Tariffs as a new pillar of U.S. economic policy are starting to show up in hard numbers. According to data from the U.S. Treasury, nearly $28 billion flowed into federal coffers from tariffs in December, bringing the total for 2025 to a historic record of over $264 billion...
That's more than three times the amount in 2024 and clear evidence of how fundamentally trade flows have... Read more
Tariffs are clearly reshaping trade flows and boosting revenues, but the data show diminishing marginal impact over time. Markets and companies are already adapting, which limits their long-term fiscal power. For investors, this looks more like a structural reallocator across sectors than a true macro game changer.
Hi, is anyone investing in $NEE, or in other energy companies? What do you think about $NEE and the energy sector?
Everyone's talking about AI and data centers, which have very high electricity consumption. Solar panels on the roofs of those centers will cover only single-digit percentages of their demand, and apart from one exception no one will build a nuclear power plant. So... Read more
I’m watching $NEE+1.8% and other energy names closely. The energy sector has strong structural demand, especially as electrification accelerates and data centers’ power needs grow. Renewable capacity will help, but it won’t fully cover future demand meaning grid operators and large-scale generators remain essential.
Shares of $SPOT have been declining in recent months and their performance over the past year isn't very strong. In my opinion the stock is still expensive and this is just a correction that will calm the price down a bit.
Do you think $SPOT shares are currently cheap, or was the valuation previously too high and are now just returning to a fair value?
What do you think will have the biggest impact on the stock markets this year?
For me, it's probably the replacement of the Fed Chair. If someone close to Trump were to take over, that independence could be undermined and there would be pressure to cut rates. In that case, I'd expect significant volatility and stocks could swing sharply up and down.
Hello investors! I'm personally interested in your opinion on the company $ASML. My buy price is €640 and the current value is €1,071. I'm thinking about selling a small portion of my gains, which are wonderful, and reinvesting them elsewhere. I'm curious whether you would sell or not. I definitely don't intend to sell the majority of the shares because the company dominates... Read more
For me, a logical step is to sell about one third of the position and keep the rest with a new target. But it depends on your specific strategy. I do this quite often—even when trading. If the position is larger or riskier, it can make sense to sell two thirds and keep the last third to see if it appreciates further. That way I’m still in the market and avoid the FOMO effect, but I’ve also locked in profit and can’t lose it anymore. If the price falls, I’ll sell that last third as well.
American defense stocks are experiencing one of their best days in months today!
US President Donald Trump announced today that the state defense budget will be increased from 1 trillion USD to 1.5 trillion USD per year. The increase is therefore considerable.
Shares in the defense industry are responding with strong gains, led by $LMT, $RTX and $NOC.
The defense sector makes sense to me long-term, but personally I would only go with LMT. Lockheed has the most stable cash flow, key programs, and the strongest direct link to the US budget. Other companies are interesting, but are often more cyclical or riskier from a project standpoint. If you're going to hold anything in this sector, for me it would be $LMT.
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Markets in Flux: Inflation Surges Stir New Waves of Uncertainty
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Bank of America Sees a Nearly 30% Upside as Profitability, Not Sentiment, Starts to Drive the Stock
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Tariffs as a new pillar of U.S. economic policy are starting to show up in hard numbers. According to data from the U.S. Treasury, nearly $28 billion flowed into federal coffers from tariffs in December, bringing the total for 2025 to a historic record of over $264 billion...
That's more than three times the amount in 2024 and clear evidence of how fundamentally trade flows have...
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.
Tariffs are clearly reshaping trade flows and boosting revenues, but the data show diminishing marginal impact over time. Markets and companies are already adapting, which limits their long-term fiscal power. For investors, this looks more like a structural reallocator across sectors than a true macro game changer.
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Powering the Future: Four Energy Stocks Reshaping the Market
Hi, is anyone investing in $NEE, or in other energy companies? What do you think about $NEE and the energy sector?
Everyone's talking about AI and data centers, which have very high electricity consumption. Solar panels on the roofs of those centers will cover only single-digit percentages of their demand, and apart from one exception no one will build a nuclear power plant. So...
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.
I’m watching $NEE+1.8% and other energy names closely. The energy sector has strong structural demand, especially as electrification accelerates and data centers’ power needs grow. Renewable capacity will help, but it won’t fully cover future demand meaning grid operators and large-scale generators remain essential.
Shares of $SPOT have been declining in recent months and their performance over the past year isn't very strong. In my opinion the stock is still expensive and this is just a correction that will calm the price down a bit.
Do you think $SPOT shares are currently cheap, or was the valuation previously too high and are now just returning to a fair value?
Zobrazit další komentáře
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huge support from 534$-508$, if it holds i will be buying
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Michael Burry’s Bet Against Oracle Is Not About AI Skepticism, but About Balance-Sheet Reality
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Venezuela’s Revival: Which Companies Stand to Profit Most
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A Double-Digit Dividend Increase That Reflects Balance-Sheet Strength, Not Shareholder Optics
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Watch out for these 3 overpriced healthcare stocks!
What do you think will have the biggest impact on the stock markets this year?
For me, it's probably the replacement of the Fed Chair. If someone close to Trump were to take over, that independence could be undermined and there would be pressure to cut rates. In that case, I'd expect significant volatility and stocks could swing sharply up and down.
There may be several such...
Read more
Zobrazit další komentáře
Bulios Black
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Fed, Ai, Trump
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Hello investors! I'm personally interested in your opinion on the company $ASML. My buy price is €640 and the current value is €1,071. I'm thinking about selling a small portion of my gains, which are wonderful, and reinvesting them elsewhere. I'm curious whether you would sell or not. I definitely don't intend to sell the majority of the shares because the company dominates...
Read more
Zobrazit další komentáře
For me, a logical step is to sell about one third of the position and keep the rest with a new target. But it depends on your specific strategy. I do this quite often—even when trading. If the position is larger or riskier, it can make sense to sell two thirds and keep the last third to see if it appreciates further. That way I’m still in the market and avoid the FOMO effect, but I’ve also locked in profit and can’t lose it anymore. If the price falls, I’ll sell that last third as well.
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
After Years of Waiting, Healthcare Growth Is Starting to Reaccelerate and the Market Is Taking Notice
Bulios Black
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Top 3 NASDAQ Stocks With the Highest Correction Risk in 2026
American defense stocks are experiencing one of their best days in months today!
US President Donald Trump announced today that the state defense budget will be increased from 1 trillion USD to 1.5 trillion USD per year. The increase is therefore considerable.
Shares in the defense industry are responding with strong gains, led by $LMT, $RTX and $NOC.
...Read more
Zobrazit další komentáře
The defense sector makes sense to me long-term, but personally I would only go with LMT. Lockheed has the most stable cash flow, key programs, and the strongest direct link to the US budget. Other companies are interesting, but are often more cyclical or riskier from a project standpoint. If you're going to hold anything in this sector, for me it would be $LMT.