The valuation is interesting and I think it’s already worth buying. These companies are going to be extremely important now in an environment of conflicts and AI.
Musk over the weekend officially announced Terafab – a joint project of Tesla $TSLA, SpaceX and xAI estimated at $20–25 billion, which is set to build chip factories in Austin the likes of which the world has not yet seen. One line will produce chips for Tesla cars, robotaxis and Optimus robots, the other will make specially hardened chips for SpaceX’s satellite data center in... Read more
I chose the trader route and take profits. I also trade options, which are a useful tool for limiting losses and hedging the portfolio. For investors who invest regularly via DCA it probably doesn’t change anything. Taking some profits now and then isn’t necessarily a bad thing. Adding stock-picking to passive investing can work too. And sensible diversification as well.
🎰 VICI Properties: Quality REIT with a 6% dividend $VICI
If we look at the real estate sector, VICI Properties is among the most interesting companies you can find in the US. For those who don’t know the firm, it’s a REIT that owns the land and buildings of the most famous casinos in Las Vegas, such as Caesars Palace, MGM Grand, and The Venetian. It’s important to understand... Read more
I sold the shares of these companies some time ago and moved the money into growth stocks. However, if interest rates continue to fall, those REITs could see solid growth.
Do you find the space sector interesting? Are you investing in any stocks from this industry?
Personally, I find this sector quite attractive, but I haven't invested in it yet and I'm looking for a suitable stock. So far I'm most interested in $RKLB and $ASTS. SpaceX could also be interesting once it goes public.
I don't understand this sector very well yet, so I'd appreciate... Read more
I've held RKLB and PL since 2023 and they are my largest positions. I don't plan to sell them for the next 5–10 years — I keep buying even when the price rises and I simply believe these companies will earn me money for retirement 😎😁🚀 I also have SPIR, BKSY, LUNR, FLY, RDW.
⭐️ I’ve been talking about Uber non-stop for almost 2 years as an investment I fully trust, and so far I don’t see any signs of slowdown or disruption to its business model.
If you want to dive into the company $UBER a bit differently than just through tables and charts, I can recommend the book "The War for Uber". For those who don't like to read, there's also an audiobook. I think the book really shows where the company's strengths and potential weaknesses lie. I like these stories about well-known companies.
💾 Micron reported meteoric growth and nearly tripled revenue!
The company Micron Technology $MU posted results that show how strongly artificial intelligence can transform an entire industry. Revenue nearly tripled year-over-year and the firm significantly beat analysts' expectations.
In fiscal Q3, management expects revenue of about $33.5 billion, above the market estimate of $23.7 billion. The company expects earnings per share of around $19.1, above the estimate of $11.29. Micron expects a margin of about 81% in the following quarter. For comparison: (!fabless!) Nvidia operates with a gross margin of around 71%.
Management expects this massive demand to continue at least until the end of the decade.
BYD $BY6.F is slowly approaching the North American backyard. According to the Globe and Mail, it’s working on a network of roughly 20 dealerships in Canada — starting in the Greater Toronto Area, then Vancouver, Montreal and Calgary — and is using the new Canadian quota of 49,000 Chinese electric vehicles per year with a reduced tariff of 6.1% instead of the original 100%.
I'm thinking about buying, but my broker eToro only offers 01211.HK. Is that the same as the ticker mentioned above, just traded in HK dollars? My account is in US dollars, so will I be charged a conversion fee?
AI partnerships as a key to growth: the case of SentinelOne
Cybersecurity company $S has in recent months significantly strengthened its strategy through partnerships focused on artificial intelligence.
...Read more
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The valuation is interesting and I think it’s already worth buying. These companies are going to be extremely important now in an environment of conflicts and AI.
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Musk over the weekend officially announced Terafab – a joint project of Tesla $TSLA, SpaceX and xAI estimated at $20–25 billion, which is set to build chip factories in Austin the likes of which the world has not yet seen. One line will produce chips for Tesla cars, robotaxis and Optimus robots, the other will make specially hardened chips for SpaceX’s satellite data center in...
Read more
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That's just Elon.
