Skip to content
  • Categories
  • Recent
  • Tags
  • Popular
  • Users
  • Groups
Skins
  • Light
  • Cerulean
  • Cosmo
  • Flatly
  • Journal
  • Litera
  • Lumen
  • Lux
  • Materia
  • Minty
  • Morph
  • Pulse
  • Sandstone
  • Simplex
  • Sketchy
  • Spacelab
  • United
  • Yeti
  • Zephyr
  • Dark
  • Cyborg
  • Darkly
  • Quartz
  • Slate
  • Solar
  • Superhero
  • Vapor

  • Default (Simplex)
  • No Skin
Collapse
Cobens Direct
  1. Home
  2. Investments and Portfolios
  3. Busy couple of weeks on results front

Busy couple of weeks on results front

Scheduled Pinned Locked Moved Investments and Portfolios
230 Posts 17 Posters 3.0k Views
  • Oldest to Newest
  • Newest to Oldest
  • Most Votes
Reply
  • Reply as topic
Log in to reply
This topic has been deleted. Only users with topic management privileges can see it.
  • A Online
    A Online
    Adam Kay
    Global Moderator
    wrote on last edited by
    #178

    It's looking fruity today in pre market today. With the two AI kings leading the way

    R 1 Reply Last reply
    0
    • A Adam Kay

      It's looking fruity today in pre market today. With the two AI kings leading the way

      R Offline
      R Offline
      Ronski
      wrote on last edited by
      #179

      Looking healthier today, but it's still going to be a roller coaster of a ride.

      Only this morning I said to a colleague that as long as the businesses aren't damaged by what's going on, they will go back up when things settle down.

      dd139e58-4105-4a21-b49b-f5354b299809-image.png

      1 Reply Last reply
      0
      • C Cappo

        Thanks Adam, always good to get some reassurance! I should look back at mine over 12 months or something and see what the overall chart looks like.

        Might survive a few more weeks without resorting to value pasta and cheap ketchup 😆

        M Offline
        M Offline
        mikeiow
        wrote on last edited by
        #180

        @Cappo said in Busy couple of weeks on results front:

        Thanks Adam, always good to get some reassurance! I should look back at mine over 12 months or something and see what the overall chart looks like.

        Might survive a few more weeks without resorting to value pasta and cheap ketchup 😆

        Hey - what’s wrong with value pasta & cheap ketchup?
        🤣
        #loveabargain!

        1 Reply Last reply
        0
        • A Online
          A Online
          Adam Kay
          Global Moderator
          wrote on last edited by
          #181

          That is correct Ron. Markets always oscillate -The focus in your graphic is the 'Increase'. DT doesn't determine the prospects of these holdings in the long term.

          1 Reply Last reply
          1
          • S Offline
            S Offline
            SteveRutter
            wrote on last edited by
            #182

            Dear Stock Market,

            Another few days like yesterday please.

            Yours,

            Steve

            1 Reply Last reply
            2
            • A Online
              A Online
              Adam Kay
              Global Moderator
              wrote on last edited by
              #183

              Hi Steve-it was a solid day yesterday. +3.56%/2.46%/0.98% (Tech/IML/Equity). GTC is on deck next week. And as has been mentioned before, this is not a structural move, it's based on fear(unknown). The holdings are sound and coupled with the new additions, will in particular, make the growth portfolio's just how I would want them.

              1 Reply Last reply
              3
              • A Online
                A Online
                Adam Kay
                Global Moderator
                wrote on last edited by Adam Kay
                #184

                TSMC foundries require huge parcels of land. They had planned on buying a golf course, in fact they have bought it. One snag. the members are refusing to leave. Even offers of paying each golf club member USD 24,000 to walk away couldn't persuade them and there appears to be an impasse (code for 'we want 50k each!) . Officials now say, our takeover of the property will be postponed. 🙂

                That was for Renmure who requested some more humour.

                1 Reply Last reply
                0
                • R Offline
                  R Offline
                  Renmure Jim
                  wrote on last edited by
                  #185

                  Meow!! 😸

                  1 Reply Last reply
                  0
                  • A Online
                    A Online
                    Adam Kay
                    Global Moderator
                    wrote on last edited by
                    #186

                    Check out the latest humanoid robot from Boston Dynamics. It’s impressive. I doubt it will long before the military get involved.
                    Trained on Isaac Sim-Nvidia robot gym
                    Robot hardware-nvidia Jetson

                    https://www.youtube.com/watch?v=I44_zbEwz_w

                    1 Reply Last reply
                    0
                    • M Offline
                      M Offline
                      mikeiow
                      wrote on last edited by
                      #187

                      The future of warefare 😳
                      Reminds me of this dramatic “demo”, now 7 years old
                      https://youtu.be/TlO2gcs1YvM

                      See https://autonomousweapons.org for more…

                      1 Reply Last reply
                      0
                      • A Online
                        A Online
                        Adam Kay
                        Global Moderator
                        wrote on last edited by
                        #188

                        The Wall Street Journal is claiming that the Trump administration won't impose tariffs on Taiwan Semiconductors-given the scale of committed US investment. It doesn't mean they're correct-even they like a bit of fake news however I've always thought it would be resolved based on the evidence, being massive new investment and more recently Jensen Huang also stated that he didn't think the impact would be anything more than minor (whatever the outcome is). He would know more than most.

