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Latest stock market news & top picks to guide your investments. 📈 Instagram: instagram.com/stockmarkettday

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linkhttps://bsky.app/profile/stockmarkettoday.bsky.social calendar_today17-11-2024 11:53:45

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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.

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.
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$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.

$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.
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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.

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.
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$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.

$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.
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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.

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.
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I see more and more posts like this regarding $OXY. $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!

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Why I am not buying $BRK: - Missed big 2020/2022 buy chances. - Traded Costco for weaker picks (Paramount, Ally). - No major wins from new hires (lieutenants) - Too reliant on Apple that is overpriced. Bets in Tech stocks or Tech ETFs such as the $QQQ feels better.

Why I am not buying $BRK:
 - Missed big 2020/2022 buy chances.
 - Traded Costco for weaker picks (Paramount, Ally).
 - No major wins from new hires (lieutenants)
 - Too reliant on Apple that is overpriced.

Bets in Tech stocks or Tech ETFs such as the $QQQ feels better.
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My buying areas for these super stocks: $AMZN | Buy under $230. $GOOG | Buy under $210. $META | Buy under $600. $MSFT | Buy under $370. $AAPL | Buy under $180. $NVDA | Buy under $110. $AVGO | Buy under $185. $TSM | Buy under $190.

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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%

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Here are the top 5 best performing S&P 500 stocks of 2024: 1.Palantir $PLTR - 340.5% 2.Vistra $VST - 257.9% 3.Nvidia $NVDA - 171.2% 4.GE Vernova $GEV - 150.6% 5.United Airlines $UAL - 135.3%

Here are the top 5 best performing S&P 500 stocks of 2024:
1.Palantir $PLTR - 340.5%
2.Vistra $VST - 257.9%
3.Nvidia $NVDA - 171.2%
4.GE Vernova $GEV - 150.6%
5.United Airlines $UAL - 135.3%
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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.

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.
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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. A strong business with a durable moat. This is an opportunity for every investor! Buy.

Considering $NVO after its recent dip?
- ROCE: 80%, outstanding capital efficiency.
- ROA: 21%, strong asset utilization.
- Net Cash Position: €3B, ensuring financial stability.

A strong business with a durable moat. This is an opportunity for every investor!

Buy.
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Just bought 5 more shares of $NVO and have an investment in the 4 digits region. When we say buy the dip, than now is the time. Forgor to mention that $NVO has 35% net profit margin. It is just a fantastic company to own. Buy.

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With a Free Cash Flow estimate of $6B for 2025, $SPGI has a fcf yield of 3.75%. If bonds give you 4% than S&P Global is at a huge discount, since it is a high quality company projected to grow over the years and hence reach a Yield over 4% easily. Just added 2000$ to my position.

With a Free Cash Flow estimate of $6B for 2025, $SPGI has a fcf yield of 3.75%. If bonds give you 4% than S&P Global is at a huge discount, since it is a high quality company projected to grow over the years and hence reach a Yield over 4% easily.
Just added 2000$ to my position.
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Superinvestor Terry Smith shared his trades for Q4 2024. Overall no significant trades except a hedge by increasing the cash amount. I am still positive and recommend to hold your position atleast. Dropping out of high quality stocks like Visa or Microsoft doesnt seem reasonable.

Superinvestor Terry Smith shared his trades for Q4 2024. Overall no significant trades except a hedge by increasing the cash amount.
I am still positive and recommend to hold your position atleast. Dropping out of high quality stocks like Visa or Microsoft doesnt seem reasonable.
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I revisit my Tesla valuation from January 2024 (where I valued the stock at $182) and revalue the company with a less soaring EV story, competition from BYD and the backlash to Musk's politics to arrive at a value of about $150 a share. bit.ly/41Q8WNh

I revisit my Tesla valuation from January 2024 (where I valued the stock at $182) and revalue the company with a less soaring EV story, competition from BYD and the backlash to Musk's politics to arrive at a value of about $150 a share. bit.ly/41Q8WNh
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BREAKING Reuters reports that China, Japan, and South Korea have agreed to coordinate their response to Trump’s tariffs. This development could have significant global implications. 🇨🇳🇯🇵🇰🇷

BREAKING

Reuters reports that China, Japan, and South Korea have agreed to coordinate their response to Trump’s tariffs. 

This development could have significant global implications. 

🇨🇳🇯🇵🇰🇷
Bill Ackman (@billackman) 's Twitter Profile Photo

The country is 100% behind the president on fixing a global system of tariffs that has disadvantaged the country. But, business is a confidence game and confidence depends on trust. President Donald J. Trump has elevated the tariff issue to the most important geopolitical

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Will buy some $AMZN & $GOOGL shares when the market will open. What are your stocks in your watchlist right now and are you buying or waiting that it dips more?