We are approaching the end of the year. How is your portfolio? 🚀
I've been well coated in tech this year - $NVDA, $PLTR and $TSLA are my leading positions and thanks largely to this trio I'm up over +40% year to date, outperforming our good old S&P 500 💪 How are you doing?
What do you think of $RIOstock ?
A solid dividend stock with a price that is still quite interesting. Plus, it raises its 2025 forecasts due to an expected 50% increase in copper production.
So it looks like 2025 will be a bit more "interesting" for the EV sector again 🩸
BYD has asked suppliers to accept price cuts next yearin a signal that the Chinese EV maker is preparing to step up its brutal price war in the world's biggest car market.
The email suggests that the electric carmaker is preparing for more discounts in the coming year. The price war in China's auto...
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It will stabilize again after a while, but it will probably be interesting for a while now. However, BYD can probably handle it.
What do you think of $ALLYstock ? Undervalued for me since last year, however, the share price has risen less than one percent this year, despite net income growth of some 20% in the last quarter.
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I'd probably vote for bigger and more stable stocks, but this is interesting too.
Hello, investors! What do you think about $TSMstock ? Anyone here thinking of buying before earnings? Results are expected to be very strong and the company is expected to announce some plans for factories in Europe in the coming months, which could be a nice growth catalyst. Earnings may already be priced into the stock, but given the growing demand for chips and possible EU...
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China is a bit of a risk, but it's still a great company and if the price drops at least 10% I'd probably buy.
This week, the results season gets underway again. On the schedule we have $PEP, $JPM, $WFC and $BLKresults . What are your expectations? Do you think the results will be more positive and the markets will continue to rise?
In the end, the banks had great results, but I'm still waiting for the $BAC results.
The pessimism around Intel is understandable.
But what do you think about this? 👇
Intel and Amazon Web Services have announced joint investments in their own chip designs as part of a multi-billion dollar, multi-year strategic collaboration.
Read more here: Intel-AWS partnership is 'big win' for Intel's foundry: analyst (yahoo.com)
Any tips on homebuilder stocks?
During higher inflation the construction industry was in a lull, but I expect it to pick back up as rates fall.
...At what level do you think the S&P 500 will close 2024? At the end of 2023, analysts were predicting it would reach +-5,000 points in '24, this has been gradually adjusted and now estimates are at 5,600-5,700. How do you see it? Will the rest of the year be calmer and steadier?
Hey, investors. I would like to ask if you know if there are other stocks (outside of REITs) that pay dividends on a monthly basis? Or which ones do you know?
Yesterday we had a burst of buying and selling of well-known companies and investors. Anything of interest here? I was quite surprised by the Berkshire purchases and Michael Burry, who cut his portfolio in half but continued to increase his bets on China and Alibaba.
Taiwan Semiconductor Manufacturing's $TSMsales rose 45% in July, accelerating the pace of growth from the June quarter and boosting hopes for continued strong demand for artificial intelligence chips from companies such as Nvidia Corp.
Are you investing in $TSM or are the risks associated with China the big bogeyman?
There are some risks, but I was thinking of putting it in the portfolio. What price would you buy in at?
What do you think of Uber $UBER? The results are quite positive, we are seeing growth in the main segments and also growth in the number of customers or people using Uber by almost 20 million.
Do you have Uber in your portfolio?
Mark Zuckerberg said $META'squarter was a success and Meta AI has the potential to become the world's most used AI assistant by the end of the year. Those are pretty bold words. Who do you think is currently leading the way in terms of AI and AI assistants?
It's hard to say, it's all still relatively early days, so I don't want to judge. I think it's still pretty even and time will tell who is asleep and who is leading.
Tesla $TSLA on Tuesday reported its lowest profit margin in more than five years and missed Wall Street's earnings targets in the second quarter as the electric-car maker cut prices to revive demand while boosting spending on artificial intelligence projects.
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We would have to wait for growth to be overcome. The stock has been up enough as it is and now it has confirmed that it is not yet up to these levels. I think the results OK and the move in line with them.
For me, it's technology stocks and also bank and financial stocks.