Nejc Cajner @cYnar_xx: "📰 𝐌𝐚𝐫𝐤𝐞𝐭 𝐑𝐞𝐜𝐚𝐩 – 𝐖𝐞𝐝𝐧𝐞𝐬𝐝𝐚𝐲,..."

Slovenia

Edited

📰 𝐌𝐚𝐫𝐤𝐞𝐭 𝐑𝐞𝐜𝐚𝐩 – 𝐖𝐞𝐝𝐧𝐞𝐬𝐝𝐚𝐲, 𝐎𝐜𝐭𝐨𝐛𝐞𝐫 𝟗 Here’s what’s dominating the headlines today: 📌 𝑨𝒖𝒕𝒐𝒎𝒂𝒌𝒆𝒓𝒔 𝒖𝒏𝒅𝒆𝒓 𝒑𝒓𝒆𝒔𝒔𝒖𝒓𝒆 According to Moody’s, global automakers could see a $30B hit to profits due to new tariffs and supply chain adjustments. With margins already tight, this could add another layer of uncertainty for traditional carmakers still catching up in EV development. 📌 𝑻𝒆𝒔𝒍𝒂’𝒔 𝒄𝒉𝒂𝒍𝒍𝒆𝒏𝒈𝒆 𝒊𝒏 𝑬𝒖𝒓𝒐𝒑𝒆 $TSLA (Tesla Motors, Inc.) 's newly launched cheaper Model Y is facing fierce competition in Europe, where legacy automakers and new Chinese EV brands are flooding the market. Price cuts have boosted sales, but also raised questions about profitability in the region. 📌 𝑨𝒎𝒂𝒛𝒐𝒏 𝒆𝒙𝒑𝒂𝒏𝒅𝒔 𝒉𝒆𝒂𝒍𝒕𝒉𝒄𝒂𝒓𝒆 𝒇𝒐𝒐𝒕𝒑𝒓𝒊𝒏𝒕 $AMZN (Amazon.com Inc) announced that its Pharmacy division will roll out electronic prescription kiosks across One Medical locations, enhancing convenience for patients and strengthening Amazon’s push into the healthcare space. Additionally, the company plans to invest $1.16B in Belgium by 2027, signaling continued expansion of its European logistics network. 📌 𝑻𝒆𝒄𝒉 𝒗𝒂𝒍𝒖𝒂𝒕𝒊𝒐𝒏𝒔 𝒓𝒆𝒎𝒂𝒊𝒏 𝒊𝒏 𝒇𝒐𝒄𝒖𝒔 Goldman Sachs’ Oppenheimer dismissed bubble fears in U.S. tech stocks, noting that, unlike the dot-com era, today’s market leaders like $NVDA (NVIDIA Corporation), $MSFT (Microsoft), and $GOOG (Alphabet) generate substantial cash flow and real earnings power. Still, valuations remain stretched — investors should stay selective. 📊 𝐒𝐮𝐦𝐦𝐚𝐫𝐲 The market is showing both opportunity and caution — with AI and tech strength balancing out industrial and macro headwinds. As investors, it’s key to look beyond the daily noise and focus on companies with durable advantages and strong fundamentals. 💬 What’s your take — are we entering a healthy consolidation phase or are valuations still running ahead of fundamentals? As always, thank you for reading, and wish you all the best, Nejc.

5 Mentioned

TSLA

AMZN

NVDA

MSFT

GOOG

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