$ELF as expected beats and raises guidance

$NU delivered. 40% up since Black Monday !

I published my article on the AI inference market. OpenAI's o1 model is a significant shift in the industry. Inference is a new scaling paradigm. $NVDA's TAM continues to grow. We might see significant CapEx increases from $META, $GOOGL, $MSFT & $AMZN. uncoveralpha.com/p/the-next-tec…

Bill Ackman is an American billionaire & hedge fund manager Ackman instructs his new hires to read 11 books to sharpen their investing skills Here are 11 books that will elevate your investing game (+ 1 bonus):

This amazing young man in the picture is Dor Reder. Dor - the son of my best friend Tzvi, was only 22 when he was killed in Kibbutz Be’eri during the 10/7 massacre. Dor, who grew up in the nearby Kibbutz Sa’ad, had just moved to Be’eri to work as a caretaker of an autistic

$NU and $TMDX added

Snapshot of a Resilient $CRWD quarter:

Dell CFO: "AI is a robust opportunity for us with no signs of slowing down. Interest in our portfolio is at an all-time high, driving record AI server orders demand of $3.6B in Q3 and a pipeline that grew more than 50%, with growth across all customer types" $DELL: -7% AH

Here's Why $ASML is One of the Favorite Names Entering 2025 🧐 The digital world hums with the silent energy of semiconductors -- a vast and intricate network that powers everything from our smartphones to the engines of artificial intelligence. At the heart of this

PF performance Oct/Nov +35,76% YTD +59,75 Allocations (top 10) $NVDA $NVO $ACN $AMZN $META $AAPL $MA $AXON $CRWD $GOOGL smaller positions in $ASML $MSFT $SOFI $NU $PANW $CHD $DELL $TMDX $CRM $SHOP $AMD $ABNB $NET $ELF $MELI

Over the past 95 years, December ranks as the third-best month for the S&P 500 $SPY, delivering an average gain of 1.31%. Known for the "Santa Claus rally," this seasonal trend has historically brought holiday cheer to markets.

$MDB +10% AH 😊

Die FDP hat mich enttäuscht.

1st Q 25 ended with loss -12,8% for my PF. Sold $ACN $CROX $ELF $VST, added to $AAPL $AMD $AMZN $ASML $AXON $COST $CSU.TO $GOOGL $HIMS $NU $NVDA $NVO $SPT, new $NBIUS .

I couldn‘t resist and added $CSU.TO $DELL and $NVO today

Port. Review APR '25 Port: -2.47% YTD: -4.94% Top 10 holdings $NVDA $AMZN $NVO $RHM.DE $AAPL $CRWD $AXON $MA $GOOGL $META Increased $CSU.TO $NU $ASML $AAPL $NVO $AMZN Trimmed $CHD $ABNB $HIMS Low risk taken bec of uncertainty.

PF review for 2Q. As a long-term investor my top 10 holdings only slightly changed; $NVDA 12,6 % $AMZN $META $RHM.DE $NVO $CRWD $AXON $AAPL $MSFT $GOOGL YTD result +8.8 % in Euro, would have been 17% in US$ Small positions in $ASML $CSU.TO $SOFI $NU $DLO

This thread reflects the core knowledge to evaluate a company and its stock before you invest. I recommend to follow Rose Celine Investments 🌹 and enjoy her clear no-nonsense posts.

ÖRR Blog. Anna Schneider Herr Becker hat sich schon lange vom Journalismus verabschiedet. Nach seiner Ansicht darf ein “abgehalfterter FDP-Politiker” keinem amtierenden Ministerpräsidenten kritisieren. Becker war gefühlt immer Regierungssprecher, nie kritischer Beobachter und Journalist.

An diesem Dienstag beginnt in Paris das Berufungsverfahren gegen Marine Le Pen. Das Gericht entscheidet, ob Frankreichs rechte Oppositionschefin bei der Präsidentschaftswahl 2027 teilnehmen kann. Ihr Ziehsohn Jordan Bardella bringt sich bereits in... nzz.ch/international/…