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BLACK

Software loses, hardware wins | Future Intelligence #18

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TSLA
Tesla plans a major output boost and hiring push at its German plant as it expands into new markets.
4h
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👋 Hello Bulios folks, lately the talk has been mostly about AI, semiconductors, and fast-growing tech companies. Still, one thing interests me – do you still invest in dividend stocks today?

📈 Personally, alongside my growth portfolio, I'm gradually building a dividend portfolio as well, and I have to say I'm liking that stability more and more. That regular dividend income is…

How is your portfolio allocated?

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BLACK

Inflation Falls and Buffett Says Everybody’s Gambling | Weekend Intelligence #21

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BABA
Alibaba unveils a preview of its new flagship AI model, positioning it near the industry's top performers.
6h
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Greetings everyone 👋

I know I'm coming to this with a slight delay, but I'd still like to comment on Netflix's results. Netflix $NFLX has just finished another quarter, and I rate it as strictly neutral – no miracle, but certainly not a disaster. The market reacted nervously, with shares dropping about 8% to an annual low after the results, but when I dig through the…

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OXY
Occidental Petroleum has cut its capital spending guidance a range of, down from a prior range of.
9h
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Hi investors, I went through a report from Goldman Sachs Research that closes out 2025 and the percentage weight of tech stocks in the overall US market

Tech now weighs 49% of the entire S&P 500. It has never been this bloated in history.

For comparison – at the peak of the Dot-Com bubble in 2000, it was 40%. So we’re now 9 points higher than when the whole thing later crashed…

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Everyone is focusing on the AI boom, but no AI company can function without energy.

And energy and energy companies are precisely the sector that the market has overlooked in recent decades, but is now returning to the spotlight. After all, it's a sector that is already, and especially in the future, simply indispensable.

In our latest video, we analyzed the current needs of…

Flash news
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BRK-B
Berkshire Hathaway increased its stakes in three Japanese trading houses, Mitsubishi, Sumitomo and Marubeni
10h
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V
Visa has unveiled an AI Financial Assistant, a value-added service that lets banks embed conversational AI
17h
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Has the AI cycle peaked? 📉

Or are we just in a mild correction and can buy names like $MU, $SSNLF, $ASML or $TSM cheaper? 💰🔥 In today's video we'll go through what such a cycle looks like 🔄 and I'll try to pinpoint roughly where we are so we know how to react 🎯📊

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AAPL
Apple raised iPhone prices notably in Japan as a weak yen pressures margins there.
1d
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BAC
Bank of America approved upcoming preferred stock dividends, reaffirming steady payments to those investors.
1d
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PEP
PepsiCo raised its quarterly dividend again, extending a decades-long streak of consecutive annual increases.
1d
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Hello investors, shares of Intuitive Surgical $ISRG are losing almost 13% today after the release of second‑quarter results. Although the company exceeded analysts' expectations on both revenue and earnings, the disappointment was a slowdown in the growth of robotically‑assisted procedures and a more cautious outlook for the upcoming period.

Do you own shares of Intuitive Surgical?

Flash news
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GOOG
EU court rules Google cannot claim liability protection over gambling ads shown on YouTube.
1d
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META
A US federal judge in Oakland has declined to block Meta from proceeding with layoffs affecting workers who
2d
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BLACK

SK Hynix: Largest Asian IPO in History and a Bet on a Memory Supercycle

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AAPL
HSBC upgraded Apple to Buy from Hold and raised its price target to from citing the company's positioning in
2d
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BLACK

Stock trades at levels last seen in 2003. Dividend has grown ten times faster than earnings.

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📌 What did you buy this month?

I just released a new video presenting 7 stocks I find interesting for purchase in July 2026. 📈

Some of them are trading after significant drops, and with others I like the combination of quality, growth, and current valuation.…

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BLACK

Record profits, sold-out machines, and a valuation that punishes mistakes

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NFLX
Netflix draws a wave of price target cuts as analysts turn cautious after a mixed earnings report.
2d
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NVO
India's drug regulator, the Central Drugs Standard Control Organisation, has approved Novo Nordisk's Wegovy (
2d
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BLACK

How to read the fear thermometer: three indicators that reveal when the market panics and when it's time to buy

2d
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TSM
TSMC posted a record second-quarter net profit of T (about ), up year over year and above the T market
2d
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NFLX
Bernstein trimmed its Netflix price target on subscriber growth worries, but kept its bullish rating intact.
2d
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BLACK

The 3 Largest Nasdaq 100 Index ETFs

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Netflix delivered 13% revenue growth, beat profit estimates and the stock still fell 8%. What’s bothering the market?

Yesterday after the close, $NFLX reported second‑quarter results.

- revenue reached $12.56 billion, up 13% year‑over‑year. 0.17% below expectations…

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