📅 Key events of the upcoming week! We have a shortened but all the more interesting week ahead of us, which may significantly influence market expectations for the future course of interest rates and the health of the US economy. Here is a round-up of the most important events that should not be missed.
🧭 Monday NY Fed Manufacturing Activity Survey - An indicator that will... Read more
Shares of $BA plunged 8% last week due to the tragic crash of a Boeing plane in India. But they are up more than 16% since the beginning of the year, so the company seems to be doing well overall. I won't be buying this stock, but it looks like Boeing is off to a good start.
Do you have $BAstock in your portfolio? Are you investing in the sector?
BYD last month significantly cut the prices of its cars, sparking a price war in China. The company has faced criticism from regulators, which may pose a problem. Still, I think it was a great move and BYD is starting to get ahead of Tesla. If the stock continues to fall, I'll definitely buy in.
There's a lot of interesting stuff, I'll join the others, it depends on what one is looking at. I've been looking at $ORCL lately, unfortunately I didn't buy it, which literally pisses me off. 🙈 Although I also have a portfolio at its peak because I guess you can't do it any other way if you're in tech, but somehow I feel like I've been too reserved this year, too.....🙈 I don't know Trump at all and I feel like the world situation changes too often and you don't know where you stand.
This negative $MRNA stock news is available only to Bulios Black members.
AMD yesterday unveiled its line of chips that could be competitive with Nvidia's new Blackwell chips. For me, this is great news and it's clear that AMD is gradually catching up with Nvidia. I've been buying$AMDstock under $100 so I'm happy so far, but I think the main upside is yet to come.
What do you guys think? Do you have $AMDstock in your portfolio?
A colorful recession winner: How Sherwin-Williams paints a path to growth even without a real estate boom
As the U.S. housing market suffocates under the weight of high rates and low affordability, Sherwin-Williams $SHW is quietly consolidating its position as a leader. Whether it's home renovations, corporate construction or a sustainable approach to manufacturing, the firm is... Read more
Elon Musk said yesterday that he regrets some of his posts about Donald Trump. Shares of $TSLA fell 14% last Thursday, but have since erased the loss. So it looks like things have calmed down and the feud may be over.
What do you think? Do you think it's definitely over?
Rocket Lab $RKLB may become a direct beneficiary of the strained relationship between Trump and Musk, which could open the door to new government contracts, especially if SpaceX loses political support.
The upcoming Neutron rocket (15,000 kg payload capacity) has the ambition to compete with SpaceX and greatly expand Rocket Lab's capabilities beyond... Read more
🧠 IBM accelerates the advent of the quantum era! IBM $IBM is one of the most important pioneers in computing and now it has announced a project that could change the game again in the next decade. It is the development of the first practical, bug-free quantum computer, called Starling, which is scheduled to launch in 2029.
I have recently moved most of my money into individual stocks, but I have kept and still regularly invest in $CSPX.L and $CNDX.Las a stable component of my portfolio .
📅 Key events of the upcoming week!
We have a shortened but all the more interesting week ahead of us, which may significantly influence market expectations for the future course of interest rates and the health of the US economy. Here is a round-up of the most important events that should not be missed.
🧭 Monday
NY Fed Manufacturing Activity Survey - An indicator that will...
Read more
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From what I've read, those rates shouldn't change.
Shares of $BA plunged 8% last week due to the tragic crash of a Boeing plane in India. But they are up more than 16% since the beginning of the year, so the company seems to be doing well overall. I won't be buying this stock, but it looks like Boeing is off to a good start.
Do you have $BAstock in your portfolio? Are you investing in the sector?
Zobrazit další komentáře
I have a few stocks in this sector on my watchlist and I might buy $UAL or $DAL.
BYD last month significantly cut the prices of its cars, sparking a price war in China. The company has faced criticism from regulators, which may pose a problem. Still, I think it was a great move and BYD is starting to get ahead of Tesla. If the stock continues to fall, I'll definitely buy in.
What do you think of the $BY6.Fstrategy ?
Do you have any interesting stocks on your watchlist right now?
I haven't been buying much lately, but I'm looking at $TTDagain and may overbuy $BY6.F.
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There's a lot of interesting stuff, I'll join the others, it depends on what one is looking at. I've been looking at $ORCL lately, unfortunately I didn't buy it, which literally pisses me off. 🙈 Although I also have a portfolio at its peak because I guess you can't do it any other way if you're in tech, but somehow I feel like I've been too reserved this year, too.....🙈 I don't know Trump at all and I feel like the world situation changes too often and you don't know where you stand.
AMD yesterday unveiled its line of chips that could be competitive with Nvidia's new Blackwell chips. For me, this is great news and it's clear that AMD is gradually catching up with Nvidia. I've been buying$AMDstock under $100 so I'm happy so far, but I think the main upside is yet to come.
What do you guys think? Do you have $AMDstock in your portfolio?
Zobrazit další komentáře
Good news, but AMD certainly won't be better than Nvidia for a long time.
A colorful recession winner: How Sherwin-Williams paints a path to growth even without a real estate boom
As the U.S. housing market suffocates under the weight of high rates and low affordability, Sherwin-Williams $SHW is quietly consolidating its position as a leader. Whether it's home renovations, corporate construction or a sustainable approach to manufacturing, the firm is...
Read more
Zobrazit další komentáře
I'd buy stocks for portfolio diversification, but the P/E shouldn't be that high.
Elon Musk said yesterday that he regrets some of his posts about Donald Trump. Shares of $TSLA fell 14% last Thursday, but have since erased the loss. So it looks like things have calmed down and the feud may be over.
What do you think? Do you think it's definitely over?
Zobrazit další komentáře
I'd like it to be quiet but that's not certain and they'll probably have a few more fights.
The construction firm that's benefiting from the datacenter boom
Analysis by Rocket Lab
Rocket Lab $RKLB may become a direct beneficiary of the strained relationship between Trump and Musk, which could open the door to new government contracts, especially if SpaceX loses political support.
The upcoming Neutron rocket (15,000 kg payload capacity) has the ambition to compete with SpaceX and greatly expand Rocket Lab's capabilities beyond...
Read more
Zobrazit další komentáře
This sector probably has potential, but it is still a long way off and that growth will come only in a few decades.
🧠 IBM accelerates the advent of the quantum era!
...IBM $IBM is one of the most important pioneers in computing and now it has announced a project that could change the game again in the next decade. It is the development of the first practical, bug-free quantum computer, called Starling, which is scheduled to launch in 2029.
Read more
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I think it's a cool thing, but it's probably going to be a long time before it's any good.
Mastercard | 1Q 2025: Double-digit revenue growth, investments in AI and a strong start to the year
What ETFs do you have in your portfolio?
I have recently moved most of my money into individual stocks, but I have kept and still regularly invest in $CSPX.L and $CNDX.Las a stable component of my portfolio .
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I only have $BRK-B in my portfolio, which I think of as a better ETF.