Q3 earnings season is kicking off, we had first glimpse of decent Pepsi report last week. Next week we get all the big banks togedher with ASML, TSM and UNH, I will be tracking it closely.
So far chip and memory show no sign of weakness, lets see if the financing can keep up as they provide all the debt... Show More
Hello everyone,
update for last 2 weeks to our portfolio:
Stock markets were moving up and down but the result is close to no change. We lagging behind nasdaq these days.
🟢Ourportfolio : +17% YTD
SPX500 is +14% YTD.
Nasdaq is +22% YTD.
Nasdaq is leading the way at the moment.
🔴30Y, 10Y treasury yields... Show More
$MU (Micron Technology, Inc.) provided its Q4 2026 earnings report yesterday
Q4 2025x Q4 2026 x YoY improvement in USD (Billions)
🟢Revenues 11,3B x 54,2B up 479% YoY
🟢Gross profit 5B x 47B up 940% YoY
🟢Gross margin 44,7% x 86,8% up 42 Bp YoY
🟢Operating profit 3,65B x 43,7B up 1197% YoY
🟢Net profit... Show More
$MU (Micron Technology, Inc.) just delivered huge beat, blowing all analyst top line eps and revenue estimates.
Provided huge raised guidance for next quarter. Memory story is clearly not over.... Show More
Not investment advice. The author may have financial interests in the mentioned instruments.
$UEC (Uranium Energy Corp) reported its earnings yesterday Q4/2026
comparrison of 09/2026 x analyst expectation
🟢Revenues 17,05m USD x 9m USD +89 % beat
🔴EPS -0,12 USD x -0,04 USD per share -81% miss
2026 overall
🟢Revenues 37,3m USD +62 % YoY
🟢Gross profit 16,9m USD +4,6% BP YoY
🟢Operations... Show More
Hello everyone,
update for last 3 weeks to our portfolio:
Stock markets were moving lower and then bounced back again. Our portfolio lost 2% untill Sunday.
🟢Ourportfolio : +17,5% YTD
SPX500 is +12% YTD.
Nasdaq is +21% YTD.
Nasdaq is leading the way at the moment.
🔴30Y, 10Y treasury yields stay elevated... Show More
Hello everyone,
Weekly update to our portfolio:
Stock markets were moving lower last week. Our portfolio lost 3%.
🟢Ourportfolio : +20,2% YTD
SPX500 is +10,8% YTD.
Nasdaq is +15,2% YTD.
We are beating the market by 10/5% in 2026.
🔴30Y, 10Y treasury yields stay elevated 5,35% and 4,99%
🟢CPI on target
🔴September... Show More
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