Traders Talk: AMD vystřelilo, Palantir narazil na vlastní valuaci a CSG po útoku shortaře krvácí

from Patria Podcasts · host Patria Podcasts

Americké trhy zůstávají poblíž maxim i přes stále nejistou geopolitickou situaci. Do toho přicházejí výsledky firem, které znovu ukazují, že příběh umělé inteligence zdaleka nekončí – AMD překonalo očekávání, zatímco Palantir doplatil na svou extrémně vysokou valuaci. Na pražském trhu mezitím investoři řeší prudký propad CSG po útoku shortaře a blížící se dividendy. I to komentuje makléř Patria Finance Jaromír Strnad. Obsah: 00:00:18 Trhy na maximu, geopolitika nejistá 00:02:13 Palantir naráží na přemrštěnou valuaci i očekávání 00:04:25 Zářné výsledky AMD táhnou investice do AI 00:07:58 Novo Nordisk překonal nejnižší laťku 00:09:34 CSG srazil shortař, jeho důkazy jsou sporné 00:12:44 Dividendová sezóna v Praze

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This episode was published on May 6, 2026.

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