Alphabet $GOOGL (-1,98%)

Infosys $INFY

Taiwan Semiconductor Manufacturing $TSM (+0,97%)

ASML $ASML (-0,08%)

Microsoft $MSFT (+1,32%)

Applied Materials $AMAT (+1,05%) (rather speculative)

In fact, the technology sector has been the most difficult for me so far, probably also because it is a very dynamic and rapidly developing sector.

I would therefore be interested: Which companies do you see as particularly promising for a long-term investment?

To the computer scientists and tech insiders among you: Do companies like Microsoft, SAP or Adobe now tend to be established players that may have lost their innovative strength or do you still see them as being well positioned for the future?

Week in review 28.09.

New all-time highs for DAX, Dow Jones, S&P 500, Gold, GE Vernova, Meta, Netflix, SAP, Vistra Corp, Walmart 👑🥇 $LYY7 (+0,95%)
$CSPX (+0,72%)
$ABX (-1,58%)
$GEV (+2,67%)
$META (+0,53%)
$NFLX (+0,35%)
$SAP (+2,08%)
$VST (+1,58%)
$WMT (-0,63%)

New 52-week highs for 3M, Air Products, Alibaba, Arista Networks, Barrick Gold, Bank of Nova Scotia, BlackRock, Caterpillar, Constellation Energy, DuPont, HSBC, Infosys, Live Nation, McDonald's, Palantir, PayPal, Public Storage, Royal Bank of Canada, Royal Caribbean, Sea Ltd, Spotify, Tangier 💵📈 $PLTR (+4,68%)
$9988 (+1,47%)
$BABA (+1,15%)
$BLK
$CAT (-0,28%)
$BNS (+1,01%)
$STZ (-0,91%)
$DD (-0,69%)
$HSBA (+2,56%)
$HSBC (+1,84%)
$INFY
$LYV (+0,47%)
$MCD (+0,23%)$PUB
$PUB
$RCL (+0,7%)
$SEA (-0%)
$SKT (+0,82%)

Bitcoin with new 1-month high, +22% in three weeks since the low on 07.09. from 52k$ to 66k$, +150% in 12 months📉📈 $BTC (+0,43%)

PayPal's own stablecoin PYUSD (crypto) is growing strongly and is now one of the top 100 cryptos by market capitalization at 95th place 💰 $PYPL (+1,18%)

Palantir with inclusion in the S&P 500 on Monday #PLTRgang 🤜🤛👊✊ $PLTR (+4,68%)

Uber is working with Google's Waymo (Alphabet) and wants to offer robotaxis for a surcharge 🚗🤖 $UBER (-0,25%)
$GOOGL (-1,98%)
$GOOG (-1,83%)

After the ECB and FED, China has also turned on the money printer *brrr brrr*, plus a big economic stimulus program, China stocks therefore have their best week in 10 years, car and luxury stocks with Chinese business are therefore rising 🖨🇨🇳 $MC (+0,33%)
$P911 (-0,66%)
$BMW (+1,77%)
$MBG (+1,59%)

AMD CEO and Nvidia CEO confirm continued high demand for AI chips 🧠🤖, Nvidia CEO does not want to sell any more of his own shares for the time being. $AMD (+2,72%)
$NVDA (+4,72%)

Upcoming Playstation 6 with AMD chip again, but AMD will leave the high-end graphics card market for PC gamers and try to scale more strongly in the mid and lower segments. Nvidia would then have a monopoly 🎮 $SONY (-0,45%)
$6758 (-0,43%)

Super Micro suspected of accounting fraud. US justice is apparently already investigating according to an insider, -62% share price in three months 🔍👮 $SMCI

AI needs a lot of electricity and nuclear power plants are being reactivated in the USA. In Germany, it's the other way around due to the world's stupidest energy policy. US electricity provider shares, uranium mines - shares and ETFs are rising. ⚛️⚡️ (see podcast episode 57 "Buy High. Sell Low." pinned to my profile at the top) $URNM
$URA (-0,28%)
$UEC (-0,17%)

Micron with good quarterly figures and +13% share price, semiconductor stocks rally 💻📈 $MU (+3,58%)

Costco - quarterly figures mixed, EPS exceeds estimates but sales worse than expected, share price falls slightly 🛒 $COST (+0,14%)

McDonald's increases quarterly dividend by 6% to 1.77$. Since the first dividend payment in 1976, the payout has been increased 48 years in a row. 🍟🍔 $MCD (+0,23%)

Investigation initiated against Visa 💳 and SAP 💻 in the USA for illegal price fixing $V (-0,06%)
$SAP (+2,08%)