                        1 Reply Last reply
                        1
                        • A Online
                          A Online
                          Adam Kay
                          Global Moderator
                          wrote on last edited by
                          #189

                          The disconnect between markets and reality-and why one should have confidence in business being positive.

                          Screen Shot 2025-04-02 at 08.27.35.png Screen Shot 2025-04-02 at 08.26.27.png Screen Shot 2025-04-02 at 08.25.40.png

                          1 Reply Last reply
                          0
                          • A Online
                            A Online
                            Adam Kay
                            Global Moderator
                            wrote on last edited by
                            #190

                            https://www.whitehouse.gov/fact-sheets/2025/04/fact-sheet-president-donald-j-trump-declares-national-emergency-to-increase-our-competitive-edge-protect-our-sovereignty-and-strengthen-our-national-and-economic-security/

                            No tariffs on chips. Source

                            1 Reply Last reply
                            0
                            • A Online
                              A Online
                              Adam Kay
                              Global Moderator
                              wrote on last edited by global_admin
                              #191

                              Some relevant news over the weekend:

                              1. Gigabyte Technology, a mid size Taiwan server maker said they are sold for AI server through all of 2025 and mid way into 2026. They have committed to expand their manufacturing capacity in Brazil while its Germany, US and Malaysia plants will open later this year.

                              2. TSMC said it will finish all planned fabrication plants as its expansion plans are unchanged.

                              3. Foxconn just reported record revenue due to 'strong pull for AI related products. Foxconn expects momentum to continue'

                              4. Taiwan President William Lai has offered the U.S zero tariffs as a basis for opening talks. Adding he will remove all barriers and increase investment in the U.S.

                              5. Trump stated on Sunday that he is open to talks with China but said China needs to address their surplus

                              1 Reply Last reply
                              0
                              • A Online
                                A Online
                                Adam Kay
                                Global Moderator
                                wrote on last edited by
                                #192

                                Alphabet reiterated plans to spend about US$75 billion this year to build out data centre capacity, as “the opportunity with AI is as big as it gets,” said CEO Sundar Pichai, at the Google Cloud Next 2025 conference.

                                1 Reply Last reply
                                0
                                • A Online
                                  A Online
                                  Adam Kay
                                  Global Moderator
                                  wrote on last edited by
                                  #193

                                  Taiwan Semiconductor Manufacturing reported a nearly 42% surge in Q1 revenue, fueled by strong demand for AI servers

                                  They also split out March(month) which was +46% i.e accelerating

                                  1 Reply Last reply
                                  0
                                  • A Online
                                    A Online
                                    Adam Kay
                                    Global Moderator
                                    wrote on last edited by
                                    #194

                                    Australia has rejected China's offer to "join hands" and respond to the escalating trade war, after U.S. President Donald Trump ramped up tariffs on Chinese goods.

                                    "We're not going to be holding hands with China in respect to any contest that's going on in the world," Deputy Prime Minister Richard Marles told Sky News Australia.

                                    1 Reply Last reply
                                    0
                                    • A Online
                                      A Online
                                      Adam Kay
                                      Global Moderator
                                      wrote on last edited by
                                      #195

                                      I suspect anyone who 'joins hands' with China will get their arm broken by the U.S✋

                                      1 Reply Last reply
                                      0
                                      • A Online
                                        A Online
                                        Adam Kay
                                        Global Moderator
                                        wrote on last edited by
                                        #196

                                        A new list of goods to be exempted from the latest round of tariffs on U.S. importers was released, and it includes smartphones, PCs, servers, and other technology goods, many of which are assembled in China.

                                        Apple is the clear, MU memory and 'other components' found in Servers

                                        1 Reply Last reply
                                        1
                                        • C Offline
                                          C Offline
                                          Cappo
                                          wrote on last edited by
                                          #197

                                          What an utter jerk he is though, just faffing around with stuff as it enters his tiny brain/suits him and his cronies personally. Next thing, he’ll find out that the sauce in his cheeseburger is made in China and he’ll exempt that as well. Talk about fuelling the uncertainty.

                                          1 Reply Last reply
                                          2
                                          Reply
                                          • Reply as topic
                                          Log in to reply
                                          • Oldest to Newest
                                          • Newest to Oldest
                                          • Most Votes


                                          The value of your investments can go down as well as up, and you may get back less than you invested.

                                          Cobens a trading name of Astute Financial Management UK Limited is authorised and regulated by the Financial Conduct Authority. Registered Address: 4th Floor Peek House, 20 Eastcheap, London, EC3M 1EB. Registered in England and Wales No. 5850981.

                                          • Login

                                          • Don't have an account? Register

                                          • Login or register to search.
                                          • First post
                                            Last post
                                          0
                                          • Categories
                                          • Recent
                                          • Tags
                                          • Popular
                                          • Users
                                          • Groups