🚗 Europe confirms the end of the internal combustion engine in 2035 - what does this mean for European carmakers? ⚡
European Commission has confirmed its plan to completely phase out the sale of new cars with internal combustion engines from 2035. The move is part of a wider strategy to decarbonise transport, but comes at a time when the popularity of electric cars is slowing... Read more
I would be interested to know how you are approaching the current correction and what your strategy is. I am currently overbought and taking advantage of larger declines in individual stocks. I have been... Read more
Broadcom shares are still falling. They're down about 19% this year alone and are writing off 6% so far this week. The company reports earnings tomorrow, so we'll see how that affects the share price. I think the current valuation is already quite interesting and I'm gradually overbought.
Are you buying $AVGOstock on this pullback or are you waiting for better prices?
📈 Okta surprises again: strong results, revenue growth and positive outlook for 2026 🚀
Okta $OKTA, a leader in cybersecurity and digital identity management, reported significantly better results than analysts expected last quarter. Shares responded by rising more than 17 %confirming investor confidence in the company and its strategy. 🔥
I'm very curious if this push and implementation of factory construction will mean the end of another cycle where factory production capacity will match (or exceed) total demand. Either way, a capex this high may reduce FCF and margins, but theoretically through to fair valuation as some of the geopolitical risk falls away.
This negative $TSLA stock news is available only to Bulios Black members.
Gevorkyan announces continued acquisitions in Europe, which the company expects to have a positive effect of increasing revenues by EUR 12-14 million per year.
Amgen (AMGN): a hidden player in the GLP-1 sector with great potential
The GLP-1 weight loss drugs market is one of the fastest growing segments of the healthcare industry and could reach a value of $200 billion by 2031. So far, Eli Lilly (LLY) and Novo Nordisk (NVO) dominate the market, but their shares are trading at extremely high earnings multiples. Amgen $AMGN may become a... Read more
💻 DELL bets on the future of AI servers, raises dividend and announces record share buyback! 🚀 Dell Technologies$DELL released its fourth quarter fiscal year 2025 results last week and announced ambitious plans for further expansion in artificial intelligence. Although revenue missed Wall Street expectations , earnings per share beat consensus estimates, underscoring the... Read more
🚗 Europe confirms the end of the internal combustion engine in 2035 - what does this mean for European carmakers? ⚡
European Commission has confirmed its plan to completely phase out the sale of new cars with internal combustion engines from 2035. The move is part of a wider strategy to decarbonise transport, but comes at a time when the popularity of electric cars is slowing...
Read more
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The question is whether the end of the internal combustion engine is the right way to go and whether it will only harm European carmakers.
Target faces 40-day boycott at the least opportune time
Do you buy, sell or hold?
I would be interested to know how you are approaching the current correction and what your strategy is. I am currently overbought and taking advantage of larger declines in individual stocks. I have been...
Read more
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I've been buying mostly $AMZN now and $GOOG looks pretty cheap too.
Two stocks in the AI spotlight by Dan Ives
Broadcom shares are still falling. They're down about 19% this year alone and are writing off 6% so far this week. The company reports earnings tomorrow, so we'll see how that affects the share price. I think the current valuation is already quite interesting and I'm gradually overbought.
Are you buying $AVGOstock on this pullback or are you waiting for better prices?
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The drop is already quite big, al from this sector I have so far only bought $AMD.
📈 Okta surprises again: strong results, revenue growth and positive outlook for 2026 🚀
Okta $OKTA, a leader in cybersecurity and digital identity management, reported significantly better results than analysts expected last quarter. Shares responded by rising more than 17 %confirming investor confidence in the company and its strategy. 🔥
...Read more
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From that sector I have only the mentioned $CRWD so far and I have been gradually adding more.
TSMC plans $100 billion investment in US manufacturing capacity
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I'm very curious if this push and implementation of factory construction will mean the end of another cycle where factory production capacity will match (or exceed) total demand. Either way, a capex this high may reduce FCF and margins, but theoretically through to fair valuation as some of the geopolitical risk falls away.
Gevorkyan announces continued acquisitions in Europe, which the company expects to have a positive effect of increasing revenues by EUR 12-14 million per year.
Dividend grows 17%: How is this company doing in the fast-growing semiconductor market?
Volatility returns: 3 stocks that can mute S&P 500 swings
Amgen (AMGN): a hidden player in the GLP-1 sector with great potential
The GLP-1 weight loss drugs market is one of the fastest growing segments of the healthcare industry and could reach a value of $200 billion by 2031. So far, Eli Lilly (LLY) and Novo Nordisk (NVO) dominate the market, but their shares are trading at extremely high earnings multiples. Amgen $AMGN may become a...
Read more
Zobrazit další komentáře
I'd like to buy $LLY stock, but the valuation is too high right now.
💻 DELL bets on the future of AI servers, raises dividend and announces record share buyback! 🚀
Dell Technologies $DELL released its fourth quarter fiscal year 2025 results last week and announced ambitious plans for further expansion in artificial intelligence. Although revenue missed Wall Street expectations , earnings per share beat consensus estimates, underscoring the...
Read more
Zobrazit další komentáře
The $DELL is quite undervalued right now and I'm starting to think about buying it as the outlook is very optimistic.