BLACKBig news for the energy sector! ⚡ The U.S. government is reportedly planning to lend $4.2 billion to power producer Vistra to expand its nuclear power output.
Energy Secretary Chris Wright is expected to officially announce the financing, which aims to support efforts to "uprate" (increase output) at least three of Vistra’s four nuclear stations. This major move comes as…
Micron $MU has over 35% of expected revenue through 2030 covered by contracts!
Micron has delivered another very strong quarter. The company continues to grow rapidly, and high demand for memory remains the main driver of current results.
Beyond the numbers themselves, management disclosed several pieces of information that I consider even more important for the years ahead.…
Brazil voted for a rally. The market bets that Lula will be out in 3 weeks
On Monday, October 5, the Brazilian Ibovespa index gained +7.7% in a single day. For the first time in history, it closed above 200,000 points (206,912). The real strengthened by 4% to 5.00 per dollar. The US ETF on Brazil $EWZ added +12.6%, Petrobras ADR +11.6%, and Itaú ADR +15.4%.
Another interesting IPO on the horizon?
Even though OpenAI won't go public this year and Anthropic desperately needs money, other AI IPOs are being prepared for 2027. And this time it's not a US company.
Chinese AI lab Moonshot AI closed its last private funding round at a valuation of about $50 billion and is heading for a Hong Kong listing. The initial public offering could…
Does bond scaremongering make sense, or is it just a false alarm? Let's finally answer it:
Interest rates like in 1987
On October 19, 1987, the Dow Jones fell 22.6% in a single day. It remains the worst day in Wall Street history. The yield on the ten-year US Treasury is over 5.2%. In February it was around 4.1%. This is exactly what 1987 looked like, when the yield shot up from…
Wells Fargo challenges AppLovin's key growth story
According to recent reports, Wells Fargo claims in its report that the acceleration of Pixel e-commerce adoption at $APP is largely an illusion. Between June and August the bank tracked the addition of 220 new websites with Pixel per week. In the last two weeks the pace jumped to 750-1,600 new websites per week, which at first…
The US is preparing $4.2 billion for Vistra. The AI boom is starting to change American energy
Artificial intelligence has long ceased to be just a story about Nvidia, chips, or data centers. The larger the AI infrastructure that technology companies build, the more electricity they need. And energy, in my opinion, is becoming one of the most interesting parts of the whole AI…
⚛️ $VST – the market still gives me an opportunity to keep building my position.
I started buying Vistra on May 13, 2026. Today it makes up approximately 3.7% of my portfolio, my average purchase price is $147.40, and at a price around $140 I am about 5% in the red.
But for me, that doesn't mean the investment isn't going according to plan. In long-term investing, I don't judge…
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