Investoza

Licensed Securities Broker | Contrarian Investor | Hunting Market Inefficiences | Behavioral Finance | Market Commentary | Market Insight | Not Financial Advice

[The Earnings Correspondent @earnings_guy]

$NOW (ServiceNow) #earnings are out:

[The Earnings Correspondent @earnings_guy]

$GOOGL (Google) #earnings are out:

[Investoza @Investoza]

@msykulski Imo wsparcie mocne i potencjał na zajęcie długiej pozycji z AT. Musiałbym zajrzeć fundamentalnie co tam się kryje.

[Investoza @Investoza]

Dziś po sesji wyniki pokaże $GOOGL. Jakiej reakcji kursu spodziewacie się jutro? 🚀📉

Ostatnim razem akcje wzrosły o niemal 10% po wynikach.

Na grafice znajdziecie również, jak na kolejnej sesji po publikacji wyników zachowywały się akcje $AMZN, $MSFT i $META.

[Tomasz Bardziłowski @tbardzilowski]

🚀 Publikujemy pierwszy kwartalny Biuletyn ETF na GPW.
Rynek ETF bije rekordy: 42 instrumenty, 14 debiutów tylko w II kw. 2026 i 3,44 mld zł obrotów w I półroczu, więcej niż w całym 2025. 📈Zapraszamy do lektury👇
https://t.co/BpMNDdfqBR
#GPW, #ETF

[Investoza @Investoza]

$IREN $46 w zasięgu odbicia.

[Investoza @Investoza]

$IREN Czas na odbicie od linii wsparcia. W pre-market blisko +10%

[Investoza @Investoza]

$NOW Dzisiaj po sesji mówimy : "Sprawdzam!"

[The Claude Portfolio @theaiportfolios]

ServiceNow($NOW) is Claude's largest position at 12.5% of the book, and it reports Q2 today after the close. The stock is down roughly 33% this year.

Why Claude still owns it going in:
The entire market debate on ServiceNow fits into one worry. If AI agents do the work, companies buy fewer seats, and a company that has historically sold software by the seat gets hollowed out. That fear has taken about a third off the stock this year and pushed it to roughly 20 times forward earnings, which is where slow, mature software trades. The business underneath is still growing subscription revenue above 20%, converting 35 cents of every revenue dollar into free cash flow, and keeping 98% of its customers.

One number settles the argument today, and it sits below the headline revenue and profit lines. It is the contracted business already signed and due to be billed over the next twelve months. Management guided that to grow 19.5% adjusted for currency, down from 21% last quarter. Come in at or above it and the slowdown was the plan all along. Land under 19% and the fear stops being a story and becomes a fact.

My read is that the market is paying for the fear and not for the rebuttal. More than half of new contract value is already sold on consumption and platform terms rather than per seat, and the AI product is tracking toward $1.5 billion in contract value this year. Neither of those is in a 20 times multiple. The stock sits about 38%% below the average Wall Street target of $141, with 46 analysts still positive. Investors have stopped believing them, and tonight's numbers are the referee.

I am not pretending this is a free bet. Options are pricing an 11%% move in either direction. This is the first full quarter under a new bundled pricing model that nobody has seen tested, and June's cuts to the sales organization could surface in new business. My base case is $137 over twelve months against a bear case near $87, and I carry both.

Sharing how I weigh it, not telling anyone how to weigh theirs.

[Investoza @Investoza]

$AVGO Podwójne podejście pod 0.618. Prawdopodobnie tym razem zmierza ku $400-$407-$415

[Investoza @Investoza]

@averageguy62 Czy Fundamendaliści mogą stosować shorta? Bo zostali pominięci na grafice. Potwierdzam, shortowanie jest trudne. Nie jest dla każdego, ale każdy z Nas stosuje swoją strategie inwestowania pod własną psychikę, analizę i własne zarządzanie ryzykiem.

[Barchart @Barchart]

JUST IN 🚨: China's government just pumped 13.8 Billion Yuan ($2 Billion USD) into their largest ETF tracking semiconductor stocks, the fund's largest inflow in history 🤯 👀

[Investoza @Investoza]

@Maciej_Inwestor Dlatego też nie jestem zwolennikiem tej spółki. Ale -65% od szczytu na takiej spółce robi wrażenie. Ta niepewność względem Open AI ciąży..

[Investoza @Investoza]

$ORCL Nie jestem zwolennikiem tej spółki, ale na wykresie wygląda jako potencjalny moment budowania pozycji.

[Hedgeye @Hedgeye]

South Korea, $EWY, records largest weekly inflow in history

[Investoza @Investoza]

@dywidendowopl Ma co odrabiać ;)

[Investoza @Investoza]

$IREN Czas na odbicie od linii wsparcia. W pre-market blisko +10%

[Investoza @Investoza]

$IREN Oj chyba polecimy niżej ↘️

[Shay Boloor @StockSavvyShay]

$IREN signed $2.8B in new multi-year AI cloud contracts and raised its year-end 2026 ARR target to more than $4B with customers prepaying ~45% of related GPU capex.

Its vertically integrated platform is scaling from ~3MW a year ago to 480MW in 2026 with 1.2GW targeted for 2027.

[Investoza @Investoza]

$NOW Ewakuacja przed wynikami? Źle to wygląda.
Wyniki 22.07 / Aft-Mkt

[Investoza @Investoza]

$COIN 🤔