⭐️ 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.
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.
💾 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?
PPI came in worse than the market expected. And the Fed is watching it very closely.
The number nobody wanted to see
February PPI, the US producer price index, came in at +3.4% year-on-year. The market consensus expected +2.9%. A 0.5 percentage-point difference looks like a small detail at first glance. Unfortunately, in today's situation it is not.
The endless carousel continues — just a few days ago there were reports of halting H200 production for China due to regulations and shifting capacity to Vera Rubin, and now a reversal: Nvidia $NVDA has licenses from both the US and Beijing and Chinese companies have been given the green light to buy H200s at scale. According to Reuters, players like ByteDance, Alibaba and... Read more
Micron $MU, Sandisk $SNDK and other memory manufacturers are again at new highs.
Micron has gained 62 % year-to-date, Sandisk is up 203 %...
Sure, AI is unstoppable and, thanks to massive CapEx investments by the biggest companies and the never-ending demand, which this week was again confirmed by $NVDA CEO Jensen Huang himself, it looks like these companies will enjoy high... Read more
🚨 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...
Read more
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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.
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
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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.
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Apple beats a shrinking China market while a memory price shock threatens the whole industry
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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?
Bulios Black
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Micron’s AI supercycle: record profit reshapes how investors view memory
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Netflix: Citi sees more upside as margins, pricing and buybacks improve
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Power utility with 4% yield and an AI data center tailwind
PPI came in worse than the market expected. And the Fed is watching it very closely.
The number nobody wanted to see
February PPI, the US producer price index, came in at +3.4% year-on-year. The market consensus expected +2.9%. A 0.5 percentage-point difference looks like a small detail at first glance. Unfortunately, in today's situation it is not.
PPI is a precursor to inflation...
Read more
Zobrazit další komentáře
I'm not thrilled about it either, but we need to factor it in, and it might even create some interesting opportunities.
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The endless carousel continues — just a few days ago there were reports of halting H200 production for China due to regulations and shifting capacity to Vera Rubin, and now a reversal: Nvidia $NVDA has licenses from both the US and Beijing and Chinese companies have been given the green light to buy H200s at scale. According to Reuters, players like ByteDance, Alibaba and...
Read more
Zobrazit další komentáře
China accounts for a large share of revenues for $NVDA and $AMD, so this approval is very important.
Micron $MU, Sandisk $SNDK and other memory manufacturers are again at new highs.
Micron has gained 62 % year-to-date, Sandisk is up 203 %...
Sure, AI is unstoppable and, thanks to massive CapEx investments by the biggest companies and the never-ending demand, which this week was again confirmed by $NVDA CEO Jensen Huang himself, it looks like these companies will enjoy high...
Read more
Zobrazit další komentáře
Unfortunately I didn't manage to buy these stocks, so I'm holding other chip stocks.
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These 11 Large-Cap US Stocks Move Harder Than Anything Else on Wall Street
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OpenAI’s AWS deal opens a fast lane into the U.S. government after the Pentagon swap with Anthropic
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Elizabeth Warren targets Big Tech layoffs and Trump era tax breaks