@thewolfofallstreetz

3Settimana·

These 10 companies will be in the spotlight next week 📊🔥

I will be paying particular attention to the following companies next week when they publish their quarterly figures:

Palantir $PLTR (-3,33%)

Spotify $SPOT (-3,66%)

Chipotle $CMG (-2,73%)

Alphabet $GOOGL (-2,28%)

Fair Isaac $FICO (-1,51%)

AMD $AMD (-2,29%)

Novo Nordisk $NOVO B (+5,32%)

Roblox $RBLX

Hilton $HLT (-2,82%)

Amazon $AMZN (-2,39%)

Do you also take a closer look here or do you have other companies in mind?

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immagine del profilo

3Settimana

Half of this in the savings plan 😂👍

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immagine del profilo

The W.@thewolfofallstreetz

3Settimana

@Simpson Good boy! ;-)

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immagine del profilo

He-Man D.@He-Man

3Settimana

@Simpson only half???😜

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immagine del profilo

3Settimana

@He-Man Yes, somehow I'm only convinced by $CMG $GOOGL $FICO $AMZN $HLT from the list 😂

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immagine del profilo

Tenbagger2024@Tenbagger2024

3Settimana

@Simpson I hope we can maybe buy more somewhere cheap.

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immagine del profilo

3Settimana

@Tenbagger2024 In a few years' time, we'll look back and think, oh, we bought cheaply back in 2025 😂👍

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immagine del profilo

Dussel Duck 🍎🍏🥂@DusselDuck

3Settimana

@Simpson only half? I am disappointed! 😂

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immagine del profilo

TaxesAreTheft@TaxesAreTheft

3Settimana

Am long FICO and AMD

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immagine del profilo

The W.@thewolfofallstreetz

3Settimana

@TaxesAreTheft Top. Have you been with both of them for a while? What are your plans with them?

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immagine del profilo

TaxesAreTheft@TaxesAreTheft

3Settimana

@thewolfofallstreetz Are both calls. I am a big fan of fico, but had to sell due to a deposit transfer.

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Georg@G_with_shares

3Settimana

I can't wait to see if the absolutely crazy $PLTR trip continues. Since I'm invested, I really hope so.

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immagine del profilo

The W.@thewolfofallstreetz

3Settimana

@G_with_shares Same - do not plan to sell.

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immagine del profilo

3Settimana

@thewolfofallstreetz sell? Never! Just thinking about doubling my position. But then my nice EK co. €20.98 is gone and shoots up to €34 😅 but if there's more money in it, more can work.

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immagine del profilo

The W.@thewolfofallstreetz

3Settimana

@Joris Haha no, no one will take them away from us for a while. Buying more now? You are brave. I wouldn't chase them at the moment with a P/S of 70x - despite all the positive drivers.

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immagine del profilo

3Settimana

@thewolfofallstreetz yes think leave my position as it is now and look for new opportunities. Dared to go long on a knock out for palantir again today. Sold 20% plus.
But as before, it was just too exciting and too stressful 😅 stop when it's at its best.
Maybe buy shares normally and take something with you. Do you see any opportunities right now?

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immagine del profilo

The W.@thewolfofallstreetz

3Settimana

@Joris Cool, good for you. I'm keeping an eye on a few things, but it's hard to find good deals on quality companies at the moment. I find ASML interesting and opened a position this week: Still 30% away from the 52 week high. P/S is below the 5-year median and in my view in a historically favorable range of less than 10x. Fundamentally, it also fits: sales are pointing in the right direction, margins are stable, so profits and cash flows are rising. Net bookings are now also much more positive than last quarter.

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immagine del profilo

3Settimana

@thewolfofallstreetz sounds good. I also bought one last year at €650 and sold it at €1000.
How long do you want to hold? Do you have a target price?

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immagine del profilo

Chris@1Chrischi1

3Settimana

with 5 titles I am also there 🫶🏽

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immagine del profilo

The W.@thewolfofallstreetz

3Settimana

@1Chrischi1 You mean already invested? Which ones?

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immagine del profilo

Dividendenopi👴@Dividendenopi

3Settimana

I'm not watching, I don't want to put myself through the misery.🤷‍♂️

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