Meta

Nvidia $NVDA and Meta $META are expanding a multi-year collaboration, and for me this is mainly confirmation of one thing: while the big players publicly talk about "capex fatigue", in reality they continue to massively lock in capacity for several generations ahead. Meta is set to take millions of GPUs (Blackwell + future Rubin), along with CPUs and networking from Nvidia, and...
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When to sell a portfolio winner? Hold like Buffett, or realize the gains?

Personally, I think that if an investor has a stock in their portfolio that serves as the main source of growth, they should hold it as long as possible—until its valuation becomes unreasonable (for example, like with $PLTR) and as long as growth doesn't slow or the company's fundamentals don't deteriorate...
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Are you changing your strategy before the end of the year? Are you significantly buying or selling any stocks?

In recent weeks/months, apart from $BTCUSD, $META and $TTD I haven't been buying anything else and have mostly just been watching market developments. The next notable event will probably be the Fed meeting, which could change overall sentiment and potentially create...
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Have you been surprised by the results of any companies recently, either positively or negatively?

I was pleased with $META and surprised by the negative reaction of $TTD stock on Thursday . The results were good, but unfortunately investors panicked because of the outlook and the departure of the CFO.

Meta's results turned out great and far exceeded expectations. The stock reacted positively and was up 12% after the market closed. I am very pleased and overall I think the stock still has solid potential.

What do you think of the results? Do you hold $META in your portfolio?

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.

📊 Investment overview of the week: Giants' results, macroeconomic numbers and key impulses for the markets!

Get ready for a busy week that could have a major impact on market sentiment. The combination of corporate results and important data from the US economy promises a really interesting week.

🍕 Monday
📊 Results before the markets open:
Domino's Pizza $DPZ - Results will show...
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