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.
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.
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
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
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Bulios Black
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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.
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...
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The corresponding cash flow may never materialize, but even so, I think demand for the shares will be enormous.
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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
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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.
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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
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A cash‑rich automation leader that the market still prices like a forgettable SaaS name
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
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Bulios Black
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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.
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6 Companies With Ultra-Low Debt: Balance Sheets Built for Any Market
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 😄😄😄
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Intel’s biggest bet yet on AI chips: joining Musk’s Terafab experiment