Diogo Sousa

Data scientist. Long-term stock investor since 2020, rules first. eToro Popular Investor.

[Diogo Sousa @Diogomdsousa]

New position: $BKNG at 2.5% of my portfolio.

Q3: room nights +7%, gross bookings +10%, adj. EPS +17% to $4.66.

Market fears AI takes over travel booking. Not in the numbers yet. Risk: ~$1B set aside for a possible FTC settlement over Priceline, so it starts small.

[Diogo Sousa @Diogomdsousa]

@fogi70 Humira is now $683M of the $9.165B immunology line, about 7%. Skyrizi and Rinvoq are the other 93%, both growing 22%+.

So Humira can't drag much more. The next test is Skyrizi: its main US patent ends in 2033. Rinvoq generics are not expected before April 2037.

[Diogo Sousa @Diogomdsousa]

$ABBV Q3: revenue $17.404B, +10.3%.

The number I watch: immunology +16.3% to $9.165B, even with Humira down 31.2%. 2026 adj. EPS guide raised. Dividend up 5.2% to $1.82 a quarter.

I hold ABBV at 3.8% of my portfolio. Holding.