Posts
My Stock Buying Strategy, Simple But Effective
You want to know how to trade the market for real? Watch the Fear and Greed index, when it dumps below 20, if there are no rate hikes ahead, if market has deleveraged substantially, then you can buy an INDEX on the low. If you buy a stock, it has …
If you could only pick a few of these for the next 5 years, how would you balance certainty vs upside?
I’ve been thinking about this a lot lately. Choosing between NVIDIA, Meta, Microsoft, Apple, and Tesla feels less like picking the “best company” and more like finding the right mix between reliability and optionality. Here’s how I see it: Microsoft feels like the most certain. Cloud plus AI is already …
Worried about friend who wants to buy daytrading course for 3000 euro
I have a friend who got really interested into daytrading all of the sudden. She really wants to earn more money and sees this as a way to achieve it. I won’t say that no one can earn a living out of daytrading, but I do know that there is …
Meta stock drops as capex, user growth numbers come in below Wall Street estimates
Meta shares fell in extended trading on Wednesday after the company reported lower-than-expected capital expenditures and missed on user growth. Here’s how the company did, compared with estimates from analysts polled by LSEG: * **Earnings per share**: $7.32 adjusted. The number is not comparable to estimates. * **Revenue**: $56.3 billion …
Amazon earnings beat expectations with strong cloud growth
Amazon posted better-than-expected earnings and revenue for the first quarter on Wednesday. Here’s how the company did, compared with estimates from analysts polled by LSEG: * **Earnings per share:** $2.78 vs. $1.64 * **Revenue:** $181.52 vs. $177.30 billion Wall Street was also looking at other key revenue numbers: * **Amazon …
Alphabet beats on revenue, with cloud booming 63% and topping $20 billion
Alphabet reported first-quarter earnings after the bell Wednesday. * **Earnings per share:** $5.11 * **Revenue:** $109.9 billion vs $107.2 billion expected by analysts polled by LSEG It is unclear if EPS was comparable to the $2.63 expected by analysts polled by LSEG. Wall Street was also watching several other numbers …
OpenAI missed its targets and the big AI giant dream is starting to crack
OpenAI missed its targets and the AI giant dream is starting to crack OpenAI failed to meet its sales goals and stocks like SoftBank and Oracle fell ChatGPT’s market share is slipping as competitor Google Gemini rises OpenAI’s CFO is concerned revenue may come in below expectations and Oracle is …
AI Bubble Burst
Based on recent developments I’m increasingly convinced we might be getting close to a peak in valuations of AI-related companies. Notable signals include * OpenAI missing its 2025 revenue expectations which suggests demand or monetization is lagging the narrative a bit * increasingly aggressive monetization across chatbots which probably won’t …
What if you could invest in Apple right before the iPhone?
Apple was already a thing before the iPhone, they already had successful and innovative products, and there were also interesting phones by their competitors like the Nokia N95 and the Blackberry for those who remember. But then came the iPhone moment and changed everything, changed history really. There’s another company …
Quantum Computing stocks: IONQ, RGTI, QBTS, QUBT
How do we feel about pure play Quantum Computing stocks (or close to pure play) for a 4+ year or longer time horizon? I realize they'll be highly volatile. But wondering if any look good to buy now then (try) to forget about it. What's a good approach? Buy a …