After we discussed the background of the share selection of 8 values in the 3 actively supervised boxes from WH Selfinvest, we focused on some exciting individual values and analyzed the corresponding chart image in addition to the relevant news.
We started with Shopify, the online shop generator from Canada. The company was founded by a German emigrant and is one of the 3 largest stock market values in Canada, but is listed on NASDAQ. New all -time highs and the imagination of other synergies by using AI have confirmed the intact upward trend. The interest of the competition in the specialists (retrofitting of the COO by Opendoor) also draws attention to these global corporation in online business.
A global company is also Intel, but there have been more concerns in recent years. But now the restructuring in the Group is absorbed. Management was severely reduced, investments (such as the work in Magdeburg) were stopped and the Foundry area is facing the profit threshold before entering. Is the turnaround ahead of the chip dino?
A strong outbreak could already be seen at Micron Technology, which was wearing the stock near the all -time high. The latest headline was the planning of a chip factory in Hiroshima, in which the state of Japan also wants to participate. But sales are also still strong and achieved a further increase of almost 40 percent in the last quarter of the quarter. The share was one of the strongest values in the sector in September.
But we also reflected on the strongest value after market capitalization in the box or two boxes. We are talking about Nvidia, who still have a market share of AI chips of 80 percent and a full order book. Does this also keep the momentum high?
PDD Holdings and Kohl’s were still on our list, as well as the database specialist Mongodb.
We speculate on subsequent sales in the short box. The former Highflyer The Trade Desk, who has lost the exclusive bond to Walmart, can be found as a representative and currently looks technically very struck at the year. Moderna is also weak and has been massively slipped since Corona period. New patents with great sales are not in sight and therefore not a direct floor from a fundamental point of view.