Are you buying $TSMstock on the current downturn or are you buying other stocks in the sector?
🚀 Intel's new CEO comes with sweeping changes! 🏭 Intel $INTC was once a dominant player in the semiconductor industry, but has failed to keep up with the competition over the past decade. The company has missed out on the smartphone boom, failed to respond to the surge in demand for AI chips , while falling behind technology leaders like TSMC, Nvidia and AMD.
I'm not investing in Intel, but the way I see it, if everything goes right and the CEO makes the right decisions, the company could soon be doing well again and the stock could start to rise.
Nike will report its results on Thursday. The company hasn't been doing too well recently, results have been less than ideal and the stock has been falling for some time. I had $NKE in my portfoliofor a while , but then I sold because I don't find the business very interesting and don't see the potential.
📅 Weekly overview of interesting events! This week will be rich in economic data, major Fed decisions and the last few results of interesting companies. Let's take a look at the overview.
🏭 Monday 🛍 US Retail Sales - A key indicator of consumer strength. NY Fed Manufacturing Activity Survey - We track the state of industrial production and sentiment among manufacturers in New York... Read more
Surely the Fed's question for all the money is will the US go into recession or even stagflation? What does the Fed say? For now, I have only a pithy quote from today's WSJ
Fed policymakers are alternatively referred to as inflation-fighting "hawks" or labor-market-defending "doves." Right now, Powell looks more like a duck-calm on the surface while constantly paddling beneath murky waters.😂
Investors, which broker do you use for investing and why?
I've been investing with XTB for a while now and I'm satisfied so far - the fees are low and overall I like the platform. I'm thinking of opening an account with IB... Read more
Iren (IREN): The cheapest publicly traded bitcoin miner?
Iren $IREN specializing in mining bitcoins using renewable energy, has come under the spotlight thanks to a ratings upgrade from JPMorgan. Analysts have praised its low operating costs and efficiency, calling the stock too harshly punished since the start of the year, which they say represents an attractive entry point.
🚛 Daimler Truck under pressure: Change in US emissions rules dampens pre-sale expectations! Shares of Daimler Truck $DTG.DE fell more than 7 %. The main reason is the announcement by the Environmental Protection Agency (EPA) in the U.S. that it's considering lifting stricter emissions rules. This regulation was supposed to encourage U.S. companies to massively pre-order... Read more
Archer Aviation: a speculative bet on the future of aviation
Archer Aviation $ACHRfocused on electric vertical takeoff and landing (eVTOL) aircraft, is experiencing dramatic growth. Its stock is up 360% from its all-time low, thanks largely to rising orders, strategic partners and optimistic production plans.
The stock has had a sharp rise, but has recently fallen significantly. There will be a lot of those orders and the company definitely has room to grow, so I would be comfortable buying now.
📉 Verizon warns of weak subscriber growth - telecom sector under pressure! 📡
Verizon Communications $VZ has announced that competition in the telecom sector is sharpening and expects weak subscriber growth in the first quarter. The company's shares responded by falling by more than 7 %.
Ulta Beauty, which sells cosmetics, reported its results yesterday. The results were very good and the stock rose 7% in the aftermarket. Buffett also bought shares in this company last year, but sold them after a short time. For me, this company is not very interesting, and this sector is represented in my portfolio by $MC.PA and $AMZN.
📉 Adobe - strong results, but shares fall on AI concerns! Adobe $ADBE is a global leader in creative software used by millions of professionals in graphic design, digital marketing, video production and document management.
Key products include: 🎨Adobe Creative Cloud - Photoshop, Illustrator, Premiere Pro, After Effects, InDesign and other tools for creatives. 📊 Adobe Experience... Read more
It's not just US stocks that are interesting - there are interesting companies in Europe too. For example, I think the Polish stock market is currently very interesting and undervalued. I was buying Polish stocks at the end of last year at $APR.WA and would like to buy $DNP.WA at a lower price .
Do you also have any Polish stocks in your portfolio?
Uber and its future in autonomous taxis and a super app
Uber $UBER has strong growth potential through its partnership with Waymo and the development of autonomous taxis, which could exceed a $2 trillion market within a decade.
Key growth drivers:
-Expansion into a super app - $UBER focuses not only on ridesharing but also on food delivery, travel booking and advertising business
-...
Read more
Zobrazit další komentáře
Uber is a very interesting company that has a great business. The service works great and I believe it can be attractive now. I prefer to buy other stocks now and overbuy the big tech.
🔐 Google gets stronger in cybersecurity - Alphabet buys Wiz for a record $32 billion! 🚀
US giant Alphabet $GOOGL has announced the largest acquisition in its history - for $32 billion (over £735 billion) takes over cybersecurity firm Wiz.
Alphabet
GOOGLRead more
Zobrazit další komentáře
I think the acquisition is great. $160 is a great price, I'm taking advantage of the drop and buying.
Lately I've been thinking about including $TSMstock in my portfolio . TSMC is a great and very important company that is performing well and still has great potential. The stock has fallen nicely since the beginning of the year and the P/E is not that high either.
Are you buying $TSMstock on the current downturn or are you buying other stocks in the sector?
Zobrazit další komentáře
I've bought $ASML and $AVGO so far, but $TSM looks pretty good so I'm adding it to the watchlist.
🚀 Intel's new CEO comes with sweeping changes! 🏭
Intel $INTC was once a dominant player in the semiconductor industry, but has failed to keep up with the competition over the past decade. The company has missed out on the smartphone boom, failed to respond to the surge in demand for AI chips , while falling behind technology leaders like TSMC, Nvidia and AMD.
