Sudhir Pambhar
Sudhir Pambhar @Sudhir7

Performance
All

8.85%2026
2026
17.10%2025
2025
19.00%2024
2024
26.43%2023
2023
-43.86%2022
2022
-11.97%2021
2021
29.16%2020
2020
43.9%0%-43.9%
Discussions
Sudhir Pambhar
Sudhir Pambhar
Germany
4mo
๐๐•๐ˆ๐ƒ๐ˆ๐€ ๐ฃ๐ฎ๐ฌ๐ญ ๐๐ž๐ฅ๐ข๐ฏ๐ž๐ซ๐ž๐ ๐š๐ง๐จ๐ญ๐ก๐ž๐ซ ๐›๐ฅ๐จ๐œ๐ค๐›๐ฎ๐ฌ๐ญ๐ž๐ซ ๐ช๐ฎ๐š๐ซ๐ญ๐ž๐ซ, ๐ซ๐ž๐ข๐ง๐Ÿ๐จ๐ซ๐œ๐ข๐ง๐  ๐ข๐ญ๐ฌ ๐ฉ๐จ๐ฌ๐ข๐ญ๐ข๐จ๐ง ๐š๐ญ ๐ญ๐ก๐ž ๐œ๐ž๐ง๐ญ๐ž๐ซ ๐จ๐Ÿ ๐ญ๐ก๐ž ๐ ๐ฅ๐จ๐›๐š๐ฅ ๐€๐ˆ ๐›๐จ๐จ๐ฆ. ๐Ÿ“ˆ๐๐Ÿ ๐…๐˜๐Ÿ๐ŸŽ๐Ÿ๐Ÿ• ๐‡๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ: โ€ข Revenue hit a record $81.6B (+85% YoY) โ€ข Data Center... Show More
Sudhir Pambhar
Sudhir Pambhar
Germany
4mo
๐Ÿš€ ๐‚๐จ๐ซ๐ž๐–๐ž๐š๐ฏ๐ž (๐‚๐‘๐–๐•) ๐๐Ÿ ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ” โ€“ ๐‡๐ฒ๐ฉ๐ž๐ซ๐ ๐ซ๐จ๐ฐ๐ญ๐ก ๐€๐ˆ ๐†๐ข๐š๐ง๐ญโ€ฆ ๐Ž๐ซ ๐“๐ก๐ž ๐๐ž๐ฑ๐ญ ๐‡๐ข๐ ๐ก-๐‘๐ข๐ฌ๐ค ๐๐ฎ๐›๐›๐ฅ๐ž? $CRWV (CoreWeave Inc) just delivered one of the most explosive growth quarters in the AI infrastructure space. But despite massive revenue growthโ€ฆ ๐Ÿ‘‰ investors... Show More
Sudhir Pambhar
Sudhir Pambhar
Germany
4mo
Edited
๐Ÿš€ ๐‚๐ฅ๐จ๐ฎ๐๐Ÿ๐ฅ๐š๐ซ๐ž (๐๐„๐“) ๐๐Ÿ ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ” โ€“ ๐€๐ˆ ๐ˆ๐ง๐Ÿ๐ซ๐š๐ฌ๐ญ๐ซ๐ฎ๐œ๐ญ๐ฎ๐ซ๐ž ๐Œ๐จ๐ฆ๐ž๐ง๐ญ๐ฎ๐ฆ ๐ˆ๐ฌ ๐€๐œ๐œ๐ž๐ฅ๐ž๐ซ๐š๐ญ๐ข๐ง๐  $NET (Cloudflare) just delivered another strong growth quarter โ€” and despite initial volatility after earnings, the stock is showing resilience as investors focus on the... Show More
Sudhir Pambhar
Sudhir Pambhar
Germany
4mo
๐Ÿš€ ๐ƒ๐š๐ญ๐š๐๐จ๐  ($๐ƒ๐ƒ๐Ž๐†) ๐ฃ๐ฎ๐ฌ๐ญ ๐ซ๐ž๐ฆ๐ข๐ง๐๐ž๐ ๐ญ๐ก๐ž ๐ฆ๐š๐ซ๐ค๐ž๐ญ ๐ฐ๐ก๐ฒ ๐ฉ๐ซ๐ž๐ฆ๐ข๐ฎ๐ฆ ๐ ๐ซ๐จ๐ฐ๐ญ๐ก ๐ฌ๐ญ๐จ๐œ๐ค๐ฌ ๐œ๐š๐ง ๐ซ๐ž-๐ซ๐š๐ญ๐ž ๐…๐€๐’๐“. The stock exploded nearly +30% after a monster Q1 2026 report: โ€ข Revenue: $1.01B (+32% YoY) โ€ข First ever $1B+ quarterly revenue โ€ข ARR now above... Show More
Buy the Breakout
100.00%
Wait for Pullback
100.00%
29 Votes
Sudhir Pambhar
Sudhir Pambhar
Germany
4mo
๐Ÿš€ ๐๐จ๐ฏ๐จ ๐๐จ๐ซ๐๐ข๐ฌ๐ค ๐๐Ÿ ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ” โ€“ ๐†๐‹๐-๐Ÿ ๐†๐ข๐š๐ง๐ญ ๐’๐ญ๐ข๐ฅ๐ฅ ๐†๐ซ๐จ๐ฐ๐ข๐ง๐ โ€ฆ ๐๐ฎ๐ญ ๐Œ๐š๐ซ๐ ๐ข๐ง๐ฌ ๐”๐ง๐๐ž๐ซ ๐๐ซ๐ž๐ฌ๐ฌ๐ฎ๐ซ๐ž!!! $NOVO-B.CO (Novo Nordisk B A/S) just dropped a mixed but strategically important Q1 update โ€” and the message is clear: โ€ข Volume is boomingโ€ฆ but pricing pressure... Show More
I am buying it
100.00%
Holding it tight!
100.00%
