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Market mood Fear 33

Flash News

BABA Positive news Alibaba's chip unit T-Head has confidentially filed a listing application with the Hong Kong Stock Exchange 2h
MSFT Negative news Microsoft has been lobbying the Trump administration to halt a planned ban on Chinese-made optical 3h
TSM Positive news TSMC's October revenue jumped sharply year over year, driven by booming demand for advanced chips and AI. 9h
NVDA Negative news Nvidia is drawn into a US smuggling probe tied to a major customer, raising export-control concerns for Huang. 17h
JPM Negative news JPMorgan may sell Qualtrics-linked debt at a steep discount, booking a loss after weak investor demand. 17h

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AN
 Andrei Niculescu @andrei9868 2h

Good afternoon, investors 🌤️

🚨 US INFLATION RUNS HOT AGAIN: October CPI beats forecasts

📊 Headline CPI: +0.4% MoM (est. +0.3%, Sep +0.6%)…

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AN
 Andrei Niculescu @andrei9868 6h

Good morning, investors ☀️

📊 TSMC $TSM just posted its BIGGEST month ever.

October revenue hit NT$586.9B (~$17.9B), up 59.7% YoY and 14.7% vs September, beating the NT$560–570B analysts expected. Jan–Oct sales are up 43.3%. AI chip demand isn't slowing. 🚀…

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GOOGLRCXSKHY

These 3 AI Boom Stocks Fell as Much as 54%. Two Just Posted Their Biggest Profits Ever

Lam Research, SK hynix and Alphabet all depend on the same budget: money for AI infrastructure. The market is now selling that chain from the end backward, hitting hardest the companies that have just reported record profits. What does each have going for it, and what will determine what happens…

MC
Milan Charvat · 19h
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AN
 Andrei Niculescu @andrei9868 20h

Good evening, investors 🌙

🚨 Wall Street just roared back: S&P 500 on track for its best day since April!

📊 S&P 500 ~+2.4% | Nasdaq ~+2.7% | Dow ~+2.2% (intraday)…

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BLACK
GOOGOARI

Investors Are Buying Them in Bulk. They're Still Undervalued

When investors buy a stock in bulk, it usually shows up in the price. But there are stocks where demand from large funds, buybacks, and interest from retail investors have yet to make a significant impact on the valuation. The market remains distrustful because of interest rates, geopolitics, or a…

KJ
Kryštof Jáně · 23h
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BLACK
RITM

The Company Pays a 10.8% Dividend, and Its CEO Says: “Our Stock Is Too Cheap”

Rithm Capital pays $0.25 quarterly and says it has earned enough to cover it for 28 consecutive quarters. But according to its financial statements, it pays out more than it earns. Both figures are true, and the difference between them will determine what happens to your dividend next.

MC
Milan Charvat · 1d
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BLACK
MSFTMETACRWV

This Influencer Favorite Stock Fell 41% in a Month. Is It an Opportunity?

Nebius shares have lost nearly half their value over the past month. After a sharp rally, the question hanging over the stock is whether the decline has finally created a more attractive entry point into specialized AI infrastructure, or whether it is simply beginning to price in more realistically…

VS
Vojtěch Šplíchal · 1d
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BLACK
TTWO

The Biggest Gaming Launch in History Could Paradoxically Drag Down Take-Two's Stock

Ten days before GTA VI launches, Take-Two stock is down 16% year to date. Monday's results won't decide the game's fate, but whether it makes sense to pay $40 billion for a year that hasn't even begun.

MC
Milan Charvat · 1d
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NVDA

Jensen Huang Admitted to an Affair with an Alleged Chinese Spy. Nvidia Began Investigating Its Own Founder

Two weeks after reports of a Chinese agent emerged, Nvidia's CEO sent employees a letter admitting to infidelity. The board launched an independent investigation, while shareholders are asking what the company would do without the man who has led it for 33 years.