Now, this decaying...
Read more
Zobrazit další komentáře
I'm not investing in Intel, but the way I see it, if everything goes right and the CEO makes the right decisions, the company could soon be doing well again and the stock could start to rise.
Nike will report its results on Thursday. The company hasn't been doing too well recently, results have been less than ideal and the stock has been falling for some time. I had $NKE in my portfoliofor a while , but then I sold because I don't find the business very interesting and don't see the potential.
What's your take on Nike?
Nike
NKEZobrazit další komentáře
The company may grow nicely over the long term, but the performance is just weak and there are much more interesting companies to be found now.
📅 Weekly overview of interesting events!
This week will be rich in economic data, major Fed decisions and the last few results of interesting companies. Let's take a look at the overview.
🏭 Monday
🛍 US Retail Sales - A key indicator of consumer strength.
NY Fed Manufacturing Activity Survey - We track the state of industrial production and sentiment among manufacturers in New York...
Read more
Zobrazit další komentáře
Surely the Fed's question for all the money is will the US go into recession or even stagflation? What does the Fed say? For now, I have only a pithy quote from today's WSJ
Fed policymakers are alternatively referred to as inflation-fighting "hawks" or labor-market-defending "doves." Right now, Powell looks more like a duck-calm on the surface while constantly paddling beneath murky waters.😂
Investors, which broker do you use for investing and why?
I've been investing with XTB for a while now and I'm satisfied so far - the fees are low and overall I like the platform. I'm thinking of opening an account with IB...
Read more
Zobrazit další komentáře
I've been using eToro for quite a while now, but there are high fees for some things, so I'm thinking of switching to T212.
Iren (IREN): The cheapest publicly traded bitcoin miner?
Iren $IREN specializing in mining bitcoins using renewable energy, has come under the spotlight thanks to a ratings upgrade from JPMorgan. Analysts have praised its low operating costs and efficiency, calling the stock too harshly punished since the start of the year, which they say represents an attractive entry point.
Thi...
Read more
Zobrazit další komentáře
That rating looks interesting. The stock was overvalued and the stock is now undervalued. I already have a few shares and will buy more this week.
🚛 Daimler Truck under pressure: Change in US emissions rules dampens pre-sale expectations!
Shares of Daimler Truck $DTG.DE fell more than 7 %. The main reason is the announcement by the Environmental Protection Agency (EPA) in the U.S. that it's considering lifting stricter emissions rules. This regulation was supposed to encourage U.S. companies to massively pre-order...
Read more
Zobrazit další komentáře
Interesting business, but it's hard to say if such a company has great potential or not.
Archer Aviation: a speculative bet on the future of aviation
Archer Aviation $ACHRfocused on electric vertical takeoff and landing (eVTOL) aircraft, is experiencing dramatic growth. Its stock is up 360% from its all-time low, thanks largely to rising orders, strategic partners and optimistic production plans.
Why is Archer Aviation stock rocketing?
Aircraft eVTOL technology
-...
Read more
Zobrazit další komentáře
The stock has had a sharp rise, but has recently fallen significantly. There will be a lot of those orders and the company definitely has room to grow, so I would be comfortable buying now.
📉 Verizon warns of weak subscriber growth - telecom sector under pressure! 📡
Verizon Communications $VZ has announced that competition in the telecom sector is sharpening and expects weak subscriber growth in the first quarter. The company's shares responded by falling by more than 7 %.
Verizon
VZRead more
Zobrazit další komentáře
I've never been very interested in this industry. The dividend is great, but that's about it.
Ulta Beauty, which sells cosmetics, reported its results yesterday. The results were very good and the stock rose 7% in the aftermarket. Buffett also bought shares in this company last year, but sold them after a short time. For me, this company is not very interesting, and this sector is represented in my portfolio by $MC.PA and $AMZN.
What do you think of $ULTA? Why do you...
Read more
Zobrazit další komentáře
There are much better companies in this sector and I would rather focus on $RMS.PA.
📉 Adobe - strong results, but shares fall on AI concerns!
Adobe $ADBE is a global leader in creative software used by millions of professionals in graphic design, digital marketing, video production and document management.
Key products include:
🎨Adobe Creative Cloud - Photoshop, Illustrator, Premiere Pro, After Effects, InDesign and other tools for creatives.
📊 Adobe Experience...
Read more
Zobrazit další komentáře
That AI may be a problem for the company, but if they adapt a bit and improve their strategy, they could be around for a long time.
It's not just US stocks that are interesting - there are interesting companies in Europe too. For example, I think the Polish stock market is currently very interesting and undervalued. I was buying Polish stocks at the end of last year at $APR.WA and would like to buy $DNP.WA at a lower price .
Do you also have any Polish stocks in your portfolio?
Zobrazit další komentáře
I'm quite intrigued by $DNP.WA shares and would like to include them in my portfolio, but the price is too high right now.
Airbnb grows thanks to positive analyst reviews
Airbnb shares $ABNB saw gains after a Jefferies analyst raised his recommendation to "Buy" and set a $185 price target.
Reasons for optimism:
- Strong booking growth and new products boost investor confidence
-Expansion beyond traditional lodging - $ABNB is betting on travel experiences and sponsored offerings as additional revenue...
Read more
Zobrazit další komentáře
It's not very interesting to me, so I mostly just watch it.