1. jumia $JMIA (+4,88%) - Long-term potential in the African e-commerce market, currently heavily undervalued with a turnaround opportunity.

2. Celsius Holdings $CELH - Fast-growing company in the energy drinks segment with solid fundamentals and expansion plans.

3. AMD $AMD (+2,72%) - Attractive valuation compared to competitors, good positioning in the CPU and GPU market, especially with regard to AI and data centers.

Interesting long-term opportunities with increased risk - diversification nevertheless remains important.

$AMD (+2,72%)

$AMD (+2,72%) is the performance leader in supercomputers, data centers, consoles, desktops, laptops and AI PCs 🚀

Great marketing, figures and prospects will be exciting ✌️

$AMD (+2,72%) is currently on support. I bought more, as my original entry was underwater at 39%. Nevertheless, I am optimistic about how the share will develop over the next few years 📈

Where are the trade agreements?

The S&P 500 has now lost 2.5 trillion US dollars since its high on April 9 after the 90-day tariff break. Current level-3% drop.

While the markets are waiting for trade agreements, Japan has said today that it will "not simply give in further" in the US tariff talks.

TECHNOLOGY STOCKS TODAY:

1. tesla, $TSLA (+10,24%) : -7%

2. nvidia, $NVDA (+4,72%) : -6%

3. broadcom, $AVGO (+2,75%) : -4%

4. meta, $META (+0,53%) : -4%

5. amazon, $AMZN (+0,25%) : -4%

6. Robinhood, $HOOD (+1,7%) : -3 %

7. AMD, $AMD (+2,72%) : -3 %

8. alphabet, $GOOG (-1,83%) : -3 %

9. Microsoft, :, $MSFT (+1,32%) -2%

10. palantir, $PLTR (+4,68%) : -2%

The Nasdaq has officially re-entered bear market territory and is now 20% below its recent high.

You can't make this stuff up:

The S&P 500 has now lost $750 billion in market capitalization since Trump started calling Fed Chairman Powell "Mr. Too Late" this morning.

This will indeed be a dark red chart tomorrow when we get the data reconciliation here.

Source: Finchat

$AAPL (+0,28%)

$MSFT (+1,32%)

$NVDA (+4,72%)

$GOOGL (-1,98%)

$AMZN (+0,25%)

$META (+0,53%)

$AVGO (+2,75%)

$TSLA (+10,24%)

$NFLX (+0,35%)

$AMD (+2,72%)

The US government has introduced new export license requirements for Nvidia and AMD chips $NVDA (+4,72%)
$AMD (+2,72%) that are to be supplied to China. The aim is to prevent circumvention of existing technology restrictions. The regulations particularly affect AI-optimized chips, which continue to be in high demand in China. Both companies must now apply for a license before each export.

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The news is based on what I personally consider to be reputable sources. No investment advice. Follow me for more updates!

$NVDA (+4,72%) and $AMD (+2,72%) have lost around 7% following Trump's announcement to restrict the export of certain AI chips to China. The restriction is probably a response to the Chinese ban $BA (+0,86%) to buy.

https://finance.yahoo.com/news/nvidia-expects-5-5-billion-213321348.html

Positions in $UBER (-0,25%) and $AMZN (+0,25%) which now account for almost 50% of the portfolio. In addition, additional purchases in $ASML (-0,08%) and $AMD (+2,72%) were made. Soon it will be time again for the next earnings, it remains exciting.

Thesis: AI remains and will continue to be expanded over the next 5 years. Access to ChatGPT or similar will be just as important as a good WIFI connection. $AMZN (+0,25%) makes GenAI the 4th pillar of their business. At the same time $UBER (-0,25%) is penetrating the delivery business more strongly, most recently through cooperations with Sally Beauty and Petco no longer 1-Day Deliveries (Prime) but 20 minutes.

Qualcomm $QCOM (+1,46%) and AMD $AMD (+2,72%) are circumventing the new US tariffs on Chinese imports by increasing their chip production via Taiwan. This step is intended to avoid additional costs and keep supply chains stable. Analysts see this as a strategic adjustment to the tougher geopolitical environment.

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The news is based on what I personally consider to be reputable sources. No investment advice. Follow me for more updates!

We will still see €200 here before 2030