MC
Milan Charvat · 1d
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You can now create multiple watchlists on Bulios. Keep your stocks in focus

Stocks organized into lists by sector, strategy, or idea. Each watchlist has its own name, icon, view, and change history.

TB
Team Bulios · 1d
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The correction is in its final phase, and now is the right time to buy, say Wall Street analysts

U.S. stocks just had their worst day since April 2025, and the Nasdaq is in correction territory for the second time in a year. The market erased previous declines every time within a few months. But this time, the very narrative underpinning the entire rally is at stake.

MC
Milan Charvat · 2d
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BLACK

A Nervous Week in the Semiconductor Market | Future Intelligence #34

The past week put the AI sector's nerves to the test, but above all it shifted one thing: attention is moving from the performance of chips themselves to what connects and powers them, and how quickly they become obsolete. It also became clear that bargaining power in infrastructure is shifting…

MC
Milan Charvat · 2d
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ADBEINTUWDAY

These 3 Stocks Have Fallen as Much as 50% Because of AI. By Christmas, We'll Know Whether the Market Overreacted

Intuit, Adobe, and Workday continue to earn billions and beat estimates, yet the market is selling them as future victims of AI agents. Within three weeks, each will report one number that will determine whether this is a bargain or a breaking point.

MC
Milan Charvat · 2d
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BLACK

The Market Has Stopped Believing in AI Spending | Weekend Intelligence #37

A week that was unkind to tech stocks. Doubts about the pace of investment in artificial intelligence dragged semiconductor stocks lower, led by Nvidia, while Apple delivered a record quarter and its shares still ended roughly where they started. Meanwhile, energy-driven inflation came back into…

MC
Milan Charvat · 3d
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AN
 Andrei Niculescu @andrei9868 3d

📊 Portfolio +4.5% | S&P 500 −2.7%

The rest is for subscribers only

A subscription unlocks this post and everything Andrei Niculescu shares only with their subscribers.

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BLACK

Why Can Tokyo Send Your Stocks Down More Than the Fed?

Wall Street had its worst day since spring 2025, and the Japanese yen barely budged. That's not good news. The biggest pile of cheap borrowed money in thirty years hasn't moved yet, and December offers two reasons why it might.

MC
Milan Charvat · 3d
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BLACK
CVXPBRAMZN

This ETF Pays a Dividend of Up to 12%

Regular income from investments is attracting more and more investors, and funds with double-digit dividend yields are among the most sought-after products on the market. But a high figure in the yield column alone says nothing about how much an investor will actually earn. Behind seemingly similar…

KJ
Kryštof Jáně · 4d
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AN
 Andrei Niculescu @andrei9868 4d

🚨 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…

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BLACK
UBER

Uber Has More Customers Than It Can Serve. Why Is the Stock Near Its Yearly Low?

The market sent Uber to a yearly low out of fear that robotaxis will take away its business. The results revealed a different problem: the company is short on drivers. And the very thing investors fear is also the only thing that could solve it.

MC
Milan Charvat · 4d
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KJ
 Kryštof Jáně @krystofjane 4d

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.…

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Do you have $META shares in your portfolio?

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BLACK
MU

Micron Stock Fell 37% in a Month. Who's Wrong: the Market or Its Customers?

A company raising the price of its own product, with more than a third of its revenue under contract through 2030, is trading at less than nine times earnings. Either this is the biggest bargain in AI, or the market knows something about its customers that the numbers don't show yet.

MC
Milan Charvat · 4d
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BLACK
BLDRLOWFND

Americans Are Fixing Up Their Homes Even as Mortgages Stay Expensive. Who Profits From Every Renovation?

Americans are moving at the slowest pace in at least a decade because of expensive mortgages, and are instead investing in homes they already own. An aging housing stock creates steady demand for repairs, but uncertainty and more expensive borrowing are still holding back large discretionary…

VS
Vojtěch Šplíchal · 4d
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KJ
 Kryštof Jáně @krystofjane 4d

🔴📉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…

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AN
 Andrei Niculescu @andrei9868 4d

🚨 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%.…

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