Good morning! Here's my latest earnings calendar from my vacation in Sardinia—my last two are coming up. Have a great Sunday, everyone!

$PDD (+0.28%)
$XPEV (+1.73%)
$EH (-0.66%)
$BOX (+0.92%)
$ZM (-0.5%)
$LI (-0.49%)
$JKS (+3.3%)
$KSS (-1.08%)
$NVDA (-0.41%)
$OKTA (+5.84%)
$CRM (-0.27%)
$SNPS (+2.12%)
$CRWD (+8.57%)
$HPQ (-0.35%)
$DRO (-3.7%)
$PNG (-1.89%)
$WDAY (+0.12%)
$ULTA (-1.29%)
$MRVL (+3.42%)
$ADSK (-0.21%)
$AFRM (-3.08%)
$S (+6.08%)
$IREN (-1.77%)

$GS (-1.41%)
$MC (-1.54%)
$BLK (-1.38%)
$JPM (-1.37%)
$JNJ (-1.38%)
$TNIE (+2.65%)
$WFC (-0.42%)
$C (-1.53%)
$KER (-8.53%)
$BAC (-0.75%)
$MS (-2.1%)
$ASML (+0.71%)
$JBHT (-1.85%)
$2330
$JKS (+3.3%)
$PEP (-2.11%)
$PNG (-1.89%)
$NFLX (-1.61%)
$STT (+0.1%)

After spending the last few days intensively examining the commodities topic, reading studies and assessments and selling various profit positions, I am considering re-entering the lithium sector. According to the latest forecasts, the undersupply of lithium will not only begin in 2028, but there will already be a serious shortfall next year. The reason for this is the ESS energy storage systems. Due to the huge demand, it can be assumed that the price of lithium will at least double again within 12 months. Of course, companies that are about to complete exploration measures would benefit significantly from this. First of all, I see $SLI (-3.03%) or on $LIFT (-1.59%) . Both already have offtake agreements with large energy companies.

In addition, speculation on $JKS (+3.3%) could make sense. They only have the solar sector as a by-product and instead build large ESS systems, where they already have a market share of 10%.

Certainly not a bad C/R ratio due to the increasing energy demand.

What do you think about investing in lithium or lithium companies? Have you already invested?

$JKS (+3.3%)
$HIVE (-1.17%)
$9868 (-0.31%)
$1810 (+3.3%)
$BIDU (-0.79%)
$PDD (+0.28%)
$KLAR (-2.87%)
$TGT (-3.19%)
$WIX (-0.27%)
$BLSH
$PANW (+7.7%)
$NVDA (-0.41%)
$992 (-1.24%)
$WMT (-0.64%)
$PSH (-1.11%)
$ASC (-4.45%)

Today I'm going to show you my best and worst trades since the start of my investment journey. No show, no excuses - just real numbers and learnings.

🟢 My top 15 trades

📈 From Rheinmetall to Palantir to Ferrari - some positions really took off.

Biggest single gain: +131 % for Rheinmetall💪

→ The majority came from strategically placed opportunities, not luck.

🔴 My flop 15 trades

📉 Nvidia put, Mainz Biomed, BrainChip... The biggest flop?

-99.76 % with a warrant on Nvidia 😬

→ The lesson: highly speculative bets quickly go against you - especially without a plan.

📘 My most important learning

I learned this lesson in my first year of investing:

Short-term trading may work from time to time - but not in the long term.

Today I have a clear strategy:

✅ Core-satellite

✅ Focus on quality

✅ Discipline & long-termism

🧠 Why am I sharing this?

Transparency is not a buzzword for me - it's a duty.

Losses are part of it. If you only talk about your profits, you're only telling half the truth.

#Trading
#Fehler
#Investieren
#Transparenz
#Learnings
#DepotEinblick
#DerSpekulant
#Getquin

$RHM (+0.13%)
$NVDA (-0.41%)
$MC (-1.54%)
$MYNZ
$BRN (+2.43%)
$COIN (-2.34%)
$RACE (-0.98%)
$TSLA (-0.23%)
$WDL1 (+0%)
$PLTR (+0.42%)
$PTON (-1.23%)
$9866 (+0.17%)
$MULN
$MRNA (+0.7%)
$VBK (+1.64%)
$JKS (+3.3%)
$TPE (-0.18%)
$PFIZER
$SLI (-3.03%)

Jinkosolar $JKS (+3.3%) wins the title of best photovoltaic brand in the USA, who would have thought...

https://finance.yahoo.com/news/...eceives-top-brand-pv-121700333.html

And since you can earn a lot of money as a producer in the USA, Jinko has also built a factory in Jacksonville to be able to sell there despite trade barriers.

https://jinkosolar.us/jax/

Has anyone already received the dividend from $JKS (+3.3%) received?

Payment should be made on 06.12. My broker, Trade Republik, has not received anything yet. 😢

Economy on 01.11.2023...