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56 minutes, 3 trillion dollars: how one Trump post flipped the markets and what it says about the world we invest in
...Read more
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Bulios Black
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I chose the trader route and take profits. I also trade options, which are a useful tool for limiting losses and hedging the portfolio. For investors who invest regularly via DCA it probably doesn’t change anything. Taking some profits now and then isn’t necessarily a bad thing. Adding stock-picking to passive investing can work too. And sensible diversification as well.
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Alphabet's Wing is coming home to Silicon Valley — and bringing a coast-to-coast expansion with it
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Chubb and the DFC's $20 billion bet: can a public‑private insurance backstop reopen the world's most critical oil route?
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Trump's federal AI framework: a light touch for industry and a direct line from Silicon Valley to Washington
🎰 VICI Properties: Quality REIT with a 6% dividend $VICI
If we look at the real estate sector, VICI Properties is among the most interesting companies you can find in the US. For those who don’t know the firm, it’s a REIT that owns the land and buildings of the most famous casinos in Las Vegas, such as Caesars Palace, MGM Grand, and The Venetian. It’s important to understand...
Read more
Zobrazit další komentáře
I sold the shares of these companies some time ago and moved the money into growth stocks. However, if interest rates continue to fall, those REITs could see solid growth.
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Super Micro co-founder arrested for smuggling Nvidia AI chips to China: stock plunges
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Tanker title with 24% undervaluation, a clean balance sheet and room for further growth
Do you find the space sector interesting? Are you investing in any stocks from this industry?
Personally, I find this sector quite attractive, but I haven't invested in it yet and I'm looking for a suitable stock. So far I'm most interested in $RKLB and $ASTS. SpaceX could also be interesting once it goes public.
I don't understand this sector very well yet, so I'd appreciate...
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've held RKLB and PL since 2023 and they are my largest positions. I don't plan to sell them for the next 5–10 years — I keep buying even when the price rises and I simply believe these companies will earn me money for retirement 😎😁🚀 I also have SPIR, BKSY, LUNR, FLY, RDW.
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
These 3 American Oil Giants Are Printing Money While the World Holds Its Breath
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Apple beats a shrinking China market while a memory price shock threatens the whole industry
🚨 Great news for $UBER shareholders❗️
⭐️ I’ve been talking about Uber non-stop for almost 2 years as an investment I fully trust, and so far I don’t see any signs of slowdown or disruption to its business model.
🟢 On the contrary, it’s closing exclusive partnerships with companies like $NVDA $LCID $GOOGL $NBIS $AMZN..
..and just a few hours ago announced a NEW partnership with...
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If you want to dive into the company $UBER a bit differently than just through tables and charts, I can recommend the book "The War for Uber". For those who don't like to read, there's also an audiobook. I think the book really shows where the company's strengths and potential weaknesses lie. I like these stories about well-known companies.
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Alibaba’s Q4: cloud and AI shine while profit takes a hit from heavy investment
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Generative AI in One Medical: Is Amazon birthing a third growth pillar alongside cloud and e-commerce?
💾 Micron reported meteoric growth and nearly tripled revenue!
The company Micron Technology $MU posted results that show how strongly artificial intelligence can transform an entire industry. Revenue nearly tripled year-over-year and the firm significantly beat analysts' expectations.
...Read more
Zobrazit další komentáře
In fiscal Q3, management expects revenue of about $33.5 billion, above the market estimate of $23.7 billion. The company expects earnings per share of around $19.1, above the estimate of $11.29. Micron expects a margin of about 81% in the following quarter. For comparison: (!fabless!) Nvidia operates with a gross margin of around 71%.
Management expects this massive demand to continue at least until the end of the decade.
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
The Fed's Most Consequential Meeting in Years: Rates on Hold as Iran War Reshapes the Outlook
BYD $BY6.F is slowly approaching the North American backyard. According to the Globe and Mail, it’s working on a network of roughly 20 dealerships in Canada — starting in the Greater Toronto Area, then Vancouver, Montreal and Calgary — and is using the new Canadian quota of 49,000 Chinese electric vehicles per year with a reduced tariff of 6.1% instead of the original 100%.
...Read more
Zobrazit další komentáře
I'm thinking about buying, but my broker eToro only offers 01211.HK. Is that the same as the ticker mentioned above, just traded in HK dollars? My account is in US dollars, so will I be charged a conversion fee?