$STZ (+0,8%)
@Multibagger would that be something for you - a short long until $SMHN (+1,71%) shows clear tendencies? 😁

Edit: Weekly chart added @TradingMelone

$POS (+2,27%) got it today, but has been doing well for the last few weeks 😅

Before the freed-up capital gathers dust, we went straight back into the market today.

In addition to a first tranche $STZ (+0,8%) Constellation Brands ...

... there was also a little bit of $GLEN (-4,8%)

There's always something under €4👆

Let's see what happens 😉

Who is also invested in $STZ (+0,8%) invested?

Podcast episode 72 "Buy High. Sell Low."

Subscribe to the podcast to get nuclear power plants back on the grid in Germany. Inshallah.

00:00:00 20 power stocks for AI: Constellation Energy, Rolls-Royce, Schneider Electric, Siemens Energy, Cameco, Fluor Corporation, Vistra Corp, RWE, GDF Suez, Enel, Flowserve, Uniper, Crane Co, Quanta Services, MasTec, Legrand, Emerson Electric, Eaton Corporation, Uranium Energy, VanEck Uranium and Nuclear Technologies ETF A3D47K

39:30 Watchlist Max: Fluor Corporation, Schneider Electric, Quanta Services, MasTec, Legrand, Eaton Corporation

00:41:00 AMD

01:10:00 Apple

Spotify

https://open.spotify.com/episode/08XzNKA3nuiMlpcz9BYixB?si=qhG3ie7ETXm8O20VPEsp_w

YouTube

https://youtu.be/6olb6fp5AbQ

Apple Podcast

https://podcasts.apple.com/us/podcast/folge-72-20-stromaktien-f%C3%BCr-ki-amd-apple/id1695869891?i=1000684571374

#podcast
#spotify
$SPOT (+0,43%)
$UEC (+2,68%)
$CCO (+1,98%)
$SIEMENS
$ENR (+0,52%)
$RWE (+0,62%)
$UN0 (-1,31%)
$EOAN (+0,1%)
$AAPL (+2,14%)
$AMD (+2,15%)
$INTC (+1,32%)
$NVDA (+3,19%)
$VST (+2,9%)
$FLR (+3,92%)
$SU (+1,4%)
$QNTA
$MTZ (+3,23%)
$F1LS34
$CR (+2,63%)
$LR (+1,65%)
$STZ (+0,8%)
$EMR (+1,29%)
$ETN (+2,01%)

⬆️⬆️⬆️

- GOLDMAN raises the price target for SIEMENS ENERGY from EUR 56 to EUR 60. Buy. $ENR (+0,52%)

- BARCLAYS raises the target price for MERCEDES-BENZ from EUR 48.50 to EUR 50. Underweight. $MBG (-0,26%)

- JEFFERIES upgrades SMA SOLAR from Hold to Buy and raises target price from EUR 14 to EUR 20. $S92 (-1,53%)

- GOLDMAN raises the price target for DEUTSCHE BÖRSE from EUR 226 to EUR 231. Neutral. $DB1 (+1,46%)

- BOFA upgrades BBVA from Neutral to Buy and raises target price from EUR 11 to EUR 13. $BBVA (+0,68%)

- WARBURG RESEARCH upgrades FUCHS SE from Hold to Buy. Target price EUR 50. $FPE

- GOLDMAN raises the price target for FLATEXDEGIRO from EUR 17 to EUR 18. Buy. $FTK (+0,92%)

- BERENBERG raises the target price for IBERDROLA from EUR 12.30 to EUR 14. Hold. $IBE (+0,44%)

- JEFFERIES upgrades PVA TEPLA from Hold to Buy and raises target price from EUR 12 to EUR 19. $TPE (-0,79%)

- JEFFERIES raises the price target for FRIEDRICH VORWERK from EUR 23 to EUR 30. Hold. $VH2 (-1,02%)

- JEFFERIES raises the price target for ZEAL NETWORK from EUR 45 to EUR 58. Buy. $TIMA (+0,22%)

