2Mes
I understand the reasons... I'll wait for the next earnings and otherwise sell the share. Have you already found a replacement?
•
11
•
2Mes
@Barrd I am watching the market very closely at the moment. Many stocks that I find very interesting have unfortunately already done too well and in my opinion have outgrown their valuation (Meta, Microsoft, AMD, Netflix, etc.). I am also worried about the US economy. I think it will be very difficult for many stocks in the near future. I am currently collecting a lot of cash and waiting for an entry: I am watching Eli Lilly and Novo Nordisk, for example, but I am quite worried about Trump's statements. For me, many AI stocks have already run hot. In addition, many meme stocks are being bought up at the moment, which for me is always a sign of an overbought market. I'll wait and see and keep an eye on the watchlist. Which stocks are you keeping an eye on?
•
33
•2Mes
@Jan-Luca Good summary! I am also cautious and have increased my position in gold. I am very curious about Jackson Hole and what the FED will decide. I am invested in Novo but I think the whole pharmaceutical sector is currently too uncertain. 1. because of the tariffs, but a study that is not 150% better is enough to cause the shares to plummet.
I actually have a buy at $INOD $PANW on my watchlist at the moment, or at $FTNT if necessary
I think the cyber sector is simply a very strong growth sector with currently still moderate valuations.
Otherwise, I'll also hold cash and see what else this year brings. One wrong tweet and it all goes down the drain😃
I actually have a buy at $INOD $PANW on my watchlist at the moment, or at $FTNT if necessary
I think the cyber sector is simply a very strong growth sector with currently still moderate valuations.
Otherwise, I'll also hold cash and see what else this year brings. One wrong tweet and it all goes down the drain😃
•
11
•