After my big $HIMS (+1,87 %) yesterday, my limit order to buy was triggered today at a price of $AMD (-0,05 %) at a price of € 137.

Nice dip after reasonable earnings and a call with a good outlook for the coming years. I will probably $NVDA (+1,02 %) I will probably increase to 10K in case of weakness so that I am well positioned for the future in the semiconductor sector.

Have you bought $AMD (-0,05 %) bought more today?

what do you think of the quarterly figures yesterday?

Greetings Bubu 🫡

The price/sales ratio (P/S) relative to sales growth is a one-dimensional view, but nevertheless provides a good initial overview:

Table = sorted in descending order by market capitalization

Which companies do you see as having the greatest potential in the next 5 years?

$PLTR (+3,08 %)

$NOW (-0,49 %)

$SHOP (-0,65 %)

$SPOT (+3,25 %)

$PANW (-0,31 %)

$CRWD (-0,03 %)

$CSU (-1,2 %)

$HOOD (+3,84 %)

$RBLX

$ABNB (+1,24 %)

$COIN (-0,29 %)

$FTNT (-0,85 %)

$NET (-1,01 %)

$AXON (-2,56 %)

$TTD (-15,79 %)

$RDDT (+0,02 %)

$DUOL

$HIMS (+1,87 %)

$BMBL

$NOVO B (+4,84 %) 29,50€

$UNH (+2,83 %) 230€

$TSLA (+2,64 %) 400€

$MSFT (+0,43 %) 385€

$PLTR (+3,08 %) 69€

$HIMS (+1,87 %) 35€

$NVDA (+1,02 %) 130€

$DRO (+3,31 %) 1,49€

$RHM (-2,74 %) 1750€

$LMND (+4,55 %) 24€

$OSCR 9,89€

$MUV2 (-6,64 %) 599€

$ASML (+1,04 %) 549€

$MC (+0,01 %) 401€

$HIMS (+1,87 %)

The 3-day rule after earnings is certainly justified, isn't it?

After$HIMS (+1,87 %) recently published mediocre figures and the share accounted for over 60% of my portfolio, I took advantage of the market strength in early trading today. At a price of €50.40, I reduced my position by 60% to secure profits.

Although I still hold 1000 shares and believe in the company for the long term, it is sensible to cash out after a gain of over 600% in just three years. This also gives me the opportunity to invest in other promising stocks on my watchlist.

The remaining position will remain an important part of my portfolio for a long time to come, as I still consider $HIMS (+1,87 %) still see it as one of my best long-term investments.

Yes, the tax is extremely painful, but with this decision I can now sleep more relaxed again.

What stocks are you currently looking at and where would you currently invest your money? And no $NOVO B (+4,84 %) or $UNH (+2,83 %) does not come into my house 🤣

Greetings, Bubu

$HIMS (+1,87 %) : Online health company Hims and Hers Health missed Wall Street estimates (link) for second-quarter revenue on Monday as it lost subscribers to compounded versions of weight-loss drugs ** Median price target of 14 brokers covering the stock is $48 - LSEG data ** The company's shares fell 12.7% in premarket trading to $55.31

ANALYSTS SEE LONG-TERM GROWTH AS POSITIVE

** Jefferies ("Hold" price target: $51) expects continued volatility in the stock in the near term; adds, "However, we are positive on HIMS' strategies to introduce personalization of healthcare and launch new offerings" ** BTIG ("buy," price target: $85) says the slowdown in commercial GLP-1 subscriptions is likely temporary and expects sequential growth; adds, "GLP-1 volume will shift to shorter duration prescriptions (90 days) and we continue to view the obesity market as robust" ** Canaccord Genuity ("buy", price target: $68) says: "...the introduction of new treatments, continued investment in personalization capabilities, and a growing international presence keep us positive on Hims' long-term growth prospects" ** Leerink Partners ("market perform" price target: $43) says: "HIMS' near-term performance will likely be most dependent on developments in the GLP-1s/weight management space, particularly the pace of international launches in Canada and in conjunction with other international expansion efforts"

Source: reuters.com

The AEX index starts the day with an indication of +0.3%, while international markets also turn green. Wall Street largely managed to recover from Friday's sell-off, and Asian stock markets follow with Korea and Taiwan as outliers. U.S. 10-year interest rates rise slightly to 4.21%, while German rates fall to 2.62%. The euro/dollar exchange rate is quoted at 1.1550. The Damrak is relatively quiet, with only B&S presenting figures. Internationally, however, there is plenty of activity: Palantir surprises with strong quarterly results, while Hims & Hers falls sharply. Figma debuts with a 27.4% drop. The US puts pressure on India and China because of Russian oil imports, further raising trade tensions. Investors look forward to figures from AMD, Snap, Rivian and Super Micro Computer. Also on the agenda are the purchasing managers' indices of the service sectors in Germany and the US. In short: plenty of excitement and thrills on the trading floor.

$PLTR (+3,08 %)
$HIMS (+1,87 %)
$SHEL (+0,22 %)
$BP. (-0,15 %)
$AMD (-0,05 %)
$SNAP (-0,62 %)
$RIVN (-1,45 %)
$SMCI (-3,68 %)

🔗 Source reference:

This summary is based on the article "AEX indicatie is +0,3%, volop spanning en nog meer sensatie" by Arend Jan Kamp, published on StockWatch on Aug. 5, 2025.

$HIMS (+1,87 %)

How do you categorize the figures at first glance?

Earnings call will follow in the next few minutes...