Milan Charvat 2h 9 min read
Bitcoin $BTCUSD at $877,000 by 2028? This isn’t a prediction, it’s a lottery ticket Various predictions about where Bitcoin will be in a few years are circulating online. One made me laugh: one Bitcoin is supposed to jump from about $75,700 today to $877,000 by 2028. I worked out what that would mean (data as of 6. 11. 2026). 📌 PRICE ISN’T THE WHOLE STORY More important than the…
🚨 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…
Blue🔵 may have won in the USA, but red🔴 is dominating the markets today. Here’s what the S&P 500 index looks like now:
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Nvidia shares $NVDA are down roughly 5.9% in after-hours trading to $175 following a report that Jensen Huang admitted to infidelity and the board launched an investigation.
Yesterday, CEO Huang sent employees an email in which he openly wrote that he had been unfaithful to his wife. Nvidia’s board subsequently launched an independent investigation into whether he was targeted…
Stocks organized into lists by sector, strategy, or idea. Each watchlist has its own name, icon, view, and change history.
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.
BLACK 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…
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.
BLACK 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…
📊 Portfolio +4.5% | S&P 500 −2.7%
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BLACK 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.
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…
🚨 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…
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.
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.…
Do you have $META shares in your portfolio?
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.
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…
🔴📉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%.…
The day after the election, which the market celebrated with a record rally, came a hard fall. The Nasdaq slid into correction territory, Nvidia lost around 8%, and retail investors, who had spent years buying every dip, sold the most since March 2020.
Pfizer raised its outlook, the stock is near its yearly high, and a 5.6% yield is tempting. But most of the surprise came from a drug nearing the end of its patent protection, and the new CFO named capital markets among the sources of funding for the dividend.
4.6% fewer people visited U.S. locations, and U.S. sales fell for the first time in five quarters. Yet the stock jumped 6.5%. The market is clearly paying for something other than fries—and that is exactly what makes it a defensive portfolio holding.
🚀 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…
$RHM.DE is down 17.5%! It’s now 59% below its ATH.
But why is it falling?
Rheinmetall expects revenue of around €13.2 billion this year, down from its previous forecast of €13.7–14.2 billion. Its operating margin estimate was cut from 19% to 18.5%.
The race for artificial intelligence has long since become more than just a battle of technologies. It has become a battle for capital. Data centers, chips, and production lines cost hundreds of billions of dollars, and companies’ own cash often isn’t enough to pay for them. So companies borrow in…
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…
BLACK On the modern battlefield, what matters is how quickly an army detects a threat, evaluates the data, and deploys the right asset. Radars, electronic warfare, interceptors, drones, and military software are therefore becoming the fastest-growing parts of defense budgets. That makes it crucial to…
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