What do you think about the current DeepSeek sale? What stocks do you plan to buy after the market opens?
Shares of U.S. technology companies have fallen sharply following news of Chinese artificial intelligence company DeepSeek's breakthrough. In the pre-market so far, $NVDA, $MSFT and $METAhave fallen significantly , and $ASML shares have lost over 10% after the opening bell... Read more
🗓️Klíčové market events of the week: the most important week of the month! This week is full of interesting macroeconomic data and earnings reports from key companies. Here's a summary of the highlights! 👇
🏠Monday: New home sales! Let's keep an eye on how the U.S. housing market is doing, which may indicate the health of consumers and the economy as a whole. 📊 Results before the... Read more
We have a lot to look forward to this week as the biggest and most watched companies will be reporting results. I will be interested in the results of $SOFI, $TSLA, $META, $ASML and $AAPL.
Which companies' results will you be interested in?
Foxconn reported record sales earlier this week, leading shares in the semiconductor sector higher. Shares of $MU, $NVDA, $ASML and $KLAC, for example, rose significantly . I think it's great news and I'm happy for $ASML stock as it's up 10% this week.
Do you have any of these stocks in your portfolio?
🚀 Microsoft and the AI revolution: what does $80 billion mean for the future of technology? 💡
Microsoft $MSFT recently announced that it plans $80 billion in data center and AI investments for 2025. That's almost double the $44 billion last year ! This massive investment confirms that tech giants will continue to aggressively push the development of AI and related industries.
I honestly trust Google more, as I think they have more potential, but this news is great. Microsoft is really doing well and can simply afford such investments.
Which market do you invest in the most besides the US?
For me it's definitely Europe, mainly $ASML, $MC.PA and I have a little bit in Czech stocks. Eventually I plan to probably include Chinese stocks as well.
How much do you take into account the outlook of companies in your analysis? It's just that such $ASML is not looking bad at all right now price-wise and I came across its outlook this morning which looks pretty good.
Are you buying $ASMLstock now that the price is so low?
Shares of $ASML have been on a tear this year, down several dozen percent since its ATH. The outlook is still very bullish for next year and currently the stock is very undervalued, which is why I overbought this week.
So far in this sector I'm in $LRCX but the price here is already very interesting, I think it's just some reaction and uncertainty of what all is to come from Trump and his cells. But once things calm down I think the price will go up again. The outlook is great and the world just needs this company. 😁 I already have a lot of these technologies in my portfolio but I will probably open a position here as well.
In addition to $ASML, $UNH stock also fell significantly today . Due to lowered expectations, the stock fell more than 7% today. I have $UNH stock in my portfolio, but it's only a small position and I'm not likely to overbuy.
As earnings season gets underway there will be a lot to watch, last week $JPMBank kicked it off nicely by presenting beautiful results above analyst expectations. Let's see what the banks show us this week and they will also be joined by two tech giants along with the world's largest streaming platform. Here I bring you my... Read more
Next week will be very interesting in terms of company results. I will be most interested in the results of $BAC and $ASML, as I have these stocks in my portfolio. But I will also be interested in the results of $TSM, $UNH and $NFLX.
Which companies will you be most interested in next week?
ASML Holding: semiconductor leader with growth potential, but at a premium price! 💡📈
ASML $ASML is a key player in the technology sector, particularly as a major supplier of equipment to semiconductor manufacturers, making it an attractive investment opportunity. Over the past month, ASML stock has seen an increase of +2,6 %. Although the semiconductor equipment sector saw a... Read more
The trady is just pouring in :) Great opportunity to trade this high volatility.