$ASML (+0,88 %) is out, as I want to focus more on stocks with a healthy trend in the growth part of my portfolio. See the weekly chart.

At the moment I am running a 75/25 strategy with which I feel most comfortable, 15K divided as follows:

Growth 75%: $AVGO (-0,65 %)
$COST (-1 %)
$7011 (-1,27 %)
$MUV2 (+0 %)
$GOOG (-1,1 %)
$MUX (+1,02 %) (mutares is under observation by me) $2768 (+0,47 %)

Dividend 25%: $OBDC (-0,39 %)
$HTGC (+0,44 %)
$PSA (-0,2 %)
$JEGP (-0,12 %)

What are your current favorite stocks?

Mine are:

$NVDA (-1,17 %)

$GOOG (-1,1 %)

$META (-0,08 %)

$NOVO B (-1,81 %)

$ANF (-4,75 %)

It's not about current buy recommendations but about the company itself.

...and hello $EQAC (-0,83 %) .

This leaves the remaining individual stocks in my portfolio:

$TSM (+0,25 %)

$GOOG (-1,1 %)

$ALV (+0,22 %)

Although I now only hold ETFs, I will probably keep these three and simply stop investing. They're doing quite well as it is. 🥳

$UBER (-2,37 %)

He started buying in January and now owns 30.3 million shares.

The position is currently worth 2.27 billion dollars 🚀

$TSLA (-7,34 %)
$GOOGL (-1,09 %)
$GOOG (-1,1 %)

Podcast episode 76 "Buy High. Sell Low.": Election Special

Subscribe to the podcast to stop deindustrialization.

Spotify

https://open.spotify.com/episode/7gPPOx9NQ3oly5RJedxpBm?si=hw9v6sxfTxmlfl6dUOaDAw

YouTube

https://youtu.be/JM5NmEKMkHg

Apple Podcast

https://podcasts.apple.com/us/podcast/folge-76-wahl-spezial/id1695869891?i=1000689907222

#podcast
#spotify
$AAPL (+1,77 %)
$GOOG (-1,1 %)
$GOOGL (-1,09 %)
$SPOT (-2,92 %)
#wahl#bundestagswahl
#cdu
#spd
#fdp
#afd
#deutschland
#bundestag
#ampel

Podcast episode 75 "Buy High. Sell Low."

Subscribe to the podcast to help Palantir break $200.

00:00:00 Infineon $IFX (+0,64 %)

00:46:00 Microsoft $MSFT (-0,68 %)

00:58:20 Alphabet $GOOG (-1,1 %)
$GOOGL (-1,09 %)

01:17:40 Palantir $PLTR (-5 %)

01:53:00 Dirt of the week: Meta $META (-0,08 %)

Spotify

https://open.spotify.com/episode/3oBWsRFxjlXSoXdTsrk0Pa?si=VhrZm1X3Qx-NQ9g47OffXg

YouTube

https://youtu.be/r2YVY5mAE30

Apple Podcast

https://podcasts.apple.com/us/podcast/folge-75-palantir-alphabet-meta-microsoft-infineon/id1695869891?i=1000689579333

$UBER (-2,37 %)

Attractively valued in my opinion and lots of growth potential 🚀

The number of monthly active platform customers reached 171 million in this quarter, 10 million more than in the same quarter of the previous year.

The operating leverage of $UBER (-2,37 %) has been astonishing over the last five years.

Adjusted EBITDA margin:

Q4 2019: -21 %

Q4 2024 15 %

Free cash flow:

$UBER (-2,37 %) Partners:

$TSLA (-7,34 %)
$GOOGL (-1,09 %)
$GOOG (-1,1 %)
$LYFT (-4,87 %)

Hello everyone,

I have briefly summarized the quarterly figures from Google's parent company Alphabet $GOOG (-1,1 %) briefly summarized:

Alphabet generated revenue of USD 96.5 billion in the fourth quarter of 2024, a good year-on-year increase of 12%. Net profit amounted to USD 26.5 billion (USD 2.15 per share) and exceeded expectations.

The cloud business grew by 30% to USD 12 billion, but unfortunately fell short of forecasts. Alphabet plans to invest USD 75 billion in 2025, primarily in AI.

Despite the growth, the share was sold off quite a bit, so perhaps some of you were able to buy the dip.

$GOOGL (-1,09 %)
$GOOG (-1,1 %)

• EPS: $2.15 (Est. $2.13) ✅
• Revenue: $96.47B (Est. $96.62B)❌
• Operating Income: $30.97B (Est. $30.72B)
• Sees 2025 Capex About $75B, Est. $57.9B

Segment Revenue:

• Google Cloud: $11.96B (Est. $12.19B) ; UP +30% YoY
• Google Advertising: $72.46B (Est. $71.73B)
• Google Search & Other: $54.03B
• YouTube Ads: $10.47B (Est. $10.22B)
• Google Network: $7.95B (DOWN YoY)
• Google Services: $84.09B (Est. $83.46B)
• Google Subscriptions, Platforms & Devices: $11.63B; UP +8% YoY
• Other Bets: $400M (Est. $573M)

Key Financial Metrics:

• Traffic Acquisition Cost (TAC): $14.85B (Est. $15.01B)
• Total Operating Expenses: $30.97B
• Free Cash Flow: $26.01B; UP +20% YoY

Strategic Updates & Guidance:

• Alphabet expects to invest approximately $75B in capital expenditures in 2025, significantly higher than the $57B in 2024.
• CEO Sundar Pichai highlighted AI innovations, including Gemini models, Google Cloud AI growth, and AI-driven search enhancements.
• Cloud & YouTube exited 2024 with a combined annual revenue run rate of $110B.
• Google continues to see robust AI-driven demand across search, cloud, and YouTube monetization efforts.

Dividend Announcement:

• Alphabet declared its first-ever dividend of $0.20 per share.

Comment from CEO Sundar Pichai:

• "The fourth quarter was a strong quarter, driven by our leadership in AI and momentum in our core businesses. We are developing AI faster than ever, increasing efficiency and expanding our cloud and YouTube ecosystem. Our investments will accelerate growth opportunities in 2025."