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Considering #NVO after its recent dip?
- ROCE: 80%, outstanding capital efficiency.
- ROA: 21%, strong asset utilization.
- Net Cash Position: €3B, ensuring financial stability.
- Net profit margin: 35%
A strong business with a durable moat. This is an opportunity for every investor!
Buy.
- ROCE: 80%, outstanding capital efficiency.
- ROA: 21%, strong asset utilization.
- Net Cash Position: €3B, ensuring financial stability.
- Net profit margin: 35%
A strong business with a durable moat. This is an opportunity for every investor!
Buy.
January 21, 2025 at 11:05 AM
Considering #NVO after its recent dip?
- ROCE: 80%, outstanding capital efficiency.
- ROA: 21%, strong asset utilization.
- Net Cash Position: €3B, ensuring financial stability.
- Net profit margin: 35%
A strong business with a durable moat. This is an opportunity for every investor!
Buy.
- ROCE: 80%, outstanding capital efficiency.
- ROA: 21%, strong asset utilization.
- Net Cash Position: €3B, ensuring financial stability.
- Net profit margin: 35%
A strong business with a durable moat. This is an opportunity for every investor!
Buy.
European chipmakers surged today, with #ASML leading gains (+5%) on optimism from strong tech momentum and Foxconn’s record Q4 revenue. Global chip stocks rally as AI demand fuels growth.
January 6, 2025 at 12:03 PM
European chipmakers surged today, with #ASML leading gains (+5%) on optimism from strong tech momentum and Foxconn’s record Q4 revenue. Global chip stocks rally as AI demand fuels growth.
US stocks closed lower Tuesday, ending a strong 2024. The S&P 500 rose 23.8% for the year, fueled by AI, a strong economy, and Fed rate cuts. Nvidia surged 172%, and the Nasdaq gained 25%. On the final day, the Dow fell 0.1%, the Nasdaq dropped 0.9%, and the S&P 500 slipped 0.4%
December 31, 2024 at 11:23 PM
US stocks closed lower Tuesday, ending a strong 2024. The S&P 500 rose 23.8% for the year, fueled by AI, a strong economy, and Fed rate cuts. Nvidia surged 172%, and the Nasdaq gained 25%. On the final day, the Dow fell 0.1%, the Nasdaq dropped 0.9%, and the S&P 500 slipped 0.4%
I see more and more posts advocating to buy Occidental Petroleum stock.
#OXY has weak financials (declining revenue/margins), and tough competition from more innovative players. Inflation & high interest rates adds additional pressure, so strong returns seems unlikely.
Definitely not a buy!
#OXY has weak financials (declining revenue/margins), and tough competition from more innovative players. Inflation & high interest rates adds additional pressure, so strong returns seems unlikely.
Definitely not a buy!
December 29, 2024 at 1:50 PM
I see more and more posts advocating to buy Occidental Petroleum stock.
#OXY has weak financials (declining revenue/margins), and tough competition from more innovative players. Inflation & high interest rates adds additional pressure, so strong returns seems unlikely.
Definitely not a buy!
#OXY has weak financials (declining revenue/margins), and tough competition from more innovative players. Inflation & high interest rates adds additional pressure, so strong returns seems unlikely.
Definitely not a buy!
Palantir #PLTR soared 378% in 2024, but is it overvalued? Analysts price target for 2025 is 45% below current levels, and at 176x earnings, its valuation dwarfs Nvidia’s. Even bullish targets like $75 signal a dip. AI hype can’t justify everything.
Hold/Sell.
Hold/Sell.
December 29, 2024 at 11:37 AM
Palantir #PLTR soared 378% in 2024, but is it overvalued? Analysts price target for 2025 is 45% below current levels, and at 176x earnings, its valuation dwarfs Nvidia’s. Even bullish targets like $75 signal a dip. AI hype can’t justify everything.
Hold/Sell.
Hold/Sell.