Oil price falls again, Shell & Co. on the way to 1-year low 🛢⛽️ $SHEL (+1,27%)
$GB00B03MM408
$RDS.A

Meta releases VR glasses Quest 3s for €330 from 15.10.24 📱👓

Intel launches AI accelerator "Gaudi 3" as an alternative to Nvidia's H100. IBM, Google & Dell as first customers. 🧠 $INTC (-0,92%)

US debt level climbs above 35 trillion dollars for the first time 🖨💵

Ubisoft share price collapses due to postponement of "Assassin's Creed: Shadows", -70% 1-year performance 🎮📉 $UBI (+1,3%)

DHL raises outlook / growth forecast until 2030 and increases letter postage by 10.5% in Germany from 2025 📦✉️📯 $DHL (-0,46%)

BASF struggles with high energy prices and weak demand, threat of plant closure and dividend cut 🇩🇪📉 $BAS (+1,27%)

Adidas (+28%) significantly better than Nike (-18%) since the beginning of the year ⚽️🏀👟 $ADS (-0,28%)
$NKE (-0,18%)

Takeover poker at Commerzbank by Ital. Unicredit continues 🏦🇮🇹🇩🇪 $CBK (-2,13%)
$UCG (+2,77%)

Jefferies issued a buy recommendation for BioNTech and sees the antibody BNT327 against cancer as a potential massive sales driver. 👨‍⚕️⚕️💊 $DE000A0V9BC4

Mutares -14% because shortseller Gotham City raises serious allegations against the SDAX member: Ponzi scheme, false accounting and circular business model 🔍👮 $MUX (+3,31%)

>> If you want to read a review like this every week, leave a like & subscribe. What important news have I forgotten? 👍❤️

Hello to all the early risers among you :D

I've been in the stock market for about 10 months. My biggest positions are Bitcoin and the S&P500. My strategy so far has been to save the two positions monthly via a savings plan, which I plan to continue in the future.

In addition, I have repeatedly bought quality stocks with higher contributions during major setbacks and sold them promptly as soon as they have achieved a return of around 15-25% or a higher return than my S&P500. It is definitely more exciting but also much more costly (fundamental analysis, reasons for the setbacks, future prospects etc.) + I pay tax on my short-term gains. I simply don't have the time for that at the moment (degree, working student job, weekend part-time job)

Now I would like to change my strategy a little. I would like to continue to save my ETF + BTC and also add a few quality stocks or ETFs from the tech sector to jump on the AI bandwagon, so to speak, as I believe that despite the sharp rise, we are still pretty much at the beginning and there is enormous potential. In your opinion, does it make more sense to choose a sector ETF like the $IUIT (+1,49%) or 2-3 quality stocks with high potential from the sector (e.g. $NVDA (+4,72%)
$QCOM (+1,46%)
$AMD (+2,72%) or also $ASML (-0,08%) )

Since my portfolio would therefore be very USA-heavy, I would also like to take 2-3 top stocks from the EU ( $ASML (-0,08%)
$MC (+0,33%)
$NOVO B (-0,7%) ).

Possibly also stocks from South America ($MELI (+1,25%)
$NU (+2,32%) ) with high growth potential, the same from India with e.g. $INFY to diversify the overall portfolio more strongly.

For those of you who have read through to the end, I would be very pleased to hear your opinions, suggestions and criticism. As I said, I've only been on the stock market for just under 10 months.

Have a nice sunny Saturday 🤗

Here is a summary of important events & the Formatting is Getquin's fault!

US MARKET🇺🇸

Monday

Publication of the Empire State Manufacturing Survey of the New York Fed for April.

Publication of the retail sales in the USA for March.

Publication of the business inventories for February.

Publication of the homebuilder confidence for April.

Speeches by Lorie LoganPresident of the FED of Dallasand Mary C. DalyPresident of the FED Bank of San Francisco.

Quarterly reports from Goldman Sachs ($GS (+0,1%) ), Charles Schwab ($SCHW (+0,23%) ) and M&T Bank ($MTB (+0,2%) ).

Tuesday

Publication of the building permits for March.

Publication of the industrial production for March.

Quarterly reports from UnitedHealth Group ($UNH (-1,3%) ) , Johnson & Johnson ($JNJ (-0,01%) ), Bank of America ($BAC (+0,34%) ), Morgan Stanley ($MS (+0,97%) ), BNY Mellon ($BK (-0,01%) ) and PNC Bank ($PNC (-0,71%) ).