- JEFFERIES raises the price target for ADESSO from EUR 75 to EUR 85. Hold. $ADN1 (+0,11%)

- JEFFERIES upgrades NEL from Underperform to Hold. Target price NOK 3. $NEL (+0,52%)

⬇️⬇️⬇️

- BERENBERG lowers the price target for RWE from EUR 46.50 to EUR 42. Buy. $RWE (+0,62%)

- GOLDMAN lowers target price for EON from EUR 17.50 to EUR 17. Buy. $EOAN (+0,1%)

- HAUCK AUFHÄUSER IB downgrades AIXTRON from Buy to Hold and lowers target price from EUR 26.40 to EUR 13.80. $AIXA (-0,4%)

- METZLER lowers the price target for DWS from EUR 41 to EUR 40.50. Hold. $DWS (+1,12%)

- GOLDMAN lowers the price target for ASTRAZENECA from GBP 159.55 to GBP 155.58. Buy. $AZN (+1,35%)

- TD COWEN downgrades STMICRO to Hold. Target price EUR 24.50. $STM (+0,81%)

- JPMORGAN downgrades CONSTELLATION BRANDS to Neutral. Target price USD 203. $STZ (+0,8%)

- JEFFERIES lowers the price target for DOCMORRIS from CHF 65 to CHF 39. Buy. $DOCM (-4,91%)

- JEFFERIES lowers the price target for ATOSS SOFTWARE from EUR 112 to EUR 108. Hold. $AOF (-0,44%)

- JEFFERIES lowers the price target for JENOPTIK from EUR 34 to EUR 29. Buy. $JEN (+0,33%)

- JEFFERIES lowers the price target for KONTRON from EUR 29 to EUR 27. Buy. $KTN (-0,17%)

- JEFFERIES lowers the price target for SILTRONIC from EUR 95 to EUR 90. Buy. $WAF (-0,14%)

- JEFFERIES downgrades VERBIO from Buy to Hold and lowers target price from EUR 22 to EUR 11. $VBK (+2,36%)

- JEFFERIES downgrades SGL CARBON from Buy to Hold and lowers target price from EUR 9.50 to EUR 4.40. $SGL (-0,07%)

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 (+0,37%)
$CSPX (+1,53%)
$ABX
$GEV (+1,6%)
$META (+2,82%)
$NFLX (-0,38%)
$SAP (+0,52%)
$VST (+2,9%)
$WMT (+0,17%)

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 (+7,48%)
$9988 (+0,28%)
$BABA (+0,19%)
$BLK
$CAT (+1,56%)
$BNS (+0,62%)
$STZ (+0,8%)
$DD (+0,93%)
$HSBA (+1,45%)
$HSBC (+1,93%)
$INFY
$LYV (+0,54%)
$MCD (+0,06%)$PUB
$PUB
$RCL (+2,49%)
$SEA (-0%)
$SKT (+3,71%)

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 (-0,14%)

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 (+1,71%)

Palantir with inclusion in the S&P 500 on Monday #PLTRgang 🤜🤛👊✊ $PLTR (+7,48%)

Uber is working with Google's Waymo (Alphabet) and wants to offer robotaxis for a surcharge 🚗🤖 $UBER (+1,55%)
$GOOGL (+3,98%)
$GOOG (+3,76%)

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 (+0,36%)
$P911 (-0,48%)
$BMW (+0,29%)
$MBG (-0,26%)

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 (+2,15%)
$NVDA (+3,19%)

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 (+0,86%)
$6758 (+0,99%)

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 (+1,75%)
$UEC (+2,68%)

Micron with good quarterly figures and +13% share price, semiconductor stocks rally 💻📈 $MU (+3,4%)

Costco - quarterly figures mixed, EPS exceeds estimates but sales worse than expected, share price falls slightly 🛒 $COST (+0,7%)

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 (+0,06%)

Investigation initiated against Visa 💳 and SAP 💻 in the USA for illegal price fixing $V (+1,56%)
$SAP (+0,52%)

Oil price falls again, Shell & Co. on the way to 1-year low 🛢⛽️ $SHEL (+1,04%)
$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 (+1,32%)

