Shares of $COIN soared more than 15% yesterday as the company applied to the SEC for permission to offer tokenized stock trading. I held the stock in my portfolio for a time, but then sold it at a profit and moved the money into a bitcoin ETF.
If there was an opportunity and the stock dropped significantly, I would take a position. But these companies are obviously going to do pretty well right now.
Very interesting, and when might the company go public, no word on when? 😊 These ideas certainly have a great chance, because there will always be war. And I don't think, I hope, that it's nationwide anymore because the world has such weapons that it could wipe out humanity, but local warfare it always has been and always will be, mostly because of business too, because business is huge in this.
Does anyone have telecom stocks in their portfolio? If so, why?
I'm familiar with stocks like $VZ, $T, and $TMUS, but I don't think they are very interesting investments. The main growth has already passed these companies and apart from a decent dividend I find them uninteresting and often loss making.
🏭 Micron raises investment plan to $200 billion! Micron Technology $MUhas announced a significant increase in its investment in US manufacturing and research. The total framework moves to $200 billion, making this plan one of the most ambitious in the history of the US semiconductor industry.
AST Spacemobile - Startup that wants to connect your smartphone directly to a satellite.
It sounds like science fiction, but Texas startup AST SpaceMobile $ASTS is close to turning that vision into reality. The company is developing technology that will allow ordinary smartphones to connect directly to satellites - without the need for special hardware or antennas.
Which company in your portfolio do you think has the biggest competitive advantage?
For me, it's definitely $ASML, because it basically has a monopoly and the world couldn't function without it. I would choose $PLTR as my second firm because it has a strong position and a very good name with the US government.
AIRO Takes off like a Rocket: drone maker shoots up 140% after IPO, targets NATO and US military contracts
New stock market star: Airo Group Holdings Inc.
At a time when global geopolitical tensions are escalating and interest in defense technology is growing, a new and ambitious company has gone public - Airo Group Holdings Inc. - and its debut was literally explosive:
📊 Oracle surprised with results last week and reaffirms its status as the silent leader of the technology world! Oracle $ORCL reported results last week that exceeded analyst expectations while proving that the transformation towards modern cloud and AI solutions is the right move. Since the beginning of the year, the stock has gained over 26 %and since the results were... Read more
BYD last month significantly cut the prices of its cars, sparking a price war in China. The company has faced criticism from regulators, which may pose a problem. Still, I think it was a great move and BYD is starting to get ahead of Tesla. If the stock continues to fall, I'll definitely buy in.
📅 Key events of the upcoming week! We have a shortened but all the more interesting week ahead of us, which may significantly influence market expectations for the future course of interest rates and the health of the US economy. Here is a round-up of the most important events that should not be missed.
🧭 Monday NY Fed Manufacturing Activity Survey - An indicator that will... Read more
Shares of $BA plunged 8% last week due to the tragic crash of a Boeing plane in India. But they are up more than 16% since the beginning of the year, so the company seems to be doing well overall. I won't be buying this stock, but it looks like Boeing is off to a good start.
Do you have $BAstock in your portfolio? Are you investing in the sector?
There's a lot of interesting stuff, I'll join the others, it depends on what one is looking at. I've been looking at $ORCL lately, unfortunately I didn't buy it, which literally pisses me off. 🙈 Although I also have a portfolio at its peak because I guess you can't do it any other way if you're in tech, but somehow I feel like I've been too reserved this year, too.....🙈 I don't know Trump at all and I feel like the world situation changes too often and you don't know where you stand.
This negative $MRNA stock news is available only to Bulios Black members.
AMD yesterday unveiled its line of chips that could be competitive with Nvidia's new Blackwell chips. For me, this is great news and it's clear that AMD is gradually catching up with Nvidia. I've been buying$AMDstock under $100 so I'm happy so far, but I think the main upside is yet to come.
What do you guys think? Do you have $AMDstock in your portfolio?
Shares of $COIN soared more than 15% yesterday as the company applied to the SEC for permission to offer tokenized stock trading. I held the stock in my portfolio for a time, but then sold it at a profit and moved the money into a bitcoin ETF.
Do you have shares of $COIN in your portfolio?
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If there was an opportunity and the stock dropped significantly, I would take a position. But these companies are obviously going to do pretty well right now.
Helsing: the start-up that makes drones, submarines and AI for war - and Spotify's Daniel Ek is betting €600m on it
Read more
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Very interesting, and when might the company go public, no word on when? 😊 These ideas certainly have a great chance, because there will always be war. And I don't think, I hope, that it's nationwide anymore because the world has such weapons that it could wipe out humanity, but local warfare it always has been and always will be, mostly because of business too, because business is huge in this.
