Second-half stock market picks: Porsche AG making a comeback, potential threats to Uber from robo-taxis
In the ever-evolving world of stock market investments, finding good values with potential becomes a daunting task as valuations climb to new heights. However, stock pickers are keeping a close eye on a variety of stocks for the next few months, including Nvidia (WKN: 918422), Uber (WKN: A2PHHG), Waymo, Tesla, and more.
Nvidia, a company renowned for its graphics processing units, has recently had its profit forecast adjusted by Porsche, predicting an operating profit margin of 5 to 7 percent this year. This revised forecast has sparked interest among futurist Mario Herger, trader Michael Flender from Goldesel.de, and long-term investor Tim Schäfer from New York.
Mario Herger, recognized for his accurate prediction of Nvidia’s strong performance about a year ago, is seen as a top performer among the three, especially in tech stocks tied to AI and computing trends. Michael Flender and Tim Schäfer are also notable stock pickers, though specific past picks like Nvidia are not highlighted for them in the available data.
Uber, on the other hand, faces stiff competition from Waymo and Tesla in the robotaxi market, with providers of robotaxis having significantly lower costs per kilometer driven compared to Uber. This competition could impact the future of Uber as a mobility provider.
The stocks of Swiss Re (WKN: A1H81M), Ypsomed (WKN: A0B8VP), Pop Mart (WKN: A2QKKF), AMD (WKN: 863186), Super Micro Computer (WKN: A40MRM), Netflix (WKN: 552484), EssilorLuxottica (WKN: 863195), and Puma (WKN: 696960) are also being watched by stock pickers.
For those interested in more detailed insights, a video discussing these stocks can be found on Instagram at https://www.instagram.com/stockpulse.
Despite Porsche's profit warning for Nvidia being largely ignored by the stock market, Nvidia is being considered for a potential comeback. The performance of Nvidia will be part of the race for the best performance among the stocks being watched by the stock pickers.
[1] Source: Various online articles and news reports.
Technology and investing go hand in hand as stock pickers closely monitor the performance of tech companies like Nvidia, Uber, Waymo, and Tesla. Mario Herger's accurate prediction of Nvidia's strong performance last year has cemented him as a top performer among tech stocks, particularly those tied to AI and computing trends, while Michael Flender and Tim Schäfer also earn recognition within this arena. Meanwhile, Uber faces fierce competition in the robotaxi market from Waymo and Tesla, a competition that could significantly impact Uber's future as a mobility provider.