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 (-0,88%)

DHL raises outlook / growth forecast until 2030 and increases letter postage by 10.5% in Germany from 2025 📦✉️📯 $DHL (+1,58%)

BASF struggles with high energy prices and weak demand, threat of plant closure and dividend cut 🇩🇪📉 $BAS (-0,19%)

Adidas (+28%) significantly better than Nike (-18%) since the beginning of the year ⚽️🏀👟 $ADS (-0,19%)
$NKE (+2,44%)

Takeover poker at Commerzbank by Ital. Unicredit continues 🏦🇮🇹🇩🇪 $CBK (+0,47%)
$UCG (+1,06%)

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 (-0,07%)

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

Podcast episode 57 "Buy High. Sell Low."

Subscribe to the podcast to keep more net from gross!

00:00:00 Vistra Energy, Constellation Energy, Uranium Energy, Uranium ETFs $VST (+2,9%)
$STZ (+0,8%)
$UEC (+2,68%)

00:37:20 Alibaba, China stocks $9618 (-0,43%)
$700 (+0,42%)
$80700
$1211 (-0,87%)

01:12:00 Exxon, Shell, Diamondback Energy, oil ETFs $SHEL (+1,04%)
$GB00B03MM408
$RDS.A

01:32:00 LVMH, Hermès $MC (+0,36%)
$9988 (+0,28%)
$BABA (+0,19%)

01:42:00 Kering $KER (-0,62%)

01:45:00 Dior, Prada, luxury ETF $CDI (-0,52%)
$1913 (-0,65%)
$AMUN (+1,98%)

01:48:00 Rising social security contributions in 2025 #ampel#money

Spotify
$SPOT (+0,43%)

https://open.spotify.com/episode/44odhfXKc9Do4d6OE6nY3M?si=aXivvFZdSWmn5rOiEk9ElQ

YouTube
$GOOGL (+3,98%)
$GOOGL (+3,98%)

https://youtu.be/HBb1kKaeh5A

Apple Podcast $AAPL (+2,14%)
#podcast

https://podcasts.apple.com/us/podcast/folge-57-alibaba-lvmh-shell-vistra-exxon-hermes-diamondback/id1695869891?i=1000670846325

Here is the calendar for the coming week:

Monday:

• S&P U.S. Purchasing Managers' Index (PMI) for the manufacturing sector (June)
• Construction Spending (May)
• ISM Purchasing Managers' Index (PMI) for the manufacturing sector (June)

Tuesday:

• Comments from Fed Chairman Jerome Powell
• Job openings (May)

Wednesday:

• ADP Employment Report (June)
• Initial claims for unemployment benefits (week ending June 29)
• S&P U.S. Purchasing Managers' Index (PMI) for the services sector (June)
• ISM Purchasing Managers' Index (PMI) for the services sector (June)
• Trade Deficit (May)
• Orders for goods production (May)
• Publication of the minutes of the FOMC meeting in June
• Quarterly results from Constellation Brands ($STZ (+0,8%))
• Statements by John C. WilliamsPresident of the New York Fed

Thursday:

• ⚠️Independence Day⚠️

Friday:

• US Labor Market Report (June)

The market overview for 🇺🇸 & 🇪🇺:

US MARKET🇺🇸

Monday

• PACS Group ($PACS) and UL Solutions ($ULS) have potential IPOs.
• Neel KashkariPresident of the Minneapolis Fed, delivers remarks.

Tuesday

• Release of the NFIB Small Business Optimism Index (March).
• Quarterly reports from WD-40 ($WDFC (+1,89%) ) and Tilray Brands ($TLRY (+5,88%) ).

Wednesday

• Publication of the consumer price index (March).
• Publication of the wholesale stocks (March).
• Publication of the minutes of the March meeting of the Federal Open Market Committee (FOMC).
• Publication of the monthly federal budget of the USA (March).
• Speeches by Austan GoolsbeePresident of the Chicago Fed.
• Quarterly reports from Delta Air Lines ($DAL (+5,05%) ) and Applied Digital ($APLD (+11,93%) ).

