Bulios: Social investing platform

🚨 Airbnb $ABNB beats and raises as travel demand accelerates.

📊 EPS $3.16 vs ~$2.85 expected

📊 Revenue $4.87B (+19% YoY) vs $4.75B expected…

One more update from this week that shows yet another reason why investors are “afraid” of high investment and debt at the expense of AI.

$META issued euro-denominated bonds for the first time in its history this week. And, perhaps unsurprisingly, it reported record demand. Investors placed orders worth around 53 billion euros, the most for any corporate bond issue in Europe.…

🔴📉U.S. stocks had their worst day since April 2025 yesterday. The S&P 500 shed 4.4%, the Dow Jones lost 3.4%, and the Nasdaq plunged 5.5%.

The Nasdaq has now entered correction territory, sitting nearly 12% below its all-time high and falling below its 200-day moving average for the first time since April. In a single session, it erased the entire post-election rally from…

🚨 Asia catches the AI contagion — Nikkei just entered a bear market.

Japan's Nikkei 225 closed down 6.0% at 57,411, more than 20% below its June peak. Korea's KOSPI fell 6.0% after an earlier plunge exceeding 8% triggered a circuit breaker. SoftBank slid about 11.6%.

The selling follows Thursday's US chip rout: Nasdaq -5.5%, SOXX -12.25%.…

🚨 AI BLOODBATH: Chip stocks just had their worst day since March 2020.

The post-election rally is gone in 24 hours. Investors fear a Democratic Congress could slow the AI data-center buildout, and the selling spread to every sector.

📉 Nasdaq -5.3% (intraday), now in correction…

🚀 AppLovin $APP just crushed Q3 and guided higher, and the stock is up ~16% pre-market.

📊 EPS $4.30 vs ~$4.04 est. | Revenue $2.19B (+55% YoY) vs ~$2.08B | Q4 guide $2.365–2.395B vs ~$2.25B consensus. $1.4B of free cash flow, and the buyback was raised by $3.2B.

🟢 Bull case: 84% EBITDA margins, AI ad models still rolling out, and e-commerce/consumer advertisers growing at triple…

Lawsuits over the forever chemicals that have haunted 3M for more than a decade are nearing an end. The company will pay $7.35 billion, and shares of $MMM responded by rising as much as 10%.

Who would have thought in 2022 that $MMM would be trading near its ATH four years later? I did buy the shares back then, but clearly sold too early, albeit at a profit. Yesterday, the…

📊 $QCOM beats… then drops 7% after hours.

Qualcomm posted adj. EPS of $2.17 (vs $2.16 est.) on revenue of $10.44B (vs $10.11B), but handset chip sales fell 26% YoY as the memory shortage crushes smartphone demand. The Q1 EPS guide midpoint of $2.25 came in below the $2.27 consensus.

🟢 Bull case: Automotive +89%, the data center ramp (Amazon AWS custom chips, the Starlink deal),…

I don’t have to call the bottom. I just need to buy a quality business at a reasonable price

In the stock market, I don’t try to guess the exact day when a price will hit bottom. It’s always easier to see in hindsight than in real time. What matters more to me is finding a quality business, understanding why the market doesn’t like it right now, and judging whether the price…

🚀 AMD $AMD SHOCKS THE MARKET! Revenue is up 45% and the 2027 outlook is incredible!

AMD released its third-quarter 2026 results and once again managed to beat analysts’ expectations. But the biggest surprise wasn’t the figures themselves—it was the company’s management outlook for the coming period.

📊 AMD’s key results (Q3 2026)…

Why are the markets so wild today?

I’d like to sum up what’s happening today, but there’s an enormous amount putting pressure on stock prices. So many things are weighing on the market at once that different sectors are moving in completely opposite directions.

The main trigger is the Democrats, who have taken control of both chambers of Congress as well as the governorship of…

Markets rise after the election, but some AI-linked stocks are falling. What are investors actually valuing?

Today’s S&P500 map shows major differences. Amazon and Microsoft are rising, while several suppliers of chips, cooling systems, and electrical equipment are falling. The same political change can affect different parts of the industry in different ways.

The broader market…

CVS Health $CVS is splitting into two companies! Shares are down 12%.

Well, look at “Mickey D’s” $MCD climbing nicely after its results. Yep, I said it looked interesting below $250.

I bought some and also moved some money over from tech, which then fell significantly. Today, $MCD shares are up +17% from the low. A lot of investors had written the stock off. Going against the crowd is paying off here for now.