I am not impressed, dumpig it!
100.00%
63 Votes
Sudhir Pambhar
Sudhir Pambhar
Germany
4mo
๐Ÿš€ ๐€๐Œ๐ƒ ๐๐Ÿ ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ” โ€“ ๐’๐ก๐š๐ซ๐ž ๐ข๐ฌ ๐ฃ๐ฎ๐ฆ๐ฉ๐ข๐ง๐  ๐ฆ๐จ๐ซ๐ž ๐ญ๐ก๐š๐ง ๐Ÿ๐Ÿ•% ๐ข๐ง ๐š๐Ÿ๐ญ๐ž๐ซ๐ฆ๐š๐ซ๐ค๐ž๐ญ --- ๐€๐ˆ ๐Œ๐จ๐ฆ๐ž๐ง๐ญ๐ฎ๐ฆ ๐ˆ๐ฌ ๐‘๐ž๐š๐ฅโ€ฆ ๐๐ฎ๐ญ ๐ˆ๐ฌ ๐ˆ๐ญ ๐๐ซ๐ข๐œ๐ž๐ ๐ˆ๐ง? $AMD (Advanced Micro Devices Inc) just delivered a power-packed Q1, and one thing is clear: ๐Ÿ‘‰ This is no longer... Show More
AMD
100.00%
NVDA
100.00%
Both suits in my Portfolio!
100.00%
90 Votes
Sudhir Pambhar
Sudhir Pambhar
Germany
4mo
๐–๐ก๐ฒ ๐ข๐ฌ ๐’๐ก๐จ๐ฉ๐ข๐Ÿ๐ฒ ๐ˆ๐ง๐œ ๐๐ซ๐จ๐ฉ๐ฉ๐ข๐ง๐  ๐Ÿ•% ๐ข๐ง ๐ฉ๐ซ๐ž๐ฆ๐š๐ซ๐ค๐ž๐ญ ๐๐ž๐ฌ๐ฉ๐ข๐ญ๐ž ๐ฌ๐ญ๐ซ๐จ๐ง๐  ๐ž๐š๐ซ๐ง๐ข๐ง๐ ๐ฌ? ๐Ÿค” $SHOP (Shopify Inc.) just delivered another monster quarter, showing why itโ€™s becoming one of the most dominant platforms in global commerce. ๐Ÿ‘‰ But with this kind of growthโ€ฆ... Show More
Buying it DIP!
100.00%
Dumping it OFF!
100.00%
132 Votes
Sudhir Pambhar
Sudhir Pambhar
Germany
4mo
๐๐๐ ๐๐š๐ซ๐ข๐›๐š๐ฌ: ๐๐ฎ๐ข๐ž๐ญ๐ฅ๐ฒ ๐ƒ๐ž๐ฅ๐ข๐ฏ๐ž๐ซ๐ข๐ง๐  ๐’๐ญ๐ซ๐จ๐ง๐  ๐†๐ซ๐จ๐ฐ๐ญ๐กโ€ฆ ๐๐ฎ๐ญ ๐‹๐š๐ ๐ ๐ข๐ง๐  ๐–๐š๐ฅ๐ฅ ๐’๐ญ๐ซ๐ž๐ž๐ญ? $BNP.PA (BNP Paribas SA) just posted a solid Q1 2026, showing resilience across its core businesses โ€” but the big question is: ๐Ÿ‘‰ Is this enough to compete globally, especially... Show More
Sudhir Pambhar
Sudhir Pambhar
Germany
4mo
๐Ÿš€ ๐๐‹๐“๐‘: ๐„๐ฑ๐ฉ๐ฅ๐จ๐ฌ๐ข๐ฏ๐ž ๐†๐ซ๐จ๐ฐ๐ญ๐กโ€ฆ ๐๐ฎ๐ญ ๐ˆ๐ฌ ๐•๐š๐ฅ๐ฎ๐š๐ญ๐ข๐จ๐ง ๐‘๐ฎ๐ง๐ง๐ข๐ง๐  ๐“๐จ๐จ ๐‡๐จ๐ญ? $PLTR (Palantir Technologies Inc.) Technologies Inc just delivered another eye-catching quarter, reinforcing its position as one of the hottest AI-driven plays in the market โ€” but the story isnโ€™t... Show More
Next long-term AI giant!
100.00%
Already overpriced hype!
100.00%
124 Votes
Sudhir Pambhar
Sudhir Pambhar
Germany
4mo
Edited
๐Ÿฆ ๐”๐๐’ (๐”๐๐’๐†.๐™๐”) โ€“ ๐‘๐ž๐œ๐จ๐ซ๐ ๐๐ซ๐จ๐Ÿ๐ข๐ญ๐ฌ, ๐๐ฎ๐ฒ๐›๐š๐œ๐ค๐ฌโ€ฆ ๐›๐ฎ๐ญ ๐‘๐ž๐ ๐ฎ๐ฅ๐š๐ญ๐จ๐ซ๐ฒ ๐‚๐ฅ๐จ๐ฎ๐๐ฌ ๐€๐ก๐ž๐š๐? $UBSG.ZU (UBS Group AG) just delivered a strong Q1 2026, showing the power of its postโ€“Credit Suisse integration. But is this a sustainable growth storyโ€ฆ or peak performance? ๐Ÿ“Š... Show More

About Sudhir Pambhar
Germany
Strategy: Growth

Mid/long-term investment strategy based on macro and fundamental analysis, Europe & US!
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