This issue has been discussed for many years, but with the rise of AI it's become even more prominent, because consumption has increased and accelerated dramatically. Energy. Specifically electricity. People keep talking about... Read more
Statistics say that the well-known "Santa Claus rally" only starts toward the end of December and continues into early January. In recent days, however, stocks have been falling. It's possible that the situation could change because of a Santa rally, but it's by no means certain that such a scenario will actually play out.
What do you think? Will we get a Santa Claus rally this... Read more
How long do you usually invest in stocks? What is your investment horizon?
I invest long-term, and when a company's fundamentals aren’t changing and the business is growing steadily, I don’t mind holding shares for 15–20 years. I’m young, so that horizon is really long for me, and sometimes I even play around with stocks that I hold for maybe just two years.
My investment horizon is mostly long-term, but I like to buy some companies for shorter periods where I expect high growth (swing). I have a rule to keep a maximum of 20 positions in my portfolio so it doesn't become a mess over time and I can monitor all the stocks. I review them every quarter and based on that I decide whether to add to a position or sell it.🤝
Analysts are now raising target prices for $RIVN. That of course helps the stock, and yesterday it rose by roughly 15%. I haven't bought the shares yet; I'm waiting for further results to see if the fundamentals improve. In my opinion the potential is enormous, but it's also tied to quite a few risks.
At the moment I consider $TSLA and $RIVN the most interesting companies in this sector. Rivian, however, needs to turn a profit before it can start growing.
The S&P 500 index, which reacted positively to the rate cut yesterday in the first hours, pulled back overnight and in the morning and was even more than 0.8% in the red today.
However, once retail was let into the market (from 15:30) sentiment immediately reversed.
Nice turnaround, but I would still remain cautious. The impact of retail on intraday sentiment is visible, but the long-term trend will be driven mainly by inflation data, the labor market and further Fed commentary after yesterday’s rate cut. S&P 500 is indeed close to an ATH, but December seasonality alone guarantees nothing. If macro data remain stable, a Santa Rally could indeed arrive, but for now it’s only an initial sign, not a confirmed trend.
I have mixed feelings about this and I don't know how things will develop from here. I noticed that stocks ended up falling sharply, but I don't know why.
This issue has been discussed for many years, but with the rise of AI it's become even more prominent, because consumption has increased and accelerated dramatically. Energy. Specifically electricity. People keep talking about...
Read more
Zobrazit další komentáře
I don't understand this sector very well, so I probably wouldn't choose anything else. So far I'm most interested in $OKLO.
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
A Dividend Built on Discipline, Not Financial Engineering
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Bill Gates Issues Stark Warning: Most AI Firms May Collapse
Statistics say that the well-known "Santa Claus rally" only starts toward the end of December and continues into early January. In recent days, however, stocks have been falling. It's possible that the situation could change because of a Santa rally, but it's by no means certain that such a scenario will actually play out.
What do you think? Will we get a Santa Claus rally this...
Read more
Zobrazit další komentáře
The Santa rally could come as soon as tomorrow. This is something that can’t be predicted, but there’s still a chance it could turn around.
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Chevron’s Venezuela License: A Strategic Crack in the Sanctions Wall
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Solar Energy on NASDAQ Enters a New Phase: Profitability Becomes the Deciding Factor
How long do you usually invest in stocks? What is your investment horizon?
I invest long-term, and when a company's fundamentals aren’t changing and the business is growing steadily, I don’t mind holding shares for 15–20 years. I’m young, so that horizon is really long for me, and sometimes I even play around with stocks that I hold for maybe just two years.
Zobrazit další komentáře
My investment horizon is mostly long-term, but I like to buy some companies for shorter periods where I expect high growth (swing). I have a rule to keep a maximum of 20 positions in my portfolio so it doesn't become a mess over time and I can monitor all the stocks. I review them every quarter and based on that I decide whether to add to a position or sell it.🤝
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
The Quiet Backbone of the AI Boom: Clean Power Data Centers Can’t Run Without
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
S&P 500 Near Record Territory: Overvalued Market or a Structural Shift?
Analysts are now raising target prices for $RIVN. That of course helps the stock, and yesterday it rose by roughly 15%. I haven't bought the shares yet; I'm waiting for further results to see if the fundamentals improve. In my opinion the potential is enormous, but it's also tied to quite a few risks.
What are your thoughts on $RIVN?
Zobrazit další komentáře
At the moment I consider $TSLA and $RIVN the most interesting companies in this sector. Rivian, however, needs to turn a profit before it can start growing.
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
A 250% Run — and Still Early? Why Analysts See Another 40% Upside
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Labor Market Signals Flash a Crossroads: Economic Slump or Stock Upswing?
Markets within reach of new all-time highs!
The S&P 500 index, which reacted positively to the rate cut yesterday in the first hours, pulled back overnight and in the morning and was even more than 0.8% in the red today.
However, once retail was let into the market (from 15:30) sentiment immediately reversed.
...Read more
Zobrazit další komentáře
Nice turnaround, but I would still remain cautious. The impact of retail on intraday sentiment is visible, but the long-term trend will be driven mainly by inflation data, the labor market and further Fed commentary after yesterday’s rate cut. S&P 500 is indeed close to an ATH, but December seasonality alone guarantees nothing. If macro data remain stable, a Santa Rally could indeed arrive, but for now it’s only an initial sign, not a confirmed trend.
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
IBM Bets Big on Streaming: Confluent Becomes the Missing Link in Enterprise AI
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Fed Cuts Rates for the Third Time: But the Market Doesn’t Celebrate
Rates cut!
The Fed a short while ago announced a 25 basis-point rate cut and signaled to investors that it sees only 1 more rate cut in 2026.
And if that wasn't enough, the decision on today’s cut was far from clear within the Fed. The central bank is literally split in two.
Read more
Zobrazit další komentáře
I have mixed feelings about this and I don't know how things will develop from here. I noticed that stocks ended up falling sharply, but I don't know why.