$NEBIUS(NBIS)$ decided to take some profit now. Given the super volatile market, I feel profits are needed, at least we need cash to sustain our overall stock portfolio when the market goes bad!
$Exxon Mobil(XOM)$ war war... oil price shoots up.... war isn't good :-( maybe take the opportunities to take profits in stocks to help those suffering from wars...
$Torm PLC(TRMD)$ I hold this stock for long term as it pays good dividend! Only recently it has gone up. I am planning reduce my holding and move my capital around! moving captial around from time to time helps with portfolio growing!
$Baidu(BIDU)$ I should have reduce the holding for $Baidu(BIDU)$ when I got the chance to do so. feel uncertainly holding some of the ADR stocks given the tension between US and China. Not sure what others think, perhaps time like this is just a waiting game??
$Amazon.com(AMZN)$ Amazon rose strongly last week mainly because its quarterly earnings were much better than investors expected, especially in its cloud and AI businesses. The biggest reasons were: * AWS (Amazon Web Services) accelerated growth. AWS revenue increased 37% year-over-year, its fastest growth in more than four years. This reassured investors that Amazon is benefiting from the AI boom. * AI demand remains very strong. CEO Andy Jassy said demand for AI infrastructure continues to exceed Amazon’s available capacity, and the company increased its planned AI and data center investment for the year. Investors interpreted this as confidence in future growth rather than a warning. * Earnings beat expectations by a wide margin. Amazon reporte