Zoltán Szücs @zofesu: "𝐉𝐮𝐧𝐞- Update 📢 𝐃𝐞𝐚𝐫 𝐜𝐨𝐩𝐢𝐞𝐫𝐬 𝐚𝐧𝐝..."

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𝐉𝐮𝐧𝐞- Update 📢 𝐃𝐞𝐚𝐫 𝐜𝐨𝐩𝐢𝐞𝐫𝐬 𝐚𝐧𝐝 𝐟𝐨𝐥𝐥𝐨𝐰𝐞𝐫𝐬 / 𝐖𝐞𝐥𝐜𝐨𝐦𝐞 𝐭𝐨 𝐚𝐥𝐥 𝐧𝐞𝐰 𝐜𝐨𝐩𝐢𝐞𝐫𝐬 𝐚𝐧𝐝 𝐟𝐨𝐥𝐥𝐨𝐰𝐞𝐫𝐬. 📈Not much has happened over the past month. The 𝐔𝐒𝐀 𝐯𝐢𝐬𝐢𝐭𝐞𝐝 𝐂𝐡𝐢𝐧𝐚, the president along with billionaires. China rejected the purchase of chips from $NVDA (NVIDIA Corporation) because it wants to manufacture chips itself and claims 𝐓𝐚𝐢𝐰𝐚𝐧 as its territory, which can cause a tense atmosphere, because a large amount of global chip production comes from Taiwan. 𝐔𝐒𝐀 𝐯𝐬. 𝐈𝐫𝐚𝐧 they say a deal is just around the corner, but in the end, they keep shooting at each other, so for now it is only talk about something that does not realistically exist. And even if the strait fully reopened, there is such a great shortage of oil in the world that the price could easily overcome this year's High. But the war is supposedly going to end. Supposedly, the war between 𝐑𝐮𝐬𝐬𝐢𝐚 𝐚𝐧𝐝 𝐔𝐤𝐫𝐚𝐢𝐧𝐞 will also end Putin said so, it is not clear when. So basically, things are just being talked about to somehow move the markets and to push stock prices into the skies until it falls on our heads in the autumn. The markets are therefore still dragged by the euphoria from AI. The upcoming 𝐒𝐩𝐚𝐜𝐞𝐗 𝐈𝐏𝐎 awaits us, which is extremely overvalued, and another 𝐈𝐏𝐎 𝐨𝐟 𝐁𝐥𝐮𝐞 𝐎𝐫𝐢𝐠𝐢𝐧, whose rockets explode on a scale that resembles a nuke. This explosion also destroyed part of the platform. So be careful with investments. Some have perhaps already learned their lesson from the company 𝐂𝐒𝐆, which has extreme internal problems (Internal disputes, Scandals of subsidiary companies, Doubts about