I'm not thrilled about it, but Tesla has now launched that FSD in the EU, which will help them a lot, and hopefully they won't have to sell cars to themselves like this anymore.
What a crazy plunge — I’m not a fan of that stock, but I expected a more positive reaction. Then WBD, instead of a small miss, does this... We’ll see where it actually settles, but I don’t want to fight the market, so I’ll probably take profits and move on 😉🤣
The U.S. is beginning to openly acknowledge that the traditional defense industry is struggling to keep up. According to the WSJ, the Pentagon has for some time (even before the war with Iran) been in talks with automakers such as GM $GMand Ford $F, but also with GE Aerospace and Oshkosh, about whether they could, if necessary, quickly switch part of their capacity to... Read more
This is actually good news for investors who own stocks like $LMT. Defense spending will be higher for some time now, and I think there's a good opportunity to profit from that.
Which stocks do you currently have on your watchlist and find interesting?
A few days ago I added $HOOD to my watchlist, because the stock has fallen more than 50% from its all-time high. The drop was largely caused by the decline in $BTCUSD and also by lower trading activity from investors. It still carries risks, but personally I think the valuation is already very interesting... Read more
There are companies that are good, companies that are great. And then there’s ASML — a company without which modern civilization literally cannot manufacture chips. No other company in the world can do what they do. And the results for 2025 only confirmed that.
ASML has a great position, sure, but semiconductors are an extremely cyclical business influenced by a lot of external factors — geopolitics, various export bans, and whether customers like TSMC or Samsung are willing to pour billions into new fabs. And one more thing occurs to me: if chip performance started being pushed more by packaging, chiplets, and smarter architecture instead of ever-smaller transistors, ASML might not be as indispensable as it seems today.
$KKRbets $820 million on Korean AI: What’s behind the Samsung SDS surge?
When the American private equity giant KKR opens its wallet and pulls out over $800 million for a single Asian tech company, it’s worth pausing to see exactly what they’re seeing in the data. Because KKR doesn’t buy blindly.
To me, an interesting company. In the long term it could make sense, but I’d be cautious, because competitors like $CRM are extremely strong and won’t be easy to take on. A lot will depend on how well HubSpot can sustain growth and margins. I also see the company is trading at low levels. What attracted you to the company?
$TSLA sold Cybertrucks to its own companies. This isn't a problem with the car, this is a problem with the whole company.
...Read more
Zobrazit další komentáře
I'm not thrilled about it, but Tesla has now launched that FSD in the EU, which will help them a lot, and hopefully they won't have to sell cars to themselves like this anymore.
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
-8.29% in 5 minutes📉🔴
Yes, this happens on equity markets—even on days when stock indices trade at all-time highs. Netflix $NFLX just showed us that live.
...Read more
Zobrazit další komentáře
What a crazy plunge — I’m not a fan of that stock, but I expected a more positive reaction. Then WBD, instead of a small miss, does this... We’ll see where it actually settles, but I don’t want to fight the market, so I’ll probably take profits and move on 😉🤣
The U.S. is beginning to openly acknowledge that the traditional defense industry is struggling to keep up. According to the WSJ, the Pentagon has for some time (even before the war with Iran) been in talks with automakers such as GM $GM and Ford $F, but also with GE Aerospace and Oshkosh, about whether they could, if necessary, quickly switch part of their capacity to...
Read more
Zobrazit další komentáře
This is actually good news for investors who own stocks like $LMT. Defense spending will be higher for some time now, and I think there's a good opportunity to profit from that.
Which stocks do you currently have on your watchlist and find interesting?
A few days ago I added $HOOD to my watchlist, because the stock has fallen more than 50% from its all-time high. The drop was largely caused by the decline in $BTCUSD and also by lower trading activity from investors. It still carries risks, but personally I think the valuation is already very interesting...
Read more
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Netflix: great quarter, guidance hangover
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Eli Lilly or Amgen? Who really leads in the battle for the obesity and autoimmune business
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
TSMC’s AI fabs turn high‑end chips into high‑end margins
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Spotify Down 32% from Its Peak: Undervalued Opportunity or Market Reality?
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Tesla jumps as “physical AI” story gets fresh fuel
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Bank of America opens 2026 with its strongest EPS in nearly 20 years
$ASML: A monopoly that just confirmed its throne
There are companies that are good, companies that are great. And then there’s ASML — a company without which modern civilization literally cannot manufacture chips. No other company in the world can do what they do. And the results for 2025 only confirmed that.
...Read more
Zobrazit další komentáře
ASML has a great position, sure, but semiconductors are an extremely cyclical business influenced by a lot of external factors — geopolitics, various export bans, and whether customers like TSMC or Samsung are willing to pour billions into new fabs. And one more thing occurs to me: if chip performance started being pushed more by packaging, chiplets, and smarter architecture instead of ever-smaller transistors, ASML might not be as indispensable as it seems today.
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
ASML starts 2026 like a cash machine built for AI
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
12% yield on asset‑backed loans: value play or yield trap?
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
7 Stocks Trading at Near-Zero P/E: Excelent Value or a Hidden Trap?
$KKR bets $820 million on Korean AI: What’s behind the Samsung SDS surge?
When the American private equity giant KKR opens its wallet and pulls out over $800 million for a single Asian tech company, it’s worth pausing to see exactly what they’re seeing in the data. Because KKR doesn’t buy blindly.
...Read more
Zobrazit další komentáře
It's great news for Samsung, but I share your view and I'm keeping my hands off it too. At what price would it become interesting for you?
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Citi’s big quarter – and an even bigger payout
What do you think the future holds for $HUBS?
Is anyone invested in it?
Zobrazit další komentáře
To me, an interesting company. In the long term it could make sense, but I’d be cautious, because competitors like $CRM are extremely strong and won’t be easy to take on. A lot will depend on how well HubSpot can sustain growth and margins. I also see the company is trading at low levels. What attracted you to the company?
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Johnson & Johnson leans into its “new” twin‑engine model