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Why Big Tech makes more sense to me today than chasing the semiconductor boom
Something very interesting is happening in the market today.
Many investors are extremely bullish on semiconductors, memory stocks, GPU suppliers, AI networking and the whole semiconductor supply chain. Nvidia, AMD, Broadcom, Marvell, Micron, TSMC, ASML and other companies are clear AI winners for many...
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The crucial thing, though, is when investors will see returns... i.e., when that CAPEX going into computing capacity will start to be monetized.
In the semis sector you can see it immediately as stock price growth/returns to shareholders, and after a rise of several hundred percent you can later channel that into Big Tech.
Hyperscalers are currently pulling the short end: they have roughly half the margins of companies like SK Hynix or Micron and are scrambling to secure as much hardware as possible, signing unfavorable long‑term contracts, lacking sufficient energy, water, etc. On top of all that, they have to take on debt and dilute shareholders.
In an ideal scenario both sectors will make very decent profits, but for a company like Amazon that could easily be five years away, and the growth of those semis might never be matched by then.
Another piece of evidence that the drone war is changing the rules of the game 🚁
AeroVironment $AVAV announced quarterly numbers that are simply impossible to ignore. Revenue $641.6M, year-over-year +133%, EPS $1.84 vs estimate $1.46. Shares jumped by more than 19%.
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Nike $NKE on Thursday released results for the fourth fiscal quarter and at first glance it’s a fantastic read. Revenue reached $10.97 billion versus the expected $10.86 billion and earnings per share climbed to $0.72, which is a multiple of what the market expected ($0.13). But these numbers have a catch, which is hidden right in the second paragraph of the press release.
Where...
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Nike $NKE on Thursday released results for the fourth fiscal quarter and at first glance it’s a fantastic read. Revenues reached $10.97 billion versus the expected $10.86 billion and earnings per share climbed to $0.72, which is a multiple of what the market expected ($0.13). However, these figures have a catch hidden right in the second paragraph of the press release.
Where the...
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5 companies with total debt of less than $100 million