The endless carousel continues — just a few days ago there were reports of halting H200 production for China due to regulations and shifting capacity to Vera Rubin, and now a reversal: Nvidia $NVDA has licenses from both the US and Beijing and Chinese companies have been given the green light to buy H200s at scale. According to Reuters, players like ByteDance, Alibaba and... Zobrazit více
Trading Lenovo and NIO - a simple strategy based on recurring price levels
Based on my experience over the past two years, trading shares of Lenovo Group Limited $0992.HK and NIO Inc. $NIO has proven relatively straightforward for me. For Lenovo, I’ve found it effective to buy below $9 and sell above $10, while for NIO I buy below $4.60 and sell above $5.60.
Interesting strategy, but I wouldn’t call it a conservative approach—trading is risky and it doesn’t always work out. Do you think that will ever change for NIO and that they’ll finally start to grow?
With Apple $AAPL one chapter is definitively closing and another is opening. The company has officially confirmed that the new issuer of the Apple Card will be JPMorgan Chase $JPM , which will gradually take over the role of the previous partner Goldman Sachs. However, this is not a sudden cut — the whole process is expected to take about 24 months, so very gradually and... Zobrazit více
This marks a clean strategic transition rather than a disruption. Moving the Apple Card to JPMorgan gives Apple a more durable, experienced banking partner as it scales financial services. For investors, it reduces execution and regulatory risk while keeping Apple’s ecosystem strategy intact.
Humanoid robots are one of the most discussed technology topics of recent months, and investor interest will likely not fade even in 2026. The excitement is understandable—the pairing of AI with the physical world sounds like the next big chapter in technological development. The problem is that reality so far significantly lags behind what we see on stages and in promo videos.... Zobrazit více
I'm just watching from afar for now, and I haven't invested in a company that focuses mainly or exclusively on this kind of robot. But maybe that'll happen one day :)
🍟 Restaurant & fast-food stocks — still interesting, or past their peak?
In recent years, stocks of companies in the fast-food and casual dining space have behaved relatively steadily even during periods of economic uncertainty. Companies like McDonald’s$MCD, Yum! Brands $YUM(KFC, Taco Bell, Pizza Hut) or $CAKECheesecake Factory have managed to maintain revenue growth, improve... Zobrazit více
I'm following the company $CAVA. They have a pretty interesting business and, moreover, the shares have dropped a lot recently, so it could be an interesting opportunity.
Is anyone riding the meme wave on Beyond Meat $BYND? I made about 40% on it yesterday, but before the market closed I sold out and took the profit... But from what I can see, after the close the rally kept going and today it's being written about everywhere, so I think a lot more people will jump in before it ends...
What do you think — do you stay away from meme stocks or try... Zobrazit více
Hello investors — lately I hear nothing but AI: there are partnerships everywhere, companies are shifting capital between themselves, and it feels like everyone is betting on it. I don't want to say AI has no potential for the future, but for me we're still at the beginning and it's more promises than something truly fundamental that would change the economy and the world... Zobrazit více
A tip is to look at Buffett, for example, back when the dot‑com bubble burst. He still managed to profit. I’d say the classics like $KO$MA, for example, or retail like $WMT$UL, or, as was mentioned on the forum today, $ADM$INGR. Maybe some gaming or software. So poke around those kinds of companies and the ecosystem around them.
A week ago I was also looking for something to shake things up, so that if AI goes down it doesn’t all crash together :D
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China accounts for a large share of revenues for $NVDA and $AMD, so this approval is very important.