#AMD dipped below $120, catching investors’ attention. With Wall Street targets as high as $200, AMD’s AI product line, led by the MI300X, aims to challenge NVIDIA’s data center dominance. AI adoption could drive major growth by 2025.
Stromg Buy.
Stromg Buy.
December 29, 2024 at 11:34 AM
#AMD dipped below $120, catching investors’ attention. With Wall Street targets as high as $200, AMD’s AI product line, led by the MI300X, aims to challenge NVIDIA’s data center dominance. AI adoption could drive major growth by 2025.
Stromg Buy.
Stromg Buy.
The semiconductor industry rebounded in 2024, with sales rising 6.5% to $113B. Growth is set to accelerate to $121B in 2025 and $139B in 2026. #ASML being down 5% in 2024 vs. the sector’s 24% gain, a turnaround is likely.
Buy.
Buy.
December 26, 2024 at 9:25 PM
The semiconductor industry rebounded in 2024, with sales rising 6.5% to $113B. Growth is set to accelerate to $121B in 2025 and $139B in 2026. #ASML being down 5% in 2024 vs. the sector’s 24% gain, a turnaround is likely.
Buy.
Buy.
#PEP hits a 52-week low, down 6.7% YoY while peers outperform. Weak consumer demand and trading below 200-day signals bearish sentiment.
EPS growth remains good (2025: +5.8%). At a 15.8% discount to its high, valuation appears tempting but further downside is expected.
Hold.
EPS growth remains good (2025: +5.8%). At a 15.8% discount to its high, valuation appears tempting but further downside is expected.
Hold.
December 25, 2024 at 8:56 PM
#PEP hits a 52-week low, down 6.7% YoY while peers outperform. Weak consumer demand and trading below 200-day signals bearish sentiment.
EPS growth remains good (2025: +5.8%). At a 15.8% discount to its high, valuation appears tempting but further downside is expected.
Hold.
EPS growth remains good (2025: +5.8%). At a 15.8% discount to its high, valuation appears tempting but further downside is expected.
Hold.
Meta Platforms #META despite a 5.7% dip, strong fundamentals shine:
- ROE: 34% vs. industry avg. 7.5%
- Net income growth: 14% (5 yrs)
- Low payout ratio: 5%, rising to 8%
With AR, VR & AI investments, Meta’s long-term outlook is solid, but slightly overvalued atm.
Hold.
- ROE: 34% vs. industry avg. 7.5%
- Net income growth: 14% (5 yrs)
- Low payout ratio: 5%, rising to 8%
With AR, VR & AI investments, Meta’s long-term outlook is solid, but slightly overvalued atm.
Hold.
December 24, 2024 at 10:53 PM
Meta Platforms #META despite a 5.7% dip, strong fundamentals shine:
- ROE: 34% vs. industry avg. 7.5%
- Net income growth: 14% (5 yrs)
- Low payout ratio: 5%, rising to 8%
With AR, VR & AI investments, Meta’s long-term outlook is solid, but slightly overvalued atm.
Hold.
- ROE: 34% vs. industry avg. 7.5%
- Net income growth: 14% (5 yrs)
- Low payout ratio: 5%, rising to 8%
With AR, VR & AI investments, Meta’s long-term outlook is solid, but slightly overvalued atm.
Hold.
Lockheed Martin #LMT is down 0.8% at $485.15, with a 17.2% quarterly drop. However, historical trends suggest a potential rebound, with LMT near its 320-day moving average and past signals averaging an 8.2% gain in 21 days and high put/call ratio hints at upside.
Recommendation: Buy.
Recommendation: Buy.
December 23, 2024 at 8:19 PM
Lockheed Martin #LMT is down 0.8% at $485.15, with a 17.2% quarterly drop. However, historical trends suggest a potential rebound, with LMT near its 320-day moving average and past signals averaging an 8.2% gain in 21 days and high put/call ratio hints at upside.
Recommendation: Buy.
Recommendation: Buy.
#Uber stock is down 13.2% this month, hit by competition fears e.g. Waymo.
- Now 30.8% below its 52-week high at $60.21.
