Sectors: Technology
Hi, could I please have your thoughtss on DTL please??
Dear Team,
Looking for your thoughts on Uber and Intuitive Surgical, particularly at current prices are they appealing for the medium to long term?
We have covered 360 a few times in 2025 and it’s a company we’ve liked and ultimately been too slow to buy. The shares surged higher in April after the tracking App delivered better than expected 1Q results, with revenue up over 30% and monthly active users up 26%, the 10th consecutive quarter of positive adjusted earnings.
MP1 has almost doubled in 2025 but we shouldn’t lose sight that it was trading well over $20 post-COVID. The company offers a Cloud-based Network-as-a-Service (NaaS) platform, enabling swift, secure connections between businesses and their cloud, data centre, or service provider environments, without relying on public networks.
TNE has advanced over 31% in 2025 and it’s still trading within striking distance of this months all time high. Last month’s 1H25 earnings report was very strong with management upgrading profit guidance for FY25 – a very common trends from TNE in recent years.
Snowflake is an exciting way to play AI, and we’ve held the stock in the past, unfortunately taking a loss when we sold out around a year ago. Our concern at the time was that a high level of investment in new capability and products would likely have an extended period before they would pay off, pressuring margins.
Hi, I’m looking to get exposure to NVIDA and TESLA through ETF’s. Could you please recommend which would be my best option? Thanks.
Regards,
Neil
Hi Market Matters Team
EOS & DRO are very volatile without it seems any particular news/announcements that I can see.
EOS dropped 20c (8.16%) on Wed 11/6 – would you know why? but since it has gone up 14c (6.22%) the following day and today another 14c (5.86%). Would the drop been an opportunity to buy? What’s your view? – or is this just to hard to risk? DRO is still on your watchlist? When are you likely to buy?
regards
Deb
