Vojtěch Šplíchal 9m 4 min read
Why are Brazilian stocks falling? 🇧🇷 After the first round, right-wing candidate Flávio Bolsonaro was leading, and investors began betting on his victory. iShares’ Brazilian ETF EWZ surged 14%. But left-wing incumbent president Lula ultimately won by 51.8% to 48.2%. Why did the market want Bolsonaro?…
🇧🇷 NU and MELI on sale! Market panic or buying opportunity? $MELI $NU Today’s trading looks pretty wild for Brazilian stocks. Following the presidential election, which Luiz Inácio Lula da Silva won once again, a sharp sell-off is underway. 📉 Nubank ($NU) – down approximately 23% in early premarket trading.…
Hi, everyone! I’ve had $MU on my watchlist for some time. After this drop, it looks like a good buy for my portfolio (to start a small position). The P/E is currently around 11.5. Is anyone else thinking about opening a position, or is it already too late to get in? Thanks for your advice and opinions :)
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🚨 Anthropic just filed to go public, and chip stocks ripped.
The S-1 shows H1 2026 revenue of $16.3B vs $1.2B a year ago (+1,300%). Operating loss narrowed to -$0.7B. Compute & infrastructure ate $8.9B, 55% of revenue. Ticker: ANT on Nasdaq.
Semis rallied on the filing: SOXX +3%, $NVDA +2.6%, $MU +4% intraday.…
As the IPO approaches, more and more “skeletons” are emerging from the closet.
In its S-1 prospectus, Anthropic officially warns investors that it may not achieve profitability or sustain it in the future.
The company, whose shares will trade on Nasdaq under the ticker $ANT, reported revenue of $16.3 billion for the first half of 2026, however—more than triple its revenue for…
🚨THE SECOND WAVE OF AI IS HERE! AND THESE 3 STOCKS ARE ATTRACTIVE AGAIN!
📉 Western Digital $WDC , SK Hynix $SKHY and Applied Materials $AMAT have already delivered significant gains for investors. But after recent price declines, I believe their stocks are once again trading at exceptionally attractive prices!
🔥 All three companies could benefit significantly from continued…
A famous brand, tens of billions of dollars in revenue, and a host of analysts recommending the stock. And yet some of the world’s best-known companies aren’t making money today. One is losing money directly in its operations, another because of an accounting revaluation, and a third is burning…
BLACK Companies are reporting their strongest earnings growth in years, yet stocks are falling. On Thursday, GDP and core PCE will show how much the market is willing to pay for those earnings. Strong growth can be bad for markets, and one inflation report will offer two truths.
Semiconductor ETFs seem like a simple way to buy the entire chip industry. But their structures differ significantly: some funds concentrate a large share of their capital in a few giants, while others spread it across dozens of smaller companies. The difference in returns over three years reached…
The stock has lost 36% since June and took two hits in October for two different reasons. Yet it is still valued as an AI winner. The October 29 results will show whether record orders justify the premium—or whether it is just a story no one can see through.
Rivian, Robinhood, and Albemarle all fell in October, even on days when good news came out. Between October 27 and November 4, all three will report their numbers. For one, the bar is on the floor; for another, it’s over its head.
Advertising is growing 26%, and 10 million people have activated the new AI assistant in six weeks. Yet for the first time since going public, Meta ended up with negative free cash flow. Zuckerberg has found a way to pay the data center bill. The market doesn’t like it.
One of the most anticipated weeks starts tomorrow: earnings from $MSFT, $GOOG, $AMZN and the Fed meeting.
Stocks didn’t close particularly well ahead of what I’d call a decisive week, so it’ll either be a complete reversal or a continuation of the current trend.
I hold all 3 companies we mentioned in my portfolio, so I’m really curious to see how it turns out. We’ll take a look…
BLACK Google Cloud has started selling models from its direct competitor—GPT-6 Astra, Sol and Luna are heading to Model Garden, separating enterprise AI distribution from model ownership. In Berlin, Nvidia unveiled DSX POD: 504 Rubin GPUs in a single container, deployment in fourteen days, with…
Amazon’s CEO is reporting cloud demand the company can’t keep up with, yet the stock lost more than 5% in a week. The market has stopped counting orders and started counting the data center bill. And that bill will determine whether $248 is a bargain or a trap.
BLACK The past week was a reminder that enthusiasm for artificial intelligence comes at a price. Investors first returned to tech stocks, only for Meta’s increased investment ambitions to send them back to caution. Tesla showed it can surprise even without revenue growth. And Europe had its own worry:…
📈 This Week’s Portfolio Update | Oct 17–23
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🚨 Oil just hit a 5-month high, and the Dow felt it.
Brent touched $117.38 Friday, its highest since late April, and ended the session near $116 (+2.7%). WTI sits above $102. The trigger: Houthi attacks on Saudi Arabia, an Aramco HQ evacuation, and a tanker spill off the UAE. The Dow dropped 476 points while the Nasdaq edged up.
🟢 Bull case: Energy names get a cash-flow windfall,…
It was one of the worst bear markets in the history of the entire industry. Stock prices fell for 30 months, hundreds of companies traded below the value of the cash on their balance sheets, and many investors left the sector. Today, the situation is the opposite. Big pharmaceutical companies are…
A small U.S. fund sends shareholders $0.08 a month and occasionally throws in a bonus. Last year, it posted its biggest paper gains in its history, yet still ended up with an accounting loss. Both things have the same cause.
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