Norbert’s Wealth Dome

Oracle recently announced its Q2 2025 earnings, showcasing strong revenue and earnings growth. While the stock experienced a temporary dip post-earnings, its long-term growth prospects remain robust. Here’s a deep dive into the numbers, analysis, and what they mean for investors.

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00:00 - Start

00:28 - Oracle earnings review

02:25 - Oracle's strong performance

03:58 - Marker 3

03:58 - Should you buy Oracle stock now

07:00 - Outro

Disclaimer: I am not a financial advisor and in no way am I signaling a sell, buy, or hold opinion on this stock or any other stock mentioned by me. I am just giving my personal opinion as a hobby trader, I have no certifications and I am not a financial analyst or a financial advisor, I also may be wrong about how I feel about the stock. I want you to do plenty more research on this and the stocks you are interested in because the stock market always holds a lot of risk that may pose different risks and overall be different for each investor and trader. Please do not make opinions based on this idea or any idea. Please be careful! this post is only for conversation. The content on this channel is for entertainment purposes only and should not be considered financial, legal, or investment advice. While I share my opinions and insights, I am not a licensed financial advisor. Always do your own research and consult with a professional before making any financial decisions. The creator is not responsible for any actions taken based on the information provided in the videos.

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit norbertbm.substack.com/subscribe

Explore what to watch in the upcoming earnings reports for Oracle, MongoDB, C3.ai, and Casey’s General Stores. Learn about their core businesses, key performance metrics, and potential growth drivers in this comprehensive analysis.

YouTube:

00:00 - Start00:36 - Oracle's Core Business02:13 - Oracle Key Points to Watch in the Earnings Report03:24 - MongoDB Core Business04:30 - MongoDB Key Points to Watch in the Earnings Report05:27 - C3.ai Core Business06:08 - C3.ai Key Points to Watch in the Earnings Report07:31 - Casey's General Stores Core Business08:23 - Caseys Key Points to Watch in the Earnings Report:09:20 - outro

Disclaimer: I am not a financial advisor and in no way am I signaling a sell, buy, or hold opinion on this stock or any other stock mentioned by me. I am just giving my personal opinion as a hobby trader, I have no certifications and I am not a financial analyst or a financial advisor, I also may be wrong about how I feel about the stock. I want you to do plenty more research on this and the stocks you are interested in because the stock market always holds a lot of risk that may pose different risks and overall be different for each investor and trader. Please do not make opinions based on this idea or any idea. Please be careful! this post is only for conversation. The content on this channel is for entertainment purposes only and should not be considered financial, legal, or investment advice. While I share my opinions and insights, I am not a licensed financial advisor. Always do your own research and consult with a professional before making any financial decisions. The creator is not responsible for any actions taken based on the information provided in the videos. #beststockportfolio

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit norbertbm.substack.com/subscribe

Discover our latest portfolio adjustments, including trades in Intel, Eli Lilly, and Lululemon. Gain insights into the market's current risk levels, key economic events, and strategies for the upcoming week.

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YouTube:

00:00 - Start

00:55 - Is the US Economy in trouble?

01:26 - Stock Portfolio Review

01:53 - Intel Stock - Why happened to intel

03:00 - Ili Lilly (LIL) Stock review

03:30 - GE Vernova (GEV) Stock Review

04:07 - Powell Industries (POWL) Stock Review

04:45 - Ferrari (RACE) Stock Review

05:07 - Duke Energy, Autodesk, GOOGL Stocks Review

05:26 - Lululemon (LULU) Stock Review

06:41 - Stock Market Risk assessment for the next week

Disclaimer: I am not a financial advisor and in no way am I signaling a sell, buy, or hold opinion on this stock or any other stock mentioned by me. I am just giving my personal opinion as a hobby trader, I have no certifications and I am not a financial analyst or a financial advisor, I also may be wrong about how I feel about the stock. I want you to do plenty more research on this and the stocks you are interested in because the stock market always holds a lot of risk that may pose different risks and overall be different for each investor and trader. Please do not make opinions based on this idea or any idea. Please be careful! this post is only for conversation. The content on this channel is for entertainment purposes only and should not be considered financial, legal, or investment advice. While I share my opinions and insights, I am not a licensed financial advisor. Always do your own research and consult with a professional before making any financial decisions. The creator is not responsible for any actions taken based on the information provided in the videos. #lululemonstock #topstocks

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit norbertbm.substack.com/subscribe

Lululemon Athletica Inc. has once again captured the market's attention with its latest earnings report, which has exceeded expectations and delivered impressive results. The company's performance has not only surprised analysts but also reinforced its position as a leading player in the athletic apparel industry.

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Rebalancing your investment portfolio is a crucial strategy to maintain your desired asset allocation and risk tolerance over time. By periodically adjusting your holdings, you can ensure that your investments align with your financial goals and risk profile. Here's a step-by-step guide to help you rebalance your portfolio effectively:

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Dive into this week’s earnings highlights, featuring Salesforce, Marvell Technologies, Lululemon, and more. Get insights on market trends, valuation concerns, and key stocks to watch as the year closes.