- Earnings estimates up 117.2% (2024) & 34% (2025).
- 42.5% long-term growth vs. 24.1% industry avg.
Pullback could be a buying opportunity
- Now 30.8% below its 52-week high at $60.21.
- Earnings estimates up 117.2% (2024) & 34% (2025).
- 42.5% long-term growth vs. 24.1% industry avg.
Pullback could be a buying opportunity
December 22, 2024 at 10:39 PM
#Uber stock is down 13.2% this month, hit by competition fears e.g. Waymo.
- Now 30.8% below its 52-week high at $60.21.
- Earnings estimates up 117.2% (2024) & 34% (2025).
- 42.5% long-term growth vs. 24.1% industry avg.
Pullback could be a buying opportunity
- Now 30.8% below its 52-week high at $60.21.
- Earnings estimates up 117.2% (2024) & 34% (2025).
- 42.5% long-term growth vs. 24.1% industry avg.
Pullback could be a buying opportunity
After a 14% drop post-Q3 earnings, Eli lilly #LLY trades near 6-month lows. Supply issues hit Mounjaro/Zepbound, but Lilly is investing $3B in manufacturing, expanding its pipeline, & adding FDA approvals. A $15B buyback shows confidence. Long-term growth potential looks strong.
December 22, 2024 at 7:13 PM
After a 14% drop post-Q3 earnings, Eli lilly #LLY trades near 6-month lows. Supply issues hit Mounjaro/Zepbound, but Lilly is investing $3B in manufacturing, expanding its pipeline, & adding FDA approvals. A $15B buyback shows confidence. Long-term growth potential looks strong.
Novo Nordisk $NVO shares plunge 20%!
CagriSema phase 3 data showed 20.4% placebo-adjusted weight loss, below the 25% target. Shares now trade near our fair value estimate of $86, implying a forward P/E of 26x.
Rare buying opportunity for a fantastic stock!
Buy.
CagriSema phase 3 data showed 20.4% placebo-adjusted weight loss, below the 25% target. Shares now trade near our fair value estimate of $86, implying a forward P/E of 26x.
Rare buying opportunity for a fantastic stock!
Buy.
December 22, 2024 at 12:45 PM
Novo Nordisk $NVO shares plunge 20%!
CagriSema phase 3 data showed 20.4% placebo-adjusted weight loss, below the 25% target. Shares now trade near our fair value estimate of $86, implying a forward P/E of 26x.
Rare buying opportunity for a fantastic stock!
Buy.
CagriSema phase 3 data showed 20.4% placebo-adjusted weight loss, below the 25% target. Shares now trade near our fair value estimate of $86, implying a forward P/E of 26x.
Rare buying opportunity for a fantastic stock!
Buy.
#ASML valued at $283.92B, dominates EUV lithography with ~90% market share and a 51.15% gross margin. Analysts project 2025 revenues of €36.7B and EPS of €29.36-€30.82, with a 27% upside potential.
Buy.
Buy.
December 21, 2024 at 9:46 PM
#ASML valued at $283.92B, dominates EUV lithography with ~90% market share and a 51.15% gross margin. Analysts project 2025 revenues of €36.7B and EPS of €29.36-€30.82, with a 27% upside potential.
Buy.
Buy.
Intel’s tough 2024: shares down ~60%, worst year in decades, dividend cut to zero, CEO ousted. Yet, earnings beat expectations, guidance raised, and the $7.9B CHIPS Act grant offers hope. Turnaround play or value trap? #INTC trading at a decade low. Thoughts?
December 15, 2024 at 4:49 PM
Intel’s tough 2024: shares down ~60%, worst year in decades, dividend cut to zero, CEO ousted. Yet, earnings beat expectations, guidance raised, and the $7.9B CHIPS Act grant offers hope. Turnaround play or value trap? #INTC trading at a decade low. Thoughts?
#GOOGL stock continues to shine. In Q3, revenue climbed 15.1% YoY to $88.3B, beating the $86.4B consensus. EPS surged 36.8% to $2.12, topping estimates by $0.28. Strong growth in Google Cloud (+35%) and YouTube Shorts’ expanding viewership are key drivers.