FED today and also Paypal publishes the numbers!⤵️

On it goes into November. This starts today immediately with very important events. The FED decides on the next interest rate period. Will it remain as it is or will be further increased? It was said in many interviews, that there will be further increases this year, as one continues to target the mark of 2% inflation and the way is still very far. Also the share, about which one surely in 2023 most spoke, supplies today the numbers. The speech is of course from Paypal. These numbers come today after-hours.

Let's look at the numbers, the last 2 days:

$MCD (-1.4%)
McDonald's Corp. exceeded analyst estimates of $3.00 in the third quarter with earnings per share of $3.17. Revenue of $6.69 billion exceeded expectations of $6.56 billion, meaning that revenue increased by 17.6% and profit by 6.3%.

$AMD (+2.31%)
AMD beat analyst estimates of $0.68 in the third quarter with earnings per share of $0.70. Revenue of $5.8 billion beat expectations of $5.7 billion.

$PFIZER
Pfizer Inc. misses analyst estimates of -$0.08 in the third quarter with earnings per share of -$0.17. Revenue of $13.2 billion below expectations of $13.33 billion.

$CAT (-2.11%)
Caterpillar Inc. third-quarter earnings per share of $5.52 beat analyst estimates of $4.80. Revenue of $16.8 billion exceeded expectations of $16.56 billion.

$JKS (+3.3%)
Jinkosolar shipped 22.597 megawatts (MW) of total capacity in the third quarter of 2023, up 108.2% from the year-ago quarter and up 21.4% from the second quarter of 2023. Revenue improved 63.1% year over year to $4.36 billion. Compared to the previous quarter, this was an increase of 3.7%. Gross margin climbed significantly to 19.3%. In the prior-year period, it was only 15.7%, and in the previous quarter it was even slightly lower at 15.6%. Net profit jumped up to USD 181.4 million, which corresponds to USD 2.53 per ADS share.

$FSLR (+1.32%)
First Solar beat analyst estimates of $2.05 in the third quarter with earnings per share of $2.50. Revenue of $801 million below expectations of $904.11 million.

$CZR (-0.93%)
Caesars Entertainment third-quarter earnings per share of $0.34 beat analyst estimates of $0.28. Revenue of $3 billion exceeded expectations of $2.94 billion.

Here's what the trading day looks like in incremental terms:

Stock Exchange Holiday Austria

Economic data

13:15

• US: ADP Labor Market Report October Employment Private Sector PROGNOSIS: +130,000 jobs previously: + 89,000 jobs

14:45

• US: Purchasing Managers' Index/PMI Manufacturing (2nd release) October PROGNOSED: 50.0 1st release: 50.0 previously: 49.8

15:00

• US: Construction spending September PROGNOSIS: +0.4% yoy previous: +0.5% yoy
• US: ISM manufacturing index October PROGNOSIS: 49.2 points previously: 49.0 points

15:30

• US: Crude oil inventories data (week) from the government Energy Information Administration (EIA)

19:00

• US: Fed, outcome of FOMC meeting Fed funds target rate PROGNOSED: 5.25% to 5.50% previously: 5.25% to 5.50%

19:30

• US: Fed PK with Fed Chairman Powell

ex-dividend individual stocks

ASML 1.45 EUR

CAMBRIDGE BANCORP 0.6333 EUR

FRANKLIN ELECTRIC 0.2126 EUR

HESS MIDSTREAM 0.5836 EUR

INDEPENDENT BANK GROUP 0.3591 EUR

Quarterly figures / Company dates USA / Asia

06:25 Toyota quarterly figures

13:00 Dupont | Kraft Heinz quarterly figures

21:00 Qualcomm | Mondelez quarterly figures

21:05 Airbnb | Altice quarterly figures

21:15 Paypal | Costco Wholesale | Allstate quarterly figures

No time stated: Electronic Arts | American International Group| Edison International | Avis Budget | Etsy | The Allstate quarterly figures

Quarterly Figures / Company Dates Europe

08:00 GSK plc quarterly figures

09:30 Aston Martin quarterly figures

#quartalszahlen
#boerse
#börse
#aktien
#news
#newsroom
#community
#communityfeedback
#nachrichten
#täglich
#investieren
#wirtschaft
#politik
#inflation
#fed
#rezession
#mitverstandzumkapital
#krypto
#kryptowährung
#bitcoin
#ethereum
#solana
#zinsen
#ezb
#dax
#inflation
#dividende
#paypal
#airbnb
#qualcomm
#kraftheinz
#mondelez
#etsy

Speculative buy Jinko Solar

$JKS (+3.3%)

Solar sector is now slowly pulling back up, in my portfolio a Sunrun is way up.

In general, the growth is still intact, Jinko had problems with the costs.

Especially with silicon, the costs should now be well down, so the profits must bubble up again.

Speculative trade, chance is quite good, especially since the value has come down well and the sales were good.

https://www.deraktionaer.de/artikel/mobilitaet-oel-energie/jinkosolar-viel-umsatz-wenig-gewinn-aktie-mit-kraeftigem-minus-20328100.html