As for the results, this week will probably be more interesting for me than the last one. A number of companies whose shares I hold in my portfolio will report results, and I expect bigger moves because they are growth stocks. I will be watching the results of $PLTR, $NVO, $AMD and $TTD.
Which companies' results will you be interested in?
🔌Technology sector under pressure: Nvidia and AMD warn, the whole sector reacts with a sell-off! Tensions between the US and China are once again rocking the technology market. Chipmakers are reporting higher costs and regulatory uncertainty that is starting to weigh heavily on company results and outlooks.
The most visible case is the company Nvidiawhich has announced that it... Read more
The stock has skyrocketed in the past year and a lot of investors have made good money on this stock. But so far this year, it's lost over 29%, and I think the valuation is getting interesting again. I've bought $AMDso far , but $NVDA is already looking tempting too.
Hedge funds are increasingly betting against stocks, with Nvidia $NVDA, Advanced Micro Devices $AMD and Tesla $TSLA their three largest short positions, a Morgan Stanley report showed Thursday.
Yesterday it rose very nicely - the S&P500 added less than 2%, $AMD jumped 6% and $TSLA even 11%. I don't want to time the market, so I guess I don't care where it goes because I'll either buy or be happy with the gains. We'll see... Read more
So $AMDstock has already dropped below $100. They've lost 20% this year alone. I bought in at the beginning of the year and am currently still overbought. I think the stock is significantly undervalued now and has huge potential... Read more
Investors, which semiconductor stocks do you have in your portfolio?
For me, this sector makes up a fairly large part of my portfolio. I've had $ASMLstock for quite some time and recently bought $AMD and $AVGO after the downturn .
I would be interested to know how you are approaching the current correction and what your strategy is. I am currently overbought and taking advantage of larger declines in individual stocks. I have been... Read more
📆 Key events of the week: What to watch out for? The new week will bring important macro data and company results that can influence the markets. We will also see the market reaction to Donald Trump's introduction of tariffs. Here is a summary of the key events:
Monday: 📊 ISM Manufacturing PMI - An important indicator of activity in the industry. Weaker numbers may fuel... Read more
The rates will remain the same and otherwise I will be interested in $PLTR and $AMD.