Buy.
Buy.
December 14, 2024 at 8:49 PM
#GOOGL stock continues to shine. In Q3, revenue climbed 15.1% YoY to $88.3B, beating the $86.4B consensus. EPS surged 36.8% to $2.12, topping estimates by $0.28. Strong growth in Google Cloud (+35%) and YouTube Shorts’ expanding viewership are key drivers.
Buy.
Buy.
AMD dropped 4% after a downgrade to Neutral and a price target cut from $180 to $155. EPS estimates for 2025/2026 were also slashed, citing competition from NVIDIA and limited cloud traction. Despite challenges, AMD’s innovation and strong partnerships support its long-term outlook. #AMD #Stocks
December 14, 2024 at 8:19 PM
AMD dropped 4% after a downgrade to Neutral and a price target cut from $180 to $155. EPS estimates for 2025/2026 were also slashed, citing competition from NVIDIA and limited cloud traction. Despite challenges, AMD’s innovation and strong partnerships support its long-term outlook. #AMD #Stocks
December 14, 2024 at 8:19 PM
This valuation for #UBER is absurd:
- 19x P/FCF
- 30-40% future FCF growth
- Wide moat from massive network effects, scale, and brand
It’s one of the most obvious large-cap longs in the market. That said, Uber’s management is a disaster keep that in mind. Once robo taxis flop, the upside is massive
- 19x P/FCF
- 30-40% future FCF growth
- Wide moat from massive network effects, scale, and brand
It’s one of the most obvious large-cap longs in the market. That said, Uber’s management is a disaster keep that in mind. Once robo taxis flop, the upside is massive
December 14, 2024 at 10:12 AM
This valuation for #UBER is absurd:
- 19x P/FCF
- 30-40% future FCF growth
- Wide moat from massive network effects, scale, and brand
It’s one of the most obvious large-cap longs in the market. That said, Uber’s management is a disaster keep that in mind. Once robo taxis flop, the upside is massive
- 19x P/FCF
- 30-40% future FCF growth
- Wide moat from massive network effects, scale, and brand
It’s one of the most obvious large-cap longs in the market. That said, Uber’s management is a disaster keep that in mind. Once robo taxis flop, the upside is massive
#HPE shares jumped over 10% after delivering a standout Q4:
- Record revenue: $8.5B (+15% YoY)
- Net income doubled to $1.34B ($0.99 per share)
- AI server revenue hit $1.5B
Morgan Stanley raised its price target to $28.
- Record revenue: $8.5B (+15% YoY)
- Net income doubled to $1.34B ($0.99 per share)
- AI server revenue hit $1.5B
Morgan Stanley raised its price target to $28.
December 7, 2024 at 4:41 PM
#HPE shares jumped over 10% after delivering a standout Q4:
- Record revenue: $8.5B (+15% YoY)
- Net income doubled to $1.34B ($0.99 per share)
- AI server revenue hit $1.5B
Morgan Stanley raised its price target to $28.
- Record revenue: $8.5B (+15% YoY)
- Net income doubled to $1.34B ($0.99 per share)
- AI server revenue hit $1.5B
Morgan Stanley raised its price target to $28.
Intel CEO Pat Gelsinger steps down after 40 years! David Zinsner & Michelle Johnston Holthaus named interim CEOs. Gelsinger: “Leading Intel has been the honor of my lifetime.”
Will this news help #INTL to improve its stock price?
#stockmarketnews
Will this news help #INTL to improve its stock price?
#stockmarketnews
December 2, 2024 at 2:00 PM
Intel CEO Pat Gelsinger steps down after 40 years! David Zinsner & Michelle Johnston Holthaus named interim CEOs. Gelsinger: “Leading Intel has been the honor of my lifetime.”
Will this news help #INTL to improve its stock price?
#stockmarketnews
Will this news help #INTL to improve its stock price?
#stockmarketnews