Wednesday

Publication of the mortgage applications for the week ending April 12.

Publication of the FED Beige Books.

Quarterly reports from United Airlines ($UAL (-0,76%) ), Abbott Laboratories ($ABT (-0,4%) ), U.S. Bancorp ($USB (-0,37%) ), Travelers Cos. ($TRVC34 ), Citizens Financial ($FCNCA (+0,32%) ), First Horizon ($FHN (+0,32%) ) and Discover Financial Services ($DFS (-1,39%) ).

Thursday

Publication of initial jobless claims for the week ending April 13.

Publication of the Philadelphia Fed Manufacturing Survey for April.

Release of existing home sales for March.

Speeches by John C. WilliamsPresident of the FED of New Yorkand Raphael BosticPresident of the FED of Atlanta.

Quarterly reports from Netflix ($NFLX (+0,35%) ), Intuitive Surgical ($ISRG (+1,9%) ) and Infosys ($INFY ).

Friday

Speech by Austan GoolsbeePresident of the FED of Chicago.

Quarterly reports from Procter & Gamble ($PG (+1,18%) ), American Express ($AXP (-0,64%) ), Fifth Third Bancorp ($FITB (+0,22%) ) and Huntington Bancshares ($HBAN (-0,63%) ).

Saturday

Possible events in connection with the Bitcoin halving.

EU MARKET

Monday

Release of industrial production

Speech by Philip Lane, Member of the Executive Board of the ECB

Quarterly reports from Pagegroup ($PAGE (+0,46%) ) 🇬🇧, Playtech $PTEC (+0,63%) ) 🇬🇧

Tuesday

Trade Balance (Feb)

ZEW Economic Sentiment

Eurogroup Meetings

Publication of the quarterly reports of Ashmore ($ASHM (+3,15%) ) 🇬🇧

Wednesday

Publication of CPI data

EU Summit & Eurogroup Meetings

Speech by Isabel Schnabel, Member of the Executive Board of the ECB

Quarterly figures from Severstal ($CHMF ) 🇷🇺, Volvo B ($VOLV B (+0,64%) ) 🇸🇪, Viscofan $VIS (-0,45%) ) 🇪🇸, Petershill Partners ($PHLL (+2,39%) ) 🇬🇧, Hays ($HAS (+4,29%) ) 🇬🇧

thursday

Speech by Luis de GuindosVice President of the ECB

EU Summit & Eurogroup Meetings

Speech by Isabel Schnabel, Member of the Executive Board of the ECB

- Quarterly figures from EQT AB ($EQT (+0,4%) ) 🇸🇪, EssilorLuxottica ($EL (+0,92%) ) 🇫🇷, Nordea Bank ($NDA FI (+1,21%) ) 🇸🇪, Sartorius Stedim ($DIM (+0,07%) ) 🇩🇪, Nokia Oyj $NOKIA (+2,32%) ) 🇫🇮, Inter Cars SA ($n/a) 🇵🇱, Tauron Polska Energia ($TPE (+3,67%) ) 🇵🇱, Forvia ($FRVIA (+1,2%) ) 🇫🇮, Dunelm ($DNLM (-1,56%) ) 🇬🇧, Adtran Networks SE ($ADV (+0%) ) 🇩🇪, Olvi Oyj A ($OLVAS (-0,53%) ) 🇫🇮, Econocom ($ECOM ) 🇧🇪, Talenom Oyj $TNOM (+1,79%) ) 🇫🇮, Alisa Pankki Oyj ($ALISA (-0,17%) ) 🇫🇮

Friday

Eurogroup Meetings

CFTC EUR speculative net positions

Quarterly figures from Sodexo ($SW (-0,13%) ) 🇫🇷, Linea Directa Aseguradora ($LDA (+5,56%) ) 🇪🇸, Alma Media ($002950 ) 🇫🇮, Gofore ($GOFORE (+0,89%) ) 🇫🇮

I would like to add another emerging market stock to my portfolio. Having already bought Baidu ($9888 (+1,74%) ), Reliance Industries ($RELIANCE ), Infosys ($INFY ), Kaspi kz ($KSPI (+1,28%) ) and Ambev ($ABEV3 ), I would like to add a stock from Indonesia to my basket. I see growth opportunities here in particular due to the forecast population growth.

My eye has fallen on the conglomerate Astra International ($ASII (+0%) ), in which the Jardine Matheson ($J36 (+4,47%) ) group is also a shareholder. Their businesses would be a good addition to my portfolio. However, I can hardly find any info on the company online.

Has anyone looked into the company in more detail?

#emerging
#em