This is my long-term portfolio -5 or six stocks. Nobody follow just do your research.
Intel
Stock
Stock
ISIN: US4581401001
Ticker: INTC
US4581401001
INTC
Price
Debate sobre INTC
Puestos
370
1Semana·
Intel weakens despite positive sentiment | Cisco with comprehensive product portfolio
After three days of stable upward movement, shares are showing some uncertainty on Friday afternoon. The Dow Jones Industrial Average is in the red, while the S&P 500 is hovering around the zero line and the Nasdaq is starting the day with a small gain of 0.4%. Alphabet's positive result is a breath of fresh air for the Nasdaq, but the weak outlook from Intel $INTC (-1,43 %) casts a shadow over investor sentiment. Behind the scenes, the fear of tariffs remains present and the future of the US economy is in focus. According to the University of Michigan, the consumer sentiment index improved to 52.2 from 50.8 previously. Nevertheless, the result remains among the weakest readings in the last three years and sentiment has now fallen for four months in a row. Investors are therefore caught between positive corporate news and uncertain economic conditions.
In the USA, Cisco Systems, Inc. $CSCO (-1,04 %) is a true giant in the field of Internet protocol-based network technology. Founded in 1984 in San Jose, California, the company designs, manufactures and sells an impressive portfolio of products for the communications and information technology industry. With a comprehensive switching portfolio that covers campus and data center switching, as well as a routing portfolio that connects public and private networks, Cisco shows that they are at the forefront of the digital world. Their security solutions, which include network security, identity and access management, and threat detection and response, are critical at a time when cyberattacks are ubiquitous. Cisco also offers a wide range of collaboration products such as the Webex Suite and solutions for hybrid cloud environments. The products and services are sold directly and through system integrators, service providers and other resellers, giving Cisco a broad market presence.
Sources:
https://finance.yahoo.com/quote/INTC/
https://finance.yahoo.com/quote/CSCO/
11
1Lun·
Dates week 22
As every Sunday, the most important news from the past week, as well as the most important dates for the coming week.
Also as a video:
https://youtube.com/shorts/v6AYDp_r3Tc?si=vg0ef8skpP7Mdt8R
Tuesday:
The DAX rises to more than 24,000 points at the start of trading. In addition to the dividend payments, producer prices are also responsible for this. These were lower than expected and were 0.9% below the same month last year. Falling energy prices are primarily responsible for this.
Wednesday:
After Northvolt, Wolfspeed also faces $WOLF (-17,01 %) Wolfspeed also faces insolvency. Northvolt received billions for the construction of a factory in Schleswig-Holstein, Wolfspeed should have received large subsidies. Fortunately, the company put the plans on ice some time ago. Intel $INTC (-1,43 %) Intel has also postponed investments. It should be clear that subsidies are not a sustainable industrial policy.
Thursday:
Uncertainty is decreasing according to the ifo business barometer, which is good news. Uncertainty is the little brother of a lack of planning security and therefore an obstacle to investment.
Friday:
The German economy surprisingly grew again. Compared to the previous quarter, GDP increased by 0.4%, whereas only 0.2% had been expected.
Trump puts renewed pressure on the negotiations with the EU and announces 50% extra tariffs. The markets slide before the weekend.
Saturday:
The Supreme Court in the US strengthens Jerome Powell's position. The Chairman of the Fed cannot be dismissed by Trump. His demand was dubious from the outset, and the confirmation is also likely to be a signal to investors that the Fed will remain independent.
These are the most important dates in the coming week:
Wednesday: 20:00 FOMC minutes (USA)
Thursday: 14:30 Labor market data (USA)
Friday: 01:30 Inflation data (Japan)
www.youtube.comDas sind die wichtigsten WIRTSCHAFTSTERMINE der kommenden Woche
22
1Lun·
Anyone Else Balancing Stocks, Dividends and Crypto?
