PauloCostaSilva

Hello hello my dear friends :)

Passing by to say hello !!

Portfolio recovered super nicely in the past month. I'm in ATH !!

Stay well, stay safe, stay rich ... monetarily and humanely :)

Happy week everyone :)

@weathersystems Thank you so much :)

@5ofDiamonds :)

Morning my friends
Yo-yo market right now !!
What a tsunami !!
Good luck everyone and happy day !

@Eugenio Catone I owned it in the past but sold and decided to increase my Hermes position. But yes, LVMH is a conglomerate and a good one

Will Anduril be a player here ? Let's wait and see ...

@Blake31 On stores are always packed, specially in Europe
Their latest ER numbers were fantastic.

@Another Mountain's Rock Investing I guess my chance just arrived :)

@Another Mountain's Rock Investing Interactive Brokers does. I'm with IBKR

$Nebius just announced they'll be an early adopter cloud provider of the
$NVIDIA Blackwell Ultra platform, offering NVIDIA GB300 NVL72-powered instances.

@BM Cashflow Detective I'm following $MDCKF ... latest earnings report was very good.
On my watchlist since 2021-22 if I remember correctly.
Amazing powerhouse in the making :)

@investInMETA I am not exposed just to those 2 names. I also own Adyen. What I meant was that usually some or most of the new players are still " sitting " on V or MA platforms.
I believe the duopoly is not going to be " dismantled " soon. Everyone uses V or MA and the Gen Z is getting AXP too ... it's not a dying industry.
First comer advantage is a huge thing in this segment.
I agree it's always worth monitoring. Specially in this traders market.

@BigAK IBKR has them.

@Yanks56 🤣
As an Iberian citizen I say “ Welcome my friend “

$NVO is a B A R G A I N ... With or without Greenland lol
It's a fantastic company, from a fantastic country, managed by fantastic businessmen with no, as far as I know, bankruptcies in their CV's !!

Long

@j5150 It's below the 200 day ma ... i added this week

Generational opportunity ? Nope. A good opportunity ? Maybe, yes.
Generational was when Tesla had a capable, highly focused, empathetic, mission driven CEO ... Elon is a liability to the brand. Takes 20 years to build a good reputation. Takes 5 minutes to ruin it.

@dhughes327 COST ? a bargain ? A bargain would be 600-700 !! 903 is a bloated valuation still

Slides ? -18% is a slide ? I believe it's more than that ...