Hi investors, lately I've been thinking — over the time I've been using AI it seems to me that AIs, specifically Gemini and ChatGPT, have gotten a lot worse when it comes to answering and phrasing, and I quite often run into lies or incorrect answers.
Could AI be starting to eat itself from the inside?
$HIMS yesterday reported results that didn't go well and failed to convince investors, so the shares are down 16% in premarket today. I don't own the stock, but I'd guess this drop will be only temporary and then it could rise again.
Will any of you be buying $HIMS today after that drop?
CEO $NVDA Jensen Huang joined Donald Trump's US delegation to Beijing at the last minute. According to Reuters and Politico, he wasn't originally on the list of businesspeople scheduled to travel. Trump reportedly invited him during the trip, and Huang subsequently boarded Air Force One during a stop in Alaska.
What percentage of your portfolio is made up of ETFs?
I recently noticed that I’m hardly contributing to ETFs anymore and am mainly buying individual stocks, so the share of ETFs in my portfolio is gradually decreasing. Currently, ETFs make up about 8% of my portfolio and I don’t really mind, because I want to focus on individual stocks to boost the overall performance of my... Read more
Vanguard ramps up in Europe: it wants to roughly double European assets to 1 trillion USD over five years, expand its ETF offering from ~40 to 60–70 products (including new bond, multi-asset and geographically focused funds) and become the largest retail investment platform in the UK, overtaking Hargreaves Lansdown.
For equity investors, this is an important signal that "cheap... Read more
Great news that at least somewhat improves the outlook for Europe and European investors. There are quite a few European stocks, and for example $ASML or $NVO are great businesses.
MercadoLibre ($MELI) – Market overreaction to the results? 📉
Yesterday $MELI released quarterly results, after which the stock initially dropped.
Personally, I view this reaction as short-term and significantly exaggerated. I used the dip to increase my position at a price of 1,636 USD. My total exposure to $MELI now represents approximately 2.2% of my portfolio, with an average... Read more
MELI is a great stock, but I’ve never bought it simply because, as they say, it’s the “Amazon of South America” and I already have Amazon in my portfolio. Besides, Amazon does a lot more than MELI, which is really mainly a marketplace and fintech. The reaction is overblown — the growth chart MELI has is rare to see, but so far I’ve tended to prefer something else. I still have it on my watchlist, and if it falls to an “irresistible” price I’ll consider entering.
One more downside: the price of a single share is just quite high; a stock split would do them a lot of good — I don’t know why they haven’t done one yet.
SanDisk separated from Western Digital in February 2025 and once again became an independently traded company. They couldn't have picked a better time for this spin-off, because demand for their products shot up sharply and the stock has already risen by more than 450% this year. I don't own any shares, but I enjoy watching it.
What do you think about this story? Is anyone here... Read more
I have other stocks and I'm not at all upset that I didn't buy $SNDK. Right now, stocks in this sector are probably the fastest-growing, and I think that will remain the case through 2030.
Hi investors, lately I've been thinking — over the time I've been using AI it seems to me that AIs, specifically Gemini and ChatGPT, have gotten a lot worse when it comes to answering and phrasing, and I quite often run into lies or incorrect answers.
Could AI be starting to eat itself from the inside?
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I also feel that lately the answers have become more limited, inaccurate, and amateurishly put together.
$HIMS yesterday reported results that didn't go well and failed to convince investors, so the shares are down 16% in premarket today. I don't own the stock, but I'd guess this drop will be only temporary and then it could rise again.
Will any of you be buying $HIMS today after that drop?
Zobrazit další komentáře
Bulios Black
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Good call :)
🚨 Jensen Huang is flying to China with Trump!
CEO $NVDA Jensen Huang joined Donald Trump's US delegation to Beijing at the last minute. According to Reuters and Politico, he wasn't originally on the list of businesspeople scheduled to travel. Trump reportedly invited him during the trip, and Huang subsequently boarded Air Force One during a stop in Alaska.
And honestly? This...
Read more
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This will definitely be a landmark visit. It’s no accident that Trump is bringing 10+ CEOs from various top companies with him.
What percentage of your portfolio is made up of ETFs?
I recently noticed that I’m hardly contributing to ETFs anymore and am mainly buying individual stocks, so the share of ETFs in my portfolio is gradually decreasing. Currently, ETFs make up about 8% of my portfolio and I don’t really mind, because I want to focus on individual stocks to boost the overall performance of my...
Read more
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I only have ETFs within my DIP, to which I send a fixed monthly payment. Otherwise, my portfolio consists only of individual stocks.
Bulios Black
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Google Health: one AI coach over all watches and rings
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Abbott Laboratories: Dividend aristocrat with big discount
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Fed Raises Inflation Expectations: Is the Market Underestimating the Risk?
Vanguard ramps up in Europe: it wants to roughly double European assets to 1 trillion USD over five years, expand its ETF offering from ~40 to 60–70 products (including new bond, multi-asset and geographically focused funds) and become the largest retail investment platform in the UK, overtaking Hargreaves Lansdown.
For equity investors, this is an important signal that "cheap...
Read more
Zobrazit další komentáře
Great news that at least somewhat improves the outlook for Europe and European investors. There are quite a few European stocks, and for example $ASML or $NVO are great businesses.
Bulios Black
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Microsoft targets $92 billion return on OpenAI investment
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Abel warns: AI is not an investment imperative, but a fad that can hurt tech investors
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Undervalued stock with a P/E of 12 and 30% upside potential
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Netflix is pushing the standard fare to $20. Streaming is definitely moving closer to linear TV
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Goldman raises estimates for Nvidia by 12%. But comes with a warning ahead of results
$BRK-B 📊 Berkshire Hathaway: how much could it realistically be worth?
When people look at Berkshire, many focus on just a couple of things: Buffett, Apple, and the equity portfolio.
But in my view, Berkshire is much more than just “a holding with Apple shares.”
If we look at the company through a simple sum-of-the-parts lens, the numbers look very interesting.
The current market...
Read more
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This year $BRK-B is lagging the S&P 500, but that can still change. Even if it doesn't, one down year doesn't hurt anything.
MercadoLibre ($MELI) – Market overreaction to the results? 📉
Yesterday $MELI released quarterly results, after which the stock initially dropped.
Personally, I view this reaction as short-term and significantly exaggerated. I used the dip to increase my position at a price of 1,636 USD. My total exposure to $MELI now represents approximately 2.2% of my portfolio, with an average...
Read more
Zobrazit další komentáře
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
MELI is a great stock, but I’ve never bought it simply because, as they say, it’s the “Amazon of South America” and I already have Amazon in my portfolio. Besides, Amazon does a lot more than MELI, which is really mainly a marketplace and fintech. The reaction is overblown — the growth chart MELI has is rare to see, but so far I’ve tended to prefer something else. I still have it on my watchlist, and if it falls to an “irresistible” price I’ll consider entering.
One more downside: the price of a single share is just quite high; a stock split would do them a lot of good — I don’t know why they haven’t done one yet.
SanDisk separated from Western Digital in February 2025 and once again became an independently traded company. They couldn't have picked a better time for this spin-off, because demand for their products shot up sharply and the stock has already risen by more than 450% this year. I don't own any shares, but I enjoy watching it.
What do you think about this story? Is anyone here...
Read more
Zobrazit další komentáře
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
I have other stocks and I'm not at all upset that I didn't buy $SNDK. Right now, stocks in this sector are probably the fastest-growing, and I think that will remain the case through 2030.
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Palo Alto Networks is betting on the safety of AI agents. Portkey acquisition strengthens Prisma AIRS platform