Lately I’ve been thinking a lot about balance in investing. My portfolio now includes everything from high-yield monthly payers like $O (+0,21 %) and $MAIN (+1,4 %), to long-term compounders like $NOVO B (-3,08 %) and $PEP (-0,48 %) , and even some more speculative recovery bets like $INTC (-1,43 %) .
But I’m not just in traditional equities — I also hold crypto, with positions like $ADA (-0,89 %) and $AVA (-3,83 %). $ADA (-0,89 %) represents my belief in scalable, energy-efficient blockchain infrastructure, while AVA is a high-conviction pick tied to real-world use cases in the travel space.
Some picks underperform, others outperform — and that’s fine. The goal isn’t to win every race, it’s to build a system that works across different market cycles, generates income, captures growth, and gives me peace of mind.
Curious to hear how others approach this. Are you fully in on growth? Passive ETFs? Crypto-heavy? Or do you mix themes like I do?
#InvestingJourney
#PortfolioStrategy
#Dividends
#Growth
#Crypto
#GetquinCommunity
55
2 Comentarios
I’m going a similar way. Basic dividend ETFs to cover the world and balanced dividend stocks from different sectors to even out the pay over the year. Then I have 10-15% growth stocks with crypto added. That part has gone up from 5% to almost 15% now. I got rid of my (US) bonds because i don’t think the US is as reliable anymore. But I am fine with stocks and crypto only.
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22
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2Lun·
Podcast episode 88 "Buy High. Sell Low."
Subscribe to the podcast to help Palantir break a new all-time high.
00:00:00 Palantir
01:00:00 Nebius
01:13:32 AMD & Nvidia
01:50:00 Cloudflare
Spotify
https://open.spotify.com/episode/5Osd7jZQj2cSLXAPMk6wlp?si=LuwqaJviR_6yDAcnrdJ64Q
YouTube
Apple Podcast
$PLTR (-0,11 %)
$AMD (+1,47 %)
$INTC (-1,43 %)
$NVDA (+0,68 %)
$NBIS (-4,29 %)
$NET (-0,68 %)
#podcast
#spotify
$SPOT (-0,26 %)
open.spotify.com#88 Palantir, AMD, Nvidia, Cloudflare, Nebius
2Lun·
USA plans bill against chip smuggling to China | Trump wants 50% chip production in the USA
USA plans bill against chip smuggling to ChinaA new bill in the USA has set itself the task of more strictly monitoring the export of AI chips, in particular from NVIDIA $NVDA (+0,68 %)to China more strictly. Initiated by US Congressman Bill Foster, the bill provides for the implementation of tracking tools to follow the whereabouts of the chips after they have been sold. This measure is intended to ensure that exported products comply with US export controls. Foster emphasizes that this is not a future problem, but a current threat to US national security. The bill has broad support in both political camps and could further tighten the already strict export controls. This is a clear step towards more security and control in the chip industry.
Trump wants 50% chip production in the USAIn a further ambitious step, the US government under President Donald Trump has formulated the goal that 50% of modern high-tech chips should be produced in the USA in future. Secretary of Commerce Howard Lutnick emphasizes that this goal should give the country the necessary "firepower" for the development of artificial intelligence. Given that the majority of chips are currently manufactured in Asia, there are concerns that China could potentially cut off supplies. Trump's predecessor, Joe Biden, had already announced subsidies of around 39 billion dollars to promote domestic production. However, Trump is relying on tariffs and is planning less stringent export barriers to facilitate access to US chips for trusted data centers. On the stock market, the shares of TSMC $TSM (+0,25 %)NVIDIA and Intel $INTC (-1,43 %) reacted positively to these developments, which is a further sign of the momentum in the industry.
Sources:
11
2Lun·
$INTC (Intel Corp) grinding just below major downtrend resistance.
$INTC (-1,43 %) $INTC (Intel Corp) grinding just below major downtrend resistance.
MACD & histogram curling up, RSI steady.
Needs a break over $21+ to get interesting — until then, just basing.
