Tento uživatel má díky předplatnému přístup k exkluzivnímu obsahu, nástrojům a funkcím.
Broadcom delivered strong results and the outlook for this year and next is solid, which is crucial for investors, so the shares are up 7% in pre-market trading. $AVGO makes up a large position in my portfolio and it's clear this company is simply a cash machine. You can't really go wrong investing in it.
What are your thoughts on Broadcom? Do you have $AVGO in your portfolio?
Tento uživatel má díky předplatnému přístup k exkluzivnímu obsahu, nástrojům a funkcím.
Apple on the watchlist – enter now or wait for a dip?
Apple $AAPL I’ve had on my watchlist for a while with an entry price of 245 USD. It’s currently trading slightly above that level, about 1–2% over my limit.
Reasons to enter now:
Strong momentum from AI integrations (like Apple Intelligence) and expected iPhone 17 sales, which—being close to my entry price—means a minimal...
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Tento uživatel má díky předplatnému přístup k exkluzivnímu obsahu, nástrojům a funkcím.
Which sector, besides technology, do you find most interesting right now and see potential in?
In my opinion, the healthcare sector is definitely very strong; it has grown significantly in recent years, and we can clearly see that in companies such as $NVO or $LLY.
As a second choice, I would pick fintech, because not only young people today dislike traditional banks. Companies...
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Not healthcare by a long shot... it’s such a complex business that I basically don’t understand it deeply enough to put my money there... for me, the biggest potential right now is definitely Aerospace and Defence, and at least in the short term, heavy industry as well.
Bulios Black
Tento uživatel má díky předplatnému přístup k exkluzivnímu obsahu, nástrojům a funkcím.
I don't have the stock in my portfolio, but it's great and the results confirm that. When there's a dip, I'd like to add it to my portfolio.