Thursday

• Publication of the initial applications for unemployment benefits (April 5).
• Publication of the producer price index (March).
• Speeches by John C. Williams, President of the New York Fed, and Raphael BosticPresident of the Atlanta Fed.
• Quarterly reports from Constellation Brands ($STZ (+0,8%) ), Fastenal ($FAST (+2,38%) ) and CarMax ($KMX (+0,8%) ).

Friday

• Publication of the preliminary Michigan Consumer Sentiment Index (April).
• Speeches by Raphael Bostic, President of the Atlanta Fed, and Mary C. DalyPresident of the San Francisco Fed.
• Quarterly reports from JPMorgan Chase ($JPM (+1,68%) ), Wells Fargo ($WFC (+2,18%) ), BlackRock ($BLK ), Citigroup ($C (+2,34%) ), State Street ($STT (+2,69%) ) and Progressive ($PGR (-0,04%) ).

EUROPEAN MARKET🇪🇺

Monday

• Publication of Industrial Production Index🇪🇺

Tuesday

• ZEW Economic Sentiment🇩🇪 will be published
• Quarterly reports from Ericsson ($ERIC A (+0,66%) )🇸🇪, Beiersdorf AG ($BEI (+0,97%) )🇩🇪, Sika ($SIKA (+0,95%) )🇨🇭, Rio Tinto PLC ($RIO (-0,1%) )🇬🇧

Wednesday

• Release of CPI data🇪🇺
• Quarterly reports from Hays ($HAS (+0,6%) )🇬🇧, Petershill Partners ($PHLL (-0,39%) )🇬🇧, Just Eat Takeaway ($TKWY (+0,08%) )🇬🇧, Entain ($ENT (+0,38%) )🇬🇧, La Francaise ($FDJ (-0,09%) )🇫🇷, Legal & General ($LGEN (-0,33%) ), Tryg ($TRYG (+0,8%) )🇩🇰, BHP Group Ltd ($BHP (-0,03%) )🇬🇧, ASML Holding ($ASML (+1,26%) )🇳🇱Volvo B ($VOLV B (-0,31%) )🇸🇪, Severstal ($CHMF )🇷🇺

thursday

• Publication of Construction Output🇪🇺
• Quarterly reports from Danone ($BN (+0,04%) )🇫🇷, Nokia Oyj ($NOKIA (+0,97%) )🇫🇮, Tele2 AB ($TEL2 B (+0,84%) )🇸🇪

There are some important economic events coming up in the next week that could be relevant:

Monday

• S&P Global Manufacturing PMI - Final Reading (September)
• ISM Manufacturing PMI (September)
• Construction Spending (August)

Tuesday

• Companies like McCormick & Company ($MKC (+0,81%) ), Cal-Maine Foods Inc. ($CALM (+3,22%) ) and Novagold Resources Inc.. ($NG (-4,6%) ) will release their quarterly reports.
• Job Openings and Labor Turnover Survey (JOLTS) (August)
• IBD/TIPP Economic Optimism Index (October)
• LMI Logistics Managers' Index (September)

Wednesday

• Companies like RPM International Inc. ($RPM (+1,25%) ), Acuity Brands Inc. ($AYI (+1,72%) ) and Helen of Troy Ltd.. ($HELE (+0,41%) ) will release their quarterly reports.
• ADP National Employment Report (September)
• S&P Global Services PMI - Final Reading (September)
• S&P Global Composite PMI - Final Reading (September)
• ISM Services PMI (September)
• PLAndings Manufacturing (August)

Thursday

• Companies like Constellation Brands ($STZ (+0,8%) ), Lamb Weston Holdings ($LW (+0,79%) ), ConAgra Brands ($CAG ) and Levi Strauss & Co. ($LEVI (+1,46%) ) will release their quarterly reports.
• Challenger, Gray & Christmas Job Cuts (September)
• Trade Balance of the USA (August)

Friday

• U.S. Nonfarm Payrolls (September)
• Consumer Credit Report (August)
• Updates on the Labor Market