Trump's plans are starting to fail. His support in the U.S. is falling rapidly and the president is coming under increasing pressure. These polls confirm it:
Four ultimatums and four retreats
Since the beginning of March Trump has issued at least four public ultimatums to Iran regarding the strait. Each time he warned that a harsh retaliation would follow if conditions weren’t... Read more
Many people say Trump bit off more than he could chew and that it’s only hurting his popularity, which seems to be true. On the other hand, I’ve read that he had no choice because Obama’s deal with Iran was set up so poorly that he basically had to move in. Personally, I think he partly had to go in, and Israel pushed him into it, but he didn’t expect it to drag on like this. He’ll definitely try to end it as soon as possible, if only because of the election that year, which is really hurting his ratings. Haven’t you heard that view?
An American judge has temporarily blocked the Pentagon’s effort to label Anthropic a “security problem” — and it’s a rather significant moment at the crossroads of AI, politics, and business. Judge Rita Lin paused the designation of Anthropic as a “supply‑chain risk” to national security, which would have effectively cut the company off from government contracts, and suggested... Read more
Anthropic isn't in an easy situation, and I'm a bit sorry that the company isn't publicly traded, because otherwise it would be one of my major positions.
Does it make sense at the current valuation to invest in $CAT or is it better to wait for a lower price?
Caterpillar shows no signs of stopping; year after year it delivers great results and its stock performance is solid. It's a cash machine and I don't see much reason why its growth should slow down significantly. The shares have been rising over the long term and major... Read more
I won't give advice, but I closed my position in $CAT after a year with a fairly decent profit, because it seemed to me that the current valuation is quite high (especially given the current geopolitical situation). It's worth adding, though, that Caterpillar is no longer "just" a cyclical heavy-equipment company focused on excavators—they have a much broader scope. So we'll see whether I end up regretting it.
🚨 $GOOGLhas just introduced a new technology called TurboQuant
🟢 What exactly is it?
TurboQuant is a language LLM model from Google that aims to solve a technical problem: huge demands on memory usage and speed.
When you communicate with an AI (e.g., via ChatGPT or Gemini), the model needs to "remember" the context of the entire conversation. This "memory" is stored in the so... Read more
Portfolio Spotlight: Adding Rolls-Royce ( $RR.L ) to the portfolio
Yesterday I opened a new position in Rolls‑Royce Holdings. I had this stock on my watchlist for some time with a planned entry at 1170 GBP, which has now been reached. I entered with a position size of 1% of the portfolio and have set a target price of 1380 GBP.
(As usual, I wanted to include the company’s... Read more
It’s a quality company and I really like the business, but the issue is the price. Aren’t you concerned about buying the stock after such a big run‑up and at that level?
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
The company that has rewritten the global ranking in the packaging industry and has no real competition
Trump's plans are starting to fail. His support in the U.S. is falling rapidly and the president is coming under increasing pressure. These polls confirm it:
Four ultimatums and four retreats
Since the beginning of March Trump has issued at least four public ultimatums to Iran regarding the strait. Each time he warned that a harsh retaliation would follow if conditions weren’t...
Read more
Zobrazit další komentáře
Many people say Trump bit off more than he could chew and that it’s only hurting his popularity, which seems to be true. On the other hand, I’ve read that he had no choice because Obama’s deal with Iran was set up so poorly that he basically had to move in. Personally, I think he partly had to go in, and Israel pushed him into it, but he didn’t expect it to drag on like this. He’ll definitely try to end it as soon as possible, if only because of the election that year, which is really hurting his ratings. Haven’t you heard that view?
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Top 4 ETFs Profiting the Most From High Oil Prices in 2026
An American judge has temporarily blocked the Pentagon’s effort to label Anthropic a “security problem” — and it’s a rather significant moment at the crossroads of AI, politics, and business. Judge Rita Lin paused the designation of Anthropic as a “supply‑chain risk” to national security, which would have effectively cut the company off from government contracts, and suggested...
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.
Anthropic isn't in an easy situation, and I'm a bit sorry that the company isn't publicly traded, because otherwise it would be one of my major positions.
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Netflix leans on another US price hike as it targets 50 billion dollar plus revenues
Does it make sense at the current valuation to invest in $CAT or is it better to wait for a lower price?
Caterpillar shows no signs of stopping; year after year it delivers great results and its stock performance is solid. It's a cash machine and I don't see much reason why its growth should slow down significantly. The shares have been rising over the long term and major...
Read more
Zobrazit další komentáře
I won't give advice, but I closed my position in $CAT after a year with a fairly decent profit, because it seemed to me that the current valuation is quite high (especially given the current geopolitical situation). It's worth adding, though, that Caterpillar is no longer "just" a cyclical heavy-equipment company focused on excavators—they have a much broader scope. So we'll see whether I end up regretting it.
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
TurboQuant panic hits memory stocks, but the AI fuel story is still HBM
Bulios Black
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Eli Lilly’s weight loss revolution and what it means for the next decade
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
From Wall Street Darlings to cautionary tales: Stocks down up to 98% from their peaks
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Merck doubles down on oncology as Keytruda cliff nears
🚨 $GOOGL has just introduced a new technology called TurboQuant
🟢 What exactly is it?
TurboQuant is a language LLM model from Google that aims to solve a technical problem: huge demands on memory usage and speed.
When you communicate with an AI (e.g., via ChatGPT or Gemini), the model needs to "remember" the context of the entire conversation. This "memory" is stored in the 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.
This isn’t a massive threat or major risk for Micron, but of course it could shake the sector a bit and potentially change things.
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Beijing move lifts delivery stocks as price wars ease
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Portfolio Spotlight: Adding Rolls-Royce ( $RR.L ) to the portfolio
Yesterday I opened a new position in Rolls‑Royce Holdings. I had this stock on my watchlist for some time with a planned entry at 1170 GBP, which has now been reached. I entered with a position size of 1% of the portfolio and have set a target price of 1380 GBP.
(As usual, I wanted to include the company’s...
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.
It’s a quality company and I really like the business, but the issue is the price. Aren’t you concerned about buying the stock after such a big run‑up and at that level?
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
The work platform where every large customer spends 16% more year after year — and AI agents haven't started billing yet
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
The Memory Chip Race: Four Companies Powering the AI Revolution