𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝗡𝗢𝗪 𝗼𝗿 𝗡𝗲𝘃𝗲𝗿
Two weeks ago, I bought $NOW (ServiceNow Inc) (ServiceNow Inc) when the market handed it a 40% discount after a perfect earnings report.
Today it's up double digits.
I said it then: they beat every single metric. $3.77B revenue, +22% YoY. $12.64B in committed... Visa mer Översätt
I've just opened a position using 2.08% of my equity.
The market handed $NOW (ServiceNow Inc) a 40% discount for having a great quarter. I'm buying.
ServiceNow runs the back office of the world's largest companies.
They just deepened partnerships with $NVDA (NVIDIA Corporation) and $MSFT... Visa mer Översätt
𝗦𝗲𝗺𝗶𝘀 (𝗦𝗠𝗛) 𝗮𝗿𝗲 𝗿𝘂𝗻𝗻𝗶𝗻𝗴 𝗮𝗴𝗮𝗶𝗻. 𝗜𝗡𝗧𝗖 +𝟭𝟮% 𝘁𝗼𝗱𝗮𝘆, 𝗔𝗠𝗗 +𝟰%
$SMH (VanEck Vectors Semiconductor ETF) has delivered 31% annualized over the last 10 years, one of the best performing non-leveraged ETFs of the decade. About 25% of the fund is in equipment makers like $ASML... Visa mer Översätt
Quick start to the week. A lot of headlines in the past day that could affect the semiconductor space.
𝗞𝗲𝘆 𝗱𝗲𝘃𝗲𝗹𝗼𝗽𝗺𝗲𝗻𝘁𝘀
• Brent crude jumped toward $115 after escalating tensions in the Middle East.
• Iran launched missile strikes toward Israel, increasing geopolitical risk in the region.
•... Visa mer Översätt
3
0
0
Gör som miljontals handlare
Hitta en handlare du gillar och klicka på Kopiera. När de handlar, handlar du.
We use our own and third-party cookies on our websites to enhance your experience, analyze traffic, and for security and marketing. For more info, see our Cookie Policy or go to Manage Settings.
Privacy Preference Center
When you visit any website, it may store or retrieve information on your browser, mostly in the form of cookies. This information might be about you, your preferences or your device and is mostly used to make the site work as you expect it to. The information does not usually directly identify you, but it can give you a more personalized web experience. Because we respect your right to privacy, you can choose not to allow some types of cookies. Click on the different category headings to find out more and change our default settings. However, blocking some types of cookies may impact your experience of the site and the services we are able to offer.
More information
Manage Consent Preferences
Strictly Necessary Cookies
Always Active
These cookies are necessary for the website to function and cannot be switched off in our systems. They are usually only set in response to actions made by you which amount to a request for services, such as setting your privacy preferences, logging in or filling in forms. You can set your browser to block or alert you about these cookies, but some parts of the site will not then work. These cookies do not store any personally identifiable information.
Performance Cookies
These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site. All information these cookies collect is aggregated and therefore anonymous. If you do not allow these cookies we will not know when you have visited our site, and will not be able to monitor its performance.
Functional Cookies
These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.
Targeting Cookies
These cookies may be set through our site by our advertising partners. They may be used by those companies to build a profile of your interests and show you relevant adverts on other sites. They do not store directly personal information, but are based on uniquely identifying your browser and internet device. If you do not allow these cookies, you will experience less targeted advertising.