Welcome to Wealth Dome! Today, we’ll dive into the week’s major earnings reports, analyze market trends, and highlight opportunities and risks. With Salesforce, Marvell Technologies, and Lululemon leading the lineup, let’s break it all down

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Explore our latest portfolio moves, including trades in Autodesk, AMD, and Target. Get insights into market trends, risk assessments, and a forecast for the upcoming week as we enter December.

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Explore the latest portfolio updates, including trades in Nvidia, Target, Alphabet, and more. Gain insights into market trends, economic events, and risk assessment for the Thanksgiving holiday week.

YouTube :

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Explore Walmart’s latest earnings results, including revenue growth, e-commerce performance, and EPS surprises. Learn whether Walmart is a buy, sell, or hold at current valuations, with a detailed risk assessment for investors.

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Stay ahead of the market with our comprehensive earnings preview for the week of November 18–22, 2024. Get insights on Walmart, Nvidia, Snowflake, Wix, and more, along with analysis of their performance and what to expect from their reports.

Earnings Preview: Top Companies to Watch (Nov 18–22, 2024)

As we gear up for another exciting week in the stock market, here’s your complete earnings preview for November 18–22, 2024. From retail giants to tech leaders, we’ll analyze their year-to-date performance and what to look out for as they report their financial results.

Monday, November 18: Crypto and Retail in Focus

Bit Digital (BTBT)

* Sector: Digital Asset Mining

* Performance: Despite reporting a revenue and EPS decline of over 1,200%, Bit Digital’s stock continues to rise amidst the crypto boom.

Key Insight: While the numbers are lackluster, the surge in Bitcoin and Ethereum has buoyed optimism for this crypto-focused company.

Tuesday, November 19: Retail Heavyweights Take the Stage

Walmart (WMT)

* Sector: Retail

* YTD Performance: +60%

* Insight: Walmart has had an exceptional year, far outpacing the S&P 500. Keep an eye on their earnings for signals on consumer spending trends.

Lowe’s (LOW)

* Sector: Home Improvement

* YTD Performance: +22%

* Insight: A reliable performer, Lowe’s has consistently delivered. Expect its earnings to highlight strength in the housing and renovation markets.

Other Notable Companies

* Toro Industries (TWI): Up 219% YTD, this U.S.-based engineering firm will be closely watched for its earnings release after the bell.

Wednesday, November 20: Tech and SaaS on Display

Target (TGT)

* Sector: Retail

* YTD Performance: +7%

* Insight: While Target has underperformed compared to competitors, their earnings could provide a clearer picture of the retail landscape.

TJX Companies (TJX)

* Sector: Off-Price Retail

* YTD Performance: +28.88%

* Insight: As a leader in affordable apparel and home goods, TJX remains a solid pick.

Wix (WIX)

* Sector: SaaS (Website Development)

* YTD Performance: +48%

* Insight: Despite a challenging year, Wix has seen significant gains. Watch for updates on subscriber growth and future guidance.

Williams-Sonoma (WSM)

* Sector: Consumer Retail

* YTD Performance: +30%

* Insight: This luxury retailer is up 62% over the past year, making its earnings a must-watch event for retail investors.

After the Bell: Big Tech Steals the Show

Nvidia (NVDA)

* Sector: Semiconductors

* YTD Performance: +196%

* Insight: Priced for perfection, Nvidia must deliver stellar earnings to maintain its momentum. Any slip could trigger a significant pullback.

Snowflake (SNOW)

* Sector: Data Cloud Solutions

* Insight: A high-risk play, Snowflake’s results could be a wild card. Approach with caution.

Palo Alto Networks (PANW)

* Sector: Cybersecurity

* Insight: We exited our position earlier but are watching closely for a potential pullback to re-enter.

Thursday, November 21: Agriculture and Tech

Deere & Company (DE)

* Sector: Agriculture Equipment

* Insight: As a leader in its field, Deere’s earnings will provide valuable insights into the state of global agriculture and industrial markets.

Other Reports

* Expect earnings from Intuit, Aptiv, and other notable players in the tech and industrial spaces.

Friday, November 22: A Quiet Close to the Week

No major earnings reports are scheduled for Friday, allowing investors to digest the week’s results and strategize for the weeks ahead.

Final Thoughts

This week’s earnings lineup features a mix of retail giants, tech leaders, and industrial innovators. Stay tuned for our post-earnings analysis and insights on how these results could shape the broader market.

Don’t forget to subscribe to our channel and blog for daily updates, portfolio reviews, and more. What’s your take on this week’s earnings? Let us know in the comments!

Happy investing!Norbert B.M.

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit norbertbm.substack.com/subscribe