Does anyone have telecom stocks in their portfolio? If so, why?
I'm familiar with stocks like $VZ, $T, and $TMUS, but I don't think they are very interesting investments. The main growth has already passed these companies and apart from a decent dividend I find them uninteresting and often loss making.
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It's a super dividend stock and for a stable portfolio it's absolutely ideal. I have a smaller position in $T and the performance is great.
🏭 Micron raises investment plan to $200 billion!
...Micron Technology $MU has announced a significant increase in its investment in US manufacturing and research. The total framework moves to $200 billion, making this plan one of the most ambitious in the history of the US semiconductor industry.
Read more
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They had enough problems at one time and I don't have the stock in my portfolio, but they have bounced back nicely and are growing solidly.
AST Spacemobile - Startup that wants to connect your smartphone directly to a satellite.
It sounds like science fiction, but Texas startup AST SpaceMobile $ASTS is close to turning that vision into reality. The company is developing technology that will allow ordinary smartphones to connect directly to satellites - without the need for special hardware or antennas.
And investors...
Read more
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If it works out, it could be great, but this is just speculation for now and I'm not going to invest in it.
Which company in your portfolio do you think has the biggest competitive advantage?
For me, it's definitely $ASML, because it basically has a monopoly and the world couldn't function without it. I would choose $PLTR as my second firm because it has a strong position and a very good name with the US government.
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I would also pick $ASML because there are few companies like that on the market and the current valuation is still great.
AIRO Takes off like a Rocket: drone maker shoots up 140% after IPO, targets NATO and US military contracts
New stock market star: Airo Group Holdings Inc.
At a time when global geopolitical tensions are escalating and interest in defense technology is growing, a new and ambitious company has gone public - Airo Group Holdings Inc. - and its debut was literally explosive:
+140%...
Read more
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I'll wait a while and if it falls through, I might buy.
📊 Oracle surprised with results last week and reaffirms its status as the silent leader of the technology world!
Oracle $ORCL reported results last week that exceeded analyst expectations while proving that the transformation towards modern cloud and AI solutions is the right move. Since the beginning of the year, the stock has gained over 26 %and since the results were...
Read more
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For now, I only have $MSFT and $AMZN in my portfolio, which is probably enough and I don't need to add another such stock to my portfolio.
BYD last month significantly cut the prices of its cars, sparking a price war in China. The company has faced criticism from regulators, which may pose a problem. Still, I think it was a great move and BYD is starting to get ahead of Tesla. If the stock continues to fall, I'll definitely buy in.
What do you think of the $BY6.Fstrategy ?
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If all goes well, the company will probably grow, but when politics and other companies get involved, it could be a problem.
📅 Key events of the upcoming week!
We have a shortened but all the more interesting week ahead of us, which may significantly influence market expectations for the future course of interest rates and the health of the US economy. Here is a round-up of the most important events that should not be missed.
🧭 Monday
NY Fed Manufacturing Activity Survey - An indicator that will...
Read more
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From what I've read, those rates shouldn't change.
Shares of $BA plunged 8% last week due to the tragic crash of a Boeing plane in India. But they are up more than 16% since the beginning of the year, so the company seems to be doing well overall. I won't be buying this stock, but it looks like Boeing is off to a good start.
Do you have $BAstock in your portfolio? Are you investing in the sector?
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The company is off to a good start and they are finally starting to do well. Plus, it's still the best company in its industry.
Do you have any interesting stocks on your watchlist right now?
I haven't been buying much lately, but I'm looking at $TTDagain and may overbuy $BY6.F.
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There's a lot of interesting stuff, I'll join the others, it depends on what one is looking at. I've been looking at $ORCL lately, unfortunately I didn't buy it, which literally pisses me off. 🙈 Although I also have a portfolio at its peak because I guess you can't do it any other way if you're in tech, but somehow I feel like I've been too reserved this year, too.....🙈 I don't know Trump at all and I feel like the world situation changes too often and you don't know where you stand.
AMD yesterday unveiled its line of chips that could be competitive with Nvidia's new Blackwell chips. For me, this is great news and it's clear that AMD is gradually catching up with Nvidia. I've been buying$AMDstock under $100 so I'm happy so far, but I think the main upside is yet to come.
What do you guys think? Do you have $AMDstock in your portfolio?
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Good news, but AMD certainly won't be better than Nvidia for a long time.