Super Micro $SMCI is trying to calm regulators and investors: after three people connected to the company were accused of violating export controls (at least $2.5 billion worth of AI servers with Nvidia chips allegedly flowed to China via Taiwan and Southeast Asia), it has launched an independent investigation and an internal review of its entire trade compliance program. The... Read more
According to Nikkei, Apple $AAPL is encountering more technical issues than expected in the testing phase of its first foldable iPhone, and initial deliveries could, in a worse-case scenario, be pushed back by several months from the original plan for the second half of 2026. This is the so-called engineering test/early test production phase — the moment when prototypes are... Read more
Apple is already a value stock, and you can't expect something revolutionary all the time. The iPhone Fold doesn't seem like a good idea to me, but maybe they'll surprise us.
Yesterday the U.S. government announced higher-than-expected payments for the Medicare Advantage program for 2027, which in after-hours trading pushed shares of $CVS and $UNH roughly 5% higher. Honestly, I'm glad I don't have as much invested in this sector anymore, since stock movements are heavily influenced by government budgets.
Do you have healthcare stocks in your... Read more
I would bet that most investors don't want to hold this stock in their portfolio purely because of the China risk and assume that it would "somehow" be resolved. I don't think so, but we'll see where Intel is in two or three years. Maybe their production will miraculously ramp up and within 10 years they'll have enough resources to expand manufacturing capacity to meet U.S. demand.
I opened a position in $CRM. I believe some companies don’t need to be afraid and will show their dominance and strong numbers in the upcoming results, which will reassure investors that those drops were unwarranted. I’ve also been eyeing shares of $FICO for a while.
Elon Musk's company SpaceX is supposed to have an IPO this year. At its targeted valuation it would be one of the largest companies in the world. Its market cap would be larger than the seven global companies shown in the picture.
To me, this is one of the drawbacks of investing in ETFs: we're "forced" to buy overpriced companies, like SpaceX.
You say we're forced to buy overpriced ETFs, but that company probably won't be added to the S&P 500 right away 🤔😉 It's clear it'll be overhyped and the FOMO of all FOMOs 🤣🤣, but you have to think about the robotaxis, Roadsters and the robots Musk promised us 😉🤣🤣
Portfolio under the microscope: Entry into $BITF- a tech bet on Bitcoin mining with high potential
Sometimes it's worth being patient with high-potential growth tech stocks, even though they come with increased volatility. These kinds of names often reward disciplined investors who wait for the right entry instead of trying to catch the exact bottom and top.
After 38 days of war and with two hours left until the deadline, Trump managed to secure a ceasefire!
What happened in the markets and what does it mean for your portfolio?
...Read more
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I cashed in my gains, but left a little bit just for fun, in case you guys change your minds 😄😄😄
Super Micro $SMCI is trying to calm regulators and investors: after three people connected to the company were accused of violating export controls (at least $2.5 billion worth of AI servers with Nvidia chips allegedly flowed to China via Taiwan and Southeast Asia), it has launched an independent investigation and an internal review of its entire trade compliance program. The...
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These problems will take several years to resolve, and on top of that no one will want to run the company, so it will be hard to find a new CEO.
According to Nikkei, Apple $AAPL is encountering more technical issues than expected in the testing phase of its first foldable iPhone, and initial deliveries could, in a worse-case scenario, be pushed back by several months from the original plan for the second half of 2026. This is the so-called engineering test/early test production phase — the moment when prototypes are...
Read more
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Apple is already a value stock, and you can't expect something revolutionary all the time. The iPhone Fold doesn't seem like a good idea to me, but maybe they'll surprise us.
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Intel’s biggest bet yet on AI chips: joining Musk’s Terafab experiment
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Yesterday the U.S. government announced higher-than-expected payments for the Medicare Advantage program for 2027, which in after-hours trading pushed shares of $CVS and $UNH roughly 5% higher. Honestly, I'm glad I don't have as much invested in this sector anymore, since stock movements are heavily influenced by government budgets.
Do you have healthcare stocks in your...
Read more
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I recently opened a position in $TMDX and I plan to keep adding to it.
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Ackman’s $64 billion shot at Universal could rewrite who owns global music
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A $7.4 billion rebuild that still leaves almost 20% on the table
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America’s Egg Giant: A Hidden Dividend Opportunity Few Investors Notice
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Netflix turns kids’ screen time into a quiet ARPU lever
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Microsoft’s AI plan: stay in the OpenAI club, but build its own frontier models
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AI marketing platform grows to $1.3 billion revenue, still priced like a laggard
TSMC moves the market again!
TSMC has just announced that its second Japanese fab in Kumamoto will start production on the most advanced 3nm process in 2028.
Originally, this fab was supposed to produce chips on significantly less advanced 6 to 12nm processes.
...Read more
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I would bet that most investors don't want to hold this stock in their portfolio purely because of the China risk and assume that it would "somehow" be resolved. I don't think so, but we'll see where Intel is in two or three years. Maybe their production will miraculously ramp up and within 10 years they'll have enough resources to expand manufacturing capacity to meet U.S. demand.
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5 Mega-Cap Stocks Leading the Market Surge in 2026
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Gulf funds put $24 billion behind Paramount’s $110 billion Warner takeover
📉 Software sector under heavy pressure
Sector Technology – Software is currently taking a solid hit and most well-known names have dropped by tens of percent:
👉 And it's not just these big players — for example Duolingo ($DUOL) is about -45% year-to-date and is at the lowest levels since 2023.
👉 What's behind this?
- higher interest rates → pressure on growth stock valuations
-...
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I opened a position in $CRM. I believe some companies don’t need to be afraid and will show their dominance and strong numbers in the upcoming results, which will reassure investors that those drops were unwarranted. I’ve also been eyeing shares of $FICO for a while.
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Elon Musk's company SpaceX is supposed to have an IPO this year. At its targeted valuation it would be one of the largest companies in the world. Its market cap would be larger than the seven global companies shown in the picture.
To me, this is one of the drawbacks of investing in ETFs: we're "forced" to buy overpriced companies, like SpaceX.
Personally, I'm also bothered by...
Read more
Zobrazit další komentáře
You say we're forced to buy overpriced ETFs, but that company probably won't be added to the S&P 500 right away 🤔😉 It's clear it'll be overhyped and the FOMO of all FOMOs 🤣🤣, but you have to think about the robotaxis, Roadsters and the robots Musk promised us 😉🤣🤣
Bulios Black
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Microsoft bets $10 billion that Japan can be its next AI powerhouse
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Portfolio under the microscope: Entry into $BITF - a tech bet on Bitcoin mining with high potential
Sometimes it's worth being patient with high-potential growth tech stocks, even though they come with increased volatility. These kinds of names often reward disciplined investors who wait for the right entry instead of trying to catch the exact bottom and top.
Over the past six...
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It seems to me that these BTC miners are no longer very interesting to investors, and something like $MSTR or $COIN is more attractive.