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Portfolio under the microscope: Entry into $BITF - a tech bet on Bitcoin mining with high potential
Sometimes it's worth being patient with high-potential growth tech stocks, even though they come with increased volatility. These kinds of names often reward disciplined investors who wait for the right entry instead of trying to catch the exact bottom and top.
Over the past six...
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Musk over the weekend officially announced Terafab – a joint project of Tesla $TSLA, SpaceX and xAI estimated at $20–25 billion, which is set to build chip factories in Austin the likes of which the world has not yet seen. One line will produce chips for Tesla cars, robotaxis and Optimus robots, the other will make specially hardened chips for SpaceX’s satellite data center in...
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Nikkei and Japanese stocks: a new investment story?
After decades of stagnation, the Japanese stock market is returning to the spotlight for investors. The Nikkei 225 index has strengthened significantly in recent years, and more global funds are beginning to increase their exposure to Japan.
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Visa $V and Mastercard $MA are still moving away from their highs. Visa is already back at last April’s levels!
The high-quality businesses of both companies continue to face market pressure. The shares are trading more than 16% below their ATH.
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Not even the highest‑ranking official helped them when he spoke about the outrageous fee gouging.
Tento uživatel má díky předplatnému přístup k exkluzivnímu obsahu, nástrojům a funkcím.
Israel struck several refineries and fuel storage tanks in Tehran. The consequences could be far worse than the bombing itself.
Oil prices jumped another nearly 15% overnight. Over the past week, oil prices have risen by 45%.
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This doesn't look good at all, and it would be nice if some positive news came through.
Tento uživatel má díky předplatnému přístup k exkluzivnímu obsahu, nástrojům a funkcím.
Trump said that the US wants to keep the Strait of Hormuz open at all costs: the administration is set to, through a government agency, offer insurance guarantees for tankers and at the same time prepare the option that the U.S. Navy will escort ships through the strait.
This is seen as an attempt to quickly 'knock down' the risk premium on oil and calm the markets, because once...
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Hello everyone,
I’d be interested in your opinion on the stock $HRZN. Does anyone have it in their portfolio?
Thanks in advance.
Tento uživatel má díky předplatnému přístup k exkluzivnímu obsahu, nástrojům a funkcím.
Tariffs as a new pillar of U.S. economic policy are starting to show up in hard numbers. According to data from the U.S. Treasury, nearly $28 billion flowed into federal coffers from tariffs in December, bringing the total for 2025 to a historic record of over $264 billion...
That's more than three times the amount in 2024 and clear evidence of how fundamentally trade flows have...
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Tariffs are clearly reshaping trade flows and boosting revenues, but the data show diminishing marginal impact over time. Markets and companies are already adapting, which limits their long-term fiscal power. For investors, this looks more like a structural reallocator across sectors than a true macro game changer.
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Xiaomi $XIACY
Hello investors,
Have you ever wondered what could most likely compete technologically in the future with companies like $AAPL or Samsung. $XIACY is a great stock because the company is one of the largest smartphone manufacturers in the world and is also building a strong position in smart home devices and IoT products. Its diversified portfolio reduces dependence...
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Xiaomi is a great company, but the problem is its valuation. The stock has risen very quickly and it doesn't make sense to buy now.
Tento uživatel má díky předplatnému přístup k exkluzivnímu obsahu, nástrojům a funkcím.
Hi everyone, recently I’ve been focusing more on stocks from the energy and real estate, because my portfolio is predominantly concentrated in the communications and technology sectors and I’m trying to diversify it a bit. I’m curious which stocks you currently have on your watchlist or which ones you already hold in your portfolio. I appreciate any tips or experiences—thank...
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Take a look at the Canadian company $BN; they do a bit of both.
A short summary from Grok :) "Brookfield Corporation is a Canadian investment holding company that focuses on owning and operating assets in real estate, renewable energy, infrastructure, and private equity"
In July 2025 they signed with Google the largest corporate clean hydropower deal in history, worth over $3 billion, which includes the supply of up to 3 GW of carbon-neutral energy from hydro plants in the U.S. to power Google's data centers.
I have them in my portfolio and I like them for two reasons. First, they're not a tech company, but they ride the tech wave within the energy sector. Second, they're not a U.S. company, so it's at least some diversification from having everything in the U.S. They're one of those companies I don't mind buying almost anytime and I sleep well at night. They're not exactly cheap right now, but I wouldn't call them expensive either.
It seems to me that these BTC miners are no longer very interesting to investors, and something like $MSTR or $COIN is more attractive.