Green beginning 🤑
After a weaker July, we're starting strong with $PLTR (Palantir Technologies Inc.) beating as expected. Just a year ago everyone was yelling about the valuation, and now with every quarter I hear less and less noise about it. Growing 93% YoY has silenced a lot of bears, and the... Visa mer Översätt
What a week we had!
Oil is coming back up, the 10 year yield is at 4.7%, and none of this sounds great in the short term, especially with quite a few Fed members talking about interest rate rises.
But we have had this war on and off so many times that it's hard to count by now, and we all know... Visa mer Översätt
Market ripping 🚀
After a bloody hot week outside, the market heat ain't stopping. $AMD (Advanced Micro Devices Inc) is going to our target of $600. $WFC (Wells Fargo & Co) increased its price target to $615. It does feel great when a thesis turns out to be right. I haven't sold any of it, but... Visa mer Översätt
Starting week strong!
$AMD (Advanced Micro Devices Inc) continue to rip and helping push portfolio to new highs, very refreshing seeing these gains after awful start of the year. Today it reached $500, I see some pullback but this is just matter of time when this will hit $600+ and join trillion club.
Earlier... Visa mer Översätt
Sell in May and go away?
Probably many have heard this saying, but it doesn’t really hold up anymore. Over the last 10 years it’s often been the opposite, apart from a good old 2022.
After a decent April we’re back to being flat for the year. Not exactly where I planned to be, but not stressed at all.... Visa mer Översätt
Here we go again
Over a month and we’re still in the same crap... we go from escalation to de-escalation and back and forth. You could be doing research about how oil would affect things, and all your research and all your work gets washed away with a single Trump tweet. Or like Peter Lynch said, "If... Visa mer Översätt
Israel news just published terms for ceasefire and market recovered a bit ;)
Do you think Iran will agree?
US demands of Iran:
1. Iran must dismantle its existing nuclear capabilities.
2. Iran must commit never to pursue nuclear weapons.
3. There will be no uranium enrichment on Iranian territory.
4.... Visa mer Översätt
Yes, war will end soon
100.00%
No, this will continue
100.00%
Don't know, don't care :)
100.00%
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Tue Aug 11 2026 10:22:32 GMT+0000 (Coordinated Universal Time)