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Micron $MU has gone through an "AI re‑rating" straight out of the textbook: the stock jumped nearly 20%, crossed the $1 trillion market-cap mark, and UBS poured fuel on the fire by raising the price target from 535 to 1 625 USD and declaring that AI is structurally changing the entire memory business.

Which camp are you in? Micron — sell/buy more/hold? For my part, I can say...
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I have an average of $73.71, so I’m satisfied :-) I only bought 10 shares, so nothing grand, but I’m still happy :-) In any case, I’m holding on, if only because I don’t feel like sending money to Alena :-)
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Hi investors, which dividend stock would you call a "must-have"? I'm building a dividend portfolio for a friend, and I'd love some inspiration :)
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"Must-have" dividend stock, in my view, doesn't exist. What is a great complement for one portfolio can be an unnecessary concentration of risk for another. And a high dividend on its own is not an investment thesis.

I have a position, for example, in $TTE, but not primarily because it has an attractive dividend. I see it more as adding a commodities/energy component to the portfolio. So I'd focus mainly on a quality business and a sector that fits my portfolio — not the highest dividend yield in the table.
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Markets today are basically reacting to one thing: that a deal with Iran may be taking shape, but no one knows when shipping through the Strait of Hormuz will actually resume.

The war in Iran has for almost three months been keeping the world by the throat through high energy prices and fear of inflation — but now a cautious relief is arriving, because there is talk of a...
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It seems to me that they don’t want to come to an agreement (both sides), and if the Iranians keep demanding those reparations, it’s a complete no-go zone for the USA.

In any case, that deadlock actually suits China too — instead of shipping by sea it’s moving goods by rail, and it has an ideal environment to test the USA–Taiwan connection.
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📌 China: a hated market where an interesting opportunity might be emerging?

Lately I've been looking more at sectors and markets where sentiment is weak.

Not where everything is flying up.

Not where everyone chases the same AI or semiconductor story.

But where quality companies trade under pressure, investors avoid them, sentiment is bad, and valuations start to look interesting.

An...
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0.5% of my portfolio is really not worth me studying all the risks I take by investing in China, because any potential gain from those beaten-down companies won't have a significant impact on my portfolio. Besides, this story already played out there recently: stocks climbed hundreds of percent from their lows, and after profits were taken nobody cares about China anymore. Why would it repeat? What further growth potential do those companies have? How has the investment environment changed?
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Booking Holdings in 2026: An opportunity after a market correction and a historic stock split?

The company Booking Holdings $BKNG is an undisputed global leader in online travel booking. Today I’ll try to introduce the company to you in a bit more detail.

Company profile: How does this digital empire work?

Booking Holdings doesn’t own hotels, airplanes, or rental car fleets. It...
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The business is great, and I also think this is just a weaker period; $BKNG will grow again afterwards.
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