ammunition production data). As they say, not all that glitters is gold. ✅💰𝐂𝐋𝐎𝐒𝐄𝐃 𝐏𝐎𝐒𝐈𝐓𝐈𝐎𝐍𝐒 I finally managed to get rid of the health insurance companies $UNH (UnitedHealth) and $HUM (Humana Inc) . The others on the list I would like to close by August, if they are in the profit. ♻ 👀🔭𝐂𝐮𝐫𝐫𝐞𝐧𝐭 𝐭𝐫𝐚𝐝𝐞𝐬 𝐚𝐧𝐝 𝐨𝐮𝐭𝐥𝐨𝐨𝐤. Outlooks for purchases $MCD (McDonald's) is fulfilled for me. If 𝐀𝐃𝐁𝐄, 𝐀𝐗𝐏, 𝐍𝐅𝐋𝐗 dropped, I would buy some more. 𝐁𝐑𝐊.𝐁 is in the outlook. It will only be about titles that I already have in my portfolio. I will further narrow it down to fewer titles. 𝐀𝐠𝐚𝐢𝐧, 𝐈 𝐰𝐨𝐮𝐥𝐝 𝐥𝐢𝐤𝐞 𝐭𝐨 𝐝𝐫𝐚𝐰 𝐲𝐨𝐮𝐫 𝐚𝐭𝐭𝐞𝐧𝐭𝐢𝐨𝐧 - 𝐰𝐡𝐞𝐧 𝐜𝐨𝐩𝐲𝐢𝐧𝐠, 𝐭𝐫𝐲 𝐭𝐨 𝐞𝐧𝐭𝐞𝐫 𝐝𝐮𝐫𝐢𝐧𝐠 𝐦𝐲 𝐛𝐢𝐠𝐠𝐞𝐬𝐭 𝐩𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐝𝐞𝐜𝐥𝐢𝐧𝐞𝐬. 𝐎𝐫 𝐝𝐮𝐫𝐢𝐧𝐠 𝐬𝐢𝐠𝐧𝐢𝐟𝐢𝐜𝐚𝐧𝐭 𝐦𝐚𝐫𝐤𝐞𝐭 𝐝𝐫𝐨𝐩𝐬. 𝐏𝐞𝐫𝐬𝐨𝐧𝐚𝐥𝐥𝐲, 𝐈 𝐝𝐨𝐧'𝐭 𝐦𝐢𝐧𝐝 𝐚 𝐩𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐝𝐞𝐜𝐥𝐢𝐧𝐞, 𝐈'𝐦 𝐚𝐥𝐫𝐞𝐚𝐝𝐲 𝐫𝐞𝐬𝐢𝐬𝐭𝐚𝐧𝐭 𝐭𝐨 𝐢𝐭. 𝐖𝐡𝐚𝐭 𝐠𝐨𝐞𝐬 𝐝𝐨𝐰𝐧 𝐦𝐮𝐬𝐭 𝐠𝐨 𝐮𝐩 𝐚𝐧𝐝 𝐰𝐡𝐚𝐭 𝐠𝐨𝐞𝐬 𝐮𝐩 𝐦𝐮𝐬𝐭 𝐠𝐨 𝐝𝐨𝐰𝐧. 𝐈 𝐩𝐥𝐚𝐧 𝐭𝐨 𝐝𝐨 𝐭𝐡𝐢𝐬 𝐟𝐨𝐫 𝐦𝐚𝐧𝐲 𝐲𝐞𝐚𝐫𝐬. 𝐈 𝐨𝐧𝐥𝐲 𝐢𝐧𝐭𝐞𝐧𝐭𝐢𝐨𝐧𝐚𝐥𝐥𝐲 𝐜𝐫𝐞𝐚𝐭𝐞 𝐥𝐨𝐬𝐢𝐧𝐠 𝐩𝐨𝐬𝐢𝐭𝐢𝐨𝐧𝐬 𝐚𝐭 𝐭𝐡𝐞 𝐞𝐧𝐝 𝐨𝐟 𝐭𝐡𝐞 𝐲𝐞𝐚𝐫 𝐟𝐨𝐫 𝐭𝐚𝐱 𝐫𝐞𝐚𝐬𝐨𝐧𝐬. 𝐈 𝐰𝐨𝐮𝐥𝐝 𝐥𝐢𝐤𝐞 𝐭𝐨 𝐭𝐞𝐥𝐥 𝐲𝐨𝐮 𝐚𝐛𝐨𝐮𝐭 𝐭𝐡𝐞 𝐩𝐡𝐨𝐭𝐨 𝐭𝐡𝐚𝐭 𝐢𝐭 𝐦𝐚𝐲 𝐧𝐨𝐭 𝐚𝐥𝐰𝐚𝐲𝐬 𝐦𝐚𝐤𝐞 𝐬𝐞𝐧𝐬𝐞 𝐚𝐧𝐝 𝐢𝐭 𝐦𝐚𝐲 𝐥𝐨𝐨𝐤 𝐚𝐬 𝐚 𝐥𝐨𝐬𝐬. 𝐈𝐟 𝐈 𝐰𝐚𝐧𝐭 𝐭𝐨 𝐠𝐞𝐭 𝐫𝐢𝐝 𝐨𝐟 𝐬𝐨𝐦𝐞𝐭𝐡𝐢𝐧𝐠 𝐭𝐡𝐚𝐭 𝐈 𝐧𝐨 𝐥𝐨𝐧𝐠𝐞𝐫 𝐰𝐚𝐧𝐭 𝐭𝐨 𝐨𝐰𝐧 𝐚𝐧𝐝 𝐢𝐭 𝐡𝐚𝐬 𝐟𝐚𝐥𝐥𝐞𝐧 𝐬𝐢𝐠𝐧𝐢𝐟𝐢𝐜𝐚𝐧𝐭𝐥𝐲, 𝐈 𝐭𝐫𝐲 𝐭𝐨 𝐦𝐚𝐤𝐞 𝐨𝐧𝐞 𝐩𝐮𝐫𝐜𝐡𝐚𝐬𝐞 𝐢𝐧 𝐭𝐡𝐞 𝐚𝐦𝐨𝐮𝐧𝐭 𝐨𝐟 𝐚𝐥𝐥 𝐩𝐮𝐫𝐜𝐡𝐚𝐬𝐞𝐬 𝐦𝐚𝐝𝐞 𝐬𝐨 𝐟𝐚𝐫 𝐨𝐫 𝟑 𝐭𝐢𝐦𝐞𝐬 𝐡𝐢𝐠𝐡𝐞𝐫 𝐭𝐡𝐚𝐧 𝐭𝐡𝐞 𝐚𝐯𝐞𝐫𝐚𝐠𝐞 𝐩𝐨𝐬𝐢𝐭𝐢𝐨𝐧 𝐬𝐢𝐳𝐞. 𝐖𝐢𝐭𝐡 𝐠𝐫𝐨𝐰𝐭𝐡, 𝐞𝐯𝐞𝐧 𝐢𝐟 𝐬𝐦𝐚𝐥𝐥, 𝐭𝐡𝐞 𝐠𝐫𝐨𝐰𝐭𝐡 𝐢𝐬 𝐦𝐨𝐫𝐞 𝐬𝐢𝐠𝐧𝐢𝐟𝐢𝐜𝐚𝐧𝐭 𝐚𝐧𝐝 𝐢𝐭 𝐢𝐬 𝐩𝐨𝐬𝐬𝐢𝐛𝐥𝐞 𝐭𝐨 𝐞𝐱𝐢𝐭 𝐭𝐡𝐞 𝐩𝐨𝐬𝐢𝐭𝐢𝐨𝐧, 𝐛𝐮𝐭 𝐢𝐭 𝐢𝐬 𝐧𝐨𝐭 𝐚 𝐫𝐮𝐥𝐞 𝐭𝐡𝐚𝐭 𝐰𝐨𝐫𝐤𝐬 𝐨𝐧 𝐞𝐯𝐞𝐫𝐲𝐭𝐡𝐢𝐧𝐠 𝐚𝐧𝐝 𝐚𝐥𝐰𝐚𝐲𝐬. 𝐒𝐨𝐦𝐞𝐭𝐢𝐦𝐞𝐬 𝐢𝐭 𝐭𝐚𝐤𝐞𝐬 𝐬𝐞𝐯𝐞𝐫𝐚𝐥 𝐲𝐞𝐚𝐫𝐬

Not investment advice. The author may have financial interests in the mentioned instruments.