No peace agreement was reached! Stocks may face another sell-off📉
This morning U.S. Vice President JD Vance returned from Islamabad (where peace talks were held) without an agreement and with a statement the markets did not want to hear.
Twenty-one hours of talks with Iranian negotiators ended, well… with nothing.
The U.S. presented its final offer; Iran rejected it. Tehran... Read more
I'm really curious what Trump will do next and what his subsequent decisions will be. The reaction will likely be negative, but hopefully there won't be an extreme sell-off.
Do you think FSD approval in the EU could kickstart another rally for $TSLA? Would you try a ride with FSD?
Tesla has finally received FSD approval in the Netherlands, and this is the first such authorization in the EU. In my view this is very bullish news and it’s only a matter of time before other countries allow the system as well. Tesla hasn’t been doing great lately, so... Read more
It can definitely help them, and hopefully other countries will follow suit. For a while it looked like it wouldn't pass, but it's finally approved and I'll be happy to try it.
Blackstone $BX clearly wants to carve out its piece of the AI story — not through chip-company stocks, but via the underlying infrastructure. According to Bloomberg, it is preparing an IPO for an acquisition company of roughly $2 billion that will focus exclusively on buying data centers.
The logic is clear: the AI boom means demand for compute power, electricity and physical... Read more
Portfolio under the microscope: My exposure to Dutch stocks – why I hold $ADYEN and am waiting for $ASML
In my portfolio I currently hold only one Dutch stock – $ADYEN.AS . I have two positions in it with a combined weight of about 3% of the portfolio. Both are currently at a loss, but I stay calm and hold them with a medium-term horizon and a target price around 1530 USD.
$ASML is a great company — I bought around $600 and I’m not going to sell! But I didn’t know Adyen and I’ll definitely take a look at the company, thanks!
SpaceX is heading for the largest IPO in history, but its financial trajectory looks like something from another universe: after last year’s estimated profit of around $8 billion on revenues of $15–$16 billion, it is projected to post nearly a $5 billion loss for 2025 on revenues of over $18.5 billion. A large part of that decline is explained by the acquisition of xAI — a... Read more
Last week something happened that I had been waiting for a long time. Andy Jassy, Amazon’s CEO, for the first time in history released concrete figures about how much money the company makes from artificial intelligence. And that number honestly surprised me.
Meta unveiled a new AI model, Muse Spark, which aims to compete with top models like ChatGPT and Gemini. It focuses primarily on logical reasoning and image analysis. After the announcement, the stock rose by 6%. It’s great to see Meta finally launching its own model, and I’m glad I recently bought more shares.
Do you think Meta’s AI model can outperform ChatGPT? Do you own... Read more
Anyone could outperform anyone — the limits we see today might, within a year, become the bare minimum requirements for these models to run sensibly.
I own shares in Google / Meta / Microsoft, and none of them has to be the winner; at the same time, it’s fair to admit there doesn’t have to be only one winner here.
$TSLA once again raises a topic the company has promised and postponed for years – a truly affordable electric car. According to current reports, the firm is working on a smaller, more accessible model, likely a compact SUV, which should cost less than the current Model 3.
No peace agreement was reached! Stocks may face another sell-off📉
This morning U.S. Vice President JD Vance returned from Islamabad (where peace talks were held) without an agreement and with a statement the markets did not want to hear.
Twenty-one hours of talks with Iranian negotiators ended, well… with nothing.
The U.S. presented its final offer; Iran rejected it. Tehran...
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'm really curious what Trump will do next and what his subsequent decisions will be. The reaction will likely be negative, but hopefully there won't be an extreme sell-off.
Do you think FSD approval in the EU could kickstart another rally for $TSLA? Would you try a ride with FSD?
Tesla has finally received FSD approval in the Netherlands, and this is the first such authorization in the EU. In my view this is very bullish news and it’s only a matter of time before other countries allow the system as well. Tesla hasn’t been doing great lately, so...
Read more
Zobrazit další komentáře
It can definitely help them, and hopefully other countries will follow suit. For a while it looked like it wouldn't pass, but it's finally approved and I'll be happy to try it.
Blackstone $BX clearly wants to carve out its piece of the AI story — not through chip-company stocks, but via the underlying infrastructure. According to Bloomberg, it is preparing an IPO for an acquisition company of roughly $2 billion that will focus exclusively on buying data centers.
The logic is clear: the AI boom means demand for compute power, electricity and physical...
Read more
Zobrazit další komentáře
Interesting news — I’ll definitely be following this. Is the IPO expected this year or sometime later?
Portfolio under the microscope: My exposure to Dutch stocks – why I hold $ADYEN and am waiting for $ASML
In my portfolio I currently hold only one Dutch stock – $ADYEN.AS . I have two positions in it with a combined weight of about 3% of the portfolio. Both are currently at a loss, but I stay calm and hold them with a medium-term horizon and a target price around 1530 USD.
...Read more
Zobrazit další komentáře
$ASML is a great company — I bought around $600 and I’m not going to sell! But I didn’t know Adyen and I’ll definitely take a look at the company, thanks!
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Rio Tinto’s $2 billion boron sale: a long‑life California asset that suddenly everyone wants
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The company behind Tinder trades like a mediocre stock despite generating billions in free cash flow
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4 Unconventional ETFs That Could Quietly Outperform the Market
SpaceX is heading for the largest IPO in history, but its financial trajectory looks like something from another universe: after last year’s estimated profit of around $8 billion on revenues of $15–$16 billion, it is projected to post nearly a $5 billion loss for 2025 on revenues of over $18.5 billion. A large part of that decline is explained by the acquisition of xAI — a...
Read more
Zobrazit další komentáře
The corresponding cash flow may never materialize, but even so, I think demand for the shares will be enormous.
Bulios Black
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Amazon’s in‑house AI chips quietly become a $20+ billion business – and could be a $50 billion product line
Has Amazon revealed its true business?
Last week something happened that I had been waiting for a long time. Andy Jassy, Amazon’s CEO, for the first time in history released concrete figures about how much money the company makes from artificial intelligence. And that number honestly surprised me.
...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.
Great article, thanks for it. I have a fairly large position in $AMZN in my portfolio and I have a lot of faith in the company’s future.
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Occidental’s “Gulf of America” oil find lands on a much cleaner balance sheet
Meta unveiled a new AI model, Muse Spark, which aims to compete with top models like ChatGPT and Gemini. It focuses primarily on logical reasoning and image analysis. After the announcement, the stock rose by 6%. It’s great to see Meta finally launching its own model, and I’m glad I recently bought more shares.
Do you think Meta’s AI model can outperform ChatGPT? Do you own...
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.
Anyone could outperform anyone — the limits we see today might, within a year, become the bare minimum requirements for these models to run sensibly.
I own shares in Google / Meta / Microsoft, and none of them has to be the winner; at the same time, it’s fair to admit there doesn’t have to be only one winner here.
A budget model as a return to basics
$TSLA once again raises a topic the company has promised and postponed for years – a truly affordable electric car. According to current reports, the firm is working on a smaller, more accessible model, likely a compact SUV, which should cost less than the current Model 3.
...Read more
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Fed admits rate hike: What does it mean for your portfolio?
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High‑quality software growth: does the current valuation still leave upside?
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Meta’s Mango and Avocado: a two‑model push to stand next to Google and OpenAI
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A record $14 billion debt bet tying Pimco to Oracle’s AI data center