Bulios: Social investing platform

August and September are historically among the weakest months of the year. The S&P 500 index has on average its worst performance during these months.📉

But with the community on Bulios, where we regularly beat the S&P 500 index, we are beautifully beating this history and just in September we are already up more than 4%! 🚀

Among my biggest drivers are, for example, $GOOG, $MU or…

🔥 AMD yesterday surpassed a value of 1 trillion dollars for the first time!

Yesterday was historic for AMD $AMD. The stock shot up about 10% and the company got past the 1 trillion USD market cap threshold for the first time.

-The stock reached a new all-time high around 613 USD…

Vistra $VST has signed a 20-year contract to supply up to 207 MW for a data center in Texas.

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Dividend yield 3.08%✅

A global brand almost everyone knows✅…

Well, the markets certainly didn't stay at ATH for very long. Today is quite a ride down📉

Sure, Monday's growth was enormous, so some correction is healthy and we probably could have expected it. I took some advantage of it with put options on $QQQ between 16:16 - 16:28.

👉 If you had to choose only one today – SK hynix, Micron, or SanDisk – which would you pick?

Today we look at three companies: SK hynix $HY9H.F $SKHY , Micron $MU and SanDisk $SNDK . Each benefits from growing memory demand in a slightly different way. But SK hynix deserves the most attention.

🧠 Why are memories so important for AI?…

This is a very interesting chart...

According to it, Big Tech's operating cash flow ($AMZN, $GOOG, $META, $MSFT) must more than triple by 2030.

According to Goldman Sachs $GS, those 4 mentioned companies will spend roughly 800 billion dollars on investments, ten times more than in 2019. AI infrastructure construction this year accounts for about a fifth of U.S. economic growth.…

Novo Nordisk is considering a direct listing in New York. It wants to win back the New York Stock Exchange.

Novo Nordisk CEO $NVO Mike Doustdar said in an interview with the Financial Times that the company is open to a direct listing on the New York Stock Exchange (NYSE). It would significantly raise its profile among American investors. When asked directly, he replied that he…

The first half of this week is clearly dominated by AI and tech stocks, and no wonder...

CEO of $JPM (the only bank in my portfolio) Jamie Dimon estimates that AI infrastructure investments will reach $1 trillion next year.

According to him, hyperscaler spending has more than doubled, from about $300 billion in 2025 to roughly $700 billion in 2026.…

NASDAQ just hit a new ATH at 30,767 points!

Warner Bros. Discovery $WBD jumped about 11% yesterday.

Paramount Skydance reached an agreement with California and other states that had tried to block the merger. That removed one of the last major obstacles to a deal worth roughly 110 billion dollars.

Insider buying today is pushing shares of $GRAB and $GME higher📈

$GRAB is up nearly 9%.

Founder and CEO Anthony Tan bought 10.35 million shares for nearly $30 million, and President and COO Alexander Hungate added shares worth roughly another $867,000. Together, the two top executives have put over $30.7 million into Grab stock.…

ASML sold exactly zero machines to European chipmakers last year.

- ASML is the largest European company by market capitalization and one of the key players in chip manufacturing in the world

- In the last quarter, all sales of the most advanced chip-making machines went to Asia and the USA; Europe got zero…

Join us today at 7:00 PM for another stream!

We'll go through yesterday's significant stock rise and also look at companies that shined on the market yesterday. For example, it'll be $AMD, which is another trillion-dollar company, or $META, which grew the most in the last year.

Amazon $AMZN invested another $1.9 billion in its delivery network yesterday.

Over the eight-year existence of the Delivery Service Partner (DSP) program, it has now invested a total of $21.7 billion.