📅 This week's key market events! Earnings season continues, especially in the technology and pharmaceutical sectors. Added to this are macro data that may stir market expectations for the next rate hike. Here's a round-up of the highlights:
🔵 Monday Results before the markets open: OnSemiconductor$ON - need to watch demand for chips in the automotive sector Tyson Foods$TSN - price... Read more
Trade Desk shares rose more than 10% yesterday after S&P Dow Jones announced that TTD would replace Ansys in its index. I have $TTDstock in my portfolio and it's one of my largest positions and this is great news for the company.
On what share have you made the biggest profit so far this year?
It's been really interesting this year and we've had a few significant drops, but they've been well used and I've been adding to my position during them. My most profitable positions so far are $CRWD and $TTD, where I have a gain of just over 40%.
There's a lot of interesting stuff, I'll join the others, it depends on what one is looking at. I've been looking at $ORCL lately, unfortunately I didn't buy it, which literally pisses me off. 🙈 Although I also have a portfolio at its peak because I guess you can't do it any other way if you're in tech, but somehow I feel like I've been too reserved this year, too.....🙈 I don't know Trump at all and I feel like the world situation changes too often and you don't know where you stand.
Which stock have you made the biggest profit on so far since the last downturn?
The correction didn't last too long after all, and the stock has rallied significantly this week. Some stocks are already in the black YTD. I'm most pleased with $TTD, $SOFI and $PLTRso far .
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.
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.
I also lightly shop all the time, but I confess I still stay away from celery. I don't know, I just see it all as too much of a "comedy" where one says A, then B, then it's refuted, back to A, and the markets react to everything but actually in a time frame of six months I don't dare to guess if we're in growth or decline. Technology and AI are still holding the market because there is a hunger for chips, but those tariffs can really put a lot of pressure on consumers and who knows what then. 🤷♂️
The last few weeks I've just been adding $GOOG$AMZN$NVDA. I see, as with you Luky, one more time then $TTD was mentioned here, I'm looking at info and a digital marketing company, which is definitely a trend too, but isn't there a lot of competition in this? What makes the company interesting to you?
Otherwise cash I still hold probably quite a bit, around 20% but as I said I don't really believe Trump has stopped "swirling the waters".
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?
Which stock has caught your eye most recently - and why?
For me, it would be Trade Desk, which provides a platform for buying digital advertising. Shares of $TTD are down more than 50% this year, but the fundamentals remain great and the company has a lot of room to grow over the long term.
THE TRADE DESK - DIGITAL ADVERTISING CAMPAIGNS AND BELOW-AVERAGE VALUATIONS
The Trade Desk $TTD is steadily becoming a major player in digital advertising, thanks in large part to its advanced technology using artificial intelligence. While the company is not traditionally seen as an AI company, its recent moves in this direction, particularly the introduction of Kokai... Read more
The Trade Desk: Innovative Leader in Programmatic Advertising
The Trade Desk $TTD is a technology company that specializes in programmatic advertising. It offers a platform that enables advertisers and agencies to effectively manage digital advertising campaigns across multiple channels, including mobile, video, audio and connected TV. The platform leverages real-time bidding ... Read more
I will be interested in the results of $NVO, $PFE and $O. So far the results season has been pretty positive, so hopefully that will continue.