2Mon·

Tomorrow is a big day.

With NVIDIA $NVDA (-0.5%) Salesforce $CRM (-1.3%) CD Projekt $CDR (-0.04%) and Okta $OKTA (-0.69%) report 15.72% of my portfolio in one day, almost simultaneously at around 10 p.m. CEST. In addition, with Crowdstrike $CRWD (-0.55%) another interesting watchlist stock.


I'm not used to so much palpitations outside the reporting season. And even then, there are rarely days when so much can happen in both directions as tomorrow.


On Thursday there will be more figures from Autodesk $ADSK (-0.88%) before we start a boring September that will probably drag on like chewing gum.

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26 Comments

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Am short Nvidia with a small amount with a -25% stop and a +50% limit and a 4 leverage. Let's see what happens
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I would be cautious with $CDR. There are no problems here in the medium and long term. And I still consider the company to be undervalued. Nevertheless, the considerable rise in the share price in recent weeks cannot be ignored. I'm keeping my fingers crossed, but for my own portfolio, too, I'm expecting a hair-raising sideways movement until a teaser is published.
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I think Salesforce will be fun
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