If companies, as @lucasm wrote, can leverage AI, implement it into their products and then monetize it, they will profit significantly. The start of this year has unfortunately been quite merciless for these stocks.
But I think this offers investors a lot of opportunities. If you manage to buy a solid company, over the course of several years its shares could be tens of percent higher thanks to the current declines.
I'll admit that today I'll be much more interested in the results of $NU and $TTD. On the other hand, Nvidia's results will have a much greater impact on overall sentiment and other stocks.
Trading Lenovo and NIO - a simple strategy based on recurring price levels
Based on my experience over the past two years, trading shares of Lenovo Group Limited $0992.HK and NIO Inc. $NIO has proven relatively straightforward for me. For Lenovo, I’ve found it effective to buy below $9 and sell above $10, while for NIO I buy below $4.60 and sell above $5.60.
Interesting strategy, but I wouldn’t call it a conservative approach—trading is risky and it doesn’t always work out. Do you think that will ever change for NIO and that they’ll finally start to grow?
Paramount has officially raised its offer for Warner Bros. Discovery $WBD to $31 per share, and WBD is extending the window for negotiations as a result. I find the “sweetener” outside the price particularly interesting: Paramount is also adding a $7 billion regulatory breakup fee, which in practice is a message to shareholders — “we’re not afraid of antitrust risks, and if it... Read more
Biggest one-day drop since October 2000: $IBMgot hit by an AI “squeeze”
On Monday IBM experienced its worst session in more than 25 years, with the stock falling about 13% — the market apparently reacted to reports that Anthropic, with its tool Claude Code, can significantly accelerate COBOL modernization. And COBOL is precisely one of the reasons why a large number of banks,... Read more
It's quite extreme given which company this happened to. The stock had been squeezed into a very tight range in recent months. In a sense it had to give way. Unfortunately for shareholders, it broke to the downside and triggered a sell-off.
Volatility on the S&P 500 is visibly “compressing” according to technical analysts – BTIG writes that the index is literally “a stretched spring” and that the weekly Bollinger Bands are the narrowest since 2019, which often precedes a larger move in the coming weeks. The direction isn’t guaranteed by that alone, but BTIG has a rather positive outlook: if the market holds above... Read more
Which stocks do you currently have on your watchlist?
This is what my watchlist looks like — I'm waiting to see what happens in the market. For example, Nvidia's results this Wednesday could significantly affect the market direction; maybe we'll continue the trend "strong results = stocks down" :D, so I'll wait a bit longer but will gradually start buying.
$SOFI is an interesting fintech name that over the past few years has transformed from a company focused on student loan refinancing into a full-fledged digital bank. Today it offers banking services, investing, lending and other financial products within a single app. It primarily targets millennials and Gen Z and positions itself as a... Read more
It's one of my large positions and I want to hold it for as long as possible. It has its risks, but I definitely see more benefits and positives. The stock will almost certainly not drop to $12, and I think $22 is not a price to sell at, but a fair price to buy at.
I know this stock was often at the center of discussions and in stock news headlines when it was growing at a rocket pace in recent years. But the current decline (the stock is already 34% below its peak) isn’t being talked about much.
It's clear that tensions between the US and Iran are growing. From what I've seen on X, the US has moved a fairly large portion of its military to the Middle East, including aircraft carriers. I can't predict whether it'll be the same as with Venezuela, because Iran has a much stronger military. So far I haven't made any changes to my portfolio and I probably wouldn't... Read more
Today's results $CRM and $TTD .
The market is punishing perfect results that beat analysts' expectations today. Can someone please explain why?
TTD: -17%, CRM: -4%
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If companies, as @lucasm wrote, can leverage AI, implement it into their products and then monetize it, they will profit significantly. The start of this year has unfortunately been quite merciless for these stocks.
But I think this offers investors a lot of opportunities. If you manage to buy a solid company, over the course of several years its shares could be tens of percent higher thanks to the current declines.
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NVIDIA results today after the market close: 3 possible scenarios for the stock
...Read more
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I'll admit that today I'll be much more interested in the results of $NU and $TTD. On the other hand, Nvidia's results will have a much greater impact on overall sentiment and other stocks.
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Trading Lenovo and NIO - a simple strategy based on recurring price levels
Based on my experience over the past two years, trading shares of Lenovo Group Limited $0992.HK and NIO Inc. $NIO has proven relatively straightforward for me. For Lenovo, I’ve found it effective to buy below $9 and sell above $10, while for NIO I buy below $4.60 and sell above $5.60.
