Discover the latest updates to my portfolio, including new positions in Palantir and Palo Alto Networks, and insights into Oracle’s recent performance. Get an in-depth analysis of the economic events affecting the market and strategies to navigate risks for the upcoming week.
Subjects discussed:
Weekly stock market analysis with portfolio updates and risk assessment.
The impact of Trump’s Stargate AI project on Oracle and other tech stocks.
Why I added Palantir and Palo Alto Networks to my portfolio.
Procter & Gamble: A stable pick for defensive investors in 2025.
Navigating market risks ahead of the Federal Reserve’s rate decision.
How economic events like GDP and durable goods orders shape the market.
Analysis of Oracle’s performance amid TikTok ban speculation.
High-growth potential in Palantir and Palo Alto Networks stocks.
Defensive strategies for managing portfolio risk in volatile markets.
Weekly review of portfolio performance, trades, and key market indicators.
Time stamps:
00:00 - Start
00:24 - My prediction results for the stock market
01:05 - Trump Stargate Project, Oracle, OpenAI, SoftBank
03:04 - How will the $500Bil. invested in the Stargate program
04:14 - Witch companies could profit from the Stargate project
05:30 - About DeepSeek
06:04 - My Portfolio performance and Cash hold
06:39 - Witch stocks did I buy
10:03 - Should you invest in the stock market, Risk Analysis
10:32 - Top upcoming economic events
11:08 - How high is the risk in the stock market
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