Got my small profits from $MSFT (-0,07 %) & $AMZN (-0,52 %) from the sharp sell-off in April and shifted into this sector ETF, as it contains the stocks mentioned above and many other exciting companies.

In addition to the $VWRL (+1,33 %) as my core & the $TDIV (+1,23 %) I will now $XAIX (+1,06 %) I will now continue to build it up over the next few years using a savings plan.

I was given €30 worth of Nvidia shares about 7 months ago and the price hasn't moved much. Do you think I should sell them and spend the money elsewhere?

I'm thinking about it, $ORCL (-2,8 %) or $AMZN (-0,52 %) buying.

Hello everyone,

I've been thinking about how to invest my first €10,000. I would like to pursue the core satellite strategy.

What do you think of the following allocation?

• $VWRL (+1,33 %) (approx. 20%)
• $TDIV (+1,23 %) (approx. 15%)
• $BTC (+0,37 %) (I already have a part, the rest I will buy -- 10%)
• Cash (5%)

The other 50% will go into the first 10 shares.

• $PLTR (-1,77 %) (4x)
• $CAT (+1,13 %) (2x)
• $HOOD (+2,65 %) (7x)
• $MCD (-0,76 %) (2x)
• $AMZN (-0,52 %) (2x)
• $NOVO B (-1,98 %) (6x)
• $KO (-0,86 %) (7x)
• $STR (+0,14 %) (is my employer, have been invested for approx. 5 years -- 6x)
• $AAPL (+2,59 %) (3x)
• $SHOP (+0,85 %) (5x)

I would like to end up with a total of about 15 shares.

In the next three places would be the following shares:

• $NU (-0,19 %)
• 
  $HIMS (+6,8 %)
• 
  $SOFI (-0,68 %)

I look forward to hearing your opinions and wish everyone a successful week.

Best regards

Sherlock✌🏻

After the share of $11B (-0,49 %) has been struggling for the past 8 months, it could now be about to break free. Last Friday evening, the new game The Alters was released, which by all indications is very successful. The average Steam customer rating is currently 92% positive, well ahead of the blockbuster Frostpoint 2, which still only has 75% positive ratings.

In addition, interest in The Alters is currently still growing at a gigantic rate and it is not yet clear when the peak will be reached. While around 7,000 players jumped into the game right at release on Friday, today there are already 17,000 players active at the same time. In addition, on the streaming platform Twitch, which belongs to $AMZN (-0,52 %) up to 85,000 people watched the release of the game at the same time. While The Alters has already been postponed this year and it was unclear whether the release might even be canceled, the title now seems to be developing into a surprise success.

There is also positive news from the Frostpunk sector, with the title Frostpunk 1886 currently in development, which is a remake of the classic Frostpunk. In contrast to a remaster, this means that the game will be redeveloped and improved from the ground up, while remaining true to the original gameplay. In principle, this is very promising, as the disappointment with the sequel FP2 was mainly due to artistic decisions. A return to the roots should therefore pick up the many fans of the original game and at the same time only incur manageable costs. However, the game is not due to be released until 2027. Moonlighter 2 and the new title Death Howl are also planned for this year

Meanwhile, FP2 is also a financial success despite disappointing ratings and sales figures and has already recouped all development costs after around a month. We should soon be receiving reports of over 1 million copies sold, I estimate that we are currently at sales figures of around 800-900k.

@Vuu

$AMZN (-0,52 %)

Amazon.com

• Morningstar Rating: 4 stars
• Morningstar Economic Moat Rating: Broad
• Morningstar Uncertainty Rating: Medium
• Sector: Internet retail

Our list of affordable AI stocks starts with internet retailer Amazon.com. Amazon is the leading online retailer and marketplace for third-party sellers. Retail sales account for about 75% of total sales, followed by cloud computing, storage, databases and other Amazon Web Services offerings. Amazon's shares are undervalued by 11% compared to our fair value estimate of USD 240 per share.

"Amazon dominates its markets, especially in e-commerce and cloud services. The company benefits from numerous competitive advantages and has become the clear leader in e-commerce due to its scale and reach, offering consumers an unmatched selection of competitively priced products. The long-term trend towards e-commerce continues unabated and the company continues to grow its market share despite its size. Prime connects Amazon's e-commerce activities and provides a steady stream of high-margin recurring revenue from customers who shop more frequently on Amazon. In return, consumers receive same-day delivery of millions of items, exclusive video content and other services, creating a powerful virtuous cycle in which customers and sellers attract each other. The Kindle and other devices further strengthen the ecosystem by attracting new customers while making the value proposition irresistible to existing users.

Through Amazon Web Services, Amazon is also the clear market leader in public cloud services. In addition, the company's advertising business is already large and growing as advertising has found its way into Amazon's streaming offerings, making it an attractive option for marketers seeking access to a vast audience with a variety of proprietary data points about those very consumers. The growth of AWS and advertising is expected to continue to outpace the growth of e-commerce and be the key growth drivers over the next five years. This is critical as each of these segments generates higher margins than the company average, which in turn should result in both operating profit and earnings per share growth outpacing revenue as margins continue to increase.

From a retail perspective, we expect further innovation to help gain further market share in a post-lockdown world. We also expect to see further penetration of categories such as grocery and luxury goods, which have not yet seen the same success as other retail categories. We see technological advances at AWS and increased efforts to attract enterprise customers as factors that will help to maintain the company's leadership position in this area. Overall, we expect good sales and free cash flow growth in the coming years."

Dan Romanoff, Senior Analyst at Morningstar

Source

https://www.morningstar.de/de/news/259389/die-besten-ki-aktien-zum-kaufen.aspx?utm_campaign=intl_newsletter_email&utm_medium=email&utm_source=sendgrid

$NVDA (-1,17 %)
$PLTR (-1,77 %)
$GOOGL (-3,03 %)
$AMD (+1,26 %)
$AMZN (-0,52 %)
$TSLA (+0,99 %)

What do you think? Where will these stocks be in 10 years

I am curious