Still watching… but not chasing yet. 🧐
55
2Lun·
🧠KI hype 2025: Nvidia, Super Micro, AMD, Palantir and Intel - between euphoria and reality?
The AI boom has had a major impact on the stock market landscape in recent months. However, a more differentiated picture emerges in May 2025:
📈 Current share price developments:
- $NVDA (+0,68 %) (Nvidia): Currently at $113.54. Despite impressive AI innovations, the stock is down over 19% year-to-date.
- $SMCI (-2,04 %) (Super Micro Computer): Currently trading at $32.94. Recent quarterly results showed a decline in revenue compared to the previous quarter, raising questions about the sustainability of growth.
- $AMD (+1,47 %) (AMD): Stands at $98.62. The company reported revenues of $7.4 billion in the first quarter of 2025, with the data center business in particular standing out with growth of 57%.
- $PLTR (-0,11 %) (Palantir): Currently at $108.86. Despite strong quarterly numbers, the stock fell over 12% due to concerns about valuation and slowing international growth.
- $INTC (-1,43 %) (Intel): Quoted at $19.94. The company continues to struggle with challenges in the AI space and is trying to make up lost ground against competitors like $NVDA (+0,68 %) and $AMD (+1,47 %) to regain lost ground.
🔍 Conclusion:
The AI hype has undoubtedly caused significant price movements. However, current developments show that investors are increasingly differentiating between sustainable growth and exaggerated expectations.
What do you think? Which of these stocks do you think have long-term potential and which should be treated with caution?
2Lun·
AI continues to prove it’s a market juggernaut
How do we power AI?
AI consumes enormous volumes of energy. This demand will only increase as AI continues to integrate seamlessly with our day-to-day lives. So should investors maybe get exposure to the broad AI datacenter ecosystem that powers this demand, still?
In recent months, some analysts suggested that datacenter demand was waning. Expectations were too high. We’d gotten ahead of ourselves? Not so much.
Here’s CNBC from last week:
Data center demand is not slowing down in the world’s largest market centered in northern Virginia, executives at Dominion Energy said Thursday. Dominion provides electricity in Loudoun County, nicknamed “Data Center Alley” because it hosts the largest cluster of data centers in the world. The utility works closely with the Big Tech companies that are investing tens of billions of dollars in data centers as they train artificial intelligence models.
“We have not observed any evidence of slowing demand from data center customers across our service area,” Dominion’s ($D (-0,97 %) ) chief financial officer, Steven Ridge, told analysts on the company’s first-quarter earnings call… Data center customers have not paused spending on new projects in Dominion’s service area and they have not shown any concerns about economic uncertainty, Dominion CEO Robert Blue said.
And here’s research shop Bespoke last week on X:
Data center investment added a full percentage point to GDP in Q1; a record.
Next up, there’s Jonathan Gray, CEO of private equity giant Blackstone ($BX (-0,93 %) ). Yesterday, he said that he sees huge demand coming for AI datacenters.
From Gray:
I think this trend is powerful. I think it will continue…
Overall, we still see a ton of demand.
And let’s not forget Microsoft’s earnings announcement last week.
Microsoft has continued its heavy investments in AI infrastructure this quarter. During the earnings call, [Microsoft CEO] Nadella said that the company opened data centers in 10 countries on four continents.
And earlier this year, the CEO said that $MSFT (+0,41 %) plans to spend $80 billion in fiscal 2025 on construction of data centers designated for AI workloads
AI isn’t going away…which means datacenter demand isn’t going away. Invest accordingly.
Happ Investing
GG
Driving AI:
$NVDA (+0,68 %)
$AMD (+1,47 %)
$INTC (-1,43 %)
$TSM (+0,25 %)
$D (-0,97 %)
$ASML (-0,15 %)
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Valores en tendencia
Principales creadores de la semana
<contenedor>Datos LSX</contenedor> · Datos financieros de FactSet