Tenable: Proactive protection against insider threats
Tenable $TENB specializes in cybersecurity with a focus on insider threats. Instead of reactive defense, it offers a proactive approach - scanning and detecting vulnerabilities in IT systems to help prevent cyber attacks.
Its flagship product, Nessus, analyses networks to look for weak passwords, configuration errors or... Read more
🔥 Nvidia is heading to the next level: 100x more power will be needed for AI!
Nvidia $NVDA continues to crush the competition and its CEO Jensen Huang said at GTC 2025 that the world has underestimated the computing power requirements for AI.
I couldn't find any details anywhere on exactly what they want to invest in. They don't produce anything so what exactly do they want to buy? Will they team up with TSM for new fabs in the US?
Shares of $BA rose 7% yesterday after upbeat comments from CFO Brian West, who said Boeing expects less cash outflow this quarter. I don't have $BA stock in my portfolio and won't be buying it. The company has several problems and I don't see much reason to invest in such a company.
What's your take on $BA? Do you invest in this sector?
Do you give P/E a lot of weight, or do you prefer to focus on other metrics?
P/E (price to earnings) is one of the most commonly tracked metrics when analyzing stocks, but sometimes I think it can be misleading and doesn't necessarily determine whether a stock is expensive or cheap. I do track this metric in my analysis, but it's certainly not the only factor I look at. There... Read more
I wouldn't give too much weight to this metric and would rather focus on the company's financial health, competitive advantage, management and then address these metrics.
This negative $INTC stock news is available only to Bulios Black members.
UBS believes the risk-reward profile for leading AI semiconductor stocks is improving, pointing to strong innovation, improved valuations and continued growth in demand for AI computing despite market volatility.
Tenable: Proactive protection against insider threats
Tenable $TENB specializes in cybersecurity with a focus on insider threats. Instead of reactive defense, it offers a proactive approach - scanning and detecting vulnerabilities in IT systems to help prevent cyber attacks.
Its flagship product, Nessus, analyses networks to look for weak passwords, configuration errors or...
Read more
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Tenable is clearly a quality company, but the question is whether it can grow quickly and compete with other companies in the sector.
🔥 Nvidia is heading to the next level: 100x more power will be needed for AI!
Nvidia $NVDA continues to crush the competition and its CEO Jensen Huang said at GTC 2025 that the world has underestimated the computing power requirements for AI.
...Read more
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Nvidia is one of the best companies and with the low prices I unfortunately didn't buy. I still don't find it too cheap so I bought $AMD.
Nvidia invests hundreds of billions of dollars in chip manufacturing in the US
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I couldn't find any details anywhere on exactly what they want to invest in. They don't produce anything so what exactly do they want to buy? Will they team up with TSM for new fabs in the US?
Shares of $BA rose 7% yesterday after upbeat comments from CFO Brian West, who said Boeing expects less cash outflow this quarter. I don't have $BA stock in my portfolio and won't be buying it. The company has several problems and I don't see much reason to invest in such a company.
What's your take on $BA? Do you invest in this sector?
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I'm not really interested in this company, but I'm starting to think about buying $UAL and $DAL after the recent drop.
Europe and defence technology: new opportunities for growth
Two stock leaders with the potential to outperform the market by 2030
Do you give P/E a lot of weight, or do you prefer to focus on other metrics?
P/E (price to earnings) is one of the most commonly tracked metrics when analyzing stocks, but sometimes I think it can be misleading and doesn't necessarily determine whether a stock is expensive or cheap. I do track this metric in my analysis, but it's certainly not the only factor I look at. There...
Read more
Zobrazit další komentáře
I wouldn't give too much weight to this metric and would rather focus on the company's financial health, competitive advantage, management and then address these metrics.
UBS believes the risk-reward profile for leading AI semiconductor stocks is improving, pointing to strong innovation, improved valuations and continued growth in demand for AI computing despite market volatility.
...Read more
Zobrazit další komentáře
I've only been buying $AMD for now. I think it's the most undervalued stock in the sector right now and has the most potential.
BofA warns of an early correction in Chinese stocks - a repeat of 2015?