Amazon

Hi everyone, I'm curious how you're currently approaching investments in Ferrari $RACE, PayPal $PYPL, Amazon $AMZN and NU Holdings $NU. Ferrari looks interesting both technically and fundamentally after the recent pullback. I think PayPal is currently undervalued, and with the expanded use of AI technologies and collaboration with developers within the OpenAI ecosystem, it...
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Amazon $AMZN

I currently see an interesting opportunity in Amazon (AMZN), particularly in cloud services and artificial intelligence, because the stock has fallen to a more attractive level. Amazon Web Services (AWS) continues to dominate the cloud computing market, and its investments in AI technologies, including generative AI for business applications, indicate potential for...
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Shares of $AAPL rose 5% yesterday on news that Apple is investing an additional $100 billion in the US. I have sold $AAPL stock this year and moved my money into $GOOG and $AMZN. Apple no longer strikes me as an interesting company and growth is slowing.

Do you still consider $AAPL a growth stock?

This week has been pretty interesting overall and a lot has happened. Some stocks have fallen significantly, which has also created interesting opportunities. I bought into $AMZNafter the drop and put some money into BTC as well.

What stocks are you buying now? Where do you see interesting opportunities?

📅 This week's key events!

This week is really full of important macroeconomic events and also corporate results. Here's a list of the most interesting things I'll be watching.

📈 Tuesday
JOLTS Job Openings - Let's keep an eye on the tightness in the labor market. Fewer job openings could signal a cooling economy.

Consumer confidence in the U.S. - An important barometer of future...
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📅 This week's key events!
Important geopolitical events, market data, the start of earnings season and even the Fedminutes are on the schedule this week. Here are the most important things to watch:

🌍 Monday
BRICS Summit - a summit of emerging economies. Discussion of alternative currencies, strengthening trade ties outside the dollar system, and energy cooperation could all have...
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Investors, do you have a stock in your portfolio that you are confident you will hold for the next 15 years?

For me, it's definitely $AMZN and $GOOG. They are incredibly strong companies with amazing businesses that will be around for decades to come.

Are you still buying any big tech stocks?

I'm still buying $AMZN and $META, and last month I significantly increased my position in $GOOG. All of these stocks are still undervalued in my opinion, so it would be a shame not to buy them at a discount.

Which stock have you bought most often recently?

For me, it would definitely be $AMZN, $TTD and $NVO. I've been overbought these three stocks a lot lately because their price has been very low, but the fundamentals haven't changed, which I see as a great opportunity to increase my position.

what's your strategy now?

The SP500 has more or less erased the losses since the tariffs were introduced and again it's not very cheap anymore. I'm still buying individual stocks like $TTD or $AMZN, but I'm getting more cautious and accumulating cash.

Do you have any stocks in your portfolio that you invest in regularly using DCA?

I don't invest in individual stocks regularly yet, but I'm thinking it might not be a bad idea to invest regularly in $AMZN or $AAPL, for example .