...Read more
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Interesting strategy, but I wouldn’t call it a conservative approach—trading is risky and it doesn’t always work out. Do you think that will ever change for NIO and that they’ll finally start to grow?
🚀 Nvidia $NVDA once again beat expectations. The AI boom shows no signs of slowing.
Nvidia released results for fiscal Q4 2026 and the numbers again confirm that demand for AI infrastructure remains extremely strong.
📊 Key results:
• Revenue: $68.1B (+73% YoY)
• Net income: $43B
• EPS: $1.76
• Gross margin: 75%
🧠 Data Center remains the main growth driver
The Data Center segment...
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Those numbers look good, and I’m glad there wasn’t any cooling off or an extreme drop. We’ll see how it opens today.
Paramount has officially raised its offer for Warner Bros. Discovery $WBD to $31 per share, and WBD is extending the window for negotiations as a result. I find the “sweetener” outside the price particularly interesting: Paramount is also adding a $7 billion regulatory breakup fee, which in practice is a message to shareholders — “we’re not afraid of antitrust risks, and if it...
Read more
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It doesn't even surprise me anymore — it'd be great if this whole game would just end already 😃. Otherwise, I'm also rooting for Netflix.
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Why these preferred shares yield over 7%
Bulios Black
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Financial Stocks Take the Lead: These S&P 500 Winners Are Outperforming in 2026
Bulios Black
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Nu Holdings sets its sights on the US: a Latin American fintech moves closer to full banking status
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Poland’s Quiet Market Shock: This Index Is Crushing the S&P 500
Bulios Black
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Biggest one-day drop since October 2000: $IBM got hit by an AI “squeeze”
On Monday IBM experienced its worst session in more than 25 years, with the stock falling about 13% — the market apparently reacted to reports that Anthropic, with its tool Claude Code, can significantly accelerate COBOL modernization. And COBOL is precisely one of the reasons why a large number of banks,...
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 quite extreme given which company this happened to. The stock had been squeezed into a very tight range in recent months. In a sense it had to give way. Unfortunately for shareholders, it broke to the downside and triggered a sell-off.
Volatility on the S&P 500 is visibly “compressing” according to technical analysts – BTIG writes that the index is literally “a stretched spring” and that the weekly Bollinger Bands are the narrowest since 2019, which often precedes a larger move in the coming weeks. The direction isn’t guaranteed by that alone, but BTIG has a rather positive outlook: if the market holds above...
Read more
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I'm gradually adding to ETFs and individual stocks in small amounts and am mostly still waiting for a bigger dip.
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Orders up 361%: future revenue is increasingly under contract, even if profits are still missing
Bulios Black
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After the Cybersecurity Crash: Which Stocks Still Look Expensive?
Which stocks do you currently have on your watchlist?
This is what my watchlist looks like — I'm waiting to see what happens in the market. For example, Nvidia's results this Wednesday could significantly affect the market direction; maybe we'll continue the trend "strong results = stocks down" :D, so I'll wait a bit longer but will gradually start buying.
Which stocks from my or...
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I recommend this article by Bulios about cyber titled "4 stocks that are still expensive even after the drop"
SOFI – why to enter and why to stay away
$SOFI is an interesting fintech name that over the past few years has transformed from a company focused on student loan refinancing into a full-fledged digital bank. Today it offers banking services, investing, lending and other financial products within a single app. It primarily targets millennials and Gen Z and positions itself as a...
Read more
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It's one of my large positions and I want to hold it for as long as possible. It has its risks, but I definitely see more benefits and positives. The stock will almost certainly not drop to $12, and I think $22 is not a price to sell at, but a fair price to buy at.
Did anyone buy shares of Palantir $PLTR in 2026?
I know this stock was often at the center of discussions and in stock news headlines when it was growing at a rocket pace in recent years. But the current decline (the stock is already 34% below its peak) isn’t being talked about much.
...Read more
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Paradoxically, I bought only after that big run-up and I’m not complaining at all, because I’m still sitting on a solid profit.
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🇮🇷 vs 🇺🇸
It's clear that tensions between the US and Iran are growing. From what I've seen on X, the US has moved a fairly large portion of its military to the Middle East, including aircraft carriers. I can't predict whether it'll be the same as with Venezuela, because Iran has a much stronger military. So far I haven't made any changes to my portfolio and I probably wouldn't...
Read more
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I'm just watching it for now and don't expect it to have a major impact on stocks. It depends on how large the intervention will be.
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About 50% undervalued: a profitable rare-disease company the market still doubts